Necessity breeds invention: US data center developers embrace behind-the-meter power (Ep. 451)

Necessity breeds invention: US data center developers embrace behind-the-meter power (Ep. 451)

The US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging into grid-connected power are forcing projects to invest in behind-the-meter (BTM) gas generation assets as they seek access to electricity. S&P Global Energy expert Ben Levitt joins hosts Hill Vaden and Sam Humphreys to discuss the rise of behind-the-meter power projects connected to data centers and how these projects are reshaping investments in US electricity generation. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Sea change: Offshore wind sector adjusts development plans as costs rise (Ep. 250)

More than 90 GW of offshore wind capacity has been installed globally, split almost equally between Europe and China. Development in many parts of the world has slowed as rising interest rates and wavering policy support pressure new-project economics. S&P Global Energy expert Andrei Utkin joins hosts Hill Vaden and Sam Humphreys to discuss the global landscape for offshore wind and flag areas that will drive the next wave of sector growth. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

NIMBY: Data center developers wrestle with growing pains (Ep. 249)

As data center projects become more visible across the US, they are having to manage more not-in-my-backyard (NIMBY) concerns from community stakeholders and policymakers. These concerns often lead to delays, cancelations, and even state-wide moratoria that can thwart the ambition of AI innovators. S&P Energy expert Dan Thompson joins hosts Hill Vaden and Sam Humphreys to discuss the evolving pace of data center development in the US and how builders are navigating stakeholder concerns. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Talking energy-as-a-service with Budderfly (Ep. 248)

Budderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on their behalf. A portion of the monthly savings from its customers' reduced energy consumption then becomes a revenue stream for Budderfly. Budderfly CEO Al Subbloie joins hosts Hill Vaden and Sam Humphreys to describe Budderfly's energy-as-a-service business model and how its solving energy waste with simplicity and scale. Learn more about Budderfly at: Budderfly | Energy Efficiency Company & Management Services [https://www.budderfly.com/] Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247)

Neogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels business and a $400 million capital commitment from HASI. Neogenyx CEO Mike Bakas joins hosts Hill Vaden and Sam Humphreys to discuss the evolution of Ameresco's RNG business and how its partnership with HASI will help scale increased production of green molecules. Learn more about Neogenyx Fuels at: https://neogenyxfuels.com [https://neogenyxfuels.com/] Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]