Great discussion with Scott Harlan from Rockland Capital and Gregory Dowling, CFA, CAIA. The rapid growth of data centers is driving up electricity demand, emphasizing the crucial role of natural gas-fired power plants in maintaining grid reliability. With the integration of more intermittent renewables and the retirement of coal plants, reliable baseload power is increasingly needed.
Discover the power industry's critical role in supporting the digital and AI-driven economy in "Hungry, Hungry, Hyperscalers", the latest FEG Insight Bridge Podcast. Scott Harlan, Managing Partner and Founder of Rockland Capital joins Gregory Dowling, CFA, CAIA. Stream Now: https://lnkd.in/gTwA_CmS
