Capacity Value Dynamics

A discussion unfolds around the challenges of distributed resources, highlighting that they often carry lower capacity value and higher costs compared to centralized solutions. The conversation emphasizes the role of high load customers, such as data centers and manufacturers, who are willing to absorb these costs in exchange for quicker access to power. This shift is framed as essential for fostering onshoring and economic growth in the U.S., underscoring the geopolitical importance of localizing energy-intensive industries.