Over the last several episodes, we’ve talked about explosive load growth, transmission expansion, artificial intelligence, and the investments utilities are making to keep pace with demand. Today, we’re stepping back and asking a more fundamental question: How should...
The electric power industry is entering a new phase of growth. Electricity demand is rising again, driven by data centers, electrification, and new industrial load. But while attention often focuses on generation resources, one of the biggest challenges may be...
When people talk about the energy transition, much of the focus is on electricity: generation, transmission, distribution, and electrification. But natural gas continues to play a critical role across the energy system, from power generation to residential heating to...
Utilities are under increasing pressure from multiple directions. Load is growing again, driven by data centers, industrialization, and electrification. The system itself is becoming more complex, with distributed resources and new technologies. And at the same time,...
For regulated utilities, the rate case is the moment when strategy, capital investment, and regulatory expectations all come together. It’s the process through which utilities justify their investments, establish their authorized revenue, and ultimately secure the...
