Energy Gang

Wood Mackenzie
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Sep 16, 2025 • 51min

Data centers for AI will need to embrace flexibility if our electricity system is going to cope. How can large loads support the grid?

In this enlightening discussion, guests Shanu Mathew, an investment expert at Lazard Asset Management, and Varun Sivaram, Founder & CEO of Emerald AI, explore how AI could become an ally for the energy grid instead of a burden. They delve into the concept of flexibility, explaining how AI data centers can adjust their power consumption during peak stress. This shift could allow for faster integration into the grid, unlocking a potential $4 trillion investment opportunity. They also address how innovation in energy strategies is crucial for the future sustainability of power systems.
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Sep 1, 2025 • 50min

What will the COP30 climate talks mean for energy?

In this engaging discussion, Amy Myers-Jaffe, Director at NYU’s Energy, Climate Justice and Sustainability Lab, and Simon Evans, Deputy Editor at Carbon Brief, dive into the lead-up to COP30. They explore the effectiveness of past climate agreements, notably discussing the ongoing rise in greenhouse gas emissions. Key topics include the complexities of international climate pledges, fossil fuel lobbying, and the urgent need for improved carbon pricing strategies. The conversation highlights the critical intersection of energy security and climate action amid geopolitical challenges.
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27 snips
Aug 19, 2025 • 1h 4min

Petrostates, electrostates, and the energy transition. Gerard Reid of the Redefining Energy podcast visits the Energy Gang

Gerard Reid, co-host of the Redefining Energy podcast and energy finance expert, emphasizes the critical divide between petrostates like the U.S. and electrostates like China in the global energy transition. He asserts that AI will reshape the energy landscape, with countries adapting varying strategies to meet electricity demands. The discussion includes the rising significance of clean energy investments, the shifts in U.S.-China dynamics, and the challenges of transitioning infrastructure to support burgeoning technologies like electric vehicles.
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27 snips
Aug 5, 2025 • 1h 11min

Planning the grid to meet future energy demand | A discussion on the future of the grid, AI, energy innovation, and delivering the electricity supply we will need in the coming decades

Alice Jackson, VP of Grid Modeling at Breakthrough Energy, and Melissa Lott, Partner for energy technologies at Microsoft, discuss the urgent need to modernize the electricity grid. They highlight challenges stemming from aging infrastructure and rising demands from data centers and EV charging. Jackson shares insights on developing open-source tools for grid planning to streamline regulatory approvals. The conversation emphasizes the critical role of collaboration and innovative technologies in creating a sustainable and resilient energy future.
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Jul 22, 2025 • 1h 15min

What will energy look like 5 years after the 'Big Beautiful Bill?' The Energy Gang report from 2030.

Travel into 2030 as experts envision the changing energy landscape post-legislation. The looming impact on the U.S. automobile industry, particularly electric vehicles, is examined alongside rising challenges from China. Geopolitical factors complicate tax credits, adding further hurdles for battery developers. Meanwhile, the future for renewable technologies like solar and wind faces supply chain pressures. Amidst this, state policies and private investments emerge as potential beacons of hope for a cleaner energy future.
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29 snips
Jul 8, 2025 • 1h 13min

Inside the ‘crazy grid’: why the future of energy needs everything, everywhere, all at once

Quinn Nakayama, Senior Director of Grid Research and Innovation at PG&E, dives into the complexities of the 'crazy grid'. He explains how California's electricity system is adapting to new demands like variable renewable energy and electric vehicles. The discussion touches on the role of AI in increasing power demand and grid management. Nakayama debates the effectiveness of Virtual Power Plants and highlights the urgent need for infrastructure upgrades to meet rising consumption patterns, especially with the growing influence of data centers.
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4 snips
Jul 3, 2025 • 1h 10min

The Big Beautiful Bill is close to passing. What would it mean for clean energy in the US?

Robbie Orvis, Senior Director at Energy Innovation, and Jeremy Horan, VP at ACORE, join to unpack the implications of the recent budget reconciliation legislation. They discuss the potential decline in wind and solar investments, increased reliance on natural gas, and a promising outlook for battery storage. The duo also tackles the complexities introduced by new regulations on foreign entities, which could hinder progress in renewable projects. The conversation dips into how global geopolitical tensions, particularly in Iran, are reshaping U.S. energy markets.
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Jun 24, 2025 • 27min

EBOS: the unsung hero that’s accelerating clean energy deployment | How Shoals is improving utility-scale solar performance

Stephen LaFleur, Senior Director of Sales for Utility-Scale Solar at Shoals Technologies Group, and Grant Reasor, Associate Electrical Engineer at Burns & McDonnell, dive deep into the world of Electrical Balance of Systems (EBOS). They highlight how flawless EBOS integration is essential for solar project success, discussing alarming statistics about connector-related failures. The conversation also touches on the shift to 2KV systems and the cost-effectiveness of repowering solar plants, emphasizing the importance of collaboration and innovation in the clean energy sector.
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Jun 18, 2025 • 1h 6min

How do we adapt to a warming world?

Join climate experts Sarah Kapnick and Amy Myers-Jaffe as they unpack the realities of adapting to a warming world. Kapnick, with her background at JP Morgan and NOAA, highlights the rising uninsurability of certain regions due to climate risks. They discuss the urgent need for innovative adaptation strategies, particularly for vulnerable communities. The conversation also touches on how climate change is reshaping energy markets and influencing housing decisions. Together, they call for urgent action to address disparities in climate-related impacts.
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31 snips
Jun 10, 2025 • 1h 12min

Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York

In a lively discussion, David Ulrey, CFO of Fervo Energy, talks about groundbreaking geothermal projects, including a promising pilot in Nevada, and financing challenges in the sector. Mona Dajani from Baker Botts offers insights on energy dealmaking amidst changing political winds, emphasizing the need for adaptability. Tonya Hicks, founder of Power Solutions Inc, shares her inspiring journey as a woman entrepreneur in the renewable energy space. Lastly, Ray Long discusses the urgency of navigating energy tax credit uncertainties and exploring innovative financing mechanisms.

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