EPSA Live: Investing in the Next Wave of Power Demand – With Steve Fleishman, Wolfe Research Artwork

Energy Solutions: A Podcast From EPSA

America runs on reliable, affordable electricity - but the demands on our grid are changing. From natural gas to renewable power, electric vehicles and the competitive power markets, what are the energy solutions to cultivate cleaner air, new technology and more innovative and reliable power generation - at the least cost? Experts and voices from throughout the electric industry and government join the Electric Power Supply Association to discuss emerging trends, current issues, energy customer needs, and new projects. Discover how competition unlocks solutions to build the grid of the future.

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Energy Solutions: A Podcast From EPSA

EPSA Live: Investing in the Next Wave of Power Demand – With Steve Fleishman, Wolfe Research

March 23, 2026 • Electric Power Supply Association • Season 1 • Episode 60

0:00 | 42:45

In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit on March 3 in Washington, D.C., EPSA President and CEO Todd Snitchler joins Wolfe Research analyst Steve Fleishman to discuss the surge in electricity demand driven by AI, data centers, and electrification—and what it means for investment in new power infrastructure.

The conversation covers the reality behind rising load forecasts, how investors are responding, and why clear market structures and policy signals are critical to supporting the next generation of energy development.

Topics include:

How AI, data centers, and electrification are reshaping electricity demand forecasts,
Whether current load growth projections are realistic and what could slow them down,
The scale of investment required to build new generation and infrastructure,
The growing role of long-term contracts and durable, long-term capital investment in the power sector,
And why political and regulatory stability is critical for attracting capital.

Host: Todd Snitchler, President and CEO, EPSA

Guest: Steve Fleishman, Managing Director and Senior Analyst, Wolfe Research

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