Regional Insights

Electricity demand in the U.S. is shifting from decades of stagnation to unprecedented growth, driven by data centers, electrification, and re-industrialization. Senior Partner Pedro Caruso discusses how utilities and policymakers can balance capacity, infrastructure, and supply chain challenges in this rapidly evolving market.
Don’t miss this conversation. Listen now and discover what’s powering the future.

Can sustainable aviation fuel (SAF) really take flight as the key to decarbonizing the skies? Roland Berger experts Diego Ibarra and Thor Kristjansson dig into the opportunities and challenges shaping this fast-evolving market, from soaring costs and fragmented global policies to game-changing long-term contracts and first-mover advantages. They also share how airlines and investors can turn SAF into not just a climate solution, but a commercial and financial win.
Ready to explore aviation’s green runway? Listen now

As AI data centers surge across the U.S., the pressure on the power grid is reaching a breaking point. In this episode of Sustainability as Strategy, Partner Ben Lowe talks about the supply chain disruptions, turbine shortages, interconnection delays, and shifting policies reshaping how and where we generate power. Whether you're a utility exec, manufacturer, or data center developer, this conversation offers timely insights on how to navigate a rapidly evolving energy landscape.

In this episode, Roland Berger Senior Partner Chris Millican unpacks the seismic shifts reshaping the utilities sector—from the newly passed OBBVA bill to AI-driven energy demand and the mounting pressure of supply chain and affordability constraints. Chris dives deep into what these changes mean for renewables, storage, and nuclear—and why integrated resource plans (IRPs) across the country are due for a serious reckoning. He also explores how utilities are balancing sustainability goals with real-world infrastructure challenges, and where innovative partnerships, customer engagement, and smarter transmission planning are making an impact. If you're curious how utilities can keep the lights on...