Description

As electricity demand surges across the U.S. — driven by AI, data centers, electrification, and reshoring of manufacturing — one critical question rises to the top: Who’s going to build the grid of the future, where does the money come from, and how fast can we do it?  

In this episode of Energy Solutions, EPSA President and CEO Todd Snitchler sits down with Doug Kimmelman, Founder and Executive Chairman of Energy Capital Partners, to explore the role of private investment in meeting this challenge and building a power system to meet the challenges of today and tomorrow. 

Doug shares why he believes we're entering a new era of infrastructure urgency, introduces the concept of the "Triangle of Power"—power generation, natural gas supply, and delivery infrastructure—and explains why competitive electricity markets and permitting reform are essential to meeting America’s energy moment. 

Together, they tackle: 

•  Why reliability is the true product of the power sector 
•  The unique opportunity the AI boom presents for the U.S. economy 
•  Myths about Wall Street’s role in energy infrastructure 
•  How private capital can deliver faster, smarter, and at scale 
•  What policymakers can do to unlock investment and spur innovation 

 📈 Whether you're a policymaker, investor, energy professional, or just want to understand how the grid keeps up with growth, this episode offers candid insights on the future of U.S. power. 

Guest:  Doug Kimmelman, Founder and Executive Chairman, ECP 

Host: Todd Snitchler, President and CEO, EPSA 

Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.