Dan Gabaldon is Vice Chair of Management Consulting and Head of Energy at Teneo. Dan supports senior decision makers across the energy sector – including investors, suppliers and intensive energy users – around the world to capture opportunities and manage the risks attendant with the energy transition.
Dan has been at the forefront of energy transition investment, strategy and policy issues for over 25 years. Prior to joining Teneo, Dan co-led Roland Berger’s Regulated and Infrastructure practice in the Americas. Dan first served as an energy economist at Argonne National Laboratory and subsequently held multiple senior roles at the Boston Consulting Group, Booz, and as co-founder of Enovation Partners.
Notable accomplishments include designing and implementing the Levelized Cost of Storage (and hydrogen, etc.) analysis with Lazard, co-developing path-breaking decarbonization plans for leading electric and gas utilities and quantifying the risks and benefits of decarbonization for governments (including the U.S.) and large companies around the world. Dan publishes and speaks frequently on techno-economic policy and financial aspects of the transformation of the U.S. and global energy system.
Dan was educated at Georgetown’s School of Foreign Service, Duke University, and the University of Chicago.
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Data Center Flexibility
U.S. Data Center Flexibility As AI-driven demand accelerates, the U.S. data center market is entering a new phase where access to power has become as critical as access to capital. Data center flexibility is emerging as a practical response to grid constraints, interconnection delays and growing community scrutiny, helping operators…
July 10, 2026 - By Dan Gabaldon, Robert Zabors, Omar Saadeh
The $1TN Problem: Winning Social License for AI Data Centers
AI Data Center Social License As AI infrastructure investment accelerates across the United States, AI data centers are facing growing scrutiny over energy demand, water use and community impact. More than $1 trillion is expected to flow into new data center capacity through 2030, while public opposition is increasingly delaying…
May 18, 2026 - By Zachary Kaplan, Joseph Faddoul, Daniel Martinko, Dan Gabaldon
How the U.S.-Iran War Will Catalyze Southeast Asian Corporates to Define Their Energy Future
Southeast Asia Energy Security and LNG Dependence As geopolitical conflict intensifies, Southeast Asia’s energy landscape is being reshaped by LNG supply disruption, price volatility and heightened exposure to imported fuel systems. The U.S.-Iran war has triggered a sharp repricing of LNG and revealed structural vulnerabilities in supply chains,…
March 30, 2026 - By Dan Gabaldon, Emily Stromquist, Kyle Datta
What the Iran War Means for Europe’s Energy Sector
Europe Energy Market Outlook: LNG Competition, Price Volatility and Security As geopolitical disruption intensifies, Europe’s energy market is being reshaped by global LNG competition, price volatility and shifting supply dynamics despite relatively limited direct reliance on Persian Gulf energy flows. The Iran conflict has exposed how interconnected gas markets transmit…
March 30, 2026 - By Dan Gabaldon, Florian Haacke, Emily Stromquist, Ben Silcox
200 Days After the “One Big Beautiful Bill” – Renewables Apocalypse or Business as Usual?
As U.S. energy policy shifts under the One Big Beautiful Bill, the renewables sector is adapting to tighter incentives, supply chain constraints and rising power demand. This analysis examines post-OB3 market dynamics across solar, wind and storage and assesses what evolving policy, cost pressures and project selection mean for investment,…
March 23, 2026 - By Dan Gabaldon, Omar Saadeh, Philipp Braukmann
Global Gas and Power Market Impacts from the Iranian Conflict
As tensions around Iran threaten energy flows through the Strait of Hormuz, global LNG, gas and power markets are entering a period of heightened volatility and structural risk. This analysis examines short and prolonged export disruption scenarios and assesses implications for prices, storage, electricity markets and energy security across the…
March 6, 2026 - By Dan Gabaldon, Robert Zabors, Emily Stromquist, Kyle Datta
Accelerating LDES Bankability: A Practical Framework for Overcoming Obstacles to Investment in Long Duration Energy Storage (LDES)
Long duration energy storage (LDES) is a critical component of future energy systems. It stores energy for when it is needed most, enabling high penetration of renewable generation, industrial decarbonisation and reliable, secure and affordable energy for consumers. LDES stores and dispatches energy as power, heat or cooling for extended…
December 10, 2025 - By Mazen A. Skaf, Dan Gabaldon, Will Broad, Anna J. Siefken
How Data Centers are Remaking the U.S. Electricity Sector –Part Three: Lasting Implications The developments surveyed in the second article, in our three-part series exploring how data centers are remaking the U.S. electricity sector, will have lasting implications for the design, operation and regulation of the U.S. energy sector – implications that are likely to transcend the current data center mania. In our…
September 29, 2025 - By Dan Gabaldon, Robert Zabors
How Data Centers are Remaking the U.S. Electricity Sector –Part Two: Emerging Innovations The release of ChatGPT, with its potentially momentous implications for energy demand growth, is only a couple of years old. Yet as sketched above, the novel challenges it presents to the U.S. electricity system have already begun to result in innovations with potentially fundamental implications. In the second article in…
September 25, 2025 - By Dan Gabaldon, Robert Zabors
How Data Centers are Remaking the U.S. Electricity Sector –Part One: The Surge in Demand The U.S. electricity sector is entering a period of transformation unlike anything in its history. At the heart of this change is the explosive growth of data centers, driven by AI, cloud computing and digital infrastructure. This is the first article in a three-part series, exploring how this unprecedented demand…
September 22, 2025 - By Dan Gabaldon, Robert Zabors
OB3’s Impact on U.S. Energy Storage: A Bump – or a Fork – in the Road?
The U.S. Battery Energy Stationary Storage (BESS) landscape is being buffeted by two major policy shifts: first, changes to the subsidy regime for BESS and manufacturing—particularly the imposition of Foreign Entity of Concern (FEOC) restrictions under the One Big Beautiful Bill Act (OB3), which disqualify FEOC-linked content from key tax…
August 4, 2025 - By Dan Gabaldon, Hoora Sarajan, Ben Silcox
Spanish Lessons in the Dark: Implications of the Iberian Outage for Energy Planners and Investors
On April 28th, Spain, Portugal and parts of Southern France experienced one of the largest power outages in European history. The blackout lasted over 10 hours in many areas, affecting approximately 60 million people, resulting in nine fatalities and causing an estimated €2B-5B in economic loss.1 To the credit of…
May 19, 2025 - By Dan Gabaldon, Robert Zabors, Omar Saadeh, Kyle Datta
Implications of Federal Policy Changes on the U.S. Distributed Solar and Storage Markets
As the United States grapples with shifting political winds, developers in the distributed solar and storage market are facing a potential policy storm. The confluence of an uncertain future for the Inflation Reduction Act (IRA), escalating import tariffs and evolving state-level responses threaten to reshape the economic and growth trajectory…
May 12, 2025 - By Dan Gabaldon, Omar Saadeh, Dr. Matthew Farleigh, Nicole Weygandt
All Resilience is Local: Implications of Federal Devolution of Disaster Preparedness & Response
President Trump’s second term administration has signaled its intent to pursue a devolution of federal responsibilities, favoring greater roles for state and local governments and the private sector. The shift is particularly evident in disaster resilience and preparedness, where the federal government has historically played a central role. We survey…
May 6, 2025 - By Victoria Salinas, Dan Gabaldon, Bret Kadison