CERAWeek: Three utility CEOs on energy transition, AI demand and changing US politics
Mar 20, 2025•32 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy.
The discussion revolves around the rapid growth of datacenters and the evolving energy landscape.
- Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns.
- Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands.
- Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
For the best experience, listen in Metacast app for iOS or Android