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The Energy Markets Podcast

The Energy Markets Podcast

Written by: Bryan Lee
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Conversations with energy and environmental policy experts exploring the best state and federal policies to effectuate the urgently needed transition to a clean-energy economy at least cost to consumers. Lot's of wonky FERC stuff. State-level utility regulation and politics. Economists. Lawyers. Engineers. Politicians. Government regulators. Advocates. And acronyms. Lots of acronyms. Topical discussions about energy market developments with a focus on regulatory policies that disincentivize the innovation necessary to advance environmental and climate change objectives at least cost to consumers and the economy. Hosted by Bryan Lee, an energy and environmental policy consultant with decades of Washington, D.C.-based experience as a journalist, government official and energy company executive. Lee and invited guests discuss the latest developments at the Federal Energy Regulatory Commission and other federal agencies, Capitol Hill, as well as happenings at state-level regulatory commissions and legislatures.© 2026 The Energy Markets Podcast Economics Political Science Politics & Government
Episodes
  • S5E6: The Nuclear Innovation Alliance is riding the crest of a tsunami of new nuclear technology
    Aug 19 2026

    The U.S. nuclear industry is enjoying a robust turnaround, largely driven by interest in emerging new nuclear technologies, such as small modular reactors. Judi Greenwald, president and CEO of the Nuclear Innovation Alliance, talks about the many different innovative technologies developers are pursuing, the administration's strong support both new and traditional nuclear technology and her NGO's efforts to reform burdensome and costly Nuclear Regulatory Commission licensing and oversight requirements.

    Amid all the rush of developments in new nuclear, the alliance looks forward to a time when new nuclear, like, what happened with variable renewables "will be able to really take off and stand on its own," Greenwald says.

    "We do have to go through this process that we do in our country to make sure that it's got the policy support so that we can get through and innovate in the way that we do. So we're very excited," she says. "There's a lot of work to be done, and it's not clear which companies are going to win in the end. We think it'll be more than one because there are so many different use cases and so many different ways towards success. But not all of the companies and technologies that are playing now are going to win out in the end, and that's okay. What matters is that we have a robust portfolio. We're pursuing multiple ideas collectively and individually. It's a bit of a competition as well as a mutually reinforcing game, but it's it's an exciting moment, and we're really glad to be part of it."

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    1 hr and 1 min
  • S5E5: Long-time observer Paul Bledsoe opines on the state of the U.S. and global action on climate disruption
    Aug 13 2026

    Despite increasingly catastrophic weather events occurring across the globe, climate change expert Paul Bledsoe is optimistic there is still time to ward off the worst of climate disruption caused by emissions of greenshouse gases, but time is running out. And he sees reducing what he calls "super pollutants," such as methane and HFCs, rather than simply reducing CO2 emissions from fossil fuels, as offering the most efficient appraoch to stemming the worst of the worst when it comes to climate disruption.

    "If we can just over the next 20 years reduce these super pollutants, begin to reduce CO2, I think we can just stave off the worst," he says. "We can prevent the true catastrophe, but we need to act, and we need to act more urgently."


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    35 mins
  • S5E4: Data Center Coalition's Aaron Tinjum discusses the energy and siting challenges the data industry faces in the age of AI
    Jul 24 2026

    The data industry is in a land rush to develop new data centers to meet projected demand due to artificial intelligence. Rapidly bringing many new, large data centers online translates into a sharp increase in demand for electricity at a time when consumers and politicians are concerned about rising electricity prices. At the same time, communities and their political representatives are increasingly working to block the siting of data centers in their communities.

    The industry is attempting to meet "unprecedented demand for the services that are powered by data centers" as the amount of computing time and computer power by users has grown dramatically since the pandemic, says Aaron Tinjum, executive vice president for policy, regulatory, and strategy at the Data Center Coalition. "That's even setting aside any sort of conversation around artificial intelligence, and really a point of emphasis in all of that is that it is homes and it is businesses, it is utilities that are necessitating more data center infrastructure than ever before, and so our members are working to meet that demand."

    Tinjum sought to push back against the data industry being tarred as a primary cause of increasing electricity prices, noting that there are so many other factors contributing to the recent upsurge in electricity costs, such as generation shortfalls, transmission constraints, and supply chain issues. "Yes, data centers have had an impact on capacity prices, but that can't solely be assigned to data centers when we're talking about things like market design, we're talking about things like price caps, we're talking about accelerated plant retirements, and the interconnection backlogs to connect any new resources that would offset the reduced supply side resources," he says.

    "This is really infrastructure that our modern economy and daily lives have become dependent upon, and one of the most necessary inputs in meeting that demand is electricity," he notes. "Energy is the single highest operating expenditure for a data center, so they are naturally incentivized to be as efficient as possible in addition to whatever sustainability commitments they may have already in place."

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    44 mins
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