Powering Growth: Utility Challenges Facing Data Centers

In this episode of the Data Center Counsel podcast, Jared Berg and Bryan Clark talk with Ted Duver about the regulatory forces driving data centers to develop on-site, behind-the-meter generation. They examine how long interconnection timelines, grid infrastructure constraints and evolving regulatory frameworks — particularly in PJM and ERCOT — are pushing developers toward greater control over power supply in pursuit of “speed to power” and Five 9s reliability.

The group compares ERCOT’s energy-only market and recent Senate Bill 6 reforms with more traditional ISO/RTO markets, highlighting regulatory uncertainty, cost allocation debates and the growing role of co-located generation.