2025.10.13 | The End of Ratepayer Neutrality? Lessons from the Ohio Tariff
Update: 2025-10-13
Description
Is the sacred principle of ratepayer neutrality officially dead, signaling a fundamental shift in utility cost allocation across the US? Unprecedented, exponential load growth, mostly driven by AI data centers and accelerated electrification mandates, is pushing the US power sector into a national reliability emergency. This episode analyzes the significant October 2025 Ohio precedent, where the PUCO approved a special tariff explicitly shifting huge infrastructure costs and risk onto high-impact users like data centers, breaking from prior models. Utility leaders must immediately stress test their current rate case strategies to avoid regulators allocating costs directly to single large users.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
