Energy Gang

As the ADIPEC 2026 conference gets under way, energy security and resilience are the central themes. Technological advances and international conflicts are creating new physical and cyber threats to energy supplies and infrastructure. The energy industry is being called on to provide resilience and supply security, which means seeing the risk of disruption early and adapting before it can spread....

America needs more electricity, but building new power lines takes time. Some transmission projects in the US have taken more than 20 years to complete. Many others have been blocked completely. With power demand rising rapidly, driven by AI data centres, electrification and industrial growth, the pressure is on to find ways to make better use of the grid we already have. Could smarter technology...

Americas needs more electricity, and fast. Data centres for AI, and new factories for computer chips and batteries, are driving up demand for electricity, putting mounting pressure on a power grid that has already been struggling. Across different industrial sectors, and different parts of the political spectrum, there is a broad agreement that new transmission infrastructure is urgently needed. B...

Energy companies use sensors and AI to anticipate equipment failure. Can the same predictive approach protect the people operating that equipment, without turning safety systems into a new form of workplace surveillance? As AI moves from screens into robots, control rooms and industrial sites, that question is becoming practical, not theoretical. Host Ed Crooks is joined by Olivier Oullier, a neur...

Energy security and resilience have moved to the top of the agenda after repeated supply disruptions. As the industry gathers for ADIPEC, AI is being pitched as a way to anticipate equipment failures, improve operations and respond faster to risk. But can it deliver measurable results in critical energy systems, or is the promise still running ahead of the proof? Host Ed Crooks is joined by Sarava...

Energy security has surged up the policy agenda as geopolitical shocks have exposed the risks of relying on imported fuels. But replacing oil and gas with renewables, batteries and electric vehicles can create new dependencies of its own. The question running through Climate Week NYC was whether countries can strengthen energy resilience while curbing greenhouse gas emissions. Host Ed Crooks held...

This year’s Climate Week NYC was about much more than climate. The conversation kept being pulled back to energy security and resilience in an increasingly volatile world. The conflict in the Middle East, drone attacks on critical infrastructure, and threats to international shipping are forcing policymakers, companies and investors to confront one of the toughest questions in energy: how do you b...

A fresh shock to global energy markets has pushed an old question back to the center of the climate debate: When supplies tighten and prices rise, do governments double down on the transition, or reach for the fastest fossil fix? From the Strait of Hormuz to rising demand for cooling, the pressure is no longer just about fuel availability. It is about whether power systems can stay secure and affo...

As federal support for climate action in the US is cut back, a difficult question is coming into focus: what happens to clean-energy projects that still make economic sense, but no longer have Washington behind them? For low-income communities in particular, this is not just a policy story. It is about electricity bills, resilience during storms and heatwaves, access to financing, and whether prac...

Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arcane debate about market design into a live political question: can competitive power markets still deliver affordable, r...

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI demand, a new question is coming into focus: Can the industry build the kind of benchmark and hedging tools that already ex...

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The rate at which electricity supply can grow is determined in part by how fast the equipment industry can supply new turbine...

As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how solar, storage and other facilities can increase their resilience to the growing risks of physical threats such as hailstorms and wildfires. The rush to add capacity to meet surging demand from new da...

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American co...

US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do something about it. One proposed solution is that the rules around competitive power markets need radical reform. In this epis...

The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies have now raised billions in capital, and pilot plants are moving from slide decks and plans into steel and concrete. The questions now are not so much around whether fusion power can ever work, and mo...

Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of seven Super Bowls happening every day, in one of the world’s biggest urban economies. That means huge demands on the city’s transport and energy systems. But it also creates a rare opportunity to use t...

Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting greenhouse gas emissions, the answer is most often going to be investing in new assets: power plants, transmission lines, factories, pipelines, ports… the list goes on. But all too often, getting big proj...

US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rates last year, double the amount in 2024. And investor-owned utilities are planning to spend $1.4 trillion on capital projects over the next five years – enough on one calculation, to build almost 2,000...

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, used to heat homes and cook food, provide raw materials for industry and keep the lights on. Every molecule leaked is energy wasted and money lost. The IEA estimates that about 200 billion cubic meters...

There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the Strait of Hormuz has put security of supply at the top of every importer's agenda. In this special episode,...

The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural gas (LNG) off the market. It has been a reminder that hundreds of millions of people rely on the international gas trade to heat our homes, fuel our industries and keep our lights on. And that trade is highly vulnerable to sudden...

America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment in new clean energy infrastructure. But legal and regulatory structures mean that developing projects in the US is often an uncertain, drawn-out and expensive process. To take just one example, new transmission infrastructure is vi...

The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger that anything that anyone currently working in the industry has yet seen in their professional lifetimes. The question of which market and regulatory structures are needed to respond to this new and fast-changing world is now at the...

The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Crooks explores what that means for the US power industry, at a moment when rising electricity demand was already putting the grid under strain. Lori Ann LaRocco, a trade and supply chain expert and autho...