July 2026 Monthly Digest: AI’s Energy Problem Is Becoming a Commitment Problem
June has revealed that the central problem in the AI-energy system is no longer forecasting demand. It is governing commitments made before demand can be known with confidence.
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
