Case Studies
Where flexibility finds an opening, case by case
Close reads of specific US grids: regions, utilities, providers, and where demand flexibility finds an opening in each. Each case is reconstructed from utility filings and grid-operator data.
Dominion Virginia (PJM)2026-05Data Center Alley growth is stressing the grid. Every customer class is paying more; residential is allocated the largest share.
Between June 2022 and June 2026, Dominion bills rose 34 to 38% across residential, commercial, and large-load customers alike, yet households are billed roughly 53 to 55% of transmission costs and pay nearly twice the large-load rate per kWh. Where the data-center buildout lands on bills across all three classes, what is scheduled next, and where demand flexibility could change the outcome.
Read the case study →
Southern California Edison (CAISO)2026-07California scaled one of the largest US battery fleets by procuring it. The demand side is metered and eligible but has not been procured the same way.
Between 2020 and 2026 California scaled its battery fleet from about half a gigawatt to roughly 15 GW by ordering it, paying it for capacity, and financing it. The demand side already holds a few gigawatts of flexible capacity behind the meter (home batteries, EVs, smart devices), metered and market-eligible, yet almost none of it has been procured or dispatched at that scale. A look at the playbook that scaled storage and what pointing it at demand would add.
Read the case study →