Regulatory Blog

Front view illustration of a data center facility with rows of glowing server racks visible inside and a flashing antenna on the roof.

Move Fast, Wait Years: How Tech’s Urgency Is Colliding With Utility Time

April 30, 2026

Tech companies move in product cycles measured in months. The power grid operates on timelines measured in years, sometimes decades. That collision is now one of the defining investment stories in the utility sector, and the regulatory decisions being made right now will determine which utilities capture the opportunity and which ones watch it move to a different state…

Comic-style illustration of two purple boxing gloves colliding with a "POW!" burst, representing conflict between regulators and utilities.

What the 10-Ks Actually Say: 44 Utility Regulatory Fights That Didn’t Make the Earnings Deck

March 22, 2026

Every quarter, utility management teams present polished slides showing capital plan execution, constructive regulatory outcomes, and earned ROE trends. Every year, the 10-K tells a more complicated story…

Illustration of a worried customer beside a utility bill marked "Past Due," totaling $487.92 with a 12-month cost chart trending sharply upward.

Energy Affordability & Low-Income Customer Discounts

November 28, 2025

Used and Useful Meets Energy Affordability: When utilities offer special discounts to low-income customers, critics sometimes ask: Isn’t that unfair “discrimination”? Or, more legalistically: Doesn’t the “used and useful” rule mean everyone has to pay the same cost-based rate?

Two purple high-voltage transmission towers at different scales connected by sagging power lines, illustrating long-distance grid interconnection.

Transmission Interconnection Costs: Unpacking the Growing Network Burden

October 17, 2025

Grid Interconnection is a Critical Problem: The U.S. power grid is undergoing rapid transformation, with thousands of renewable energy projects awaiting interconnection. However, uncertainty around the cost and timing of interconnection remains a major bottleneck…

Cross-section of a multifamily apartment building with callouts showing distinct daily electricity load curves for tenants in different life situations.

Submetering Across the U.S.: Regulatory Trends, Compliance Structures, and Conservation Impacts

July 17, 2025

The Legal Challenge of Submetering: Under the Public Utility Regulatory Policies Act (PURPA) and Federal Power Act, an “Electric Utility” is defined as: “Any person, state agency, or federal agency that sells electricity to end users” (16 U.S. Code § 2602(4))…

Side-by-side comparison of regular utility stock performance versus data-center-exposed utility stocks (CEG, TLN, VST, XEL, S, NI), showing a steep AI-boom rally in the latter.

On Q1 investor calls, 40% of utilities see expansion opportunities driven by connecting data center load

May 7, 2025

Utilities nationwide are feeling the effects of the AI revolution. Forty percent of utility Q1 investor presentations touted load growth potential from data centers.  Many are noting inquiries from  Google, Amazon, and Meta.  Others demonstrated a track record and pipeline of new connections…

Illustration titled "Kicking the Can Down the Road" showing a foot kicking a "Decision" can down a 2025–2030 timeline, where it lands with question marks beyond 2029.

Kicking the can down the road

March 27, 2025

As seen on LaReg Corp’s docket tracker Kentucky Power Company (KPC, an AEP company) has filed an application with the Kentucky Public Service Commission, Case #2025-00031, requesting approval to defer approximately $11 million in extraordinary operations and maintenance (O&M) expenses resulting from two major storms on January 5 and February 15, 2025…