2026.03.16 | PPL’s Data Center Rate Class & SPP’s Queue Overhaul

The era of the one-size-fits-all, socialized grid is officially dead as unprecedented load growth forces utilities to radically rewrite long-standing industry rules. We break down PPL's bold $275 million rate increase filing, which creates a mandatory new customer class with a 10-year commitment to ring-fence data center infrastructure costs and shield residential ratepayers. The episode also analyzes FERC's approval of the SPP consolidated interconnection queue, the DOE's $1.9 billion push for rapid transmission reconductoring, and how western capacity markets are actively splintering. Listen now to understand how this massive grid overhaul is fracturing standard financial models and what these bespoke regional strategies mean for the future of your infrastructure planning.