With continuous change across the energy transition, the topics with the biggest implications for energy development and investment are constantly shifting. Here are five key questions we expect to shape conversations at RE+.
How could US midterms affect data centers?
Electing officials who campaigned to limit data center growth could lead to tighter restrictions and longer approval timelines. For power developers and investors, that adds uncertainty around when new electricity demand will arrive. Delays could put pressure on power prices and revenue for projects counting on that demand.
Where can you still build a data center?
Texas grid operator ERCOT has paused approvals for new power-hungry projects, including data centers, with no firm restart date in its September update. That leaves developers and investors guessing when those projects will need electricity, making it harder to decide when to build power plants, add batteries or secure fuel supplies.
Can I anticipate grid upgrade costs?
Federal energy regulator FERC has told PJM, NYISO, ISO-NE, MISO, SPP and CAISO to explain or change how they connect and supply power to big electricity users, such as data centers. One of the main issues is how to assess their power needs, who pays for grid upgrades and who covers the bill if expected demand never shows up. For developers, getting power is only part of the challenge. They also need to know how much money they must commit and what they could owe if plans change.
Does co-location, behind-the-meter or grid connected make the most sense?
PJM’s co-location case before FERC looks at how customers connected directly to power plants use and pay for the wider grid. These setups do not automatically remove the need for grid services or the charges that come with them. When comparing this option with regular grid power or on-site generation, companies need to factor in backup power, fuel supply and grid-related costs to understand the full price of electricity.
How do the changes to tax credits fit in?
Federal tax credit changes have made deadlines more important for wind and solar projects. Under IRS guidance, affected projects that started construction after July 4, 2026 must be up and running by December 31, 2027 to qualify for clean electricity tax credits. For power buyers and investors, that means looking beyond the quoted price to check which tax credits it assumes and whether construction is on track to secure them.
Get the answers
If you want to unpack these topics, or any considerations across the energy transition, connect with our analysts at RE+. We’ll help you evaluate power options, discuss connection timelines and dig into the economics behind your next development or investment decision.
