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This episode explores how grid strain, phantom load risk, and rising energy prices are complicating new data center development. We dig into the “bring your own generation” narrative, utility ownership strategies, and how states are pushing for more say in grid governance. You’ll also hear about project pauses driven by community scrutiny and how capital is shifting toward infrastructure that bridges supply and load.
By James BrandThis episode explores how grid strain, phantom load risk, and rising energy prices are complicating new data center development. We dig into the “bring your own generation” narrative, utility ownership strategies, and how states are pushing for more say in grid governance. You’ll also hear about project pauses driven by community scrutiny and how capital is shifting toward infrastructure that bridges supply and load.