Sun, Jun 14

NEWS: Power pros see a light at the end of the data center queue.

  • Just in time: Interconnection, equipment, and public acceptance hurdles keep getting steeper, but there’s a silver lining: Some utility and energy leaders say we’re getting closer to balancing the cost burden, according to a Bloom Energy survey conducted in April. 33% of respondents said that “tariff pathways to sequester costs are improving,” while 28% said “regulatory cost allocation is improving.” 

  • Exhibit A? Just look at the flurry of tariffs and agreements rolling out around the country (including ratepayer protections proposed by hyperscalers themselves). 

  • The future power play: Respondents also saw behind-the-meter power as a long-term solution—not a stopgap: 80% said they consider distributed or onsite power “permanent infrastructure rather than a temporary bridge.”

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