Energy Solutions: A Podcast From EPSA

Energizing AI: Constellation on Nuclear’s Renaissance and Power Markets


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With AI, data centers, and electrification are driving a surge in electricity demand, the pressure is on to keep America’s power grid reliable and affordable. The real question is whether we’ll meet this moment with competitive, market-driven investment – or shift the risk and the cost back onto consumers. 

In this episode of Energy Solutions, EPSA President and CEO Todd Snitchler sits down with Mason Emnett, Senior Vice President of Public Policy at Constellation Energy, the nation’s largest nuclear power plant operator and largest private-sector power producer. 

They discuss what’s really behind today’s energy demand forecasts, why misunderstanding new load profiles can lead to costly overreactions, what the Crane Clean Energy Center restart tells us about the future of nuclear power, what’s happening in PJM, and why competitive markets – where investors bear the risk, not consumers – matter more than ever as the U.S. enters a new era of electricity growth. 

Topics include: 

  • Why AI and data centers are changing electricity demand, 
  • The biggest misunderstandings about new load growth, 
  • Who should bear the risk when demand forecasts or projects are wrong, 
  • How competitive markets protect consumer from risk better than vertically-integrated models, 
  • What the Crane Clean Energy Center restart means for nuclear’s future, 
  • How permitting, interconnection, and market reform can unlock private investment, 
  • What Maryland’s CPCN process reveals about state energy policy choices, 
  • And why abandoning competition would raise costs and slow progress. 

Host: Todd Snitchler, President and CEO, EPSA 

Guest: Mason Emnett, Senior Vice President of Public Policy, Constellation Energy 

Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.

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