In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit, Ed Crooks of Wood Mackenzie moderates a panel on what it will take to finance the power system of the future.

Panelists discuss how quickly new infrastructure can be built to meet rising demand, what investors need to deploy capital, and the policy and regulatory challenges shaping development in an increasingly tight supply-demand environment.

Topics include:

• What it will take to finance the full power system,
• How Wall Street is evaluating energy investment opportunities and risk,
• The role of policy stability in unlocking private capital,
• And the role of large energy users, including data centers, in shaping investment decisions.

Moderator: Ed Crooks, Vice Chair Americas, Wood Mackenzie, and host of the Energy Gang podcast

Guests:

• Judge Kelsey Bagot, Virginia State Corporation Commission
• Anthony Crowdell, Managing Director, Mizuho Americas
• Andrew Gilbert, Partner, Energy Capital Partners
• Josh Levi, President, Data Center Coalition

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In this special episode of Energy Solutions, recorded live at EPSA's 5th Annual Competitive Power Summit, Kathryn Clay, Lead Energy & Climate Analyst at Washington Post Intelligence, moderates a discussion with LS Power Generation President Nate Hanson, Speaker Matt Huffman of the Ohio House of Representatives, Competitive Power Ventures CEO Sherman Knight, and Gordon van Welie, former President and CEO of ISO New England, on how state leadership is shaping where and how new energy resources are built. As demand for electricity accelerates, panelists explore how state policy decisions influence investment, the growing challenges around permitting and infrastructure development, and what is needed to expand capacity and maintain reliability.

• The role of states in ensuring resource adequacy and reliability,
• How policy decisions shape where energy investment flows,
• Barriers to building new generation, including permitting and infrastructure constraints,
• The importance of regulatory stability for attracting private capital,
• How affordability pressures are influencing energy policy decisions,
• And the growing tension between state, regional, and federal roles in power markets.

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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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