On today’s episode, we’re taking a deep dive into an issue that is quickly becoming one of the most critical factors in site selection, underwriting, and property development across North America: the state of our electrical grid.
If you’ve been reading the headlines, you’ve probably seen a lot of finger-pointing. The mainstream narrative goes something like this: artificial intelligence and hyperscale data centers are single-handedly overwhelming our power grid, driving up energy prices, and threatening to break our infrastructure. But if you dig just one layer beneath the surface, you realize that AI isn't the underlying cause of this crisis—it’s simply the catalyst that exposed a multi-decade backlog of underinvestment.
Today, we are looking at the real drivers behind grid modernization, why Public Utilities Commissions kept the system running on borrowed time, and what this means for you as a real estate investor.
To understand why billions of dollars in capital expenditure are suddenly flooding into grid modernization, we have to look back at how public utilities have operated for the past forty years.
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