Artwork

Inhoud geleverd door FEG Investment Advisors. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door FEG Investment Advisors of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Player FM - Podcast-app
Ga offline met de app Player FM !

Hungry, Hungry, Hyperscalers

39:29
 
Delen
 

Manage episode 426771176 series 2760008
Inhoud geleverd door FEG Investment Advisors. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door FEG Investment Advisors of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments.

Scott addresses the power needs of AI-driven data centers, battery technology, and the importance of gas-fired plants. He explores the impact of politics on energy policy and highlights Rockland Capital's strategy in developing and improving energy projects.

Tune in for insights on navigating the evolving power industry and the role of private equity in driving the energy transition.
Key Takeaways

  • Harlan highlights the necessity of balancing the energy mix, including traditional and renewable energy sources with battery storage. While more new power generation needs to be built, another huge component is extending the life of existing plants.
  • The shift from regulated utilities to the private sector is explored, with Harlan explaining how the private sector's desire for better efficiency and risk management drives investment.
  • Harlan delves into the power requirements of data centers, especially those driven by AI, and the challenges of connecting these facilities to the grid, proposing ideal power solutions to ensure reliability and meet ESG goals.

You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

  continue reading

Hoofdstukken

1. Introduction (00:00:00)

2. Episode Introduction (00:00:29)

3. Scott Harlan and Rockland Capital (00:01:02)

4. Operating Challenges and Meeting Energy Demands (00:04:53)

5. Investment and Risk in Power Generation (00:09:43)

6. Powering the Digital Age and AI Needs (00:13:05)

7. Utilities and Battery Technology (00:19:56)

8. Political Impact on Energy Policy (00:23:24)

9. Investment Strategy in Energy (00:26:31)

10. Exit Strategies and Market Aggregation (00:31:51)

11. Impact of Higher Interest Rates (00:34:37)

12. Personal Anecdotes from the Field (00:37:49)

52 afleveringen

Artwork
iconDelen
 
Manage episode 426771176 series 2760008
Inhoud geleverd door FEG Investment Advisors. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door FEG Investment Advisors of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments.

Scott addresses the power needs of AI-driven data centers, battery technology, and the importance of gas-fired plants. He explores the impact of politics on energy policy and highlights Rockland Capital's strategy in developing and improving energy projects.

Tune in for insights on navigating the evolving power industry and the role of private equity in driving the energy transition.
Key Takeaways

  • Harlan highlights the necessity of balancing the energy mix, including traditional and renewable energy sources with battery storage. While more new power generation needs to be built, another huge component is extending the life of existing plants.
  • The shift from regulated utilities to the private sector is explored, with Harlan explaining how the private sector's desire for better efficiency and risk management drives investment.
  • Harlan delves into the power requirements of data centers, especially those driven by AI, and the challenges of connecting these facilities to the grid, proposing ideal power solutions to ensure reliability and meet ESG goals.

You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

  continue reading

Hoofdstukken

1. Introduction (00:00:00)

2. Episode Introduction (00:00:29)

3. Scott Harlan and Rockland Capital (00:01:02)

4. Operating Challenges and Meeting Energy Demands (00:04:53)

5. Investment and Risk in Power Generation (00:09:43)

6. Powering the Digital Age and AI Needs (00:13:05)

7. Utilities and Battery Technology (00:19:56)

8. Political Impact on Energy Policy (00:23:24)

9. Investment Strategy in Energy (00:26:31)

10. Exit Strategies and Market Aggregation (00:31:51)

11. Impact of Higher Interest Rates (00:34:37)

12. Personal Anecdotes from the Field (00:37:49)

52 afleveringen

Alle afleveringen

×
 
Loading …

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

 

Korte handleiding