2026.03.06 | Are Data Centers Driving National Inflation?

A groundbreaking report from the Dallas Fed reveals that surging electricity demand from data centers is now a quantifiable driver of national macroeconomic inflation. This episode unpacks the collision course between rapid hyperscaler load growth and shrinking seasonal reserve margins, which are forcing a complete paradigm shift in utility outage planning. We also analyze critical regulatory battles, from FERC facing pressure to block a legacy power plant sale to a tech developer, to glaring legal loopholes in physical grid security regarding drone threats. Listen now to understand the massive financial and operational risks reshaping the energy transition and how to strategically navigate this era of unprecedented grid volatility.