
In this episode of PetroNoia, host Dan Romito sits down with Erik Belz, President of Engine No. 1, to discuss the future of energy, AI, and the deindustrialization of the United States.
They dive deep into the intersection of technology and energy that is reshaping the landscape for data centers, power generation, and national security.
The conversation covers the challenges of scaling power infrastructure for AI, the evolving role of natural gas and renewables, the bottlenecks in equipment and grid capacity, and the critical importance of innovation and policy in winning the global AI arms race.
Eric shares insights on investment trends, the pendulum swing between fossil fuels and renewables, and why the U.S. is uniquely positioned to lead the next era of industrial and technological growth.
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