Five big questions about the future of energy

Energy Impact Partner’s head of research weighs in on the winners and losers of AI load growth, what could turn the electricity crunch into oversupply, and more.

An episode of the Catalyst with Shayle Kann podcast, hosted by Latitude Media, titled "Five big questions about the future of energy" was published on October 23, 2025 and runs 44 minutes.

October 23, 2025 ·44m · Catalyst with Shayle Kann

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Summary

We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error bars around our demand for electricity to the lineup of technologies vying to meet that demand. In this episode Shayle talks to his colleague Andy Lubershane, head of research and partner at Energy Impact Partners, about five big questions arising in this uncertain load-growth environment. They cover topics like: The underappreciated factors that could flip the supply crunch to oversupply, like algorithmic efficiency gains, on-device inference, and off-grid data centers The winners of the AI-drive power boom, including utilities and grid equipment suppliers, and the potential losers like industry that relies on cheap power Whether there will be a “Cambrian explosion” or consolidation of nuclear reactors designs The prospects for enhanced geothermal after Fervo’s Cape Station comes online The future of grid-enhancing technologies like advanced conductors and dynamic line ratings, and whether they will make it out of “utility pilot hell” Resources: Steel for Fuel: Why does nobody know how much energy AI will consume? Open Circuit: How do we know if we’re in an AI bubble? Catalyst: The US nuclear groundswell Catalyst: How geothermal gets built Latitude Media: In Georgia, stakeholders still can’t agree on data center load growth numbers Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.