As electricity demand surges across the U.S. — driven by AI, data centers, electrification, and reshoring of manufacturing — one critical question rises to the top: Who’s going to build the grid of the future, where does the money come from, and how fast can we do it?

In this episode of Energy Solutions, EPSA President and CEO Todd Snitchler sits down with Doug Kimmelman, Founder and Executive Chairman of Energy Capital Partners, to explore the role of private investment in meeting this challenge and building a power system to meet the challenges of today and tomorrow.

Doug shares why he believes we're entering a new era of infrastructure urgency, introduces the concept of the "Triangle of Power"—power generation, natural gas supply, and delivery infrastructure—and explains why competitive electricity markets and permitting reform are essential to meeting America’s energy moment.

Together, they tackle:

• Why reliability is the true product of the power sector
• The unique opportunity the AI boom presents for the U.S. economy
• Myths about Wall Street’s role in energy infrastructure
• How private capital can deliver faster, smarter, and at scale
• What policymakers can do to unlock investment and spur innovation

📈 Whether you're a policymaker, investor, energy professional, or just want to understand how the grid keeps up with growth, this episode offers candid insights on the future of U.S. power.

Guest: Doug Kimmelman, Founder and Executive Chairman, ECP

Host: Todd Snitchler, President and CEO, EPSA

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America’s energy demand is rising fast and our power supply has shrunk, but getting infrastructure built is harder than ever. In this episode, Curtis Wilkerson breaks down why critical projects like solar farms, natural gas plants, transmission lines, and hydrogen hubs face costly delays and fierce local (and outside) opposition – sometimes turning 3-year builds into 10-year battles.

We explore how permitting challenges, political gridlock, and cultural disconnects at the community level are standing in the way of a more reliable, affordable, and cleaner grid – and the race to power AI and a growing economy.

Highlights:

• Why we need all types of energy projects – urgently
• How local roadblocks are making infrastructure slower and more expensive
• What’s changed in permitting, siting, and community politics
• What developers and policymakers can do differently

A must-listen for anyone who cares about the future of the grid, energy innovation, or how we build anything in America today.

Guest: Curtis Wilkerson, Orion Strategies

Host: Todd Snitchler, President and CEO, EPSA

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EPSA President and CEO Todd Snitchler talks with Stephen DeFrank, Chairman of the Pennsylvania Public Utility Commission, about how the commonwealth is managing major electricity demand growth and advancing competitive power solutions. The Chairman offers a candid look at how a restructured state like Pennsylvania is addressing surging load from data centers, manufacturing, and electrification—while staying focused on reliability and affordability.

Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.