Energy Gang

Wood Mackenzie
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May 12, 2026 • 1h 5min

A new toll on global energy: Can Iran permanently control the Strait of Hormuz?

Edward Fishman, CFR scholar and author of Choke Points, discusses economic statecraft. Christopher Aversano, maritime expert at Wood Mackenzie, explains shipping realities and insurance choices. Amy Myers-Jaffe, NYU energy geopolitics director, outlines energy security risks. They examine Hormuz transit drops, ships going dark, potential Iranian tolls and rerouting energy flows in a world adapting to sustained disruption.
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Apr 28, 2026 • 1h 2min

Uber's electric bet on electric vehicles. What does the rise of EVs and autonomous vehicles mean for the future of mobility?

Samarth Kedrawal, Uber’s fleet and autonomous vehicles chief, leads AV ops and depot strategy. Andrew Cornelia, Uber’s electrification lead, builds charging partnerships and driver programs. Amy Myers-Jaffe, NYU energy expert, analyzes EV and policy trends. They discuss Uber’s push to electrify and automate rides, charging infrastructure challenges, depot and grid planning, and how AVs could reshape mobility.
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4 snips
Apr 14, 2026 • 1h 11min

Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.

Amy Myers Jaffe, energy policy and justice expert at NYU, and Asim Haque, PJM senior VP and former regulator, unpack PJM’s role as the sprawling grid operator for 67 million people. They discuss the surge of data centres, tensions between decarbonization and reliability, soaring capacity prices, the White House backstop procurement, and practical paths states can take to protect affordability.
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19 snips
Mar 31, 2026 • 1h 13min

The mother of all disruptions. What the war with Iran means for energy.

Amos Hochstein, former senior U.S. energy advisor now at TWG Global, offers energy security and Middle East insight. Samantha Gross, director at Brookings, brings expertise in energy security and markets. Amy Myers Jaffe, NYU energy and climate specialist, covers geopolitics and decarbonization. They discuss the shock to oil, LNG and fertilizer flows, cascading shortages across industries, market psychology versus physical disruptions, and infrastructure bypass options.
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23 snips
Mar 17, 2026 • 1h 11min

A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?

Paul Siegel, CEO of LS Power, a builder/operator of generation and transmission. Melissa Lott, Microsoft energy lead and researcher on electricity demand and policy. They discuss rising data center loads and strained grids in PJM. They talk markets and capacity signals, who should pay for upgrades, the role of batteries, demand response, transmission planning, and long lead times for new power infrastructure.
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Mar 10, 2026 • 1h 11min

The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?

Chris Aversano, maritime partnerships director and former seafarer, explains shipping disruptions, crew risks, and vessel tracking challenges. Amy Myers-Jaffe, energy security and geopolitics expert, frames Strait of Hormuz vulnerabilities and market reactions. They discuss price spikes, drone and asymmetric threats to shipping, collapsed tanker traffic, trapped seafarers, rerouting limits, and implications for LNG and global commodity flows.
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Mar 3, 2026 • 58min

Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans

Amy Myers-Jaffe, energy policy expert at NYU, and Colby Hastings, Tesla’s residential energy lead, discuss virtual power plants. They compare storage VPPs with demand response. They explore market and regulatory barriers, Tesla’s customer-focused VPP model, opt-outs and app transparency. They also cover vehicle-to-grid pilots and Puerto Rico’s large Powerwall deployment as a real-world test.
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7 snips
Feb 27, 2026 • 52min

Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum

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.
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Feb 26, 2026 • 49min

How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington

Alice Lin, senior tax advisor at NRDC who helped shape clean energy tax rules. Peter Toomey, Chief Development Officer at Cypress Creek Renewables, an experienced solar and storage developer. Dr Sarah Kapnick, JPMorgan climate advisory lead on climate risk and clean energy investment. They discuss surging electricity demand, strained supply chains, policy cliffs and domestic manufacturing trade-offs. Tensions between affordability, security, and scaling arise.
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Feb 17, 2026 • 41min

A solution to the problem of paying for data centre power? Unpacking AWS’s recent 3 gigawatt deal with NIPSCO

Vince Parisi, President & COO of NIPSCO, a utility leader focused on grid planning and community protection. Brandon Oyer, Head of Americas Power & Water at AWS, an expert in data center power strategy. They unpack a 3 GW ring-fenced GenCo deal that funds generation for data centers, how a 15-year commercial term and performance incentives aim to avoid cost-shifting, and why grid connection was chosen over behind‑the‑meter solutions.

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