Milbank LLP Corporate partner Scott Golenbock was quoted in a Law360 story discussing how the surge in electricity demand from AI and data centers is redrawing the US energy investment map. Capital is moving toward natural gas even as global dealmakers continue to deploy billions into renewable platforms.
Mr. Golenbock also noted that conversations early in the current administration focused on whether policy changes would unlock a new wave of dealmaking; those discussions have since been overtaken by larger forces. Furthermore, Mr. Golenbock points to uncertainty stemming from geopolitical tensions, tariff questions and the possibility that policy could reverse again within a few years.
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