Davis Strobridge

Regulatory Affairs @ITCGrid | Jared Goff believer | My views!

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @matthewstoller @SimonMahan I just provided the evidence (?), which FERC cited to in RM21-17 NOPR proposing to expand ROFR.

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @matthewstoller @SimonMahan I would argue every major portfolio has been supported by ROFR. MVP was pre-Order 1000, same with SPP Balanced Portfolio. Then, there was nothing for a decade… until state ROFRs were passed in MISO and LRTP came right after.

Also, WIRES collab report: https://t.co/zRJzRYuE9s

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @matthewstoller @SimonMahan State ROFRs in MISO were a key component of fostering a collaborative environment to approve the largest regional backbone(s) in U.S. history. Why was MISO the only region to do 1920-like planning before it was cool? No coincidence it had the largest # of ROFRs in the country.

[Davis Strobridge @DavisStrobridge]

@SimonMahan And, because this is lost these days, always respect your opinions and appreciate your passion for all things energy.

[Davis Strobridge @DavisStrobridge]

@SimonMahan And those regulated companies pass cost overruns to customers through exclusions and trap doors that are less transparent than the traditional approach (redacted!). We are gamifying Tx and misleading customers on the true cost of this buildout. Thus, losing momentum to build.

[Davis Strobridge @DavisStrobridge]

@SimonMahan We should do everything that maintains the our democratic norms. PE firms “bidding” on critical infrastructure is not in the public interest. They will flip the assets back to the utilities after 10 years for a premium (always what PE does), don’t use union labor, etc.

[Davis Strobridge @DavisStrobridge]

@SimonMahan I would also argue your AI answers bolster the complaint. Each model says it would take away the front-end delay of a very difficult process. Why wouldn’t we do everything to make development easier given all the other obstructions throughout the process detailed by the LLMs.

[Davis Strobridge @DavisStrobridge]

@SimonMahan As I’ve attempted to persuade you before on incentive regulation, this isn’t necessarily true in MISO North where state ROFRs led to utilities supporting the largest tranches of regional projects in U.S. history.

[Davis Strobridge @DavisStrobridge]

@melissaklandry @EnviWood @PelicanInst And here is a critical review of that report from PhD economist Carl Petersen: https://t.co/FocPCYcOsM

[Davis Strobridge @DavisStrobridge]

@xiaowang1984 @kchan55 Apples-to-Oranges overall. In SPP, the study intentionally picks an earlier date to start counting development time for incumbent projects compared to what is used to for competitive projects. Little details that go unnoticed by the general public and deliver clickbait headlines.

[Davis Strobridge @DavisStrobridge]

@kchan55 @xiaowang1984 It’s unfortunate how misleading the entire study is. Used different starting points in SPP to intentionally skew the data, too.

[Davis Strobridge @DavisStrobridge]

@ElectricityTCC How have they delivered cost savings if they aren’t in service? I’m all for having a debate on competition. But blatantly misleading the public by claiming cost savings have occurred when the projects were just bid out is disingenuous…

[Leslie Hayward @leslietron]

Krista Tanner of @ITCGrid conveying that while we can't copy China's process on building #transmission, we can still have a forward-looking planning process, and start building grid infrastructure before we need it.

#safesummit2026

[Davis Strobridge @DavisStrobridge]

🗣️🗣️🗣️

[SAFE @Securing_Energy]

"Build it before you need it."

China has built tens of thousands of transmission lines in the span of 5-7 years while the U.S. has faced timelines of 10 to 15 years.

Krista Tanner, President & CEO of @ITCGrid, on takeaways from China's speed to power and the imperative of forward-looking planning to meet U.S. energy demand.
#SAFESummit2026

[Larry Gasteiger @GasteigerLarry]

So great to see @FERC closing out some of these stale, zombie dockets. More please!

[Davis Strobridge @DavisStrobridge]

@SimonMahan

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @bishopsgrid I don’t think discriminating on loads just for being data center is practical. Who’s to say a large manufacturer, which some are coming in quite large, shouldn’t also be charged your rate? I think the general concept is interesting but a lot of details would need to be hashed out

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @bishopsgrid That wasn’t the proposal in the ANOPR, hence the paper.

[Davis Strobridge @DavisStrobridge]

@AriPeskoe @bishopsgrid The transmittal describes the assumption this paper is written under: that you can’t simultaneously charge a customer both NITS and an incremental rate.

I think a lot of stakeholders are open to new concepts… but if this assumption holds and NITS is avoided, customers lose.