2025.09.30 | AI Demand Surge: $65B Grid Fight & DOE’s Coal Policy Shift
Update: 2025-09-30
Description
Utilities are mobilizing a projected $ 65 billion in capital plans to meet the unprecedented demand shock from new AI data centers. We unpack major market signals, including Centerpoint’s massive capex and Vistra’s 20-year nuclear PPA, which screams base load premium for firm power. This surge is forcing a pragmatic federal response, with the DOE funding $625 million for thermal fleet modernization to ensure near-term grid reliability. Listeners will gain insight into the structural redirection of utility capital, the impact of California's Scope 3 climate disclosure rules, and the operational challenges leading to NY ISO forecasting a 10,000 MW reliability deficit.
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