2026.03.19 | Who Pays for AI Load? DOE Coal Orders & The $5B Gas Boom

Ratepayers could soon foot a staggering $6 billion annual bill as the Department of Energy fights in court to use emergency orders to force dormant coal plants back online. We unpack the massive legislative pushback against these DOE interventions, while also exploring how Google's massive 20-year, 1-gigawatt data center deal with DTE Energy is effectively swallowing regional clean energy capacity. The discussion also breaks down Constellation Energy’s $5 billion gas fleet sale to LS Power and how FERC is forcing ISO New England to account for improper market payments. Listen now to master the strategic realities of balancing hyperscale tech mandates with dispatchable generation, and catch our special announcement regarding our move to a weekly publishing schedule.