How Regulatory Seams Are Reshaping American Power
State and federal policies are opening regulatory seams that let large AI data centers build off-grid power, often gas-fueled, outside traditional utility oversight. Clean-energy mandates bind the grid, not private systems—creating a parallel “shadow grid” with emissions and ratepayer risk.
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.
Brandon Owens
