The AI Boom Is Changing The Energy Debate

Is AI creating an alternative energy boom?

As data centers drive up electricity demand, the U.S. needs more power, a stronger grid, and faster ways to build both.

Ryan and Chris Payne sit down with Chris Johnson, president of the American Energy Leadership Institute, to discuss why nuclear, geothermal, solar, batteries, and natural gas could all have a role in the AI buildout.

They explore the push for permitting reform, the challenge of expanding transmission, competition with China, and where smaller power companies may find opportunities.

The conversation also covers the outlook for oil prices amid the Iran conflict, the Strait of Hormuz, Venezuela’s potential oil supply, and why high diesel prices can ripple through the economy.