Peterson Institute for International Economics 119d ago

As Americans face rising utility costs, much of the blame is being directed at the construction of new energy-intensive data centers. But are data centers actually the main culprit? Host Monica de Bolle is joined by Douglas Giuffre (S&P Global Energy) to discuss the multiple factors at play in soaring electricity charges. These range from supply chain disruptions to lack of investment in generating capacity, and changes in energy policy at the federal and state level. Data centers, he explains, aren't the center of the problem—yet. This podcast is produced by the Peterson Institute for International Economics. Music by Baegel/When I Hop/Courtesy of Epidemic Sound. Download the episode transcript [PDF]. (https://www.piie.com/sites/default/files/2026-03/2026-03-03-pftp-ep27.pdf) Learn more about Douglas Giuffre (https://www.spglobal.com/en/research-insights/experts/giuffre-douglas) . Learn more about Monica de Bolle (https://www.piie.com/experts/senior-research-staff/monica-de-bolle) .