Commentary

David Maiolo, CC BY-SA-3.0, via Wikimedia Commons
Bridging the Partisan Energy Divide with Transmission Investment
With electricity demand spiking, Congress should take major steps to speed up the process of building new transmission infrastructure, writes Will Hazelip.
PJM
PJM’s Capacity Market Was Meant to be a Safety Net; It Has Become the Entire Grid
PJM’s capacity market has quietly evolved from a reliability safety net into the primary mechanism supporting much of the region’s electricity supply, writes energy consultant Glenn Davis.
AEP
White House, Data Center Pledges Signify Little; The Real Risks Lie Elsewhere
The White House meeting and associated industry pledge were perhaps good theater, but would have been much more valuable a year or two ago, writes columnist Peter Kelly-Detwiler.
Hitachi Energy
Transform the Physical Energy System to Unleash its Digital Transition
The digital world may be driving much of the growth in electricity demand, but physical limits are shaping how the industry responds. And few limits are more apparent than the shortage of transformers.
NYISO
A Cautionary Tale on Forecasts
Gaming by different stakeholders can present regulators with biased forecasts, which would require special regulatory-staff expertise to uncover, warns energy consultant Kenneth W. Costello.
© RTO Insider 
California’s Anxiety is not About Seams; It’s About Control
For the first time in years, California’s grip on Western market design is genuinely at risk, writes Nick Myers of the Arizona Corporation Commission.
ACI
Data Centers Don’t Cause Rate Increases but Would Still be Wise to Supply Own Power
Data centers have become the whipping boy of high electric bills; consumers believe they are paying higher rates because of these power-hungry server farms. However, it is not that simple, writes Kristen Walker of The American Consumer Institute.
Hitachi Vantara
AI Has to be Reliable Before We Trust it with our Grid
Columnist Dej Knuckey says there’s no doubt AI can be exponentially faster, smarter, and more innovative and efficient than the current workforce, but can it be reliable?
BloombergNEF
How Should We Do Affordability?
According to the Business Council for Sustainable Energy’s 2026 Factbook, U.S. consumers spent “slightly less” on electricity in 2025 than they did in in 2024.
Colonial Pipeline
The Co-location Quandary: The Cybersecurity Risk to Nuclear
Opinion writer Shahid Mahdi worries about the cybersecurity risks of co-location, and asks if a co-located data center is hit with ransomware, does the nuclear plant have to trip offline?

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