Jessica Uhl
former Shell CFO · energy executive
“A day and night shift from 2023, 2024 where people were questioning the future of gas to they can't get enough gas turbines. An extraordinary about face, a 180 if you will.”
“It's the largest growth we've seen in generations in power in the US and certainly. And that will transcend globally as well.”
“The Google transaction in Minnesota with Excel and Spark Fund and Form Energy I think is a great innovation that looks at how do we make this a system problem. Not a single data center issue, but that data center sits within a system.”
Jessica Uhl
One-line summary: Former Shell CFO and GE Vernova president; energy-systems executive. Names the 2023→2024 gas-turbine-demand 180° flip and system-level (storage+grid) optimization for AI load.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-power-gap-to-genset-bridge-power, ai-capex-to-power-and-materials-cascade:
"A day and night shift from 2023, 2024 where people were questioning the future of gas to they can't get enough gas turbines. An extraordinary about face, a 180 if you will." — 2026-06-09-podcast-columbia-energy-exchange-jessica-uhl-on-the-fractured-energy-transition (2026-06-09)
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On ai-capex-to-power-and-materials-cascade:
"It's the largest growth we've seen in generations in power in the US and certainly. And that will transcend globally as well." — 2026-06-09-podcast-columbia-energy-exchange-jessica-uhl-on-the-fractured-energy-transition (2026-06-09)
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On nuclear-baseload-for-ai-data-centers:
"The Google transaction in Minnesota with Excel and Spark Fund and Form Energy I think is a great innovation that looks at how do we make this a system problem. Not a single data center issue, but that data center sits within a system." — 2026-06-09-podcast-columbia-energy-exchange-jessica-uhl-on-the-fractured-energy-transition (2026-06-09)
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