Michael Haigh, a U.S. Leveraged Loans Portfolio Manager at PGIM Fixed Income, and Maxwell Hausle, an Investment Grade Credit Research Analyst, dive deep into the surging demand for electricity in the U.S. They discuss how advancements in AI and data centers are driving this demand, alongside the regulatory challenges it presents. The duo evaluates the potential of nuclear energy in the mix and the economic pressures utilities face. Their insights reveal a complex landscape where regional power dynamics and rising prices affect both consumers and energy providers.
