For decades, utilities have operated in a world of relatively flat or declining electricity demand. Today, data centers, new technologies, and rapidly growing power needs are changing the equation. But are the financial and regulatory structures behind the grid prepared for what comes next?
In this episode of The Switch, Julieta Giraldez speaks with Scott Vogt, Principal at Vogt Energy Advisors and former executive at ComEd and Exelon, about the economics and decisions shaping the future of the power system.
Drawing on decades of experience in utility finance, energy procurement, and regulatory strategy, Scott explains why the utility business model works differently from those of nearly every other industry, how financial incentives influence infrastructure investment, and why uncertainty is an unavoidable part of forecasting and planning.
The conversation explores the extraordinary scale of emerging data center demand, the challenges of aligning electricity markets with reliability needs, and the potential for distributed energy resources and customer flexibility to unlock more capacity from the existing grid.
At its heart, this conversation examines something engineers don't always see: the financial and regulatory decisions behind the infrastructure we depend on, and whether those systems can evolve fast enough to meet a very different energy future.
The views expressed in this podcast are solely those of the host/guests and do not necessarily reflect the official policy or position of any agency or company.
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