Transformation as Strategy: Utilities and Energy Transformation

In this episode, Roland Berger Senior Partner Chris Millican unpacks the seismic shifts reshaping the utilities sector—from the newly passed OBBVA bill to AI-driven energy demand and the mounting pressure of supply chain and affordability constraints. Chris dives deep into what these changes mean for renewables, storage, and nuclear—and why integrated resource plans (IRPs) across the country are due for a serious reckoning. He also explores how utilities are balancing sustainability goals with real-world infrastructure challenges, and where innovative partnerships, customer engagement, and smarter transmission planning are making an impact. If you're curious how utilities can keep the lights on while reimagining the future of energy, this is a conversation you won’t want to miss.