SunCast
SunCast
Nico Johnson
944: The Grid's Biggest Challenge Isn't More Power. It's Timing. | Sean Kelly
25 minutes Posted Jun 30, 2026 at 9:00 am.
Meeting the Modern Forecasting Challenge
21 Years in the Power Markets
AI-Powered Data and Grid营 Operations
Extreme Weather and Changing Load Patterns
Deterministic versus Probabilistic Forecasting
The Rise of Algorithmic Power Trading
Midterm Forecasting and Winter Storm Case Study
Risk Mitigation versus Profitability Strategies
Hyperscalers, GPUs, and the AI Boom
Monetizing Stranded Grid Assets via Colocation
Interconnection Queues and Large Flexible Loads
Why Flexibility Wins Over Overbuilding Generation
Solving the Hardest Problem Together
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25:42
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Show notes

For decades, the energy industry has treated its biggest challenge as building more power.

Sean Kelly thinks that's the wrong question.

As CEO and co-founder of Amperon, Sean spends his days helping utilities, traders, generators, and some of the world's largest electricity users anticipate what's coming next. And what he's learned is surprisingly simple: the grid's biggest challenge isn't producing enough electricity. It's knowing when, where, and how demand, weather, and renewable generation will collide.

That shift is changing everything.

In this Tactical Tuesday conversation, Sean explains why Amperon is moving beyond traditional deterministic forecasting toward probabilistic forecasting, giving customers a range of possible outcomes instead of a single answer. More importantly, he makes the case that the future of the grid won't be won by building for all 8,760 hours of the year. It will be won by managing the handful of hours that matter most.

Expect to learn:

🔹 Why deterministic forecasting is giving way to probabilistic decision-making

🔹 How AI, data centers, and renewable generation are changing the way power markets operate

🔹 Why flexibility may create more value than simply adding more generation or transmission

🔹 How better forecasting gives utilities, traders, and large energy users something even more valuable than certainty: time

Whether you develop projects, operate assets, trade power, or simply want to understand where the grid is headed next, this conversation offers a practical new lens for thinking about the future of electricity.

Now press play, and see if Sean changes the way you think about the grid.

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