Fresh intel from state utility regulatory filings

Nat Bullard reveals clues about load growth, fossil gas plant costs, and new tariff structures from state dockets.

An episode of the Catalyst with Shayle Kann podcast, hosted by Latitude Media, titled "Fresh intel from state utility regulatory filings" was published on July 3, 2025 and runs 36 minutes.

July 3, 2025 ·36m · Catalyst with Shayle Kann

Summary

You’ve probably heard about Nat Bullard’s massive decarbonization slide decks, filled with charts and insights into decarbonization drawn from climate and energy data.  This time he's waded through piles of utility regulatory filings — countless PDFs that hint at the inner workings of utilities and large customers — to find clues about everything from gas plant costs to new large-load tariffs.  In this episode, Shayle and Nat, cofounder of the climate tech market research firm Halcyon, cover topics like: How utilities — especially small ones — are handling eye-popping interconnection requests New tariff structures that utilities are developing for large-load customers like data centers Historical precedents for this level of change on the power grid, like the 2000s Enron bubble and the 1930s buildout of the West How factories and other large-load customers are battling against data centers for sites Shayle’s greatest fear about energy in the next few years: That electricity rates will rise dramatically unless we tackle large-load requests and the cost of new infrastructure What industries to bet on in a world of rising rates What filings reveal about the cost of new gas generation Resources: Catalyst: The US power demand surge: The electricity gauntlet has arrived Catalyst: Making DERs work for load growth Latitude Media: High costs, delays prompt withdrawal of five more Texas gas plants Latitude Media: In Georgia, stakeholders still can’t agree on data center load growth numbers Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Episode Description