Latest / Catalyst with Shayle Kann
The electricity gauntlet has arrived
The electricity gauntlet we covered last year has been having a moment in the national spotlight, with coverage of rising load growth in the New York Times, the Wall Street Journal, and the Washington Post.
On one side of the gauntlet, demand for electricity is rising, driven by new loads like EVs, data centers, and electrification. On the other side, electricity supply is slow to grow, bogged down by years-long interconnection queues, the immense challenges of building transmission, and other bottlenecks. And utilities are stuck in the middle, struggling to deliver enough power to meet that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.