FERC Meets the Shadow Grid: Deciding when Private Power becomes a Public Grid Problem
AI data centers are pushing FERC to confront the Shadow Grid, where private power, co-located generation, and hyperscale load blur into public grid obligations, forcing a shift from queue chaos to coordinated infrastructure governance.
The Electricity Customer Bill of Rights Part I: A Framework for Infrastructure-Scale Electric Demand
The AI economy needs electricity, but customers should not subsidize its growth. This series proposes an Electricity Customer Bill of Rights to protect affordability, reliability, transparency, communities, and fair cost allocation while enabling responsible infrastructure-scale demand.
Brandon Owens
The AI-Energy Decision Stack
Infrastructure planning once focused on forecasting demand. AI changes the challenge. The critical question is no longer how much demand will emerge, but which infrastructure commitments should be made before demand is fully known—and who bears the risk if assumptions prove wrong.
Brandon Owens