2025.10.09 | FERC Fast-Tracks Gas Infrastructure: AI Forces Utility Grid Shock
Description
The digital economy is slamming the power grid: discover how AI data centers forced FERC's hand to fast-track critical natural gas infrastructure projects due to massive load growth and resource adequacy concerns. We break down the high-stakes tension as major utilities, like the Edison Electric Institute (EEI), push back against PJM's capacity market structure, advocating for state control and citing cost uncertainty. Understand the stark reality of modern utility finance, quantified by NRG Energy’s $4.9 billion deal, which starkly quantifies the impact of significantly higher interest rates on the sector. Tune in to grasp how these converging pressures—regulation, markets, and money—will ultimately reshape future investments and potentially impact customer rates.
United States
