Power markets are entering a new era. After years of flat demand, rapid data center expansion is driving a sharp, sustained surge in electricity demand. This acceleration is colliding with constrained supply chains, evolving policies and regulatory pressures, and growing uncertainty around future resource adequacy - making 2025 one of the most complex market environments.
Join our power market experts as we review the pivotal developments from 2025 and share our insights on key drivers shaping U.S. power markets.
In this session, we'll analyze:
Demand Surge: Where and how data center growth is impacting grid planning and market prices.
Electricity Generation: Regional trends by technology and implications for power markets.
Capacity Markets: What 2025 capacity auctions revealed about regional supply and demand imbalances.
WACC & Financing: How policies and interest rate movements are shaping project economics.