2025.10.17 | The Tipping Point: $1.6B for Transmission and 24 GW Data Center Load
Manage episode 514181251 series 3677381
Electric utilities are officially at a tipping point, facing massive capital needs driven by an unprecedented 24 GW load commitment from data centers and AI facilities. Discover how the $1.6 billion DOE loan guarantee offers a new funding model for transmission buildout, potentially saving customers millions and avoiding the supply chain bottleneck. We also analyze the messy implementation of FERC interconnection reform and urgent state-backed cyber threats targeting the utility software supply chain. Tune in to understand the financial, regulatory, and security challenges defining the stability and future capacity of the electric grid.
69 epizódok