944: The Grid's Biggest Challenge Isn't More Power. It's Timing. | Sean Kelly

944: The Grid's Biggest Challenge Isn't More Power. It's Timing. | Sean Kelly

June 30, 2026 · 26 min · Season 18 · Episode 944

About this episode

Sean Kelly discusses the importance of timing and probabilistic forecasting in managing the energy grid's challenges.

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…

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