In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit on March 3 in Washington, D.C., EPSA President and CEO Todd Snitchler joins Wolfe Research analyst Steve Fleishman to discuss the surge in electricity demand driven by AI, data centers, and electrification—and what it means for investment in new power infrastructure.

The conversation covers the reality behind rising load forecasts, how investors are responding, and why clear market structures and policy signals are critical to supporting the next generation of energy development.

Topics include:

• How AI, data centers, and electrification are reshaping electricity demand forecasts,
• Whether current load growth projections are realistic and what could slow them down,
• The scale of investment required to build new generation and infrastructure,
• The growing role of long-term contracts and durable, long-term capital investment in the power sector,
• And why political and regulatory stability is critical for attracting capital.

Host: Todd Snitchler, President and CEO, EPSA

Guest: Steve Fleishman, Managing Director and Senior Analyst, Wolfe Research

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