Ep 103: 2026 Energy Predictions and 2025 Reflections with Bill Nussey

What did we get right about energy in 2025 and where were we completely wrong? In this episode, Bill Nussey returns for the third time to reflect on last year’s predictions and unpack what actually played out across energy, infrastructure, and technology. Together, we look at geothermal’s breakout moment, the real progress with behind-the-meter batteries, and why some widely hyped trends didn’t materialize the way many expected.

Listen in to learn how energy economics are reshaping decision-making, why batteries are becoming a foundational asset for resilience and cost control, and how AI, data centers, and electricity demand are colliding faster than the grid can handle. Bill also shares his predictions for 2026, including where investment is heading, why efficiency may matter more than generation, and what leaders should pay attention to as policy, capital, and technology continue to shift.

What You’ll Learn in Today’s Episode:

• Why geothermal quietly became a breakout energy source.
• How behind-the-meter batteries changed resilience economics.
• What energy-as-a-service really unlocked for businesses.
• Why nuclear excitement didn’t match financial reality.
• How AI data centers are driving energy demand and risk.
• Why efficiency may matter more than new generation.
• What’s happening with state and utility incentives.
• How distributed energy assets reduce grid pressure.
• Why institutional capital is shifting toward smaller projects.
• What energy leaders should watch heading into 2026.

Resources in Today's Episode:

• Bill Nussey: LinkedIn | X | Facebook | Podcast
• Gareth Evans: LinkedIn
• Dan Roberts: LinkedIn
• VECKTA: News

You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/ydzmwtcd