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S& Global Platts Crude & Refined Products Market

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North American Power Market Outlook: From Demand Boom to Deployment Bottlenecks: The S&P Global Integrated House View


Date: Tuesday, July 01, 2025

Time: 12:00 pm - 01:00 pm EDT

Duration: 1 hour

As North America's electricity demand accelerates—driven by data centers, electrification, and AI workloads—the power sector faces unprecedented pressure to deliver. In this webinar, S&P Global experts will walk through the latest update to the Integrated House View Forecast, highlighting the demand growth already underway and what’s on the horizon. We’ll explore the real-world constraints to meeting this demand: strained supply chains, permitting delays, interconnection bottlenecks, and capital deployment challenges. With an eye on what could plausibly be added to the grid by 2030—we’ll also examine key uncertainties around the Inflation Reduction Act and how potential policy changes could alter the path forward.

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Douglas Giuffre (Moderator)

Executive Director, North American Power Markets Analysis
S&P Global Commodity Insights

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Ben Levitt

Director, North American Power and Renewables
S&P Global Commodity Insights

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Annie Gutierrez

Senior Analyst, North American Power & Renewables
S&P Global Commodity Insights

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Patrick Luckow

Director, Gas, Power, and Energy Futures
S&P Global Commodity Insights

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Sam Huntington

Director, Climate & Sustainability: North American Power
S&P Global Commodity Insights

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North American Power Market Outlook: From Demand Boom to Deployment Bottlenecks: The S&P Global Integrated House View

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