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.
The Power Sector's AI Decade - Part 5
AI is reshaping the power sector, but success depends less on flashy tools than on institutions that can sustain them. Utilities, regulators, and investors must build technical talent, workforce pathways, and oversight to avoid brittle automation and uneven transitions.
Michael Leifman
The Utility-AI Leadership Edge Part III: How CFOs Can Fund the AI-Driven Grid Buildout Without Leaving Customers Behind
Utility CFOs must fund unprecedented grid growth from AI, data centers, electrification, and resilience needs while protecting affordability. The winners will use CIAC, large-load tariffs, flexibility, and disciplined cost allocation to build trust and avoid shifting costs to customers.
Hannah Kaplan
The AI Boom Is Becoming a Credit Bet
AI financing has progressed from concentrated venture equity into a cross-asset financing system, while the market signals required to validate the buildout—utilization, cash generation, debt absorption and physical energization—remain unresolved.
Morgan Bazilian
The Moratorium Map: How the AI Boom Is Redrawing the Geography of Power and Permission
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens