Why grid planning is the hardest problem in energy right now with Derek Stenclik

In this episode, James talks with Derek Stenclik, Founding Partner at Telos Energy. Derek shares his path into the power sector, starting at GE where he spent nearly a decade working on grid planning, resource adequacy, and early studies on integrating wind and solar at scale, before co-founding Telos to tackle some of the grid’s most complex planning challenges.

The conversation focuses on how utilities and grid operators are navigating an era of unprecedented uncertainty, driven by rapid load growth, shifting resource mixes, and long planning timelines. Derek shares how Telos approaches these challenges through advanced grid modeling, emphasizing the importance of scenario analysis, proactive planning, and better decision-making in the face of volatile forecasts and evolving market rules.

Key topics include:

• Why grid modeling and scenario analysis are foundational to the energy transition
• Managing explosive load growth from data centers and large new loads
• The evolving role of load flexibility, batteries, and behind-the-meter generation
• Affordability, cost allocation, and the risk of stranded infrastructure

A must-listen for anyone thinking about how reliability, affordability, and speed intersect in today’s power system.

Reach out to Telos Energy by visiting their website. 

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