The Grid's Next Move: Nuclear Daydreams vs. Distributed Energy Reality

Supercool

In this end-of-year conversation, David Roberts, a renowned climate and clean energy journalist, lays out his headline for 2025: the rapid growth of AI data centers has forced long-delayed decisions about the power system. After two decades of mostly flat U.S. electricity demand, utilities are now facing sharp new load growth, tighter timelines, and major uncertainty—making grid capacity and interconnection central challenges. Roberts, who hosts and writes the Volts podcast and newsletter, argues that long-lead solutions like new nuclear power plants are poorly matched to this moment. The fastest, lowest-cost capacity available today comes from distributed resources: solar, batteries, flexible building loads, coordinated EV charging, and virtual power plants. Because hyperscalers face real financial pressure to get data centers online, he sees a potential opportunity to redirect some of that capital toward building distributed capacity that benefits the wider grid. The conversation also touches on political volatility and why clean energy and electrification continue to advance globally on their favorable economics, even amid U.S. policy uncertainty.

Show Notes

Guest: David Roberts

Company: Volts

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