Power Markets in Transition

The electric power sector has been at the forefront of the global energy transition with technologies like wind and solar maturing rapidly and deployed across the world. Yet renewable development faces new challenges in supply chain bottlenecks, high interest rate, siting and permitting delays, and grid constraints. 

How much faster will electricity demand grow with the myriad of new demand drivers such as AI and data centers, electric vehicles, and heat pumps? 

How can the power sector continue to decarbonize while maintaining reliability? As renewables expand, how will fossil fuel and renewables alike make money as power prices come under downward pressure? What will be the parameters for regulators and policymakers.