Energy Evolution

• The race to rebuild the US power grid in the age of AI

  In this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intelligence drives unprecedented power demand after years of flat growth. The discussion features Benjamin Levitt, associate director of research and analysis for gas power and energy futures, and Christopher Wilfong, director of North America power and renewables consulting, both at S&P Global Energy CERA. They talk about the infrastructure challenges facing the power sector while addressing concerns about grid reliability, impact on electricity prices and the potential for an AI bubble reminiscent of the dot-com era. Eklavya also speaks with Tom Falcone, CEO of the Large Public Power Council, who reveals how utilities handle gigawatt-scale requests from tech giants and explains the critical challenge of ensuring rapid load growth doesn't compromise affordability for existing customers. The conversations examine how utilities, caught off guard by the AI boom, are grappling with the stark reality of needing to double grid capacity in some regions within a decade, while navigating supply chain bottlenecks, permitting delays, and the critical question of who pays for this massive infrastructure expansion.

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  33:19

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  33:19
• How weather analytics is powering modern energy trading

  In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge. From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day. The discussion features insights from two of Munich Re's weather derivatives specialists, Theresa Kammel and Pierre Buisson, who shed light on how the energy industry is increasingly using this market to hedge against weather-related financial risks, especially in the renewables space. Eklavya also speaks with Sean Kelly, CEO of energy forecasting company Amperon, about how AI is transforming weather analytics and reshaping how traders anticipate electricity demand, renewable generation and power prices.

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  27:14

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  27:14
• Breaking down the hydrogen hype

  The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a more nuanced story, with large volumes of projects starting construction. In this episode, senior energy transition reporter James Burgess speaks to Christian Stuckmann, Uniper's head of hydrogen business development, and Shell president for hydrogen Andy Beard to discuss the complexities of the nascent energy transition sector. They examine the challenges facing the industry and explain how they have been able to progress projects despite headwinds from policy delays and demand uncertainty, with the refining industry emerging as a leader in the green hydrogen space.

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  34:42

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  34:42
• Nuclear power enjoys growing interest, but can it deliver?

  Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of new companies racing to build advanced reactor designs. But questions persist about whether the nuclear industry can execute to deliver these generation projects on schedule and on budget in an era of rapidly rising power demand.  In this episode, Dan Testa discusses these trends with Platts reporter Abbie Bennett and Bill Freebairn, Platts associate director of price reporting for nuclear fuels. Also joining the episode are Adam Stein, a nuclear analyst at the Breakthrough Institute, as well as Drew Marsh, CEO of Entergy Corp. and the new chair of the Nuclear Energy Institute. 

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  33:12

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  33:12
• The AI-driven gas turbine renaissance

  The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power. In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times for new gas turbines. The conversation explores the far-reaching implications of this boom: tech giants are building dedicated gas-fired plants for data centers, developing nations face turbine shortages, and manufacturers struggle to meet unprecedented demand. Cavada reveals that his company is already discussing projects for 2031-2032, highlighting the unprecedented scale of current demand.

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  20:29

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