In this episode, we explore how the explosive growth of AI is driving a rapid expansion of data centres, and how this surge is reshaping power systems and energy infrastructure around the world. Richard Howard, Aurora’s Global Research Director, is joined by Malavika Gode, Senior Associate in our UK Advisory team, to unpack the energy implications of this accelerating global trend and what it means for the future of electricity systems.

Main topics include:

• The projected surge in power demand from data centres globally, and what’s driving it
• Key factors influencing where data centres are being built and how location decisions intersect with grid challenges
• How data centres are sourcing power today and what needs to happen for their growth to be sustainable

This week on Energy Unplugged, we’re delighted to welcome Harrison Moore, Head of Energy and Renewables at Azure Capital. He joins our Head of Australia, Weije Mak and Laura Perez del Olmo, Advisory Associate in our Sydney office to discuss the investment landscape in Australia for power and renewable assets.

Harrison has over 15 years of experience in corporate advisory, working across a wide variety of engagements, including M&A and capital raisings, in particular within the energy, infrastructure and natural resources sectors. He has extensive utility-scale Battery Energy Storage System (BESS) experience, involving assets across all stages of development.

Main topics include the following:

• The current investment landscape in Australia and the technologies attracting the most investor interest
• The impact of government tenders on financing assets in Australia
• Global uncertainty around the Green Energy Transition and what it means for Australia

This week on Energy Unplugged, we’re delighted to welcome Rosheen McGuckian, CEO, NTR. She joins our Head of Research for Western Europe & India, Marc Hedin, and Steph Unsworth, Research Senior Associate in our Oxford office, to discuss the consequences of grid constraints in European countries.

Rosheen serves as the Chief Executive Officer of NTR, a leading investor and asset manager in Europe’s transition to clean energy. With over 25 years of experience and more than 3 GW of clean power investments, NTR’s expert interdisciplinary team now oversees 1.4 GW of clean energy and storage assets across seven European markets, operating on behalf of three investment funds.

Main topics include the following:

• Impact on Internal Rate of Return (IRR), debt sizing, and project viability in project risk management
• Battery deployment as a potential solution in countries with weak grid infrastructure
• Characteristics of a bankable renewables project with unremunerated constraints in 2030 in Europe