The scale of power requested by data centers joining the grid is straining how utilities have historically connected large customers. When a customer needs vast, uninterrupted power, major system upgrades often follow and those upgrades should be paid for by data centers to the extent they cause them. That's the premise behind the White House's Ratepayer Protection Pledge: data center energy costs shouldn't slide onto household bills. But holding utilities and hyperscalers to that promise is proving harder than it sounds. A recently-filed data center transmission service agreement shows how, when sound ratemaking principles are overlooked, the true costs imposed by data centers become hard to identify and harder to properly bill.
Issue: Electricity & Grid Resiliency
Is Power the Next Shale? America Needs to Adopt Strict Capital Discipline Before the Bill Comes Due
Announced megawatts are like leased acres, but energized, used, and profitable megawatts are like productive wells. The boom is genuine, and success will depend on precision, discipline, and pragmatism.
More Current, Less Cost: Why Advanced Conductors are an Overlooked Grid Capacity Tool
To unlock affordable grid capacity, policymakers should require utilities to consider the best-available line technologies by default, while utilities themselves modernize planning to reinforce their affordability commitment to customers.
Federal Grid Reforms Pick the Right Route and the Wrong Builder
The Department of Energy’s recent National Transmission Needs Study identifies several of these cases, where regions’ electricity costs would decline substantially if they were connected by a high-capacity transmission line. Providing these benefits to consumers, however, requires confronting not just the incentives that discourage utilities from building interregional lines, but the state laws that let incumbent monopolies control who builds them.
Pennsylvania Wants Data Centers to Pay Their Own Way. There’s a Better Way to Do It.
Lawmakers in both parties are scrambling to address the issues revealed by data centers. President Donald Trump, his administration officials, and several governors (including Pennsylvania Gov. Josh Shapiro) signed on to a statement of principles that encourage data centers to bring their own power or pay for the power they need.
The Wire Inside the Wire: Energy Capacity Hiding in Plain Sight
Building more is no substitute for building smarter. At times, this has been a challenge for America's energy infrastructure, particularly transmission. It is evident that the U.S. needs more transmission, but which transmission lines it builds matters for protecting ratepayers and keeping costs in check. An overwhelming number of House Members just reaffirmed this guiding principle for how America should approach the development of electric transmission.
Will the Ratepayer Protection Pledge Work?
As Americans crank up their air conditioning bills in the summer months, the importance of affordable, dependable power is critical but often taken for granted. Especially today, families are more acutely aware of how much they’re paying as electricity rates have risen at a pace more than double the rate of inflation over the past year.
Energy‑Only, Not Energy‑Never: A Better Path for Generator Interconnection
Many American power plants are stuck in a dysfunctional express lane. Energy Resource Interconnection Service, or ERIS was created to give generating facilities a faster, leaner way to connect to the grid without waiting in the main queue. Instead, in many markets, ERIS today places fast-trackers on the same slow schedule as projects in the main line. When new, highly competitive generation cannot be connected to the grid in a timely way, a key affordability and efficiency opportunity is left on the table.
DOE’s Transmission Needs Study Is Out. These Principles Should Guide the Policy
Electricity rates are rising faster than inflation and are felt by households across America. After decades of flat electricity demand, the country is experiencing significant load growth, driven by hyperscale AI data centers, resurgent domestic manufacturing, and the steady electrification of buildings and vehicles.
Why States Should Reconsider Renewable Portfolio Standards
Across state capitals and in Washington, policymakers are scrambling to address voters’ alarm over electricity bills. The Trump administration is unwinding major climate regulations, Democrats are focusing more on affordability concerns than climate change, and governors are quietly paring back clean energy subsidies and emissions mandates they championed only a few years ago. Climate policies are starting to bite, and the political strategy that helped enact them, downplaying costs and obscuring tradeoffs, is becoming harder to sustain as ratepayers see the impact on their bills.








