2026.02.04 | FERC Orders Co-location: PJM, Cost Shifting & The 150GW Spike

Federal regulators have officially forced PJM’s hand to unlock data center co-location, declaring previous tariffs "unjust and unreasonable" to clear the project queue. We break down this massive regulatory shift alongside a shocking report that 5-year peak load forecasts have exploded from 24GW to 150GW in just three years. The episode also explores Indiana’s aggressive move to repeal nuclear environmental permits and analyzes why residential energy supply costs have surged 200% despite utility growth. Listen in to understand how the industry is balancing the urgent need for transmission infrastructure with the reality of mounting ratepayer pressure.