The POWER Podcast

The POWER Podcast

The POWER Podcast provides listeners with insight into the latest news and technology that is poised to affect the power industry. POWER’s Executive Editor Aaron Larson conducts interviews with leading industry experts and gets updates from insiders at power-related conferences and events held around the world.

Episodes

May 19, 2026 25 mins
A perfect storm is brewing across the U.S. power generation fleet. Between 600 and 700 GE 7FA gas turbines installed during the bubble of 2000–2004—plus roughly 900 7EA units worldwide—are simultaneously approaching the OEM's 144,000-hour, 5,000-start end-of-life threshold. Superalloy forgings carry multi-year lead times. Only a handful of shops worldwide can service these machines. And the data center boom is pushing utilization h...
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Duke Energy operates 11 nuclear units across six sites in the Carolinas — a fleet that produces more than half of the region's electricity year in and year out. In 2025, that fleet posted its best capacity factor on record, north of 97%. In this episode of The POWER Podcast, Steven Capps, Duke Energy's senior vice president and chief nuclear officer, walks through what's behind that performance and what comes next. Capps frames Du...
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Nuclear energy is back — and this time, the momentum may be here to stay. In this episode of The POWER Podcast, Executive Editor Aaron Larson sits down with Dagmar Thien, who manages conventional island equipment for nuclear power plants at Siemens Energy, to explore what's driving the industry's renewed optimism and how the company is positioning itself at the center of the action. Thien, a physicist with two decades at Siemens E...
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Corporate energy buyers have quietly become one of the most consequential forces shaping the U.S. electricity system. By the end of 2025, members of the Corporate Energy Buyers Association (CEBA) had procured more than 130 GW of carbon-free electricity in the U.S.—a footprint comparable to the combined generating capacity of California and Texas—and roughly double that globally. In this episode of The POWER Podcast, CEBA CEO Rich P...
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After decades of flat electricity demand, the U.S. power sector is suddenly racing to keep up—and rural electric cooperatives are on the front lines. In this episode of The POWER Podcast, Jim Matheson, CEO of the National Rural Electric Cooperative Association (NRECA), joins executive editor Aaron Larson to discuss how roughly 900 co-ops serving 42 million people across 48 states are navigating surging data center load, supply chai...
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Cassidy DeLine has spent more than 16 years developing renewable power plants. As the founder and CEO of Linea Energy, she's built an independent power producer with a pipeline exceeding 7 GW in roughly two years—a pace she calls "a bit unrivaled" for a company of its size and age. On this episode of The POWER Podcast, DeLine sits down with executive editor Aaron Larson to explain how Linea got there and where it's headed next. At ...
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After 22 years at IBM, where he rose to senior vice president and director of IBM Research, Dr. Dario Gil now leads one of the most ambitious science and technology initiatives in a generation. As the Department of Energy's (DOE's) Under Secretary for Science and director of the Genesis Mission, Gil is orchestrating a convergence of high-performance computing, artificial intelligence (AI), and quantum computing aimed at transformin...
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With federal tax credits under threat and regulatory stability in short supply, Bala Nagarajan, managing director of the energy investments team at S2G Investments, explained what he looks for in a company. "Is the product or the solution sold by this business cheaper, faster, better than the incumbent solution?" he asked. If so, it's worth considering. If not, the investment may not be a fit. His team heavily discounts any busines...
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The power industry's workforce crisis is well documented — an aging labor force, too few new recruits, and a surge of infrastructure investment that's only widening the gap. But on this episode of The POWER Podcast, two guests offer a practical blueprint for closing it. Derek O'Connor, Workforce Development Manager in the Office for Research and Innovation at Stony Brook University, and Rosalie Drago, Vice President for External Af...
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S&P Global Energy's Global Power Markets Conference will be held April 13–15, 2026, at the Four Seasons Hotel in Las Vegas, Nevada. Learn more and register at: bit.ly/POWERPOD. Use the code POWERPOD at checkout to get a 10% discount on registration. The event returns at a pivotal moment for the energy sector. With national energy policy undergoing rapid transformation, federal incentives shifting, and geopolitical pressures reshap...
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Operators of aging F-class units face a narrowing window to plan for rotor life extensions as supply chains tighten and demand surges. The late 1990s and early 2000s marked a frenetic period in American power generation. Deregulation opened the floodgates for independent power producers racing to bring quick-build gas turbine plants online. GE’s 7FA and 7EA units became go‑to resources for this expansion, with the manufacturer more...
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Rayburn Electric Cooperative faced three years of power costs in five days during the 2021 storm. The experience transformed the organization’s approach to risk, generation assets, and long-term planning. When Winter Storm Uri swept across Texas in February 2021, Rayburn Electric Cooperative found itself staring down a crisis that would reshape the organization’s entire operational philosophy. The generation and transmission cooper...
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As electricity demand from data centers continues to surge, a persistent question has dogged the industry: Are residential ratepayers footing the bill for massive tech infrastructure? According to Amazon Web Services (AWS) and an independent study it commissioned, the answer is a definitive no. As a guest on The POWER Podcast, Mandy Ulrich, senior manager of energy and water for Americas East at AWS, outlined the company’s energy s...
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As the global demand for clean energy intensifies, nuclear power is enjoying a resurgence not seen in decades. However, this renewed interest has exposed a critical vulnerability in the U.S. energy sector: a massive disconnect between uranium consumption and domestic production. As a guest on The POWER Podcast, Thomas Lamb, president and CEO of Myriad Uranium, discussed some of the complexities of the nuclear fuel cycle and how jun...
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The power industry is experiencing unprecedented demand growth, driven largely by data centers and artificial intelligence (AI) applications. This surge is creating both opportunities and challenges for utilities, equipment manufacturers, and the broader power generation ecosystem. As a guest on The POWER Podcast, Seth Harris, growth director for Emerson’s Power business in North America, discussed how the company is helping the in...
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Energy security represents one of Taiwan’s most pressing challenges. With virtually no domestic fossil fuel resources and limited renewable energy potential relative to its needs, the island imports approximately 98% of its energy. The semiconductor fabrication plants that drive the economy are particularly energy-intensive, requiring uninterrupted power supplies to maintain their precision manufacturing processes. Any disruption i...
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Public power utilities are community-owned, not-for-profit electric utilities that deliver reliable, low-cost electricity to about 2,000 communities serving more than 55 million Americans. Among the cities served by public power utilities are Austin, Texas; Nashville, Tennessee; Los Angeles, California; Jacksonville, Florida; and Seattle, Washington. The Large Public Power Council (LPPC) is the voice of large public power in Washin...
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Despite nuclear power’s unmatched ability to produce reliable, carbon-free energy at scale, it is often dismissed by clean energy advocates in favor of renewable resources like wind and solar. Cost arguments and public misconceptions around safety and radioactive waste have kept it out of many mainstream climate strategies. But as Tim Gregory argues in his new book Going Nuclear: How Atomic Energy Will Save the World, this exclusio...
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More than 100 of the world’s largest energy companies are betting that artificial intelligence (AI) will revolutionize how electricity gets made, moved, and managed. But they’re not waiting for Silicon Valley to build it for them—they’ve taken matters into their own hands through an EPRI-led consortium. That initiative is the Open Power AI Consortium, which EPRI launched in March 2025 to drive the development and deployment of an o...
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In a special edition of The POWER Podcast, released in collaboration with the McCrary Institute’s Cyber Focus podcast, POWER’s executive editor, Aaron Larson, and Frank Cilluffo, director of the McCrary Institute for Cyber and Critical Infrastructure Security and Professor of Practice at Auburn University, discuss the evolving power grid and cybersecurity challenges. Specifically, they highlight the shift taking place from central...
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