Show Notes
Brent Nelson, senior managing director of market intelligence at Ascend Analytics, discusses how load growth, capacity market challenges and data center demand are reshaping power markets and long‑term planning.
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Recorded live at GDEV's annual general meeting and moderated by Jim Berger, this panel features Tom Rowlands Rees of BloombergNEF, Kevin Berkemeyer of Station A, Marissa Galizia of Voltus and Derek Lim Soo of Peak Power discussing how bring your own capacity (BYOC) programs let data centers and other large loads fund distributed batteries and demand response to connect to the grid faster.
John Bucknell, CEO of Virtus Solis Technologies, explains how his company plans to collect solar energy in orbit and send it to ground stations by microwave, providing continuous, low‑cost power for large loads such as data centers.
James McGinniss, CEO of David Energy, explains how plug‑in batteries and retail electricity supply can lower energy costs for commercial customers in dense urban markets like New York City.
Mishal Thadani, CEO of Rhizome, explains how utilities can combine asset data, outage history and climate models to identify their highest extreme weather risks and plan resilience investments.
Luke Edney, partner at Norton Rose Fulbright, discusses how new regulatory developments, tariffs and supply chain constraints are affecting procurement and construction for energy projects.