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Energy transition crosscurrents: The pivot to reliability confronts growing costs
Date: Thursday, August 14, 2025
Time: 12:00 pm - 01:00 pm
Duration: 1 hour
While interest in development of dispatchable generation has grown over the last year, escalation in new power plant costs has disrupted long-term planning. This comes at a time when grid managers have taken an increasingly conservative assessment of how much resources contribute to system reliability, resulting in new auction rules and higher prices for Resource Adequacy. Expectations for rapid load growth across all US markets only compound the cost problem. Datacenter developers, themselves a large part of the load growth equation, have increasingly diversified their electricity procurement efforts as a result.
Join our thought leaders as they discuss the balancing act on grid reliability and increasing power plant costs with our latest quarterly S&P Global Market Indicative Power Forecast findings.
Speakers
Arsalan Gul (Moderator)
Product Manager, Energy
S&P Global Commodity Insights
Steve Piper
Director of Energy Research
S&P Global Commodity Insights
Katherine Nelson, PhD
Senior Principal Analyst
S&P Global Commodity Insights​
Adam Wilson
Senior Principal Analyst Equity Research/ Fixed Income
S&P Global Commodity Insights​
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Energy transition crosscurrents: The pivot to reliability confronts growing costs
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