The Grid Needs an Expansion. Who Will Foot the Bill?

The energy transition was the first trend to put the electric grid in the spotlight. Built for baseload generation rather than a swarm of wind and solar installations scattered all over the country, the grid and its expansion to incorporate more wind and solar became the main topic of transition discussions. Then came AI, and the conversation suddenly became really urgent. There is one pressing question, however. Who will pay for that expansion? The U.S. electricity grid, like all national grids, was built out in the first half of the 20th century.…