Ray Long, ACORE CEO, on policy hurdles slowing energy infrastructure. Arthur Haubenstock, senior counsel at Equinix, on data center reliability, backup limits, and local grid impacts. Anna Shpitsberg, Wood Mackenzie power head, with data-driven forecasts of a 183–220 GW data center surge and its supply implications. They discuss supply sources, timing bottlenecks, and permitting, trade, and regulatory roadblocks.
