2025.12.23 | Navigating Policy Volatility: Offshore Wind Halts and Data Center Loads

A sudden federal moratorium on major offshore wind projects and a significant urban grid failure are forcing a rapid re-evaluation of national energy security and system reliability. This episode examines how FERC is responding to data center load growth by directing PJM to facilitate the co-location of large-scale infrastructure at existing power plants. We analyze the immediate implications of the Department of the Interior’s national security directive on project financing and the escalating hardware demand currently straining the utility supply chain. Industry professionals will gain critical insights into balancing decarbonization goals with the immediate technical and regulatory demands of an evolving, high-growth grid.