In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit, NARUC President Ann Rendahl and FERC Commissioner David Rosner join Todd Snitchler to discuss how regulators are navigating rising costs and growing investment needs across the power grid.

They explore who pays for grid expansion, how to balance affordability with reliability, and the critical role state and federal regulators play in shaping the future of the power system.

Topics include:

• Rising cost pressures and long-term grid investment needs,
• Balancing affordability with reliability and infrastructure expansion,
• State vs. Roles in cost allocation and decision making,
• The importance of transparency,
• How regulators can better communicate with the public, and
• Permitting, transmission, and building new supply to meet demand.

Host: Todd Snitchler, President and CEO, EPSA

Guests: Ann Rendahl, President, NARUC and Commissioner, Washington Utilities and Transportation Commission

David Rosner, Commissioner, Federal Energy Regulatory Commission

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In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit, Peter Lake of the White House National Energy Dominance Council joins Todd Snitchler to discuss the future of the U.S. power grid as demand surges from AI.

Lake highlights the need to modernize grid policy, speed up interconnection, and support new infrastructure, emphasizing that energy policy is critical to economic strength, competitiveness, and national security.

Topics include:

• Top priorities for the National Energy Dominance Council,
• AI-driven electricity demand and the race for global leadership,
• Stabilize, optimize, and grow: a three-part framework for grid transformation.
• Co-location of data centers and generation resources,
• PJM market reforms and the future of power markets,
• Balancing affordability, reliability, and infrastructure investment,
• And the importance of regulatory flexibility and stakeholder collaboration.

Host: Todd Snitchler, President and CEO, EPSA

Guest: Peter Lake, Senior Director of Power, White House National Energy Dominance Council

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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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