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  • Exelon Executive Sees Potential Return to Regulated Generation to Meet Soaring Demand

    Four years after separating from Constellation Energy, Exelon is expanding its transmission business and pressing for a greater role in power generation. Executive Vice President Carim Khouzami explains why rising data center demand, tightening capacity reserves, and shortcomings in PJM’s wholesale markets are changing the utility company’s strategy. When Exelon completed its separation from Constellation […]

  • Getting It Right Together: The State Regulatory Lens on America’s Large-Load Future

    Who pays, who bears the risk, who decides, and when? Virginia Commissioner Jehmal Hudson makes a forceful case that serving large-load growth requires credible commitments, earlier coordination, and ratepayer protections built into investment decisions. Good afternoon. Thank you to POWER Magazine for inviting me to join you today. It is a pleasure to be with […]

  • Google Pledges Power, Ratepayer Protections in $15B Missouri Data Center Expansion

    Google will invest $15 billion in Missouri infrastructure, including a new data center in New Florence, Montgomery County, in a project that pairs its expanding data center footprint with new generation commitments, a large-load cost-allocation framework, and Ameren Missouri rate structures designed to protect existing customers from infrastructure costs tied to large energy users. “When […]

  • Phantom Data Centers Didn’t Break the Power Grid—They Proved It Was Already Broken

    The requests flooding interconnection queues come from data center developers, private equity funds, land brokers, and shell companies, many of whom lack site control, a construction timeline, or even a signed customer. They secure a queue position, bet that powered land will attract a buyer, and wait. The industry calls them “phantom data centers,” and the grid isn’t prepared to handle them.