Renewable Energy SmartPod

• Are AI Data Centers the New Power Centers?

  Sponsored by: EDF power solutions -- [email protected] of the hottest topics these days -- not just in the energy sector, but across the entire economy -- is the anticipated energy demand from AI data centers. In an effort to separate the signal from the noise, Jeffrey Jakubiak, a partner at Vinson & Elkins, stops by the show to share his insights on the specific load demands AI data centers place on the grid. Perhaps most importantly, Jeffrey also discusses whether or not the US will be able to overcome a smorgasbord of challenges in order to build out enough generation capacity to meet that demand. One tactic many big tech firms are embracing is colocation. Amid the new 'Bring Your Own Power' (BYOP) environment, Jeffrey and I ponder one possible long-term impact on the grid: Will data centers become power centers?Sign up for the Renewable Energy SmartBrief

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• Navigating the New Energy Landscape with Michael Chanin from Cherry Street Energy

  Sponsored by: KPMGWhile recent months have been full of turmoil for renewables companies amid market uncertainty and dramatic policy shifts,  there are still energy companies that are closing new deals and driving innovation in the renewables market. Michael Chanin, founder and CEO of Cherry Street Energy, stops by the show to discuss the changing energy landscape and how businesses can adapt. Michael highlights the impacts of recent policy changes, supply chain challenges and solutions, and shares his predictions on what the future holds for renewables.Recorded on the date of Cherry Street Energy's 10th anniversary, Michael and his team aren't planning on slowing down any time soon. More resources from KPMG:Shaping the Future of Renewable and Emerging Energies Unlocking the power of data products in the energy sectorLead the curve: Make energy disruption a competitive advantageSign up for the Renewable Energy SmartBrief

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• Smart Buildings Are Getting Smarter with James Dice from Nexus Labs

  Sponsored by: EDF power solutions and PowerFlexWith rising energy prices in the news, there's never been a better time for building owners and operators to optimize their operations to save energy costs. With that in mind, James Dice, founder and CEO of Nexus Labs, stops by the show to discuss smart building technology. Ahead of NexusCon 2025, James shares his insights about technologies and trends that are advancing the industry and also cites examples of companies that leading the way.Episode highlightsWhat Nexus Labs does - (3:19)The latest trends in smart building solutions - (6:32)Key data sets for Energy Management Systems - (11:22)The buzz around power generation - (16:04)Real-world examples of owners/operators leveraging smart solutions - (18:57)What is the first step a building onwer/operators should take? - (21:23)What's in store for NexusCon 2025 - (22:48)"The BESS is Yet to Come" - (24:56)A role for utilities to play in the growth of smart buildings - (26:30)Smart solutions and remand response - (29:02)James' bold prediction for the smart building industry - (31:33)Sign up for the Renewable Energy SmartBrief

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• What's Next for Rising Energy Prices - with Sean Kelly from Amperon

  Sponsored by KPMGWith rising energy prices poised to remain a hot topic in the months ahead, Amperon CEO Sean Kelly stops by the show to dive into the underlying reasons for energy price increases. Sean and I discuss what utilities, policymakers and other market participants can do to address rising energy costs associated with increased power demand from AI data centers. We also outline what energy traders are doing -- and the tools they are leveraging -- to respond to the price volatility. This episode is not about pointing fingers or placing blame. We focus on what’s happening, why it's happening and perhaps most importantly ... what’s next?More Resources from KPMGKPMG report: Energy sector tax provisions in “One Big Beautiful Bill”Unlocking the power of data products in the energy sectorKPMG global tech report: energy insightsShaping the Future of Renewable and Emerging EnergiesEpisode HighlightsThe impact AI data centers are having on energy demand - (3:51)Are PJM's most recent auction results a sign of things to come? - (7:24)"All of the above for everything" - (9:30) The role for nuclear - (12:35)Energy forecasting in this environment - (16:13)How power traders a managing price volatility - (18:34)New trading tools and capabilities - (21:17)Bold predictions: What are we going to be talking about in 2-3 years? (24:48)Sign up for the Renewable Energy SmartBrief

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• Tax Incentives and Trade Policy with KPMG's Jessica Libby

  Sponsored by: EDF power solutionsAs the Trump administration continues to announce policy changes at a rapid pace, Jessica Libby, principal with KPMG Trade and Customs, returns to the show to discuss the shifts that are having the biggest impact on the renewable energy industry. Jessica highlights rules related to content from Foreign Entities of Concern (FEOC), new tax guidance from the Treasury Department related to wind and solar and, of course, tariffs. Jessica explains a new contractual term known as 'tariff majeure' or 'Trump majeure' and also reveals the one policy tweak that she thinks is currently under the radar, but might yet become a major challenge for the industry.More resources from EDF power solutions:Distribution-Scale Power Key highlights: "It's a new and different world." - (4:18)Foreign entities of concern - (6:37)Tariffs, tariiffs and more tariffs - (8:16)Challenges to onshoring manufacturing - (10:55)Treasury Department guidance for wind and solar - (13:44)How business owners are responding to all these changes - (19:15)'Tariff majeure' or 'Trump majeure' - (21:36)Could all these changes make supply chains more sustainable? - (22:26)Logistically speaking, is the US capable of collecting all these tariffs? - (24:54)A big policy change that is currently under the radar - (29:47)Jessica's bold predictions - (32:54)Sign up for the Renewable Energy SmartBrief

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