Grid Breakdowns, AI Demand & $400M Power Deals — Adil Sener on the Future of Energy Infrastructure

In this episode of ⁠The Money Path⁠, host Todd M. Schoenberger is joined by Adil Sener, Partner at PEI Global, for a deep dive into the massive structural transformation underway in global energy infrastructure. Adil explains why the U.S. power system is facing a once-in-a-century buildout, with electricity demand set to rise by the equivalent of an entire major European economy over the next five years. The conversation reveals how AI, data centers, and industrial reshoring are reshaping capital flows, project development timelines, and investment strategy. Key insights from the episode: • How PEI Global advises developers, sponsors, and capital providers on power, energy, and infrastructure transactions • Why grid modernization and transmission reform are now central to investment strategy • The growing challenge of securing turbines, transformers, and critical equipment • How PEI helped secure $400 million in funding for a Texas power project • The evolution of thermal generation financing, long-term PPAs, and pre-construction capital • Why AI-driven electricity demand is a structural, not cyclical, shift • What this means for investors across renewables, gas, storage, and resilient infrastructure Energy is no longer just a utility story — it’s the backbone of economic growth, technological expansion, and global competitiveness. This episode delivers a clear framework for understanding where capital, policy, and infrastructure investment are heading next. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠. 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #AdilSener #PEIGlobal #EnergyInfrastructure #GridModernization #PowerMarkets #EnergyInvesting #DataCenters #AIInfrastructure #RenewableEnergy #ThermalEnergy #InfrastructureCapital #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.