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2025.11.18 | FERC's $12 Billion Bet: Speed Over Procedure in Grid Buildout

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Manage episode 520094702 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

FERC is greenlighting massive dispatchable capacity buildout, signaling an overwhelming priority for speed with the approval of NRG Energy's nearly $12 billion acquisition of 12.9 GW of gas assets. This aggressive push for execution certainty—even permanently revoking challenges to natural gas pipeline construction—is creating an intense regulatory conflict with federal courts demanding rigorous administrative due process. We analyze the implications of the DC Circuit Court's ruling against FERC for arbitrary action, demanding well-documented justification for future regulatory changes that impact generator revenue. Discover how utilities are attempting to navigate this tension by investing heavily in capital efficiency, digital resilience tools (like the $525 million Itron/Locus View deal), and robust financial structures like green bonds.

  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 520094702 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

FERC is greenlighting massive dispatchable capacity buildout, signaling an overwhelming priority for speed with the approval of NRG Energy's nearly $12 billion acquisition of 12.9 GW of gas assets. This aggressive push for execution certainty—even permanently revoking challenges to natural gas pipeline construction—is creating an intense regulatory conflict with federal courts demanding rigorous administrative due process. We analyze the implications of the DC Circuit Court's ruling against FERC for arbitrary action, demanding well-documented justification for future regulatory changes that impact generator revenue. Discover how utilities are attempting to navigate this tension by investing heavily in capital efficiency, digital resilience tools (like the $525 million Itron/Locus View deal), and robust financial structures like green bonds.

  continue reading

93 episodes

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