Moving the World

In this special episode of Moving the World, recorded live at Prologis’ 2025 GROUNBREAKERS forum in Los Angeles, Prologis’ Chief Energy and Sustainability Officer Susan Uthayakumar is joined by Joseph Dominguez, president and CEO at Constellation, and Rebecca Kujawa, former CEO of NextEra Energy Resources, to look examine the growing collision between AI’s energy demands and the future of the grid.  

With data centers and manufacturing ramping up power needs at unprecedented levels, they explore how nuclear, renewables, storage and natural gas all fit into the equation—and what it will take to expand transmission, reform permitting and bring public and private players together. From hyperscalers signing long-term nuclear contracts to the role of AI in balancing peak demand, the conversation highlights the challenges and opportunities facing utilities, policymakers and businesses. 

In this episode: 

• How AI and large-scale manufacturing are driving historic increases in electricity demand 
• The role of nuclear power, renewables, storage and natural gas in maintaining grid reliability 
• Why permitting reform and transmission investment are critical bottlenecks 
• How AI-enabled demand response could function like “virtual nuclear plants” 
• The balance between decarbonization, affordability and national security 

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.   

In this special episode of Moving the World, recorded live at Prologis’ 2025 GROUNBREAKERS forum in Los Angeles, Dan Letter, president at Prologis, sits down with Eugene Seroka, executive director at the Port of Los Angeles, and Yossi Sheffi, professor of engineering systems at MIT, to discuss the forces reshaping global trade and supply chains. They explore how shifting trade policy, automation, AI and sustainability are redefining resilience in a system under constant pressure. 

From record cargo flows at the Port of Los Angeles to the uncertainty created by tariffs, from the future of zero-emission shipping to the role of institutional knowledge in navigating rapid change, this conversation highlights both the vulnerabilities and the adaptability of modern supply chains. 

In this episode: 

• The impact of tariff swings and policy uncertainty on trade volumes 
• How the Port of Los Angeles is applying data and predictive tools to manage record cargo flows 
• The meaning of resilience in supply chains, beyond the buzzword 
• Lessons from the Clean Air Action Plan and the push toward zero-emission port operations 
• The tension between sustainability investments and global-scale climate solutions 
• Automation, training, and the future of jobs at U.S. ports 
• Why public-private data-sharing initiatives like FLOW could be a game changer 

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.   

In this special episode of Moving the World, recorded live at Prologis’ 2025 GROUNBREAKERS forum in Los Angeles, Prologis Co-Founder and CEO Hamid Moghadam and U.S. Secretary Doug Burgum sit down with Susie Gharib, anchor and senior special correspondent at Fortune, for a conversation exploring the link between U.S. energy policy, infrastructure strategy, national security and the rapid rise of AI. They explore how abundant, affordable and reliable energy underpins both economic growth and global competitiveness, and why permitting reform, baseload power and critical mineral supply chains are at the center of the debate. 

From the race to build AI data centers and small modular reactors to the challenges of transmission, renewables and geopolitics, this conversation highlights the difficult tradeoffs—and opportunities—shaping the future of U.S. infrastructure and energy. 

In this episode: 

• Why energy abundance is central to both prosperity at home and national security abroad 
• The role of nuclear, natural gas and renewables in meeting AI’s 24/7 power demands 
• How permitting reform and faster project approvals could unlock new capacity 
• The risks of supply chain dependence on China for critical minerals and solar equipment 
• Why policy stability is essential for long-term investment in energy and infrastructure 

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.  

In this episode of Moving the World, Susan Uthayakumar, chief energy and sustainability officer at Prologis, welcomes Dr. Arun Majumdar, dean of the Stanford Doerr School of Sustainability, to explore the forces shaping the future of energy and infrastructure. 

From distributed energy systems and grid resilience to AI-driven innovation and supply chain decarbonization, they break down what’s technically possible, economically viable and urgently needed to accelerate the transition to a sustainable global economy. 

In this episode:  

• How energy fuels both the economy and national security, and the importance of finding balance among decarbonization, energy security and climate goals 
• The push for reliable energy in a power-hungry world, and the role of nuclear power in the conversation  
• How AI and cloud computing are impacting electricity demand 

Today’s experts: 

Susan Uthayakumar is Prologis’ chief energy and sustainability officer, leading the company’s Energy, Mobility and Sustainability (EMS) businesses along with its Global Impact and Sustainability team. She drives customer-focused solutions that support Prologis’ strategic objectives, net zero commitments and social impact initiatives. Before joining Prologis, Susan held leadership roles at Schneider Electric, including president of its global sustainability business division and chief executive officer of Schneider Electric Canada. 

Dr. Arun Majumdar is the inaugural dean of the Stanford Doerr School of Sustainability and the Jay Precourt provostial chair professor at Stanford University. He holds appointments in mechanical engineering, energy science and engineering and photon science at SLAC, and is a senior fellow at the Precourt Institute for Energy and, by courtesy, the Hoover Institution. He previously served as the founding director of ARPA-E under President Obama and as acting under secretary of energy, where he oversaw major clean energy initiatives and advised on policy, strategy and crisis response. Dr. Majumdar has chaired multiple DOE advisory boards, led the Biden-Harris DOE, FERC and NRC transition review, and previously served as Google’s vice president for energy.  

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis. 

Freight movement is getting faster, smarter and more complex. In this episode of Moving the World, Will O’Donnell, global head of corporate development and managing director of Prologis Ventures, joins Craig Fuller, founder and chief executive officer of FreightWaves, for a wide-ranging conversation on how real-time market data, advanced analytics and AI are reshaping supply chains.

They dive into what’s shaking up freight markets — and what the industry needs to do to keep up.

In this episode:

• How freight data reveals real-time economic signals
• How volatility, overcapacity and AI are reshaping the freight and transportation landscape
• What supply chain leaders can do to stay resilient in the face of uncertainty

Today’s experts: 

Will O’Donnell is global head of corporate development and managing director of Prologis Ventures, where he leads investments in cutting-edge technologies reshaping logistics — from automation and energy to mobility and freight. With a background in venture capital and operations, Will brings a sharp eye for scalable innovation that connects physical infrastructure with emerging digital ecosystems.

Craig Fuller is the founder and CEO of FreightWaves, the leading data and media platform for the global freight industry. A third-generation trucking executive, Craig has built FreightWaves into a must-watch source for real-time freight intelligence, tech trends and policy insight. He also founded SONAR, the first platform for high-frequency freight market analytics.

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.

The future of logistics isn’t just coming—it’s here! In this episode of Moving the World, Todd Lewis, senior vice president of Prologis Ventures, sits down with Gina Chung, vice president of corporate development at Locus Robotics, to discuss how robotics, AI and real-time data are transforming the supply chain from the inside out. From digitized yards to humanoid robots, we’re pulling back the curtain on what’s working, what’s hype and what’s next.

In this episode:

·         Why real-time data, AI and automation are redefining speed, labor and productivity

·         Where humanoid robots fit into warehouse operations—and where they don’t

 Whether you're deep in logistics or ever wondered how products arrive at your doorstep —this is your front-row seat to what’s next.

 Today’s experts:

Todd Lewis is senior vice president of Prologis Ventures, where he leads investments in technologies shaping the future of logistics—from AI and robotics to autonomous vehicles and ecommerce solutions. Before joining Prologis in 2020, Todd reinvented UPS’s venture arm, launching UPS Ventures to better align with the startup and innovation ecosystem. With a background in finance and a career spanning supply chain tech and corporate venture, Todd brings a sharp eye for scalable, high-impact innovation.

Gina Chung is the vice president of corporate development at Locus Robotics. As former Vice President of Innovation at DHL, Gina brings more than 10 years of international experience in the digital transformation of supply chain operations. With a dual competence in business and operations development, she launched DHL's Innovation Center in Chicago. Under Gina’s leadership, DHL partnered with its top 100 customers and startups to strategically evaluate and implement a broad range of automation technologies in post, parcel, forwarding and 3PL operations. She also led DHL's research series including the highly regarded DHL Logistics Trend Radar publication. Hailing from New Zealand, Gina is a staunch advocate of using technology to improve the world around us. 

In this inaugural episode of Moving the World, Chris Caton, managing director of global strategy and analytics at Prologis, sits down with Harshida Acharya, co-founder of Fulfillment IQ, to explore how global supply chains are evolving in real time as businesses navigate shifting tariffs and trade policy uncertainty. From macro trends in sourcing and automation to real-world facility planning and network strategy, Harshida and Chris break down what’s happening now—and what’s next.  

In this episode: 

• How trade policy volatility is reshaping supply chain strategy 
• The real-world impacts of nearshoring, automation and sourcing shifts 
• What customers are focused on heading into 2025 

This conversation delivers practical insight for anyone trying to stay ahead in a fast-changing global market. 

Today’s experts:  

Chris Caton is Managing Director, Head of Global Strategy & Analytics at Prologis. Chris is responsible for the Research, Advanced Analytics and Valuations capabilities at Prologis. Collectively, these teams create and interpret industry data; identify and project emerging trends that lead to transformational change in the logistics and real estate industries; and communicate and develop tools to drive business strategy.  

Prior to joining Prologis in 2012, Chris served as vice president in Morgan Stanley's research department tracking global commercial real estate and REIT investment environments. While at Morgan Stanley, Chris also served as a vice president in Morgan Stanley's private real estate department. Chris began his career at CBRE. 

Chris holds an MBA from the Wharton School at the University of Pennsylvania, a Master of Arts in Economics from Boston University, and Bachelor of Science in Mathematics from the University of Puget Sound. 

Harshida Acharya is Partner and Chief Strategy Officer at Fulfillment IQ, where she helps brands, 3PLs, and retailers transform fulfillment, distribution and logistics into true competitive advantages. 

With over 15 years of experience, Harshida leads large-scale digital transformation initiatives and customer-centric strategies that drive impact at scale. She’s also the creator and co-host of the eCom Logistics Podcast, a top global business podcast bringing real-world insights from industry leaders straight to the ears of operators worldwide. 

She also contributes thought leadership to platforms and publications such as Forbes, Inbound Logistics, Supply Chain Now, and RETHINK Retail, to name a few—sharing her expertise on strategy, technology, and execution. 

A passionate advocate for inclusion, Harshida co-founded Ladies Who Logistic, a 700+ member community supporting mentorship and leadership for women in supply chain. Her work has been recognized with awards including RETHINK Retail Top Retail Expert, Shopify Top eCommerce Influencers, Top Women in Supply Chain and Business Elite 40 Under 40 and more.