Looking for a turnaround in transmission

Catalyst · 20 Nov 2025 · 29m

What this episode covers

Rob Gramlich, founder and president of Grid Strategies, discusses the recent uptick in U.S. transmission planning and the structural barriers to building high-voltage lines. He highlights SPP’s $8.6 billion backbone approval and the cancellation of the Grain Belt Express loan guarantee as key recent developments. Gramlich explains that while DOE and FERC policies like Order 1920 are critical, the 'tragedy of the commons' prevents hyperscalers from individually funding shared grid infrastructure.

Mentioned

Companies
Grid Strategies, SPP, FERC, MISO, PJM, ERCOT, California ISO, Grid United, EnergyHub
Products
Grain Belt Express, NECEC

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