A.J. Goulding
President of London Economics International and electricity markets expert who advises on power market design, teaching at Columbia SIPA and providing analysis on power prices, data centers, and North American energy links.
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Feb 4, 2026 • 48min
AI, Energy and Climate: Power Prices, Data Centers and US-Canada Geopolitics
A.J. Goulding, president of London Economics International and electricity markets expert teaching at Columbia SIPA. He unpacks rising U.S. power prices and the drivers behind them. He explains how data centers influence load, infrastructure costs, and tariffs. He explores US-Canada grid links, cross-border vulnerabilities, and shifting investment in wind, nuclear, solar and storage.
