{"podcast":{"title":"FMI Built-In Podcast","slug":"fmi-built-in-podcast-5972281","podcast_index_feed_id":5972281,"rss_url":"https://media.rss.com/fmi-built-in/feed.xml","website_url":"https://rss.com/podcasts/fmi-built-in","image_url":"https://media.rss.com/fmi-built-in/20240109_050145_d18ee0574dcc167165e2a6fd42650be8.jpg","author":"FMI Corp.","episode_count":54,"summary":"The FMI Built-In Podcast is FMI Corp.'s podcast for those in the built environment. More than just a construction podcast, we'll talk to industry leaders and subject matter experts about best practices, challenges and opportunities, the underlying economic trends, and insights to help executives and managers better lead their companies. We'll uncover the characteristics of top firms and explore what makes great leaders. We'll dive deep into various market segments, and we'll have conversations that help those with a passion for continuous improvement better their management and their companies.","last_synced_at":"2026-09-09T04:22:18.833283+00:00","page_url":"https://stenobird.com/podcast/fmi-built-in-podcast-5972281"},"episode":{"title":"Inside FMI's First 'Energy & Power Overview'","slug":"inside-fmi-s-first-energy-power-overview","published_at":"2026-09-08T13:09:40+00:00","page_url":"https://stenobird.com/podcast/fmi-built-in-podcast-5972281/inside-fmi-s-first-energy-power-overview","show_page_url":"https://stenobird.com/podcast/fmi-built-in-podcast-5972281","url":"https://rss.com/podcasts/fmi-built-in/3130510","audio_url":"https://content.rss.com/episodes/180040/3130510/fmi-built-in/2026_09_07_14_03_13_b93c3370-b4eb-40eb-9a02-8ceb045a0586.mp3","summary":"Roughly $1 trillion of investment is headed into U.S. energy and power over the next five years. Whether the industry can build it is the harder question: transformer lead times now run three to four years, permitting fights drag on with local jurisdictions and everyone is bidding for the same small pool of skilled labor. Backlogs have never been bigger, and this conversation keeps coming back to whether these companies can deliver the work they have already won. In this episode of FMI's \"Built In\" podcast, Scott Winstead, president of FMI Consulting, is joined by four colleagues from the firm's consulting and investment banking arms: Blake Angelo and Evan Fairmont, partners who co-lead the Energy & Power practice, and Russell Clarke and Andrew Henderson, managing directors with FMI Capital Advisors. Angelo and Fairmont's work spans more than $6 billion in energy infrastructure projects, and all four helped author FMI's inaugural \"Energy & Power Overview,\" the first time the firm has broken this market into its subsegments. What we cover: Where the $1 trillion goes: half into transmission and distribution, with $300 billion in distribution alone. Spending rising from about $158 billion to $255 billion a year, a compound annual growth rate near 10% (twice the pace of the past four decades). Five-year forward peak demand up sevenfold since 2022, from 24 gigawatts to 166. Data centers tripling their share of U.S. electrical demand, from about 3% to 9%, and the one-third of new projects planning to bring their own power behind the meter, three-quarters of it natural gas. The three constraints — procurement, permitting and people — and how even basic materials went from order-as-needed to 16-week lead times. Why the old plan-engineer-procure-build sequence is breaki…","meta_description":"Roughly $1 trillion of investment is headed into U.S. energy and power over the next five years. Whether the industry can build it is the harder question:…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1938,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fmi-built-in-podcast-5972281/episodes/inside-fmi-s-first-energy-power-overview/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fmi-built-in-podcast-5972281/inside-fmi-s-first-energy-power-overview.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}