4 Sep 2025 03:00
What's Next for Rising Energy Prices - with Sean Kelly from Amperon
Sponsored by KPMG
With rising energy prices poised to remain a hot topic in the months ahead, Amperon CEO Sean Kelly stops by the show to dive into the underlying reasons for energy price increases. Sean and I discuss what utilities, policymakers and other market participants can do to address rising energy costs associated with increased power demand from AI data centers. We also outline what energy traders are doing -- and the tools they are leveraging -- to respond to the price volatility. This episode is not about pointing fingers or placing blame. We focus on what’s happening, why it's happening and perhaps most importantly ... what’s next?
More Resources from KPMG
- KPMG report: Energy sector tax provisions in “One Big Beautiful Bill”
- Unlocking the power of data products in the energy sector
- KPMG global tech report: energy insights
- Shaping the Future of Renewable and Emerging Energies
Episode Highlights
- The impact AI data centers are having on energy demand - (3:51)
- Are PJM's most recent auction results a sign of things to come? - (7:24)
- "All of the above for everything" - (9:30)
- The role for nuclear - (12:35)
- Energy forecasting in this environment - (16:13)
- How power traders a managing price volatility - (18:34)
- New trading tools and capabilities - (21:17)
- Bold predictions: What are we going to be talking about in 2-3 years? (24:48)
