AI, Energy and Climate: Power Prices, Data Centers and US-Canada Geopolitics

The DSR Network

Chris Cotnoir

Government

4.5 • 1.9K Ratings

🗓️ 4 February 2026

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

In a high-profile speech, Canadian Prime Minister Mark Carney recently declared "We are in the midst of a rupture, not a transition." US government officials and many others interpreted the comment to refer at least in part to the dramatic developments in US-Canada relations in the past year. Meanwhile, the US and Canadian energy systems are deeply interconnected. Join host David Sandalow as he talks with AJ Goulding, a leading power market expert based in Toronto, to discuss power prices, data centers, the future of coal and solar power, and the implications of US-Canadian tensions on the energy systems in both countries. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:31.4	That's code DSR 26 at the DSR network.com slash buy.
0:38.4	Thank you and enjoy the show.
0:45.3	Welcome to the AI Energy and Climate Podcast, a special series from the DSR network hosted by David Sandalow, inaugural
0:56.0	fellow at Columbia University Center on Global Energy Policy.
0:59.8	Join us as we talk with leading experts to explore the intersection between these critical
1:04.5	issues that will impact the future of each and every one of us.
1:18.6	Hi, I'm David Sandelow. This is the AI Energy and Climate Podcast.
1:22.6	Electric power markets are complicated.
1:32.3	Large parts of the electric rate are natural monopolies, and as a result, regulatory agencies play a large role in setting prices. The structure of power markets varies a lot from region to region within the United States and from country to country.
1:38.3	And the technologies in the industry are changing fast.
1:42.3	When I've looked for clear explanations related to
1:46.8	power market issues in recent years, one person I've looked to, and many others have looked to,
1:53.1	is AJ Goulding. AJ is president of London Economics International leading consultancy and teaches
2:00.7	a very popular course on electricity
2:02.4	markets at the Columbia School of International and Public Affairs. I just had the chance to catch up
2:07.0	with AJ on a range of topics, including increasing power prices in the United States, the role
2:12.3	of data centers in power price increases, and the impact of Trump administration policies on solar and storage, wind
2:20.2	power, and more.
	...

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