Upcoming Webinar

The Myths vs Reality of Power Demand Growth

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Wednesday, February 26, 2025
12:00 AM | Central Time

Webinar details

Is the Surge in Power Demand Real — or Overhyped?

For energy investors, separating signal from noise in the power demand narrative is critical. In this exclusive deep dive, the Enverus Intelligence® Research team cuts through the headlines to deliver actionable insights on what’s really driving power demand growth in 2025 — and where the investment opportunities lie.

We unpack key themes shaping the future of the grid:

  • Is AI-driven power demand a durable megatrend or a temporary spike?

  • Can chip efficiency gains temper the load, or is big tech’s appetite insatiable?

  • Will renewable generation scale fast enough to keep pace with new demand centers?

  • How is natural gas positioning itself as the flexible, reliable bridge fuel in this evolving mix?

Whether you’re bullish or skeptical on the power demand boom, this session offers clarity, context and perspective from seasoned energy market experts.

📺 This on-demand conference was originally recorded Feb. 26, 2025.

Investment advisory products and services provided by Enverus Intelligence® Research, Inc. Visit www.Enverus.com/disclosures for additional information.

Speakers

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Ryan Luther

SVP, Enverus Intelligence® Research

Located in Calgary, Ryan joined Enverus (previously RS Energy Group) in 2016 after graduating with distinction from the University of Victoria and earning a bachelor’s of science economics degree with a business minor specializing in finance. Ryan leads the Intelligence team’s commercial power and renewables research, using advanced analytics and valuations to provide actionable insights to institutional clients. Areas of expertise: valuation & financial analysis, power generation and storage technologies, renewable supply chains, residential solar installation and EV charging networks.

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Scott Wilmot

VP, Enverus Intelligence® Research

Scott Wilmot is a finance professional with more than 10 years of experience in the global energy infrastructure sector. In various corporate development and business development roles, he has been involved with regulated utility, renewable power and thermal generation assets.

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Carson Kearl

Senior Associate, Energy Transition Research, Enverus

As an Analyst on the Enverus Intelligence®| Research (EIR), Carson is the lead on data centers and advanced energy technologies. He was previously an analyst on the macro team and has additional experience advising large industrial consumers on their energy consumption. His education in economics at the University of Alberta focused on industrial organization and power markets.

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Kevin Kang

Senior Analyst, Enverus Intelligence® Research

Kevin joined the Enverus Intelligence® Research team in July 2023 and specializes in power demand forecasting and renewable technologies. He studied electrical engineering at the University of Calgary and brings expertise on both the finance and engineering side with over two years of experience working in boutique hedge funds, venture capital firms and major Canadian energy companies.

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