Reliability vs. Reality: Can the Grid Keep Up?

With strained supply chains, stubborn inflation, and the exploding demand from AI and data centers, the pressure on today’s power grid is unlike anything the industry has seen in decades. While solar, energy storage, and natural gas are all expanding rapidly, the question remains: are we building a system that can actually keep up? In episode 12 of Accelerating Energy, former PJM Chief Risk Officer Carl Coscia joins Sidley partner Ken Irvin to unpack the high-stakes tradeoffs between reliability and affordability. From volatile capacity markets to the rising cost of capital, they explore what’s really driving today’s energy crunch — and whether the solutions on the table are setting us up for resilience or risk. Executive Producer: John Metaxas, WallStreetNorth Communications, Inc.