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cover of episode The Future of Power: Energy at a Crossroads with Scott Harland

The Future of Power: Energy at a Crossroads with Scott Harland

2025/6/4
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Money For the Rest of Us
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Scott Harland: 作为Rockland Capital的联合管理合伙人，我专注于美国和英国的电力行业投资。我们的策略是收购并改善现有发电资产的运营和商业效率，特别是在那些面临运营、商业挑战或市场困境的资产。Rockland Capital的独特之处在于我们拥有一支经验丰富的资产管理团队，他们能够深入评估和解决电力运营中的低效问题，这使我们能够进入其他投资者回避的市场领域。电力行业在经济脱碳、应对气候变化以及推动数字和人工智能时代方面发挥着关键作用，因此其重要性日益增加。我们致力于通过运营和商业改进来提升现有发电资产的效率，并积极寻找新的投资机会。

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Chapters
This chapter explores the challenges of meeting current and future energy demands, focusing on the need for a balanced energy mix. It discusses the economic and environmental factors driving the shift towards renewables, while highlighting the importance of maintaining reliable, dispatchable energy sources.
  • Meeting future energy demands will be a major challenge.
  • A balanced mix of renewable and traditional energy sources is necessary.
  • Extending the life of existing generation and building new renewables, battery storage, and dispatchable thermal generation are crucial.

Shownotes Transcript

From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.

Topics covered include:

  • The necessity of a balanced energy mix, including traditional and renewable energy sources
  • How the private sector is playing a larger role in building out energy infrastructure
  • Rising energy demand from data centers and AI, and how that demand can be met

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Show Notes

Hungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight Bridge)

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