S&P Global webinar excerpted, with remarks by S&P Global’s vice chair and acclaimed author, Dan Yergin, with Mohsen Bonakdarpour, Olivier Beaufils, John Mothersole, Keerti Rajan.

Resiliency is on the table whether we call it out or not. It should spark the same questions we throw at reliability when addressing cost of service and prudent investments.

“The most important element that aligns for a hopeful future for nuclear is a recognition of noncarbon-generation benefits it provides that we don’t receive from other forms of generation. Half of the power in the U.S. that is carbon-free is produced by nuclear power.”

“We’re hardening the grid for storms and fires, building infrastructure to connect renewables, and replacing aging infrastructure. These large EV loads aren’t being factored into these projects and will add to the demands on engineering and construction resources.”

“We’re always tying it back to how these policies impact their constituents, because that’s what they care about. But we work very closely with members of Congress on both sides of the aisle.”

“MISO recently approved what they call their LRTP, Long Range Transmission Plan Tranche One – 18 projects spread out from North Dakota to Michigan, including Illinois, Indiana, Minnesota, Wisconsin, and Iowa.”

“I’ve been concerned about the state of our natural gas pipeline system and the Commission’s administration of Section 7 of the Natural Gas Act.”