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Utility Dive21 days ago

Southeast, lower-cost PJM states offer model for affordable grid expansion

Key Takeaway

The article posits that the vertically integrated utility model provides a cost-effective and stable framework for grid expansion and new generation, potentially influencing regulatory strategies and investment landscapes for developers and large power consumers, particularly in regions like PJM.

AI Summary

  • The vertically integrated utility model, as seen in the Southeast and lower-cost PJM states, is advocated as a successful approach for grid expansion and new generation development.
  • This model is credited with enabling the construction of new generation while protecting customers from significant rate increases, implying greater price stability for large power consumers.
  • Former FERC Commissioner Bernard McNamee's endorsement suggests a policy preference for integrated utilities as a means to achieve affordable and reliable power infrastructure.

Topics

datacenterfinancingpjmpolicytransmission