Getting Electrons Onto the Grid for the AI World

Overview

Energy-infrastructure developers are on the front lines of realizing the electricity growth need to power the AI revolution. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Andrew John Stevenson, senior climate  analyst, sits down with Dan Lee, Managing Partner at Simcore Partners. From the backup in grid availability in PJM plants to the opportunities to boost assets in Texas grid operator ERCOT, this episode delves deep into the process to get electrons on the grid in a timely, low-cost fashion. This episode was recorded on Dec. 11, 2024.