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Amanda Simonian is chief marketing officer at TerraFlow Energy, where she is focused on the intersection of energy infrastructure, long-duration energy storage and emerging power demand.
Over the past several months, moving between conversations on Capitol Hill, industry conferences, and meetings with operators, developers and policymakers, I have been struck by how often very different discussions keep circling back to the same underlying concern: power. In congressional offices, it comes up through the language of energy security, industrial policy and what it will take to keep infrastructure ahead of rising electricity demand. Across the industry, it surfaces through a more operational vocabulary: interconnection bottlenecks, volatile load growth, transmission constraints and the practical question of where the next gigawatt comes from.
Amanda Simonian
What made those conversations interesting wasn’t simply that policymakers and operators were focused on the same issue. It was that many of the proposed answers still seemed rooted in an assumption that deserves more scrutiny. Much of today’s discussion treats AI-driven load growth primarily as a supply challenge. Demand is rising sharply, so the answer must be to build more generation.
