This episode of the NPM Podcast is the full panel discussion titled “Data Centers: Powering the Next Generation of Renewable Demand” held at NPM’s recent US Development & Finance Forum 2025 in NYC.

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The panel includes data center and renewable developers reviewing the challenges and opportunities being created by accelerating historic-load growth in the data center industry. The panelists also discuss the widening implications of data centers for faster growth in the power sector and investment in the grid.

Panelists include:

• Judith Judson – Vantage Data Centers
• Colton Brown – Aligned Data Centers
• Lauren Edelman – Longroad Energy
• Michael Diverio – Blackstone
• Nate Serota – Blue Owl Capital
• Todd Glass – Wilson Sonsini (m)

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

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Perkins Coie’s Jane Rueger and Jacob Neeley join NPM's Kaitlin Fallowfield on the pod this week to discuss the eight options PJM recently presented to FERC for policies governing data centers with co-located power generation.

Rueger and Neely review the advantages for developers across the different options, offer insight about how companies might navigate contracts with hyperscalers and make predictions on what the industry may see when PJM receives a response from stakeholders on its data center co-location strategy.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.

Download our mobile app.

Kyle Hayes, a partner at Foley & Lardner and vice chair of their energy transition practice, joins the podcast to update the status of the green hydrogen industry in the US.

Hayes reviews the bigger winners of the hydrogen hub opportunity being administered by the Department of Energy and also the impact of the final ruling by the Internal Revenue Service on hourly matching as a qualification for the section 45V production tax credit.

New Project Media (NPM) is a leading data, intelligence, and events company providing business development led coverage across the US & European power and data center markets. NPM serves 400+ global development, investment, finance, advisory and corporate customers.

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