Allison Clements

@TKavulla Right?!

First, in the most literal way, the way to "require data centers to pay for their own grid upgrades" is...to have them pay for their own grid upgrades! Directly assign the costs, or let those customers build their own capital assets to industry specs.

Whatever the recently invented "Transmission Security Agreements" do, they do not "require [data centers] to pay for their own grid upgrades" -- even though I have consistently seen them (inaccurately) characterized as such, as this headline has it🧵

I may quibble with some of the details in here but on the whole this is the point, said well. I take a less black and white stance - will we solve the entire data center challenge from load flex and existing headroom? Maybe not. We still need more grid. Bit, flex could get us a material if not significant amount of the way there. open.substack.com/pub/powersigna…

So excited for @yangenergy to join!

Big news: @YangEnergy joins 804 Advisory as COO. Her expertise in transmission, interconnection & market design comes at a pivotal moment for our energy economy. 804advisory.com/blog/804-advis… . Yay!

@EPSA_CEO @FERChatterjee @daytondailynews Yes, for sure. We need more supply. Shorter duration storage won’t get us all the way there but it sure would help.

@ClementsFERC @FERChatterjee @daytondailynews HB15 is already driving investment and doing so quickly - and all types of resources qualify. Ohio didn’t wait for someone to do it for them, they took action and the investment is already coming to the state. Thats good for Ohio and the region.

@FERChatterjee and I argue in my hometown paper @daytondailynews that one of the answer's to Ohio’s resource adequacy challenges lies in plain sight - closing the battery storage gap. 10 GW of gas plants in Pike County? How long will that take? In the meantime, ERCOT just added 10+ GW battery storage in the last 3 years. In Ohio and across @PJM, the tech is ready but outdated rules are holding it back. Modernizing markets can boost reliability and lower costs across the region. Check out the @GridLabEnergy report on the regulatory fixes. We’ll dive deeper on April 21 at the Columbia Global Energy Summit. @ColumbiaUEnergy 🔗 daytondailynews.com/local/opinion/ 🔗gridlab.org/portfolio-item… 🔗#speakers" target="_blank" rel="nofollow noopener">energypolicy.columbia.edu/events/2026-co… #EnergyPolicy #BatteryStorage #PJM

Today’s the day! Get down to @CatholicUniv for @ElectrifyDC DER showcase and healthy homes fair! Drive a @LucidMotors check out cool DERs and meet great people!

this is an important report brief for @NARUC state regulators and state legislators to read as they consider ways to increase grid flexibility, one of the many approaches needed to address affordability and the need for grid modernization and build out. No solution will solve for the challenge, but grid flex is a critical component and this brief walks you through the ratemaking, planning, interconnection and BYOC aspects of achieving effective policy in your state.

@MilesFarmer @FERC Wow.

.@FERC ordered PJM to offer non-firm transmission service during normal conditions. In response, PJM . . . didn't do that.

There’s no single fix for electricity affordability. But states can act now to lower costs while planning for long-term demand growth. More in our new op-ed in Utility Dive. utilitydive.com/news/4-afforda…

Make sure large new loads pay their own costs. Smart policies for data centers and other large loads can deter speculative interconnection requests and ensure new demand supports costs for existing customers.

While there’s no shortage of important longer-term policy reform needs to address rising electricity costs, there are several policies states can implement now to drive cost savings more quickly. Here are 4 ideas that Lori Bird and I outlined in a new @UtilityDive piece:

Hey DMV Energy Friends - this Sat, @ElectrifyDC is offering a chance for some hands on interaction with the latest DER techs. A way to experience some of the tech we are always talking about! Check it out electrifydc.org/der/. Hope to see you there!

@AriPeskoe Great Plains out in front! Nice, @SPPorg .

SPP showing that it's possible to allocate regional transmission costs to data centers. It's proposing 3 options to stakeholders. This is a HUGE missing piece to ensure data centers are paying for all infrastructure built for them.

Really informative but digestable take on what continuing war in the Middle East does to global crude and gas markets. Thx @JasonBordoff and your impressive colleagues!

Thx @EnergyLawJeff. I've been thinking about this in the generation context. Utilities across the Mid-Atlantic, at least, are chomping at the bit for their states to revert to vertical integration or some version of owning the power plants themselves. We shouldn't forget that all of the chaos around data centers hasn't changed utility incentives. States should proceed with extreme caution when entertaining re-regulation proposals under the guise of affordability amidst increasing demand.