Sponsored by KPMG

With rising energy prices are poised to be a political hot potato 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 KPMG

• Unlocking the power of data products in the energy sector
• KPMG report: Energy sector tax provisions in “One Big Beautiful Bill”
• Shaping the Future of Renewable and Emerging Energies

Episode Highlights

• The 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)

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