Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand "Supercycle"

Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand "Supercycle"

Rising electricity demand from AI, data centers, and electrification is reversing decades of flat load growth and reshaping power markets. In this episode, Lawrence Coben, Chair & CEO of NRG Energy, joins Atul to discuss how energy providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs.

The conversation examines how utilities, technology companies and large energy users are adapting—highlighting the growing importance of investment, partnerships and policy frameworks to ensure reliable and affordable power.

Key topics include:

  • The return of large-scale electricity demand growth after decades of stagnation
  • Implications for industry, large energy users, and residential customers
  • Expanding generation capacity, modernizing the grid, and virtual power plant solutions
  • Collaboration across utilities, hyperscalers, and technology partners
  • Policy and permitting reform as critical enablers of new energy infrastructure

This episode builds up to CERAWeek 2026, where leaders will examine the convergence of demand growth, infrastructure investment and system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

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David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to re...

8 Huhti 19min

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wie...

19 Maalis 24min

Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue

Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue

Energy demand continues to grow, but the defining feature of today's energy system is volatility. In this episode, Nick Studer, Incoming Chief Executive Officer of Marsh Risk, President and Chief Exec...

17 Maalis 26min

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Low-carbon fuels could work in today's engines, pipelines and refineries—without rebuilding the entire energy system. Meg Gentle, Executive Director of the Board at HIF Global, joins Atul Arya to disc...

12 Maalis 23min

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss th...

10 Maalis 25min

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements. In this episode, Kim Hedegaard, CEO of Power-to-X at Topsoe, jo...

5 Maalis 23min

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries.   Hanna Grene, Global Go-to-Market and Innovation Leader fo...

26 Helmi 26min

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity.   Bill Newsom, President a...

24 Helmi 24min

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