Transmission

“In January 2025, the U.S. DOE’s Interconnection Innovation Exchange (i2X) released a Distributed Energy Resources Interconnection Roadmap. The Roadmap sets near-term targets for DER projects interconnecting to distribution systems and offers strategies for achieving these goals.”

“Grid enhancing technologies (GETs) – also known as advanced transmission technologies (ATTs) – are hardware and software that can be deployed relatively quickly and cheaply to increase the efficiency of and space on the existing electricity grid.”

“AI-driven load growth is geographically concentrated and physically resource-intensive. But the principle holds: structural innovation – alongside technology – may be the unlock.”

“The U.S. grid has around 1,200 GW of installed capacity. Of that, about 750 GW are available at peak, and roughly 300 GW serve HVAC load. That means 40% of our electric capacity exists to support something that peaks only a few days each year.”

“Combined benefits translate to financial savings and environmental advantages. Every kilowatt-hour saved through reduced line losses represents avoided generation costs and reduced emissions. Improved efficiency helps utilities maximize grid assets while minimizing costs that flow through to customers.”

“Unlike policy-driven incentives of the past, today’s growth is market-driven – anchored in the real needs of hyperscalers, utilities, and consumers. This provides a stronger and more sustainable foundation for long-term investment.”

“Our new resource stack includes power purchase agreements, solar projects of our own, and what I believe is the largest distributed battery array in the country. We have deployed batteries across nine substations, ranging from 8 MW up to 33 MW.”

“The Smart Energy Plan is a program passed through the Missouri legislature to increase reliability. A lot of our infrastructure has been around for 50 to 60 years and is getting close to end of life where it’s time to be replaced with newer, stronger, hardened infrastructure.”

“Next-gen advanced conductors can optimize new lines, often enabling fewer, shorter structures while providing capacity headroom for future demand growth. Take a closer look at how advanced conductors make new-build transmission projects excel for grid operators and customers alike.”

“Burgeoning demand for AI data centers is already reshaping load profiles in Virginia, Texas, and other hot spots. Virginia’s data center load will approach half of the state’s overall power consumption by 2030 – up from about a quarter today.”