Deep-dive interviews with the engineers, economists, and policy leaders shaping the future of the US National Electrical Grid.

Episode 01
Amory Lovins — Rocky Mountain Institute
Co-Founder, Rocky Mountain Institute
In this landmark first episode, Amory Lovins — one of the world's foremost energy thinkers — joins us to discuss the critical challenges facing the US National Electrical Grid. From the surge in demand driven by AI data centers and EV adoption, to the policy and infrastructure reforms needed to modernize transmission, Lovins offers a roadmap for a resilient, efficient, and clean energy future.
The US National Electrical Grid is under unprecedented pressure — from surging AI data center demand, mass EV adoption, and the transition to renewable generation. The Grid Strategy Show brings together the brightest minds in energy to explore how we optimize, modernize, and future-proof the infrastructure that powers America.
900GW+
New capacity needed by 2050
70%
Of US grid infrastructure over 25 years old
$2.5T
Estimated grid investment required
How extreme weather events are reshaping infrastructure investment priorities across the US grid.
New technologies enabling real-time load balancing and consumer participation in grid management.
Regulatory barriers slowing grid expansion and the policy reforms needed to unlock clean energy.
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