Jeff is spot on. It’s bizarre to me we’re having this debate again. Utility-owned generation does nothing to cut through the permitting, materials, or labor backlog that’s slowing new plants. But it will stifle necessary private capital investments. 🤷♂️
@PJMInterconnect’s capacity auction reflects a power system adapting to a new era of electricity demand – and competitive power suppliers are responding with tens of GW of new investment.
“As AI, advanced manufacturing, data centers, and electrification drive significant load growth, maintaining reliability will require continued investment in generating resources.” — @EPSA_CEO
Competitive suppliers are investing to strengthen reliability.
Read EPSA’s full statement on the PJM capacity auction results: https://t.co/Ky7qaQzOeH
#EPSA #PJM #CompetitivePower #GridReliability #PowerMarkets
Everyone agrees America needs more power.
The bigger question is: how do we build it? Competitive power suppliers are taking action.
@NRGEnergy President & CEO and EPSA Vice Chair Rob Gaudette joins @EPSA_CEO on the latest #EnergySolutions podcast to discuss competitive power markets, innovation, affordability, and the investments needed to meet America's growing electricity needs.
🎧 Listen: https://t.co/LOrvJNfiyp
#EPSA #GridReliability #ElectricityMarkets #EnergyPolicy
Happy Independence Day from EPSA!
For 250 years, American innovation has powered our nation's growth and prosperity. Today, reliable electricity remains at the heart of that progress—powering our homes, businesses, hospitals, manufacturers, and the technologies shaping our future.
As we celebrate our nation's independence, we also recognize the workers, operators, engineers, and energy professionals who help keep electricity flowing every day of the year.
Wishing everyone a safe and happy Fourth of July.
#July4th #IndependenceDay #EPSA #America250
As America enters a new era of rising electricity demand, how new generation gets built—and who bears the risk—matters.
Competitive power suppliers are already investing in new generation while protecting consumers from unnecessary costs. As @EPSA_CEO notes, utilities can build new generation too through competitive affiliates—they just need to compete in the market and take on the investment risk, not shift it to captive ratepayers.
⚡️More in @Bloomberg: https://t.co/jV7ovD4GcC
Exelon owned generation in a non-utility subsidiary until a few years ago—they sold it. They could invest in generation at shareholder risk right now. Instead, they lobby to invest at ratepayer risk. It would be a bad deal for ratepayers.
A helpful primer on "We need more power, so why can't utilities own generation in PJM?" from @EnergyLawJeff. Spoiler- they can. @EnergizingTmrw also tackles this: https://t.co/OOzy35qHMz
I'm so glad you asked! When states sought to restructure their retail electricity markets in the late 1990s, they required their existing utilities to unbundle generation from their rate base and divest. They did this for relatively straightforward economic reasons. 1/
And more big news for EPSA staff out of @NERC_Official's quarterly meeting - a testament to EPSA's deep engagement on and commitment to advancing grid reliability.
Congratulations to EPSA's Bill Zuretti on his appointment as the @NERC_Official Reliability Issues Steering Committee vice chair for a two-year term.
EPSA and our members are committed to ensuring that Americans have access to reliable electricity and actively engage with NERC and other parties to advance power system operations.
.@EPSAnews weighs in on how today's major power grid announcement from @FERC can advance the ongoing competitive generator response to boost U.S. electricity supply and support data center energy needs.
America's electricity demand is growing at its fastest pace in decades, driven by AI, data centers, advanced manufacturing, and electrification.
Today, EPSA welcomed @FERC's action to provide greater clarity for connecting large electricity users to the grid while protecting consumers.
As @EPSA_CEO Todd Snitchler noted, "America needs to unlock the additional supply needed to support economic growth, and competitive power markets are already helping meet that challenge."
Clear, transparent interconnection rules can help accelerate investment, bring new resources online faster, and provide greater certainty for the market response already underway.
Read EPSA's full statement here: https://t.co/OqOp6cs2Et
#EPSA #PowerMarkets #CompetitivePower #GridReliability #DataCenters #AI #EnergyPolicy #FERC #ElectricityMarkets
EPSA and @SEIA filed a joint protest @FERC urging the Commission to reject utility-led efforts to weaken competitive transmission development in @MISO_energy and @SPPorg.
As electricity demand rises, consumers need:
⚡ Cost-effective infrastructure
⚡ Accountability
⚡ Innovation
⚡ Reliable grid investment
“If ‘speed to power’ is the goal, eliminating competition is not the answer.”
Read the filing: https://t.co/d6AL1Zotn0
#ROFR #EnergyPolicy #Affordability #GridReliability
As electricity demand surges across the U.S., the debate over reliability, affordability, and market design is only intensifying.
“It is tempting, in the face of rising prices, to retreat to familiar models of centralized planning and monopoly utility-owned generation. But that approach shifts financial risk back onto consumers and reduces the transparency that competitive markets provide.”
Former FERC Commissioner Nora Mead Brownell explains why abandoning competitive markets like PJM could mean higher costs and greater reliability risks for consumers.
Read more in @UtilityDive: https://t.co/wpIOGH4Ir1
#EnergyPolicy #GridReliability #PowerMarkets
“It’s a generational shift”
Electricity demand is surging for the first time in decades—driven by AI, data centers, electrification, and manufacturing growth.
But can the industry build fast enough to keep up?
In response, @Siemens_Energy recently announced a $1 billion investment in its U.S. manufacturing footprint and expanding production for grid and gas turbine equipment. The plan includes new and expanded facilities across North Carolina, Alabama, New York, Texas, Florida, and a new switchgear plant in Mississippi.
On the latest #EnergySolutions episode, @EPSA_CEO sits down with Siemens Energy North America President Matt Neal to discuss turbine shortages, supply chain constraints, and how the industry is responding to rising demand.
🎧 Listen here: https://t.co/7BSZI1yzQj
Read more about Siemens Energy's billion-dollar investment: https://t.co/JLwmGDtD0R
#EPSA #EnergyInvestment #ReliableEnergy
#CPS26: Ann Rendahl, @NARUC calls for transparency, "make sure that we're limiting the amount of confidential information. I think more and more, that's a red flag for people...Trying to be as open as possible is going to help."
“I know a lot of people like to talk about PJM as a problem, but you know, my sort of opening statement is, PJM, as it currently exists, saves people billions of dollars a year, and we should work on problems and make it better.” @RosnerFERC@FERC at #CPS26
"Load growth and its associated impacts are not theoretical — it’s here but the scale, pace, and location are all open questions."
@EPSA_CEO kicks off #CPS26 with how competitive markets are meeting the moment.
It's Game Day! From pre-game planning to real-time dispatch, ISOs prepare the grid for Super Bowl demand spikes nationwide. 🏈⚡️
Competitive power markets are built for moments like this—sending real-time price signals that bring the right resources online, exactly when they’re needed.
Markets and EPSA member companies deliver the reliable electricity behind game day, no matter who you root for. 📣
@California_ISO gives a fascinating breakdown of how it works, showing how power use ebbs and flows from party prep to kickoff.
#SuperBowl #GridReliability #PowerMarkets #Energy
Electricity demand is rising for the first time in decades – but are we overreacting to the forecasts?
We break down what’s real, what’s hype, and who should bear the risk when it comes to rising power demand with @ConstellationEG’s Mason Emnett on the latest #EnergySolutions 👉 https://t.co/P4h1DYh3Wz
#EPSA #Constellation #NuclearEnergy #GridReliability #CompetitiveMarkets #AI
❄️ The December edition of Power Moves is here!
Here’s what’s inside:
⚖️ PSEG’s nuclear push: What it means when utilities seek to shift multibillion-dollar risks onto ratepayers.
🛡️ GridEx VIII: How EPSA and competitive power suppliers stress-tested cyber and physical threat responses.
📉 The impact of “ghost” projects: How speculative data center plans are skewing load forecasts and driving up costs.
🏛️ How utilities are stacking the deck: @EPSA_CEO breaks down why re-regulation would raise costs and reduce accountability.
🎧 #EnergySolutions with @isonewengland's Gordon van Welie: Winter readiness and why market conditions matter.
🔌Competitive Power News
📢 Early bird registration for #CPS26 is OPEN! Secure your spot for March 3 in Washington D.C.: https://t.co/52CuPZ2e0d
📬 Don’t miss the full issue of Power Moves—your monthly go-to for the latest on competitive power and grid reliability: https://t.co/zl2zvRULaS
Subscribe on LinkedIn or get it in your inbox👉https://t.co/qJ6I0I8OUd
#EPSA #CompetitivePower #PowerMarkets #EnergySolutions #WinterReliability