Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Wood Mackenzie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wood Mackenzie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

AI could break the electricity grid. What do regulators and the industry need to do to keep the lights on?

59:47
 
Share
 

Manage episode 516681824 series 1694076
Content provided by Wood Mackenzie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wood Mackenzie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps getting in the way of practical solutions.

Neil Chatterjee, the former Chairman of the Federal Energy Regulatory Commission (FERC), has spent a long time working on the interaction of markets and policy in energy. He says: “America needs to take the politics out – or the lights go out.” Is overzealous federal regulation really undermining the reliability of the grid? How can we win support for realistic solutions that will keep the lights on and ChatGPT on line.

Joining Ed and Neil to discuss these questions is regular guest Amy Myers Jaffe, who is director of the Energy, Climate Justice & Sustainability Lab at NYU. She proposes that AI might not be the cause of both blackouts and a climate catastrophe. She argues that we might actually save more energy from using AI than we consume in powering the data centers that support it.

Debating the issues with Amy, Ed and Neil is Cecilio Velasco, managing director in infrastructure at KKR, a global investment firm that deploys capital in infrastructure. Cecilio brings the investor view on what it will take to unlock the trillions in capital needed for a reliable and resilient energy system in the age of AI.

The panel address the uncomfortable truth that the US may need every available electron – from wind and solar to batteries to nuclear power and gas – to meet its goals.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

548 episodes

Artwork
iconShare
 
Manage episode 516681824 series 1694076
Content provided by Wood Mackenzie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wood Mackenzie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps getting in the way of practical solutions.

Neil Chatterjee, the former Chairman of the Federal Energy Regulatory Commission (FERC), has spent a long time working on the interaction of markets and policy in energy. He says: “America needs to take the politics out – or the lights go out.” Is overzealous federal regulation really undermining the reliability of the grid? How can we win support for realistic solutions that will keep the lights on and ChatGPT on line.

Joining Ed and Neil to discuss these questions is regular guest Amy Myers Jaffe, who is director of the Energy, Climate Justice & Sustainability Lab at NYU. She proposes that AI might not be the cause of both blackouts and a climate catastrophe. She argues that we might actually save more energy from using AI than we consume in powering the data centers that support it.

Debating the issues with Amy, Ed and Neil is Cecilio Velasco, managing director in infrastructure at KKR, a global investment firm that deploys capital in infrastructure. Cecilio brings the investor view on what it will take to unlock the trillions in capital needed for a reliable and resilient energy system in the age of AI.

The panel address the uncomfortable truth that the US may need every available electron – from wind and solar to batteries to nuclear power and gas – to meet its goals.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

548 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play