Daniel Ackerman
๐ค SpeakerAppearances Over Time
Podcast Appearances
We lost muscle memory with how to build new power generation.
The poles and the wires in the system are old, and we haven't had to build new power in this country for a long time.
It's difficult to get permits.
There are all sorts of bottlenecks.
Areas where the U.S.
was surging, like renewables, have run into roadblocks.
The White House is trying to jumpstart nuclear power, but it's also trying to end offshore wind.
Tariffs are making solar panels more expensive.
High interest rates have dragged down financing.
CSIS's Leslie Abrahams.
And it's not just renewables.
Natural gas prices are rising, albeit from very low levels.
And there are major problems in the U.S.
right now turning more gas into more power.
Kelly Morgan is research director for data centers at S&P Global.
She says it has gotten so bad that AI companies are literally scouring the world for parts to build their own natural gas power plants.
AI companies in particular have a lot to lose or gain from the fate of the U.S.
energy grid.
Columbia's Jason Bordoff.
The biggest risk that the U.S.