After years of flat demand, the power sector is facing a dramatic shift. AI, hyperscale data centers, electrification, and manufacturing growth are driving a new wave of electricity demand—and putting unprecedented pressure on the grid.

Gas turbine orders are expected to peak in 2026 as developers secure equipment for more than 60 gigawatts of new gas capacity.

In this episode, Matt Neal, President of Siemens Energy North America, joins EPSA President and CEO Todd Snitchler to break down what this moment means from the front lines of equipment manufacturing. From turbine shortages and long lead times to supply chain constraints and workforce challenges, Matt explains why building new power infrastructure isn’t as simple as flipping a switch.

They discuss how demand from data centers is reshaping how projects are developed, why customers are reserving equipment years in advance, and how Siemens Energy is investing billions to expand U.S. manufacturing capacity. Matt also explains why gas turbines remain critical for reliability, how they support an increasingly dynamic grid while also achieving efficiency and emissions milestones, and what the system could look like by 2040.

Topics include:

• Why electricity demand growth today represents a “generational shift” for the power sector,
• How AI and data centers are reshaping load growth and infrastructure planning,
• Why turbine lead times now stretch close to 2030 and what’s driving the bottleneck,
• How supply chain, workforce, and manufacturing constraints are impacting grid expansion,
• The shift from traditional procurement to reservation-based equipment strategies,
• Why gas turbines remain essential for reliability and grid stability,
• The latest innovations and technology breakthroughs,
• How hyperscale data centers are changing project development and co-location strategies,
• And what needs to happen across the industry to maintain reliability and affordability as demand accelerates.

Host: Todd Snitchler, President and CEO, EPSA

Guest: Matt Neal, President, Siemens Energy North America

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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.

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.