Cost Allocation

Transformer Lead Times

Everyone's arguing over who pays. The transformer line is three years long.

Sep 1, 2026

•

6 min read

Everyone's arguing over who pays. The transformer line is three years long.

Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.

Julian Green

PJM Interconnection

Aug 4, 2026

•

4 min read

The gas bridge is becoming the house

Enverus says 40% of new data center capacity is going off-grid — but the gas demand attached to that same forecast describes a bridge carrying far less weight than the headline implies.

Julian Green

PJM Interconnection

The pledge doesn't set your rate. Here's what does.

Jul 28, 2026

•

5 min read

The pledge doesn't set your rate. Here's what does.

Twenty-three governors signed a promise in Washington. The documents that actually allocate cost were signed in Richmond, Atlanta, and Albany — most of them before the pledge existed.

Julian Green

PSD Permit

+14

90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

•

4 min read

90 Gigawatts Announced. 2 Gigawatts Running.

Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.

Julian Green

Energy Policy

Five states, five answers to "who pays for the grid?"

Jun 30, 2026

•

4 min read

Five states, five answers to "who pays for the grid?"

Everyone agrees the data center should foot its own bill. No two states agree on what that means — or when it starts.

Julian Green

Energy Policy

+10

FERC didn't pick winners. It started a 60-day clock.

Jun 23, 2026

•

4 min read

FERC didn't pick winners. It started a 60-day clock.

The most consequential grid ruling in years is, on paper, an order to write more orders — and that's exactly why it matters.

Julian Green

Cost Allocation

Everyone's arguing over who pays. The transformer line is three years long.

The gas bridge is becoming the house

The pledge doesn't set your rate. Here's what does.

90 Gigawatts Announced. 2 Gigawatts Running.

Five states, five answers to "who pays for the grid?"

FERC didn't pick winners. It started a 60-day clock.

Home

Recent Issues

Authors

Advertise