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Energy Solutions: A Podcast From EPSA

EPSA Live: Investing in the Next Wave of Power Demand – With Steve Fleishman, Wolfe Research

March 23, 2026·42 min
Episode Description from the Publisher

In this special live episode of Energy Solutions, recorded at EPSA’s 5th Annual Competitive Power Summit on March 3 in Washington, D.C., EPSA President and CEO Todd Snitchler joins Wolfe Research analyst Steve Fleishman to discuss the surge in electricity demand driven by AI, data centers, and electrification—and what it means for investment in new power infrastructure. The conversation covers the reality behind rising load forecasts, how investors are responding, and why clear market s...

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