-
Summary
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.
Moderator
S&P Global Commodity Insights
Douglas Giuffre
Executive Director, North American Power Markets Analysis
Douglas Giuffre, Senior Director at S&P Global Commodity Insights, leads the North American Power Markets Analysis team.
Douglas has more than 15 years of energy industry experience, with expertise in supply and demand forecasting, demand response, and capacity markets. He is the lead author of the Northeast Power Market Briefing, PJM Power Market Briefing, and North American Power Market Outlook. Prior to joining S&P Global, Douglas was a research economist at the Beacon Hill Institute, where he specialized in regulatory policy issues, including tax incentives for renewable energy.
He holds a Bachelor of Arts from the University of Massachusetts and a master's degree from Suffolk University, United States.
Speakers
S&P Global Commodity Insights
Ben Levitt
Director, North American Power and Renewables
Ben led the research, design and development of "Power Crunch," an alternative power market outlook for North America that explores the potential for much stronger electricity demand growth and greater headwinds to renewables than those outlined in the Planning Case. Ben is also the lead analyst covering electrification trends in North America as well as the PJM power market.
Ben has authored numerous market briefings, insights and strategic reports covering a wide range of power market topics, including electrification, datacenters, renewables permitting and siting, demand response, federal and regional environmental credit markets, global power market trends, and electrolytic hydrogen production. With nearly a decade of experience in the electricity sector, he has shared his research at numerous client briefings and presentations at S&P Global Commodity Insights events, trade group conferences, and independent system operator stakeholder meetings and has been cited by several major media publications.
Prior to joining S&P Global Commodity Insights, Ben was a corporate development and strategy analyst for DTE Energy and a manager of economic analysis at Deloitte. Ben holds a BA from Northwestern University in Applied Math and Economics and an MBA from the University of Michigan.
S&P Global Commodity Insights
Annie Gutierrez
Senior Analyst, North American Power & Renewables
Annie Gutierrez, research analyst for the North American Power and Renewables team at S&P Global Commodity Insights
Based in Washington D.C., Annie focuses on solar, storage, and western power market fundamentals as part of the Gas, Power & Climate Solutions team. She has contributed to research on offshore wind in California, tax credits in the Inflation Reduction Act, and carbon pricing in New York. Her previous research interests include risk and decision analysis, developing and historical nuclear energy, and environmental social entrepreneurship. Annie holds a Bachelor of Science in chemical and biomolecular engineering and a Master of Science in engineering management, with a focus in environmental systems analysis, economics, and public policy, from Johns Hopkins University, United States.
S&P Global Commodity Insights
Patrick Luckow
Director, Gas, Power, and Energy Futures
Patrick Luckow, an associate director of S&P Global Commodity Insights Gas, Power, and Energy Futures, focuses on regional and national carbon policy and associated markets, including the Regional Greenhouse Gas Initiative and the linked, economy-wide greenhouse gas markets in California and Quebec.
Patrick is experienced in the use of simulation and forecasting tools to conduct economic analysis and long-term scenario planning to support renewable and carbon market analyses. He produces regularly updated allowance price outlooks for the Regional Greenhouse Gas Initiative and California-Quebec carbon markets. Patrick also contributes to S&P Global Commodity Insights REC market outlooks, forecasting pricing associated with state renewable portfolio standards. Prior to joining S&P Global, Patrick was the modeling lead at Synapse Energy Economics, where he used industry-standard models for resource planning and market forecasting, as well as expert testimony for regulatory proceedings.
Patrick holds a Bachelor of Science from Northwestern University, United States, and a Master of Science degree from the University of Maryland, United States.
S&P Global Commodity Insights
Sam Huntington
Director, Climate & Sustainability: North American Power
Sam Huntington, Director on the North American Power team, leads research on energy storage in wholesale power markets and covers regional power issues in the WECC
Sam, Director on the North American Power team, specializes in energy storage and power market fundamentals. He leverages a background in power modeling to conduct analyses on the interaction between renewables, energy storage, and conventional resources in wholesale power markets. With more than 10 years experience in the industry, he is a regular speaker at S&P Global Commodity Insights events and external conferences, and have been cited by major media publications. He uses his expertise to advise clients on a variety of issues related to market strategy, due diligence, and scenario development.
Prior to joining S&P Global Commodity Insights, Sam was a consultant on state energy efficiency policy before completing graduate work on distributed energy resources and the utility of the future.
He holds a BA in mathematics from Colby College and a MS in technology and policy from the Massachusetts Institute of Technology.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.