The Grid’s New Blind Spot: Why Demand Volatility May Be the Next Frontier in Rate Design
AI-driven digital loads are reshaping not just how much electricity the grid uses, but how it behaves. Traditional tariffs price magnitude and timing, not volatility. Aligning rates with demand behavior—without mandates—may be the next quiet evolution in cost-of-service regulation.
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
