2026.02.13 | 180GW Queue: Are Data Centers Killing Deregulation?

AEP reports a staggering 180GW of data center load in its queue—roughly the size of the entire German power grid—forcing a complete rethink of market rules. We analyze Exelon’s push to let regulated utilities own generation again and the fierce battle over socializing costs onto residential ratepayers. The discussion contrasts the US rush for natural gas with China’s milestone of reaching 51% clean energy capacity. Listen now to understand how the AI boom is rewriting the rules of utility business models and global competition.