Global power demand is rising sharply, and geopolitical instability is accelerating the need for secure, affordable, and diversified energy systems. In this episode, host Joe Colletti speaks with Robert Kwan, Head of Global Power, Utilities & Infrastructure Research, and Maurice Choy, Canadian Energy Infrastructure Analyst, to explore how RBC Imagine themes—energy security, affordability, crisis capitalism, synthetic technologies, and shifting superpowers—are reshaping the sector.

The conversation highlights how utilities, midstream operators, and infrastructure investors are navigating a world where energy transition, digital demand, and geopolitical conflict collide. As Robert notes, “this current environment is hammering home to a broad population how important energy is to everybody’s daily lives”.

Key Points

• Geopolitical conflict is reinforcing a global “all of the above” approach to energy supply.
• Rising energy prices are intensifying affordability pressures across households and industries.
• Hyperscalers and digital platforms are rapidly becoming dominant global electricity consumers.
• Utilities are investing heavily in resilience to manage climate, cyber, and grid instability risks.
• Synthetic technologies are improving efficiency and reducing supply‑chain vulnerabilities.
• Canada is increasingly well‑positioned to expand global energy exports across fuels and electricity.
• Massive infrastructure investment is required to deliver diversified, secure global energy systems.