NRCO Clean Energy Outlook: Batteries, Data Centers, and the Future of the Grid Part I
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NRCO Clean Energy Outlook: Batteries, Data Centers, and the Future of the Grid Part I
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Battery storage is booming. AI data centers are driving massive new electricity demand. And utilities are trying to plan a grid that can handle both.
In this episode, Mike Keyser and the NRCO team break down the latest Clean Energy Outlook and connect the dots across storage markets, generation retirements, and the rapid rise of AI infrastructure. The conversation explores why most battery deployments are concentrated in a handful of markets, what that means for broader grid strategy, and how utilities are thinking about reliability as the resource mix shifts.
The team also digs into the surge in data center load and what it could mean for long term grid planning, credit risk, and ratepayers. The episode closes with a preview of the next discussion: where the next wave of data centers might go, including the surprisingly real possibility of computing infrastructure moving into space.