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Podcast: Energy Unplugged by Aurora
Episode: EP. 279 AI-Driven Demand and the New Power Investment Cycle
Description: This week on Energy Unplugged, we’re joined by Steven Mandel, Partner at TPG Rise Climate, in conversation with Oliver Kerr, Aurora’s Managing Director for North America. Together, they explore how institutional capital is responding to policy volatility, surging load growth, and the growing influence of AI on US power markets.Â
Steven helps lead investments across power, electrification, and the broader energy transition for TPG Rise Climate, one of the world’s largest dedicated climate investment platforms. He serves on the boards of Altus Power, Matrix Renewables, Nextracker, Intersect Power and Palmetto, and brings prior experience from Denham Ca...