Heavy Power Users, such as AI Data Centers or Hydrogen Electrolyzers, swing their load by tens or hundreds of megawatts in a second on their own control logic, without any warning or visibility for the Power Grid Operator,  who can't see the ramp until it's already stressing the system.

Ravi and JAM speak with Dlzar Al Kez, a Researcher on Net Zero Infrastructure at the University of Manchester.

Mats Larsson, founder of the Global Energy Transformation Institute, discusses the staggering scale of transformation required for a full shift to electromobility.

He warns that electrifying all vehicles in Europe would require nearly half of the continent's current annual electricity production.

The conversation explores the systemic changes needed in regulation, grid expansion, and workforce training to support a resilient and sustainable transport system.

Heiko Ludwig shares firsthand insights from the structured finance trenches, revealing how macroeconomic volatility, inflation, and interest rate hikes are reshaping how banks assess and price risk for energy infrastructure.

He explains that project finance is under pressure, especially in renewables, due to shorter PPAs, cannibalisation risks, and unpredictable regulatory environments.

The discussion delves into how geopolitical tensions, commodity prices, and policy shifts impact both greenfield and refinancing deals.