[Senate Hearing 119-362]
[From the U.S. Government Publishing Office]


                                                      S. Hrg. 119-362

                   THE STATE OF THE BULK POWER SYSTEM
=======================================================================

                                HEARING

                               BEFORE THE

                              COMMITTEE ON
                      ENERGY AND NATURAL RESOURCES
                          UNITED STATES SENATE

                    ONE HUNDRED NINETEENTH CONGRESS

                             SECOND SESSION

                               __________

                             MARCH 25, 2026

                               __________
                               
[GRAPHIC NOT AVAILABLE IN TIFF FORMAT]                               

                       Printed for the use of the
               Committee on Energy and Natural Resources

        Available via the World Wide Web: http://www.govinfo.gov
                          
                          __________
                          
                    U.S. GOVERNMENT PUBLISING OFFICE
63-410                     WASHINGTON : 2026
=======================================================================
       
               COMMITTEE ON ENERGY AND NATURAL RESOURCES

                        MIKE LEE, Utah, Chairman
JOHN BARRASSO, Wyoming               MARTIN HEINRICH, New Mexico
JAMES E. RISCH, Idaho                RON WYDEN, Oregon
STEVE DAINES, Montana                MARIA CANTWELL, Washington
TOM COTTON, Arkansas                 MAZIE K. HIRONO, Hawaii
DAVID McCORMICK, Pennsylvania        ANGUS S. KING, JR., Maine
JAMES C. JUSTICE, West Virginia      CATHERINE CORTEZ MASTO, Nevada
BILL CASSIDY, Louisiana              JOHN W. HICKENLOOPER, Colorado
CINDY HYDE-SMITH, Mississippi        ALEX PADILLA, California
LISA MURKOWSKI, Alaska               RUBEN GALLEGO, Arizona
JOHN HOEVEN, North Dakota

                  Wendy Baig, Majority Staff Director
    Chris Prandoni, Majority Deputy Staff Director and Chief Counsel
           Jake McCurdy, Majority Policy Director for Energy
                 Jasmine Hunt, Minority Staff Director
                 Sam E. Fowler, Minority Chief Counsel
              Anais Borja, Minority Energy Policy Director
                           
                           C O N T E N T S

                              ----------                              

                           OPENING STATEMENTS

Lee, Hon. Mike, Chairman and a U.S. Senator from Utah............     1
Heinrich, Hon. Martin, Ranking Member and a U.S. Senator from 
  New Mexico.....................................................     2

                               WITNESSES

Snitchler, Todd, President and CEO, Electric Power Supply 
  Association....................................................     4
Fisher, Travis, Director of Energy and Environmental Policy 
  Studies, Cato Institute........................................    14
Reed, Dr. Liza, Director of Climate and Energy Policy, Niskanen 
  Center.........................................................    21

          ALPHABETICAL LISTING AND APPENDIX MATERIAL SUBMITTED

Fisher, Travis:
    Opening Statement............................................    14
    Written Testimony............................................    16
Heinrich, Hon. Martin:
    Opening Statement............................................     2
Hyde-Smith, Hon. Cindy:
    Statement for the Record.....................................    76
Lee, Hon. Mike:
    Opening Statement............................................     1
National Wildlife Federation:
    Document entitled ``Transmission Priorities for Federal 
      Permitting Reform'' dated January 2026.....................    77
Reed, Dr. Liza:
    Opening Statement............................................    21
    Written Testimony............................................    23
    Responses to Questions for the Record........................    73
Rice, Toby Z.:
    Letter addressed to Senator Elizabeth Warren, dated March 17, 
      2026.......................................................    57
Snitchler, Todd:
    Opening Statement............................................     4
    Written Testimony............................................     6
    Responses to Questions for the Record........................    66
Steel Manufacturers Association:
    Letter for the Record........................................    83

 
                   THE STATE OF THE BULK POWER SYSTEM

                              ----------                              


                       WEDNESDAY, MARCH 25, 2026

                                       U.S. Senate,
                 Committee on Energy and Natural Resources,
                                                    Washington, DC.
    The Committee met, pursuant to notice, at 9:30 a.m. in Room 
SD-366, Dirksen Senate Office Building, Hon. Mike Lee, Chairman 
of the Committee, presiding.

              OPENING STATEMENT OF HON. MIKE LEE,
                     U.S. SENATOR FROM UTAH

    The Chairman. Good morning. The Committee will come to 
order.
    Today, the Committee will receive testimony on the current 
state of the bulk power system in the United States. Before 
giving my opening statement, I will set forth how exactly we 
are going to proceed this morning. Ranking Member Heinrich and 
I will each give our opening statements, followed by witness 
testimony, and then we will move to questions. Members of the 
Committee will be recognized in order of seniority for those 
who were here at the gavel, and based on the order of arrival 
for those arriving after the gavel. I also want to thank 
Ranking Member Heinrich and his team for working with us on 
today's hearing.
    This hearing is one of a series on the importance of 
permitting reform to inform our Committee's deliberations on 
the challenges facing the nation's bulk power system and what 
Congress should do to address them. We will hear from three 
experts on this matter. They are Travis Fisher, the Director of 
Energy and Environmental Policy Studies at the Cato Institute, 
Todd Snitchler, President and Chief Executive Officer of the 
Electric Power Supply Association, and Dr. Liza Reed, Director 
of Climate and Energy at the Niskanen Center. On behalf of the 
Committee, I want to thank each of you for being here, and we 
look forward to hearing your testimony.
    We are facing a growing imbalance between supply and 
demand. Over the last decade, we in the United States have 
retired dozens of gigawatts of reliable, dispatchable 
generation. For a time, that may have been manageable. Demand 
was relatively flat. The system had some margin. But that is no 
longer the case. We are entering a period of sustained demand 
growth that will require more and more dispatchable energy. 
Data centers, advanced manufacturing, the electrification of 
vehicles and home appliances--these are structural changes in 
our economy that require really large amounts of electricity 
around the clock. Our grid was designed to meet peaks. Most of 
the time it operates with excess capacity. But that cushion is 
shrinking. In some regions, the margin is already gone and we 
are running out of headroom. And without additional supply, we 
face severe consequences--higher costs, greater volatility, and 
increased risks to reliability.
    Some look at this surge in new demand and suggest that the 
solution should be to limit demand, to slow or restrict data 
center development, to constrain growth. I don't believe that's 
consistent with how this country approaches or ought to 
approach opportunity. The United States has never faced 
challenges--certainly has never solved them--by capping 
progress. We solve them by building. The better path is to 
unlock new supply--to ensure that our regulatory framework 
allows infrastructure to be built in a timely and a predictable 
way, to ensure that markets are structured to send the right 
signals to attract investment, and to ensure that reliability 
remains the foundation of the system. The Federal Power Act 
envisioned a robust and interconnected grid, one that spreads 
costs, one that provides redundancy built into its own system, 
one that delivers affordable electricity reliably to consumers. 
That idea still matters, but it requires a system that can 
respond to these changing conditions.
    Right now, we are falling behind that need. Permitting 
delays are slowing projects across all forms of energy 
infrastructure. Market distortions are affecting investment 
decisions, and the pace of innovation in the electricity sector 
is not where it needs to be. So, we have an opportunity in 
front of us. If we allow supply and demand to function, if we 
modernize permitting, and if we ensure that markets are truly 
competitive, we can solve this challenge. But if we don't, the 
imbalance we are seeing today will become more severe and the 
consequences will be felt by American households and 
businesses.
    This hearing is about understanding those risks and 
identifying solutions to meet them: how can we reform 
permitting at the federal level? How can we build a regulatory 
framework that supports reliability and affordability? And how 
can we foster the kind of innovation the electric sector 
requires amid this very rapid demand growth? America needs to 
build and we need to do it in a way that keeps ratepayers at 
the center of our decisions. This is the standard that we 
should be aiming for--the benefit to the consumer.
    I look forward to hearing from our witnesses.
    And now, the Chair recognizes Senator Heinrich, the Ranking 
Member of the Committee.

          OPENING STATEMENT OF HON. MARTIN HEINRICH, 
                  U.S. SENATOR FROM NEW MEXICO

    Senator Heinrich. Thank you, Chairman Lee, for holding this 
hearing on the state of the bulk power system.
    The power grid is deeply personal for me. My father, Pete 
Heinrich, was an IBEW lineman for many decades. However, our 
grid is undergoing strain from rising electricity demand, 
largely driven by data centers, advanced manufacturing, and 
electrification. The demand for electricity is significantly 
outpacing the rate at which new low-cost generation can connect 
to the grid. This imbalance has led to electricity bills rising 
by as much as 13 percent since President Trump took office. 
These rising costs are made worse by the administration's 
fossil-only agenda, which includes propping up uneconomic coal 
plants, stalling 116 gigawatts of new capacity from coming 
online, canceling clean energy projects, and starting a war 
with Iran that is driving up oil and gas prices.
    Fortunately, there is a way to bring down electricity costs 
while strengthening the grid's reliability and resilience. 
Doing so means taking four ``no regrets'' actions. First, we 
need to get more out of the grid that we have. Grid-enhancing 
technologies (GETs) can unlock 20 to 100 gigawatts of 
additional capacity when demand is highest. These solutions 
cost less than one-quarter of the traditional upgrade costs, 
and can be deployed in three to five years. GETs could reduce 
grid congestion by 40 percent or more, saving customers $4 to 
$8 billion dollars a year.
    The distribution system represents another opportunity to 
get more from the grid. The U.S. already has 30 to 60 gigawatts 
of distributed energy resources operating together like a 
single power plant--referred to as a virtual power plant. 
Technology providers are already offering the software and 
hardware allowing data centers to act as VPPs. Deploying 
another 60 gigawatts could save consumers $20 billion by 2030. 
But these are not silver bullet solutions for long-term growth. 
We must also build high-voltage transmission lines to reduce 
congestion and reliability risks. Transmission congestion cost 
consumers $12.1 billion in 2024 alone. Perhaps even more 
important, interregional transmission helps keep the lights on 
during extreme weather by allowing regions to share 
electricity. Yet, interregional transmission made up only two 
percent of new circuit miles installed between 2011 and 2020.
    Third, we need to bring low-cost generation online faster. 
More than 2,000 gigawatts of new power plants are stuck in 
interconnection queues, nearly double the capacity of the 
existing power plant fleet. Bringing even 10 percent of 
capacity in queues online in the region would have saved 
customers $3.5 billion.
    Fourth, new large loads, especially data centers, must bear 
the costs associated with them coming online. It cannot be on 
the back of other customers or ratepayers. Data centers want 
fast, reliable power and are already willing to fund upgrades. 
Furthermore, one study found that if large loads agree to be 
flexible with their energy use at a one-percent curtailment 
rate, the U.S. could unlock 126 gigawatts of new capacity. This 
creates a once-in-a-generation opportunity to leverage private 
capital.
    The grid is a national asset, like the interstate highway 
system, ports, or broadband. It is the delivery network for the 
economy's most universal commodity--electricity. And now is the 
time to invest in a grid for growth. I very much look forward 
to this discussion, Chairman.
    The Chairman. Thanks so much.
    We will now proceed to our opening statements from our 
witnesses.
    Mr. Snitchler, we will hear from you first.

STATEMENT OF TODD SNITCHLER, PRESIDENT AND CEO, ELECTRIC POWER 
                       SUPPLY ASSOCIATION

    Mr. Snitchler. Chairman Lee and Ranking Member Heinrich, 
good morning and thank you for the opportunity to come before 
the Committee to discuss the state of the bulk power system, 
including the dual mandates of ensuring both grid reliability 
and electric affordability. My name is Todd Snitchler, and I am 
the President and CEO of the Electric Power Supply Association 
(EPSA). EPSA is the national trade association that represents 
America's competitive power suppliers that compete in all 
regions of the country that utilize competitive wholesale power 
markets. Please note that my testimony represents the positions 
of EPSA, but not necessarily the views of any particular 
member.
    EPSA's members own and operate approximately 225 gigawatts 
of generating assets, including dispatchable, intermittent, and 
storage resources across all the RTOs in the country. EPSA's 
members also share a deep commitment to electric grid 
reliability. As you know, for the first time in decades, demand 
for electricity is rising and is expected to rise significantly 
by the end of the decade in many regions of the country. 
However, there is a wide disparity about just how much 
electricity will be needed, when the demand increases will be 
most prevalent, and how quickly the predicted demand will 
actually materialize. This uncertainty creates perhaps the 
greatest risk to both reliability and affordability for 
electric consumers, and that is the danger of over- or under-
producing capacity during a time of volatile demand 
projections.
    My written testimony includes several policies that can 
help ensure that our nation meets its reliability goals while 
protecting electric consumers from unnecessary costs or 
inefficient investments. Protecting consumers while delivering 
a reliable system will be a consistent theme throughout my 
testimony. First, over the last 25 years, competitive power 
markets have definitively proven to be the most efficient and 
transparent ways to meet our nation's electricity needs while 
protecting electricity consumers from inefficient investment. 
How do markets protect ratepayers? When competitive power 
suppliers, like our members, invest in generation assets, they 
do so without guarantees for cost recovery and an approved rate 
of return. The risk of investing in those generation resources 
remains on the developers and owners of the plants and not the 
ratepayer.
    There are a few ways to help achieve this outcome. First, 
EPSA encourages policymakers and regulators to continue their 
commitment to well-functioning competitive wholesale energy 
markets. Second, an investment environment that encourages and 
incentivizes voluntary, bilateral, or physical co-location 
agreements could be transformative in sparking critical 
investment. Voluntary, bilateral contracting and co-location 
isolates the investment risk to the contracting parties and 
should be encouraged wherever possible. Third, as I previously 
noted, the energy industry is tasked with diagnosing how much 
additional electricity demand is coming, when it will 
materialize, and where it will be located. The consequences of 
inaccuracies could include both reliability shortfalls and 
investors left with stranded generation assets, which in some 
non-market regions are backstopped by captive electricity 
customers. In short, accurate load forecasting is foundational 
and the very core of whether our nation will sufficiently and 
affordably meet future demand for electricity. EPSA remains 
engaged with grid operators, regulators, and policymakers to 
identify ways to ensure that more accurate load forecasts are 
there for growing demand.
    Fourth, permitting reform is perhaps the most impactful 
benefit that Congress can provide the energy industry to 
improve reliability and assist in the affordability effort. For 
brevity's sake, I include several specific policy areas where 
permitting reform would be particularly helpful in my written 
testimony. And finally, EPSA believes that any discussion about 
retail electricity rates should include a close examination of 
the economic drivers impacting those retail bills. A pair of 
unaffiliated independent studies in 2025 concluded that 
increases in retail electricity rates in the last few years are 
not solely the result of generation charges, rather, the 
sustained spending on transmission and distribution 
infrastructure and state policies that have driven higher 
costs. To be clear, this is not a criticism of necessary 
utility investment and distribution and transmission assets. 
Instead, EPSA believes that it is important to identify the 
economic drivers that impact retail energy bills as regulators 
are determining where to place investment risk and how to solve 
these complicated issues.
    EPSA and our members maintain a strong commitment to 
reliability and stand ready to help the nation meet its growing 
reliability and energy needs. I thank you again for the 
opportunity to be here today, and I look forward to answering 
your questions.
    [The prepared statement of Mr. Snitchler follows:]
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    The Chairman. Thank you so much, Mr. Snitchler.
    Mr. Fisher, you are up next.

      STATEMENT OF TRAVIS FISHER, DIRECTOR OF ENERGY AND 
          ENVIRONMENTAL POLICY STUDIES, CATO INSTITUTE

    Mr. Fisher. Chairman Lee, Ranking Member Heinrich, members 
of the Committee, thank you for the opportunity to testify. I 
am Travis Fisher. I am the Director of Energy and Environmental 
Policy Studies at the Cato Institute. Cato is a nonpartisan 
public policy research organization in Washington, DC, 
dedicated to the principles of individual liberty, limited 
government, free markets, and peace. The message I want to 
share today is this: America is exceptional because we uniquely 
value free enterprise. Our future will be bright if we can 
reimagine the electricity sector through the lens of American 
liberty.
    The U.S. has one of the most remarkable electric systems 
ever built. It powered a century of growth, innovation, and 
rising living standards. In recent decades, however, 
electricity demand in this country has barely grown. Although 
we saw some competition in electricity generation, overall, the 
grid became slower, more regulated, and sclerotic. In fact, 
over the same period, many states enacted renewable portfolio 
standards and net-zero mandates, while federal regulations held 
back electricity supply. Heavy government intervention was 
manageable in an era of minimal growth, but that ship has 
sailed. Electricity demand is rising again, sharply, and that 
is something we should welcome. The growth in artificial 
intelligence, data centers, and advanced manufacturing is a 
sign of an expanding, dynamic economy.
    But the grid can't keep up. A company can plan and finance 
a major data center in a matter of months, but getting power to 
it can take years, sometimes closer to a decade. New generation 
projects face the same backlogs. The grid has become the rate 
limiter on economic growth. We don't need to overhaul the bulk 
power system overnight. We need a way to meet demand quickly 
without overloading the system or raising costs for existing 
customers. Consumer-regulated electricity (CRE) is one way to 
do that. The idea is straightforward: allow new large-scale 
customers like data centers to develop off-grid power systems 
under voluntary contracts. These systems would be physically 
separate from the existing grid. That means no interconnection 
delays, no reliance on congested transmission networks, and 
importantly, no shifting of costs or risks onto existing 
ratepayers. The bottom line is speed. Projects can move at the 
pace of American businesses, not bureaucrats. That aligns with 
and complements the administration's focus on speed-to-power 
and the bipartisan consensus that we need to expand 
transmission. And it does so while protecting communities 
because it avoids the need to socialize costs or impose new 
burdens on the existing system.
    CRE creates a parallel path for new investment that doesn't 
get stuck in bottlenecks. We have settled for a system that is 
more likely to tell a new customer, ``wait a decade,'' than to 
say, ``yes, we can serve you quickly.'' We have lost our way. 
In the famous 1776 pamphlet Common Sense, Thomas Paine wrote, 
``A long habit of not thinking a thing wrong, gives it a 
superficial appearance of being right, and raises at first a 
formidable outcry in defense of custom.'' That is how I feel 
about the past century of electricity regulation. The old way 
of regulating the grid is hitting the new reality of increased 
demand, rising rates, and growing risks to grid reliability.
    As we greet this new reality, it should be abundantly clear 
which paths not to take. Europe remains obsessed with net zero 
and is de-industrializing itself with bad energy policy. China 
is building massive amounts of electricity generation but has 
doubled down on central planning and government control. We 
know subsidies, mandates, and central planning don't work. What 
has always worked best is something simpler and 
quintessentially American--free enterprise. We didn't beat the 
Soviets by being more Soviet than they were, and we certainly 
shouldn't look to China as the paragon of good governance.
    We will win the AI race because we embrace freedom like no 
one else. I am optimistic that we are on the verge of an AI-
powered economic transformation. The question is whether our 
public policies will hold it back or enable it. As we approach 
the 250th anniversary of American independence, I urge you to 
apply our founding principle of free enterprise to the 
electricity sector.
    Thank you, and I look forward to your questions.
    [The prepared statement of Mr. Fisher follows:]
    [GRAPHICS NOT AVAILABLE IN TIFF FORMAT] 
    
    The Chairman. Thanks so much, Mr. Fisher.
    Dr. Reed.

            STATEMENT OF DR. LIZA REED, DIRECTOR OF 
           CLIMATE AND ENERGY POLICY, NISKANEN CENTER

    Dr. Reed. Chairman Lee, Ranking Member Heinrich, and 
distinguished members of the Committee, thank you for the 
opportunity to testify today on the state of the bulk power 
system. I am Dr. Liza Reed, the Director of Climate and Energy 
Policy at Niskanen Center. For over a decade, my work has 
focused on the challenges of building a transmission backbone 
to deliver reliable and affordable energy across the country.
    Transmission moves electricity from where it's generated to 
where it's consumed and allows regions to share power with one 
another. It is this that is essential to reliability, 
resilience, and affordability. The United States is entering a 
period of rapid load growth, driven by data centers, advanced 
manufacturing, and electrification. We are building a more 
diverse set of energy resources at the same time--gas, nuclear, 
wind, solar, geothermal, and storage--but no single resource is 
sufficient on its own. Reliability depends on how these 
resources work together, and transmission is what allows that 
coordination to happen and ensures that every American has 
access to that affordable power. Right now, our system is not 
built to do that well.
    Our electricity system is broken into regional grids with 
limited ability to transfer power between them. The 
consequences of those constraints are already clear. During 
recent winter storms, we have repeatedly seen one region have 
excess power while another faced shortages and extremely high 
prices. A Niskanen Center and Grid Strategies analysis of how 
the grid performed during Winter Storm Fern found that across 
the Southwest, Midwest, and Mid-Atlantic regions, wind power 
produced at more than twice the expected level while coal, 
solar, and natural gas all produced less power than expected. 
These reliability risks translate to real costs for consumers. 
Consumers experienced price differences of hundreds of dollars 
between neighboring regions, including negative power prices, 
indicating there was power not being used at all because the 
transmission was not available to move it to where it was 
needed. Transmission between regions could have captured nearly 
$200 million in savings during that one storm alone.
    The North American Electric Reliability Corporation (NERC), 
the entity that Congress and the Federal Energy Regulatory 
Commission look to for reliability assessments, determined last 
year that it would be prudent to add 35 gigawatts of 
interregional transmission to the system to increase 
reliability. That is a 40 percent increase on our current 
capabilities to move power. Interregional transmission lines 
are in the national public interest because of these 
affordability and reliability benefits that they provide. Yet, 
they face much higher siting and permitting barriers than other 
energy infrastructure because the authority to approve 
interstate projects still rests largely with the states, or 
even sometimes counties. Existing market structures also create 
unnecessary barriers to new technologies--for example, high-
voltage direct current (HVDC) transmission technology. Grid 
operators do not allow this HVDC technology to be compensated 
for the grid services they provide that provide reliability and 
balancing, even though they pay generators and other grid 
participants for those functions.
    Our inability to grow and unwillingness to adapt is 
impacting American competitiveness. China has built tens of 
thousands of miles of high-capacity transmission in the last 
two decades to our hundreds, and has adopted this modern high-
voltage direct current system to move power long distances. We 
are behind on increasing capacity. We are behind on adopting 
modern technology. And this will put us behind on attracting 
and maintaining top industries.
    A shortage of grid capacity is the primary barrier to cost-
effective and swift deployment of AI in this country. The data 
center infrastructure can go anywhere it gets power. It does 
not have to be here in the U.S., and it will not be if we 
cannot deliver a dominant grid. We need a narrow and clear 
federal authority to build interregional transmission. We need 
to remove market barriers to advance technologies to get more 
grid-enhancing technologies and high-voltage direct current 
systems online to move power efficiently in our system. 
Congress can deliver a grid that grows the economy, that 
provides affordable energy, and that demonstrates America's 
competitive edge. The next industry can be built anywhere there 
are electrons. Let's make sure it's right here in the United 
States.
    Thank you very much.
    [The prepared statement of Dr. Reed follows:]
    [GRAPHICS NOT AVAILABLE IN TIFF FORMAT] 
    
    The Chairman. Thanks, Dr. Reed.
    We will now proceed to five-minute rounds of questions. I 
will go first, then I will be followed by Senator Heinrich, and 
we will alternate between Republicans and Democrats in order of 
seniority, subject to the early-bird rule.
    Dr. Snitchler, let us start with you. In your testimony, 
you note the importance of load forecast, which is, of course, 
a critical process both utilities and power producers undertake 
to determine how much investment in their systems might be 
needed and where to place those investments. Demand growth from 
data centers, electrification, and manufacturing is real, of 
course, yet amidst all this buildout, in some instances, we 
have seen utilities drastically reduce initial demand 
forecasts. Tell us a little bit about that--why it is that load 
forecasting can be so challenging and sometimes elusive, and 
why it's so important to get it right, especially when prices 
have been rising in the last few years.
    Mr. Snitchler. Thank you for the question, Senator.
    I think the challenge of load forecasting is revealed in a 
couple of examples. We have seen at least one utility that had 
a 30-gigawatt projected demand growth that after applying a new 
tariff has resulted in the actual demand being something closer 
to six gigawatts of new demand on the system. What that 
suggests is, they have as much difficulty in determining what 
projects are real, what projects are potentially being double-
counted. It's no surprise that data center developers and 
hyperscalers are shopping for the best possible alternative 
based on what their needs are. But when it comes to powering 
that system, it is vitally important that we know what we are 
aiming for because in the event that we don't, consumers are 
going to be burdened with higher costs if we overbuild a system 
that's unnecessary.
    And so, the criticality of getting the load forecast as 
accurate as you can, conceding up front that it will likely be 
wrong--but be wrong by a little, let's not be wrong by five or 
six times--is the best way to mitigate what those costs will 
be. And if you are a competitive power generator, we bear the 
risk of the investment in the event that that power plant--if 
it turns out to be unneeded or unnecessary, we are the ones 
that lose the revenue and ultimately file for bankruptcy as 
opposed to being backstopped by the captive customers. And so, 
we think it is vitally important to make sure that the numbers 
are as accurate as they can be because that facilitates the 
investments that will happen while shielding customers from 
unnecessary costs that are likely to occur if we aim for a 
large number that may not be based in reality.
    The Chairman. And, just to be clear, when you say the 
captive customers, meaning when the overbuild happens, that 
gets built into the rate, into the rate equation. The customers 
then pay more per kilowatt-hour regardless of whether that 
demand might be needed. So, if they overshoot, the burden 
ultimately falls on the consumer.
    Mr. Snitchler. Correct. When you do ratemaking cases as a 
regulator at the state level and you are making determinations 
about what resources are needed, that becomes a non-bypassable 
charge that's collected over a period of years with a rate of 
return. It's just a different approach than what IPPs or 
competitive generators utilize, but that cost is ultimately 
passed on to consumers.
    The Chairman. Thank you.
    Now, Mr. Fisher, there seems to be some bipartisan 
consensus in this Committee that we need to build more 
transmission in addition to generation. They are both 
important. There is some disagreement, however, as to exactly 
how much transmission buildout should occur. Expanding 
transmission can lower costs for consumers, but for some of the 
same reasons mentioned by Mr. Snitchler, overbuild can also 
increase cost for consumers and put pressure on rates. My 
priority for the electric industry is to deliver reliable power 
that meets demand growth at the lowest cost to consumers. Now, 
you spent nearly a decade at FERC. Where do you see the 
opportunities, the best opportunities to improve the existing 
regulatory framework, and tell us how Congress could help 
ensure that grid expansion delivers the best value to 
consumers?
    Mr. Fisher. That's an excellent question, Chairman, thank 
you.
    You know, I look at this from the consumer point of view. 
As you said, we are completely aligned on that, as long as we 
take a consumer-first approach. Through that lens, transmission 
expansion could lower costs. We can all agree that the status 
quo is broken. We are still spending a lot on transmission, 
it's just not the wisest spending that we could do. So, I think 
there is a bipartisan consensus to change the status quo. The 
way we have expanded transmission so far is with very low-
voltage local lines built on a reliability or an immediate-need 
basis. That, in a cumulative way, has become very expensive. 
So, it's not like we are not spending on transmission. We are, 
we are just not spending wisely.
    So, I think one thing that Congress can do, and already, I 
thank you for the partial repeal of the IRA. I think that has 
somewhat changed my posture on this, where if we don't have a 
bunch of subsidies on the table, expanding transmission could 
actually benefit consumers instead of those producers. But 
something has to be done to incentivize the larger transmission 
builds, and get away from this small-ball.
    The Chairman. And when you refer to, you know, wise 
decisions, wise allocation, you're not just thinking about 
people who are smart, like people with, I don't know, fuller, 
grayer beards, with more experience, you are referring to the 
ability to receive and interpret market signals. Market signals 
can tell us how best to allocate, is that the point?
    Mr. Fisher. Absolutely, as my beard gets grayer, I rely 
more on the wisdom of the market than anything that I would 
want to bring to the table. But yes, absolutely. So, you build 
the transmission system that customers need. We actually have a 
great opportunity now to have very large customers, with very 
high willingness to spend, and very high time preference. I 
think we could leverage that new set of customers to help build 
some of this transmission.
    The Chairman. Only after I asked that last question did I 
realize that both of our male witnesses today have beards, and 
that one has a beard that is more gray than the other, and I 
apologize, I didn't mean to make a value judgment there.
    Senator Heinrich.
    Senator Heinrich. Do any of you think that we are 
building--and obviously, I think the affordability argument is 
well received by everyone on this Committee because all of us 
have constituents who are under pressure--but do any of you 
think that we are building enough interregional transmission to 
service the existing grid and the kind of growth that we would 
hope for, both in the electric sector and the economy?
    Dr. Reed. Thank you for the question, Senator.
    Senator Heinrich. Of course.
    I will go down and let you all answer that.
    Dr. Reed. Okay, apologies.
    Senator Heinrich. Yes, I mean, Dr. Reed will start.
    Dr. Reed. No beards first.
    Senator Heinrich. And we will go the other way. That's 
fine.
    Dr. Reed. Thank you so much, Senator.
    We are not building the amount of interregional 
transmission that we need right now. And there are particular 
barriers that are preventing that from happening. Utilities are 
not incentivized or even expected to be looking to their 
neighbors. And so, we are losing the economies of scale, and 
that is costing consumer purses.
    Mr. Fisher. My short answer is no. My longer answer is, we 
should look back at the history of, you know, FERC Order No. 
1000, for example. I think the intent was good, but the track 
record is very poor. The transmission line miles of the very 
high-voltage lines----
    Senator Heinrich. Very minimal.
    Mr. Fisher. That stat has plummeted. We should acknowledge 
that fact and try to do something different.
    Mr. Snitchler. Senator, thanks for the question.
    I think it's clear that being able to move electrons from 
where they are being generated to where they are needed, 
particularly in times of stress, is critically important. 
That's how we ensure grid reliability. And as we have seen 
retirements come off the system and the slow addition of new 
resources, the importance of that transfer capability continues 
to be highlighted as an area of importance.
    Senator Heinrich. Dr. Reed, go a little deeper. You talked 
about how to capture value for customers, how to save them 
money as opposed to just bringing additional cost onto the rate 
base. Go a little deeper into how we can capture that value and 
actually benefit customers.
    Dr. Reed. Thank you, Senator, I am happy to.
    What is causing us to lose this value for consumers is that 
we are not building the transmission. We have seen a number of 
economic analyses that find that, on average, $100 million is 
lost per gigawatt of transmission line that was not built per 
year in the last ten years. These transmission lines are not 
being built for a handful of reasons. One is that they are very 
complicated. This is an interstate and interregional project, 
and it does not enjoy a federal siting and permitting authority 
as natural gas pipelines do. These electrons are moving or 
intended to move in interstate commerce, and instead they are 
being held up by processes at the individual states requiring 
approval. This is duplicative red tape that discourages 
developers and makes it longer for them to be able to complete 
these projects.
    There also are not expectations at utilities to be looking 
to the regions to build these interregional lines. We have an 
opportunity to enable both utilities and private merchant 
developers, who would not show up on a customer's utility bill, 
to build more, if we can fix these regulations.
    Senator Heinrich. To your point, I was deeply involved in 
facilitating and working on one interregional power line, and 
it took 17 years to get all of the approvals to actually make 
that a reality.
    I think there are a number of places where our incentives 
are not aligned. You mentioned the issue of compensation for 
some of the values that those power lines provide. Walk through 
that a little bit because, obviously, I think there is a 
mismatch between transmission and generation.
    Dr. Reed. Yes, I am happy to, Senator, thank you.
    High-voltage direct current was the topic of my Ph.D. 
thesis. I don't think I can cover that in a minute, but I will 
note that it is semiconductor-based technology that has the 
ability to act differently than our existing grid system. So, 
it provides an excellent backbone because it provides different 
services and different values. It can move power long 
distances, which captures a value for consumers, but the way 
that it controls electrons also provides stability to the grid. 
There are complicated reasons involving voltage and frequency 
that we can discuss offline, but HVDC ensures that we are 
keeping electric equipment online by keeping the voltage and 
frequency where it needs to be.
    Senator Heinrich. One of the tools that has been used very 
effectively in other parts of the world and sporadically here 
in the U.S. is grid-enhancing technologies. But we have this 
model, particularly within state-regulated utilities, where the 
incentive is often--I mean, the responsible parties, my utility 
as an example, in central New Mexico, has really leaned into 
GETs. But there is also an incentive for utilities to build big 
and then get rate based. How do we create a more aligned 
incentive with GETs so that we can get more out of the existing 
grid?
    Dr. Reed. Thank you, Senator.
    There are a number of options that Congress and FERC can 
pursue to incentivize more of these grid-enhancing 
technologies. And part of it is expectation--what are we 
requiring of the grid? We should be using the lines that we 
built to a higher capacity. Grid-enhancing technologies, 
through dynamic line rating, power flow control, all of these 
can help us use those lines better and move the power around. 
And the way that we set expectations on how reliability is 
achieved and provide financial incentives to utilities or 
private developers to provide those services are ways that we 
can get more of this advanced technology incorporated.
    Senator Heinrich. Thanks.
    The Chairman. Senator King.
    Wait, I'm sorry, Senator Hickenlooper was next.
    Senator Hickenlooper. I will yield to the senior Senator 
from Maine.
    The Chairman. That is such a wonderful, deferential group 
of governors now, Senator.
    [Laughter.]
    Senator King. Thank you, Senator.
    Mr. Snitchler, I was involved in your industry starting in 
1983, involved with what was then PURPA, which really was the 
birthplace of independent power production.
    Let me just make a quick statement about permitting reform, 
which I think all of you have mentioned. I have been an 
advocate ever since I have been here for permitting reform 
because I have lived it. However, at this moment, I have no 
intention of participating in permitting reform discussions as 
long as this administration is arbitrarily putting its thumb on 
the scale and canceling wind and solar projects that in many 
cases have already been permitted, because there is no point. 
If we have permitting reform and one side of the equation, that 
is renewables, is essentially killed by the arbitrary actions 
of the administration, then permitting reform only benefits one 
side of the equation, that's fossil fuel. I'm not going to 
participate in that discussion. When the administration decides 
we are going to play it straight and let all forms of energy 
compete, then we can have a very profitable discussion. And I 
think we are in many ways almost there on permitting reform. 
But I just want to be clear. I feel like I would be dumb to 
agree to permitting reform which only affected one half of the 
equation. So, I just want to make that point.
    Mr. Fisher, I like what the Cato Institute does, and I like 
your emphasis on free markets. One of the problems, it seems to 
me, in transmission and distribution, which we have talked 
about is, it's not a free market, it's a monopoly in most 
cases. How do we import the principles of competition and free 
markets into the development of the grid so that it's not an 
entirely monopoly operation, and we have this perverse 
incentive to build and invest rather than do GETs because 
utilities make their money on a rate of return on how much they 
invest, so there is an incentive to invest as much as possible. 
Talk to me about free markets and the virtues of competition.
    Mr. Fisher. It's an excellent question, Senator, thank you.
    I will note, I brought up the concept of consumer-regulated 
electricity, which is--I would view that as a private grid that 
is a parallel path that could----
    Senator King. But does that mean two sets of wires down the 
road? I don't think that's----
    Mr. Fisher. Not necessarily. I would envision it as a very 
large industrial campus on a single site within a single state. 
Each state could have their own, if they like. But your 
question is about the public grid and optimizing the public 
grid despite the monopoly influence on it. That's where I think 
we are so far afield from free markets that I think a lot of 
things are on the table. On the plus side, the status quo is so 
broken that just about anything you do, any reform you make, is 
probably going to be positive.
    So, on the one hand, mandating--making a monopoly make 
decisions that it wouldn't otherwise make, in other words, 
having a heavy-handed regulator to basically say these are 
investments that we know you wouldn't make given your 
incentives, but we----
    Senator King. But how about if the regulator says, before 
you build, before you build new poles, wires, and rights-of-
way, you have to try and incorporate low-cost, no-cost options 
like dynamic line rating, reconductoring. This conductor will 
carry twice as much electricity as a similar steel conductor 
because it has a fiber core. I don't see that as, I mean, I 
don't know how else we crack this without somebody saying you 
have got to do the more efficient things first, then tell us 
about how much you are going to build. Do you see what I am 
saying?
    Mr. Fisher. Yes, and I completely agree with that. And I 
think the way to implement that is to make sure that there is 
solid oversight of all of these investments. What we are 
lacking right now--there is, I believe, a regulatory gap 
between the voltage level that states coordinate and the 
voltage level that FERC coordinates. There is a lot operating 
in the gray area in between that is not subject to strict 
oversight. So, you could say before building your next 
transmission project, you have to look at a whole bunch of 
different alternatives. That, I am very comfortable with.
    Senator King. Everybody's now talking about AI bringing its 
own power. Has anybody done a calculation? I mean, we have all 
got this sort of doomsday calculation of increasing demand and 
increasing demand on the grid and all the construction that's 
going to--the billions, if not trillions of dollars, that it's 
going to require. Has anybody done a calculation of if AI--take 
AI out of that growth projection because theoretically they are 
going to bring their own power? How much does that reduce this 
doomsday scenario in terms of the demands on the grid?
    Dr. Reed, do you have any thoughts on that?
    We ought to make that calculation, it seems to me.
    Dr. Reed. I am not aware of a particular calculation, 
Senator King, but we have done analysis on the range of 
expectations. And even at the lower end of demand expectations, 
we still find that we need more power and more transmission on 
the grid.
    Senator King. Okay, well, I hope somebody will do that. I 
think that's an important calculation, to know--we know we are 
going to need this much more power, but if 50, 60 percent of 
that is AI and that's going to have its own power, then that 
changes all of these discussions, it seems to me.
    Thank you, Mr. Chairman.
    The Chairman. Thank you very much.
    Senator Hickenlooper.
    Senator Hickenlooper. Now I am going to yield to the senior 
Senator from California just because I am trying to get in good 
with people this week.
    The Chairman. We are going to give you the Mr. Congeniality 
award.
    Senator Hickenlooper. Exactly, thank you.
    The Chairman. Senator Padilla.
    Senator Padilla. Thank you, Mr. Chairman, I appreciate my 
colleague from Colorado, not just for the deference this 
morning, but you are going to hear me talk in a minute about an 
exciting new proposal that he has been leading a group of us 
on.
    I want to begin though by recognizing the urgency for 
today's discussion. We know that families, and businesses for 
that matter, are paying the price for an aging and overworked 
grid that is delivering not just higher bills, but more 
frequent outages and missed opportunities, frankly, for 
significant investment and job creation. I would like to think 
both sides of the aisle here agree when I say that America 
cannot lead the next generation on a grid built in the past and 
using older technologies. So, this week, I was proud to work 
with Senator Hickenlooper and other colleagues from this 
Committee to build on the bipartisan Energy Permitting Reform 
Act from last Congress and develop new legislative language to 
tackle these issues and lead us toward the construction of a 
next-generation electrical grid. I believe our effort 
represents not just a common-sense plan, but one that will 
build a cheaper, stronger, more reliable electrical grid that 
protects ratepayers, respects communities, and keeps our 
economy competitive.
    So, I am going to start by not just asking us to look at 
the fault or the shortcomings of the grid of the past, but to 
envision what the grid could and should look like in the next 
20 years. And since the era of Edison and Westinghouse, there 
has been talk about the potential promise of high-voltage DC 
transmission, but now these technologies are not just proven, 
they are ready to provide efficient transfer of power over long 
distances. I think that's important to recognize.
    My first question is for Dr. Reed. If we built out the 
backbone of an interregional high-voltage DC transmission line 
over the next couple of decades, what would be some of the 
benefits in terms of ratepayer bills and reliability, 
particularly during extreme weather events? If you could touch 
on that and any other technical benefits that you want to 
highlight.
    Dr. Reed. Thank you, Senator, for the question, and I am 
happy to discuss the benefits of high-voltage direct current 
because this need for a backbone to our alternating current 
system is particularly clear when we see severe weather, such 
as winter storms and even extreme heat, because HVDC can 
dispatch power long distances very quickly and directionally. 
In our alternating current system, electrons flow where there 
is the least resistance. HVDC can move at exactly where it 
needs to go. And so, it works very well with that alternating 
current system to move around congestion and provide economic 
power. Where you have excess power, you can move it to an area 
that needs power while also providing reliability benefits. 
There is tremendous opportunity for building this type of 
transmission, particularly across regional lines for economic 
and reliability reasons that will ultimately save hundreds of 
millions of dollars a year.
    Senator Padilla. Are there any key regulatory or procedural 
barriers that you think are holding us back?
    Dr. Reed. Thank you, Senator.
    There are very specific barriers that are holding us back 
from adopting HVDC technology. One of them is the siting 
constraints on interstate and interregional transmission lines. 
These types of lines face the most number of siting and 
permitting barriers because even though they are participating 
in interstate commerce, they are subject to the specific rules 
and regulations of each state individually. That's an 
incredible burden for a utility or a merchant developer to take 
on that risk and that timeline to complete.
    We also are not--we do not have the expectation in markets. 
FERC has not set the expectation that these technologies can 
receive compensation for the benefits that they provide. They 
are providing the same benefits. They are built on the same 
semiconductor technology of the products that we do allow to be 
remunerated in the markets.
    Senator Padilla. Thank you.
    Before I ask my last question, I just want to associate 
myself with the comments and the enthusiasm of Senator King in 
talking about reconductoring and other upgrades and their 
benefits on a cost-effective manner.
    But Mr. Snitchler and Dr. Reed, could each of you please 
explain where interconnection procedures may be best improved 
to expedite the connection of generation to the grid?
    Mr. Snitchler. Thank you, Senator, for the question.
    I think it's clear that the interconnection process has 
been slow. I think at FERC's direction, all of the regions have 
worked to modify their interconnection queue process in an 
effort to try to accelerate that, and we have seen improvement 
to the interconnection process. I don't think it's complete. I 
don't think anyone would agree that that's the case. But I 
think there has been improvement. And so, we are going to need 
to accelerate that process to make sure that studies are done 
in a different approach than has been used in the past. In 
fact, FERC recently approved the SPP's model, which is taking a 
more innovative approach to try and look at interconnection of 
generation and transmission at the same time in an effort to 
accelerate it more quickly, and was very enthusiastic in their 
order of what it could do for the system.
    I think thoughts and approaches like that are going to be 
incredibly helpful to accelerate the need to meet the moment 
and move speed to power.
    Senator Padilla. Mr. Fisher, anything to add?
    Mr. Fisher. I will keep it short and say I agree with Todd.
    Senator Padilla. Thank you, Mr. Chairman.
    The Chairman. Thank you.
    Senator Hickenlooper.
    Senator Hickenlooper. Thank you, Mr. Chair.
    I thank all three of you for being here. I think this is 
kind of an all-hands-on-deck moment. You know, I got a master's 
in earth and environmental science back in 1979. Back then, we 
referred to climate change as the greenhouse effect. But much 
of what we predicted--the droughts, the wildfires, these 
gyrations in temperature and precipitation--has come true more 
and more to the point where now in many counties across the 
United States, a significant number of people can no longer get 
insurance for their homes. When that happens in small 
communities, the values of the homes go down. They are not 
worth as much to anyone, and that means the tax base for those 
small communities already at risk gets a little worse.
    One example I wanted to put out there: we just got, 
recently--in Leadville, we have a mine called the Climax mine--
molybdenum and various sulfides. It's been going for 100 years. 
They measure the snowfall every year. The average over the last 
100 years has been 240 inches. And when it snows, they measure 
it and then throw it out. It doesn't get compacted. This is a 
fairly consistent measure. So, the average is 240 per year. The 
all-time low in 100 years was 182 inches. So, 240 inches 
average, and then the all-time low is 182 inches. This year we 
had 60 inches. And we are seeing that all across the West. And 
I think, as we look at these solutions, the grid is one 
possible--the reconductoring, the, you know, the 
interconnections. There is a powerful solution on how do we get 
clean energy fast and really inexpensively and making our grid 
better.
    Dr. Reed, let me start with you. As you point out in your 
testimony, we are struggling to build the transmission lines 
necessary to keep pace with the surging growth and, you know, 
electric vehicles--you look at all the different places where 
we are needing more and more advanced manufacturing, all these 
places where we need more electricity. The U.S. is only 
building 375 miles a year of new grid, while China is building, 
whatever it is, slightly over 8,000 miles. We are also falling 
behind our European partners when it comes to deploying the 
advanced technologies that you all have been talking about--you 
know, dynamic line ratings, advanced conductors, et cetera.
    So, let's start with you, Dr. Reed. Can you talk about the 
need to have a holistic view of grid modernization that 
includes both new transmission and improvements to our existing 
infrastructure?
    Dr. Reed. Thank you, Senator, for the question. I am happy 
to discuss the multiple ways that we can bring new technology 
and new developers into the grid system to provide reliability 
and affordability.
    I will start with grid-enhancing technologies and 
reconductoring. These are opportunities to use the lines that 
we already have, the towers that we already have, the rights-
of-way that we already have, and get more power through them. 
That's more value to consumers because it's a less-cost effort 
for moving more power. It is a shorter-term solution that also 
buys time for building these larger interregional transmission 
lines, which are essential for providing long-term reliability 
and affordability by sharing power between regions.
    Senator Hickenlooper. Great, thank you.
    Either of you, you know, Mr. Fisher--either of you want to 
opine?
    Mr. Fisher. Yes, I will be brief. Excellent question. The 
way that I view--especially if we are talking about addressing 
climate change, we, of course, should focus on adaptation in 
the U.S., but I think if we wanted any chance at mitigating 
climate change in the long run, we need to promote the kinds of 
technologies that are going to take hold globally. And I could 
see the U.S. as a proving ground, not just on the transmission 
technology front, but on generation technology. And we have a 
private sector in the U.S. that can lead on this. And then, the 
goal, because we have to take into account that there is, you 
know, the iron law of climate that really if you are ever up 
against economic growth versus climate, everybody chooses 
economic growth. We have to come up with the technologies where 
people choose them voluntarily.
    Senator Hickenlooper. You are exactly right.
    Mr. Snitchler.
    Mr. Snitchler. The only thing I will add, Senator, to your 
good question is that it's incredibly available now. The 
technologies exist to better utilize the wire systems that are 
already there. The permitting and siting challenges to existing 
rights-of-way aren't the same as what you would have in doing 
new greenfield development. And so, deployment of the 
technologies that already exist on existing technology and 
existing rights-of-way are a far quicker and generally lower-
cost opportunity to enhance the performance of the system in a 
way that helps achieve all of the objectives that you have been 
describing.
    Senator Hickenlooper. Right, thank you.
    And I am out of time. I don't know how I got one question 
in, I got a little too verbose, I apologize. But certainly, our 
grid is in need of modernization. You all say that. And I think 
you were all getting to the same point that this data center 
demand could actually help us fix many of the underlying--and 
for a long time, we have been accepting subpar grid. This might 
be our opportunity to really do a lot of things at once.
    I yield back.
    The Chairman. Thanks so much.
    Okay, I believe Senator Cortez Masto is next.
    Senator Cortez Masto. Thank you, Mr. Chairman. Thank you to 
the panelists. It has been an interesting discussion. I have 
been listening to it, and read your opening statements.
    Yesterday, Senators Murkowski, Shaheen, and I introduced a 
piece of legislation called the SECURE Grid Act. The 
legislation would empower states to really assess the risk to 
their electric grids, including extreme weather, cyberthreats, 
and other vulnerabilities. So, I want to ask the panelists, and 
maybe, Dr. Reed, I will start with you. How should the U.S. and 
the states work to reduce the risk of cyber and physical 
attacks on the grid?
    Dr. Reed. Senator, thank you for the question.
    I don't want to speak outside my expertise on 
cybersecurity, in particular, but I will speak to overall 
security as a reliability metric and providing more 
interregional transmission. Removing these regulations that 
make it difficult to build interregional and build HVDC is a 
security metric because we are able to move power and isolate 
parts of the grid if they are under attack. There is tremendous 
opportunity in these new technologies and new transmission, if 
we can build it.
    Senator Cortez Masto. Yes, thank you.
    Mr. Fisher, any thoughts?
    Mr. Fisher. I am also a touch out of my depth when it comes 
to security questions, but I will note that anyone who has 
looked deeply into these questions, the vulnerability of the 
grid, especially to a coordinated physical attack, especially 
during times of peak demand, could be devastating. Anybody who 
has looked into that has been correctly terrified about it. I 
think the answer is to be resilient. I don't know if we can 
prevent every attack, but being resilient in recovery.
    Senator Cortez Masto. Yes, and it's not just a specific 
attack, it's extreme weather, as we have seen now that we are 
dealing with that could be a vulnerability and a risk.
     Mr. Snitchler.
    Mr. Snitchler. Senator, I would share my fellow panelists' 
desire not to get too far out of my depth, but at the same 
time, I think it is clear that the grid is persistently under 
attack. That is clear. The technology that is being deployed by 
nation-state actors against our entire electric system is a 
daily and routine event, and I think you are seeing the 
industry respond in a favorable way to defend against those 
attacks. I think further enhancements are likely to be required 
as we see technology evolving. The benefit and the concern 
about AI is, of course, what it can do and how quickly we will 
see these things happen, both for and against kind of the white 
hat/black hat technologies. And so, I anticipate that we are 
going to continue to see more and more of this in the future.
    I don't have a great answer to your question, other than to 
say the industry is responding to it and working in ways to try 
and stay ahead of it because we are perpetually in a situation 
where they only have to be right once. We have to be defending 
100 percent of the time.
    Senator Cortez Masto. That's right. Thank you. I appreciate 
that.
    There has been a lot of discussion this morning about new 
technologies and more transparency in the interconnection queue 
process that would really better allow all energy sources to 
hook up to the grid faster. Let me ask, Dr. Reed, maybe start 
with you or any of the panelists, are there certain RTOs or 
regions of the country that you believe are taking an 
innovative approach to queue management that we should be 
thinking of, or using up, or lifting up as a model? I'm 
curious.
    Dr. Reed. Thank you for the question, Senator. I will speak 
to the Southwest Power Pool, and I believe Mr. Fisher can speak 
to this as well. So, the Southwest Power Pool is looking at 
transmission planning, including the interconnection queue and 
broader transmission planning as a holistic solution. That, I 
think, has the opportunity to be looking to build more of these 
high-capacity lines so that we can provide reliability and move 
power cost-effectively at the same time. We have seen in 
interconnection queues, even when different RTOs take on 
solutions where they are moving different types of technology 
or different generators to the front of the line, we still see 
that, regardless of how long the study process takes, which 
does need fixing, there is still the build process afterwards, 
which inevitably says we need billions of dollars of 
transmission that we didn't build, and now we need to so that 
we can get this energy online, of all types.
    Senator Cortez Masto. Yes. Anyone else?
    Mr. Fisher. Excellent question. I will reinforce the 
thumbs-up on SPP. The only other new concept I would bring up 
is this idea that, you know, we have to deal with the queues in 
the order in which you joined the queue--sort of a first-come, 
first-serve basis. That, I think, needs to go. We should move 
beyond that. I have heard some proposals, such as sort of an 
open-season approach, or requiring new customers to put up more 
of sort of a financial backing to it. The queues are clogged, 
and I think there are a bunch of different ways to unclog them, 
but the theme of the day is that the status quo is broken.
    Senator Cortez Masto. Thank you.
    Mr. Snitchler. I will add that the recent developments in 
the SPP order from FERC, I think, are instructive. I do think 
going all the way back to last June's FERC hearing, which was 
dealing with issues around interconnectivity, where all of the 
RTOs participated, as well as industry--the directive was made 
explicitly clear that accelerating and unclogging the queues is 
incredibly important. You have seen the RTOs try to do that. 
PJM, in particular, has gone through the process, and when they 
re-evaluated the queue, they were able to shed nearly two-
thirds of the projects that were in the queue that were holding 
places that otherwise may or may not have actually allowed them 
to interconnect with the system and then move projects that had 
a greater chance of completion to the front of the line.
    Senator Cortez Masto. Thank you.
    And I know my time is up. I asked the question because last 
Congress, I had introduced the Expediting Generator 
Interconnection Procedures Act. We are going to reintroduce it, 
talking with the very organizations that you have lifted up as 
a model for innovation. And I do think it is important we move 
in that direction, and I would invite my colleagues to join on 
this legislation.
    Thank you very much.
    The Chairman. Senator Wyden.
    Senator Wyden. Thank you, Mr. Chairman.
    Before she goes, I just want to say that, as usual, my 
colleague, who also does such good work on these issues on the 
Finance Committee, is spot-on making the focus innovation. And 
I want to pick up right where she left off.
    And my question for you, Dr. Reed--thank you for working 
with the staff on the legislation that I am introducing today. 
It is well understood that a significant portion of the grid is 
practically from the dark ages. You have to start with that. 
And it's really a trifecta of punishment for rural communities, 
and we are seeing it in Oregon, you know, basically the 
combination of wildfire, drought, and then escalating energy 
prices comes together and it is why this is such an important 
hearing. And thank you for scheduling it, Mr. Chairman.
    My question to you is, to start with Dr. Reed, how would 
bills like the one that I am introducing today, the Wildfire 
and Grid Reliability Act, help us fight this manufactured 
energy crisis? That's what we are dealing with. This is a 
crisis we did not have to have. Tell me, if you would, because 
you have been helpful to us in terms of working through some of 
the aspects of this, what your thoughts would be on our bill?
    Dr. Reed. Senator, thank you for the question.
    I don't have any specific thoughts on the bill you refer 
to, in particular, but I can speak to wildfire resilience and 
the importance of investing in wildfire resilience and 
investing in a grid that can be resilient to numerous concerns, 
particularly and including wildfires. There are aspects of that 
resilience which are difficult to put on a ratepayer because of 
the small, often rural utility footprint that would then have 
to pay for it. And there are different mechanisms that I think 
could be effective for covering those costs. And I think it's 
really important----
    Senator Wyden. Aren't these small utilities which you 
describe correctly as the footprints that you are seeing, 
aren't they really getting clobbered by the circumstances we're 
seeing right now?
    Dr. Reed. Wildfires are an incredibly important risk to be 
addressing. I also want to highlight the value that 
transmission can provide in wildfire mitigation by being able 
to move power away from where areas are at extreme risk and 
route power in different ways so that consumers can still be 
served while the risk itself can be mitigated.
    Senator Wyden. Well, thank you for your good work.
    I am going to spare the other witnesses, unless they would 
like to contribute, but I think we all ought to start with the 
proposition that my colleague from Nevada started with. This is 
a modernization job. I mean, if we stick around with these 
outdated systems, there's nothing that you can do to waive your 
wand around and make things get better.
    Mr. Fisher, I know you have been interested in this area 
and you raised your hand. Careful what you wish for, and happy 
to have----
    Mr. Fisher. If I could just briefly agree with you, 
Senator, violent agreement on the need for innovation.
    Senator Wyden. No violence.
    Mr. Fisher. There is far too much----
    [Laughter.]
    Senator Wyden. Kidding.
    Mr. Fisher. Peaceful agreement on--there is way too much of 
the grid, there are far too many grid technologies that were 
patented 100 years ago or more. The fact that Thomas Edison 
could come back today, if we brought him back, he would 
recognize much of the technology. Alexander Graham Bell would 
have no idea what this is [holding up smartphone].
    Senator Wyden. Right.
    Mr. Fisher. That is a problem and we need to address it. I 
agree with you.
    Senator Wyden. Thank you, Mr. Chairman.
    Thank you, Mr. Fisher.
    The Chairman. I mean, there is no way we can make Alexander 
Graham Bell aware now that it exists, but----
    [Laughter.]
    The Chairman. Senator Cassidy.
    Senator Cassidy. I will defer to one of my Democratic 
colleagues as I kind of review the testimony. Could I let one 
of them go before me?
    The Chairman. Senator Hirono, you're up next.
    Senator Hirono. Thank you so much.
    Okay, Dr. Reed, you mentioned that wildfire resilience is a 
very important aspect of the grid, and knowing that what 
happened on Maui, which was a massive wildfire and all of that, 
can you give me an example of how a grid can be made wildfire 
resilient?
    Dr. Reed. Thank you for the question, Senator.
    I am not a resilience expert, in particular, when it comes 
to wildfires. I can speak to how transmission can provide 
resilience, particularly this type of backbone transmission 
that can move power around so that consumers are still served 
with electrons they need while isolating areas of the grid or 
particular lines that could be of high risk of wildfires.
    Senator Hirono. So, do you know if power companies are 
adopting some of those kinds of suggestions so that they can 
provide power while the wildfire is occurring and parts of the 
grid are shut down?
    Dr. Reed. I'm sorry, I can't speak to any particular 
power----
    Senator Hirono. Okay, when you mentioned the wildfire 
resilience, that certainly caught my attention, but I do have a 
question for you.
    Over 100,000 people in Hawaii recently lost power due to a 
severe storm that caused widespread damage and downed power 
lines across the islands. And of course, Hawaii cannot rely on 
power from other states during these instances. What are some 
of the grid technologies that could be most helpful for 
increasing the affordability and reliability of power in 
Hawaii, Alaska, and other remote locations?
    Dr. Reed. Senator, thank you for the question. It allows me 
the opportunity to talk about high-voltage direct current, and 
the ways that this particular technology can be used to restart 
a grid. So, when there are blackouts, these sort of advanced 
technologies and innovations, if we bring them more onto the 
grid, then we find it easier and faster to restart a grid after 
there is a blackout and to manage the grid itself--the voltage 
and the flexibility that can cause blackouts so that we don't 
have blackouts in the first place. So, we need more of this 
advanced and innovative technology incorporated into the grid 
and building a backbone of a grid so that we can recover.
    Senator Hirono. And is incorporating this kind of 
technology into the grid an expensive proposition that is going 
to result in the ratepayers having to pay a lot more? Because 
Hawaii ratepayers pay more for electricity than any state in 
the country.
    Dr. Reed. Thank you, Senator, for the question. I can't 
speak specifically to the costs borne by Hawaiians, but I can 
speak to what we have seen in studies by the North American 
Electric Reliability Corporation, national labs, and private 
analysis that interregional transmission and advanced 
technologies save consumers money by investing in the right 
kinds of transmission infrastructure that we need to move power 
affordably.
    Senator Hirono. In the long run. Thank you.
    Now, the cost of utility-scale battery storage has fallen 
dramatically--27 percent in 2025 according to a recent estimate 
from Bloomberg New Energy Finance. Dr. Reed, what role can 
battery storage play to reduce transmission bottlenecks and 
reduce the overall cost of power paid by customers, and also, 
do you think that state and federal regulators should require 
data centers, which are massive users of energy, to incorporate 
energy storage to reduce their impact on the grid?
    Dr. Reed. Senator, thank you for the question, and I would 
welcome the opportunity to work with your office on the 
specifics of energy storage. I can speak to the need for more 
generation and more power on the grid, and energy storage is a 
valuable way to provide flexibility in the same way that 
transmission provides flexibility in moving power over time and 
over distance.
    As far as the data center question, I think it's important, 
when we talk about what data centers need and what industry 
needs, to provide options. And the best options are solutions 
that let the market decide what works best. But one of those 
options has to be reliable and affordable energy on the grid. 
If we set expectations of exclusively bringing your own power, 
then we are telling industries you must be able to adopt high-
cost and high-risk choices to thrive in the American economy. 
If we provide options, that gives markets the ability to 
develop and compete in the U.S. and thrive.
    Senator Hirono. Speaking of batteries, so this is for Mr. 
Snitchler, am I pronouncing your name correctly? As I 
mentioned, Hawaii faces the highest electricity costs in the 
country, and in March 2025 John Ketchum, the CEO of NextEra, 
described renewables and batteries as being the cheapest, 
fastest, and easiest way to meet surging power demand. And if 
you take renewables and storage off the table, we are going to 
force electricity prices to the moon. Now, Hawaii is seeking to 
become energy self-sufficient by 2045, and that means that we 
need to rely on batteries, et cetera. So, do you agree with the 
comment that we really should be spending a lot more on 
bringing batteries online, making those things affordable for 
our users?
    Mr. Snitchler. Thank you for the question, Senator.
    Our members actually own and operate some of the largest 
battery installations in the country and are very supportive of 
the technology because they are part of the solution on how we 
are going to address both the reliability and the affordability 
question in the future because batteries have the ability to 
have impacts on peak shaving and driving down that cost.
    Senator Hirono. I agree with you as far as the efficacy, 
so, the question becomes, you know, how quickly can we get more 
of these things in place for the consumer?
    Mr. Snitchler. To your follow-up question, I think part of 
that is dependent on permitting and siting at the state, 
federal, and local level. I think it's also dependent on supply 
chain related issues because not only is it the supply of 
batteries, but it's also the switchgear that is required at 
substations that ultimately move the power from where it is to 
the ultimate consumer that continue to feel stress under the 
current conditions that we're in. It's true for generators, 
it's true for substation equipment, it's true for transformers. 
And so, addressing some of those longer-term supply chain 
issues will be instrumental in trying to accelerate the 
deployment you are asking about.
    Senator Hirono. Thank you, Mr. Chairman, for letting me go 
over.
    The Chairman. No problem.
    Senator Cassidy.
    Senator Cassidy. I will now again defer to my Republican 
colleagues.
    The Chairman. To your?
    Senator Cassidy. Or my Democrat colleagues.
    The Chairman. Yes, go ahead.
    Senator King. In a kind of irony, remember the question I 
asked about how much of the projected load is AI? I asked 
Claude.
    [Laughter.]
    Senator King. And Claude said it's 50 percent--50 percent 
of the projected load growth over the next 10 years or so is 
attributable to AI. AI told me that, so, I thought that was 
kind of interesting.
    But I think that's an important point, don't you? I mean, 
if we can take the AI demand off, then the problem is half of 
what we think it is. I think that's something we should be 
discussing.
    The second is, with regard to the queue, my understanding 
is AI, in some cases, has dramatically decreased the time 
that's important for assessing applications for 
interconnection. Is that--you are nodding. The record won't 
show a nod. Could you say yes, Senator, that was----
    Mr. Snitchler. Yes, Senator, that is correct. In fact, PJM 
and Google put the Tapestry project together, if I am 
remembering the name correctly, in an effort to do exactly 
that, to try and enhance and accelerate the process because 
everyone recognizes that we need to move more quickly.
    Senator King. And it worked to reduce it from months to 
days, is that correct?
    Mr. Snitchler. You would have to ask them to get the 
specifics on the time horizon, but it actually did reduce it 
dramatically. I don't have the exact adjustment from weeks to 
days.
    Senator King. Again, that goes with one of the themes of 
this hearing, which is utilizing technology effectively----
    Dr. Snitchler. A hundred percent.
    Senator King [continuing]. To deal with this problem, 
rather than doing it the way Thomas Edison would have done it 
100 years ago.
    Ms. Reed, we talked a lot about direct current, and you 
seem to know a lot about that. DC lines are also less line 
losses, isn't that correct?
    Dr. Reed. Yes, Senator, thank you for the question.
    DC has a number of efficiencies, including lower line 
losses because of how the current flows on the line.
    Senator King. Thank you.
    Thank you, Mr. Chairman.
    Senator Cassidy. Okay, I will go?
    The Chairman. Yes, go ahead.
    Senator Cassidy. I thank you all.
    Mr. Fisher, I was really interested in you from Cato as to 
your thoughts as to what we should do, but it sounds like, from 
a libertarian viewpoint, we should just deregulate, and Mr. 
Snitchler, your testimony kind of said the same thing. It is 
not the generation cost, it is the transmission cost which is 
currently driving the increased expense of electricity. Is that 
fair?
    Mr. Fisher. In general, I think that's a fair statement, 
Senator, although, we should be very sensitive to the costs, 
especially of input fuels.
    Senator Cassidy. But let me ask as well, because yes, 
globally, or country-wide, you have a balance of electrons, but 
if those electrons are being generated by wind in the panhandle 
of Texas and Oklahoma, but they need to be used in Atlanta, 
speaking of permitting means, for example--and this is where 
the kind of Cato tension comes in--expropriating people's land 
in order to get the high-voltage wires to take it from there to 
here, correct?
    Mr. Fisher. Yes, I believe you are talking about a federal 
backstop siting authority and the use of eminent domain, and 
that does, I will be candid, make me nervous.
    Senator Cassidy. So, how does Cato resolve that, because we 
want a deregulatory environment but the deregulatory 
environment almost does require, basically--you see where I'm 
going with this.
    Mr. Fisher. I do, and I should note, I am only speaking for 
myself. Each Cato scholar has their own independent thoughts.
    Senator Cassidy. Of course.
    Mr. Fisher. I will note, I very much agree with a 2002 book 
by Cato that referred to the mandatory open-access model of 
transmission, which is basically what we are dealing with now, 
which is the restructuring--I wouldn't call it deregulation--
restructuring from the late 1990's, referred to that as 
``infrastructure socialism.'' Now, that is, I think, a fair way 
to characterize the public grid. That's why I have been 
advocating today for a new parallel path to allow private 
grids, and I think that could solve a lot of the problems.
    Senator Cassidy. And sir, are you okay with the private 
grid?
    Mr. Snitchler. Our members take no position on that. We 
have talked with Travis and with Glen Lyons, who have helped 
develop the issue. We think optionality is the way forward. So, 
we don't think there is one perfect path. There is no silver 
bullet. There is probably not even silver buckshot. We think 
having a number of approaches that are applicable to parties 
that want to contract at arm's length and make determinations 
about what works best for them, all options should be on the 
table. So, if they want to pursue CRE, then they should do 
that. If they want to take power off the system and be a 
regular customer, they should be able to do that. If they want 
to co-locate and bring their own gen and they think that is the 
model that works best for them, then we think they ought to be 
able to do that.
    And we think some of the decisions that FERC has made 
recently and is currently undertaking are ways to help enable 
those transactions to both take place and take place----
    Senator Cassidy. But much of that is already happening in 
Louisiana, so it seems like much of what you just described is 
currently an option. Do you wish to weigh-in, Dr. Reed?
    Dr. Reed. I agree with both of my fellow witnesses that 
optionality is the key here and that if we can provide a 
reliable, affordable grid, that should be one of the options 
for growing industry competitively and providing affordable 
electricity for consumers. And that grid can be built by 
private developers.
    Senator Cassidy. But let me get back to--because this is 
the rub--does the Federal Government have a backstop in terms 
of regulation in which you get electrons from Texas to Atlanta? 
You follow what I'm saying?
    And so, I think everything else we agree on. And the Meta 
center or Northeast Louisiana, which is, I think, the size of 
Manhattan, that has all these different ways simultaneously by 
which to provide electricity, except that I don't think it's 
bringing electrons from the panhandle of Texas. So, how would 
you all resolve that? Do you follow my question? Should we on 
the federal level be basically endorsing eminent domain to take 
private property in order to allow high-voltage lines go from 
interstate settings?
    Mr. Fisher. It's a valid question, sir, and I think the 
answer I would fall back on, personally, is that we should 
accomplish as much of this as possible through voluntary means. 
And I think the use of eminent domain should be minimized. I'm 
not sure that it will ever get to zero, but I think with the 
class of customer that we have now, the balance sheets that 
they bring, the speed-to-power, the sort of impetus that they 
bring to solving this problem, we should take full advantage of 
that. So, I would look more to the private sector than to the 
public sector.
    Senator Cassidy. Sir.
    Mr. Snitchler. And Senator, I would simply add that I think 
all options need to be on the table. So, if you can locate 
generation more close to the load, instead of having to move it 
across long distances, and that is the option that I prefer----
    Senator Cassidy. I accept that but wind right there is 
really good, right?
    Mr. Snitchler. Well, that's a separate discussion, and we 
are a generation-oriented organization, so it won't surprise 
you that if you want to build a power plant and electrons are 
closer to where your load is, we would certainly be willing to 
do that.
    Senator Cassidy. And ma'am?
    Dr. Reed. Thank you, Senator, for the question.
    I think a clear and narrow federal authority for siting 
interstate transmission lines would be consistent with how we 
site natural gas pipelines, and that interstate commerce is a 
necessary and narrow role for the Federal Government. Right 
now, states use their eminent domain authority, but they also 
use practices that reduce competition so that we cannot have 
private developers who are able to access the economic power 
and move between states. So, we have multiple state regulations 
and laws in many places that are suppressing competition in 
ways that are costly to the consumer, and a narrow federal 
authority could help clarify this.
    Senator Cassidy. Thank you.
    The Chairman. Senator Heinrich.
    Senator Heinrich. Dr. Reed, if each one of these large-load 
data centers was its own generator, would that be the most 
efficient use of capital to power that part of the demand 
sector?
    Dr. Reed. Thank you for the question, Senator.
    I think the most efficient use of capital to power data 
centers is the choice of the data centers, themselves. And I 
think the best option that we can provide for American 
competitiveness and for growing industries here is to ensure 
that they have those options available to them, both a robust 
grid that can provide reliable and affordable power, and 
options for building their own private grids to provide their 
own power.
    Senator Heinrich. And describe to me any risk associated 
with customer impact with the sort of private-grid model.
    Dr. Reed. Thank you for the question.
    I think the way that we think about transmission benefits 
is important to consider here, where if we have a robust 
backbone to our grid that can provide affordable power, that 
benefits consumers. The more consumers of electricity that 
there are on the grid, including high consumers such as data 
centers, there would be more ratepayers who are helping pay for 
that valuable infrastructure.
    The Chairman. Dr. Reed, I want to start with you. You 
recently wrote that durable federal permitting reform and 
enhanced federal siting authority for electric--you wrote about 
the need for it and enhanced federal siting authority for 
electric transmission projects. Section 216 of the Federal 
Power Act, of course, provides siting authority for FERC and 
DOE. Now, this Section 216 authority has yet to be used to site 
a line, but it most certainly will be used in the future. If 
that authority were used in the future, whenever it's used, do 
you think lines sited using 216 authority would still likely 
face hurdles under some of our environmental permitting 
statutes like NHPA, NEPA, and the Clean Water Act?
    Dr. Reed. Thank you for the question, Senator Lee.
    These interstate and interregional lines that you are 
describing that would likely be sited under 216 authority would 
benefit from reforms to NEPA and NHPA. Both the backstop siting 
authority that you are describing and often these regulations 
require numerous iterations. So, we need to resolve these 
iterations that cause delay and clarify and simplify 
procedures, including that 216 authority, which actually has 
multiple federal authorities that need to be satisfied before 
we can even get to approving an interregional or interstate 
line. So, there is a lot of opportunity for clarification and 
limitation of procedures for merchant developers.
    The Chairman. Thank you, but these are things we ought to 
be focused on to make sure that we are ready to go, that can be 
used.
    Mr. Fisher, let's go back to you for a minute. Electric 
utility ratemaking has been noted in this conversation today. 
It's a complicated process. It varies from region to region. It 
varies from state to state. You know, according to a report 
from Monitoring Analytics, which is PJM's independent market 
monitor, transmission in the PJM region now accounts for a 
total of 32 percent of total wholesale electricity costs. Now, 
this is up from 23 percent of total wholesale electricity costs 
just two years ago. In your view, what happened there? Why this 
jump?
    Mr. Fisher. It's an excellent question, sir. I think the 
general thesis that I would put forward is that, especially in 
the wake of FERC Order No. 1000, there was a retreat away from 
regional and interregional lines toward what I have 
characterized as small-ball projects. So, in PJM, it's the 
immediate-need projects that are designed to meet a short-term 
reliability constraint. They are designed to reduce those. In 
my opinion, utilities have taken full advantage of that, and in 
their sort of profit maximization, they have been able to put a 
lot of small-ball transmission in rate base. And that works 
very well for them. It does not work very well for the 
consumer, and it increases the all-in cost of power.
    The Chairman. Right.
    Remind me how you define small-ball.
    Mr. Fisher. I would characterize it as a voltage threshold 
distance, so we are talking about shorter lines and lower 
voltage, and they often operate in this sort of gray area 
between state jurisdiction and federal. And that, I think, if 
we wanted to close the regulatory gap there, I think that is an 
opportunity for Congress to step in and to clarify that the 
voltage threshold could perhaps even go lower in terms of 
federal oversight.
    The Chairman. Okay, but this all factors into the equation 
that we have been talking about previously about the fact that 
overbuild or inefficient allocation of resources might result 
where the cost is spread out, perhaps where the utility company 
is held harmless regardless because the ratepayers are going to 
make up the difference. Is that right?
    Mr. Fisher. That's right.
    The Chairman. Mr. Snitchler, states like New York have 
weaponized Section 401 of the Clean Water Act, and they have 
done so, among other things, they have done so to block 
expansion of natural gas pipelines into New England. During 
Winter Storm Fern, that bottleneck resulting from that 
weaponization of Section 401 of the Clean Water Act forced the 
region to rely heavily on fuel oil in order to keep the power 
on. Now, according to an industry trade publication, oil-fired 
generators ran more frequently because natural gas was 
expensive due to the lack of pipeline infrastructure going to 
New England. And again, that lack of infrastructure can be 
traced to the weaponization of Section 401. Lack of gas 
pipelines led to higher gas prices, which in turn led to higher 
electricity prices, which in turn led to emissions spiking by 
nearly a quarter compared to the year before.
    So, it's not just that this results in higher costs. It's 
not just that it's bad for consumers. It's also that it results 
in more emissions. In your assessment, what would the impact of 
sufficient natural gas infrastructure going in to New England 
be on prices and on grid reliability?
    Mr. Snitchler. Thank you for the question, Senator.
    I think you have identified the two competing issues. The 
first of which is, how are we going to ensure that you have the 
commodity that impacts the price of power to be able to be 
delivered to the generator. That's natural gas in the instance 
that we are discussing. And how do you get greater access. So, 
that input cost is what ultimately drives the greater cost of 
electricity and the inability to move more natural gas into New 
England necessitates that there is going to be reordering of 
the units that are dispatched because oil becomes cheaper when 
gas gets more expensive. So, being able to address the 
questions about your input cost will ultimately affect what the 
price for generation will be, and also, to your point about 
emissions, it will also impact what your emissions profile 
looks like because there are limits that can be both hit and 
exceeded in very early parts of the year given a cold winter in 
New England, and there are still the summer months that have to 
be accounted for when you are looking at what your emissions 
limits will be for the course of the year.
    So, it really resonates on both the price front and on your 
emissions limits front.
    The Chairman. That makes sense.
    I have one or two more questions I want to ask, but I know 
I am over time. Do either of you want a second round?
    Thank you, Angus.
    Mr. Fisher, you have written a fair amount about EPA's 
authority to regulate emissions from the power sector, in 
particular. Thankfully, in 2022, the Supreme Court of the 
United States ruled against the EPA using very vague statutory 
language in order to mandate really broad economically 
impactful changes in the electricity generation sector, largely 
targeted at retiring coal and gas-fired electric power 
generation. I am grateful that the Trump administration 
overturned the EPA's 2009 Endangerment Finding, which created 
the legal basis for such regulations in the power sector. Now, 
you released a statement supporting EPA reversing this finding 
and you argue that this authority rests solely with Congress, 
of course, and I couldn't agree more.
    How have this EPA policy and subsequent regulations 
affected grid reliability and affordability?
    Mr. Fisher. That's an excellent question, sir.
    I did support the EPA's reversal of the Endangerment 
Finding. I think it's fairly straightforward. I am not an 
attorney but the administrative law record reads to me like the 
EPA's choice to regulate greenhouse gas emissions, especially 
in the way that they did, was a major policy question and is 
subject to the major questions doctrine. Now, where that has 
the practical impact, or how it impacts the grid is, if the 
EPA's power plant rules change every four years and these 
assets are designed to be operated for 40-plus years, you 
really have a radical degree of regulatory uncertainty.
    And so, if Congress could establish durable rules, or no 
changes in the rules at all, that would, you know, provide the 
foundation for a more robust power sector. For example, the 
second iteration of the Clean Power Plan would have essentially 
shut down a large portion of the existing coal plants, but it 
also threw a lot of uncertainty into whether or not you could 
invest in a combined-cycle gas unit, which, in a lot of parts 
of the country, is the most efficient way to meet new demand. 
Now, if you were going to operate at above a 40 percent 
capacity factor, you would have been required to capture the 
CO2 emissions. That technology is not proven. So, 
the basic question of, you know, can you even consider it a 
best system of emissions reduction if the technology isn't 
proven? We need a lot more clarity on these things, and the 
regulatory uncertainty--that sort of dark cloud that has been 
over the industry since 2009--has been incredible.
    The Chairman. And even just from an emissions standpoint, 
if you have that kind of environment, then when a demand surge 
comes, if we're not prepared for it, we all of a sudden see the 
need to rely on what we saw in New England during Winter Storm 
Fern--increased use of heating oil that is not good from an 
emissions standpoint, even from a standpoint of environmental 
quality that produces some bad outcomes.
    Mr. Fisher. Right. So, that's exactly right, and the 
broader question of how did we get caught so flat-footed in 
this era of new demand growth? I think it's in part because we 
were focused too much on the emissions question and not enough 
on are we building a nimble industry that can respond to new 
demand? We clearly were not. I believe we are in a new posture 
now and I credit the EPA for changing that.
    The Chairman. Thank you.
    Senator Hickenlooper.
    Senator Hickenlooper. Thank you, Mr. Chair, and again, I 
thank all of you for being here.
    I don't want to relitigate what you have already covered, 
and I think there is actually a pretty general consensus that 
grid modernization is long overdue and essential. I think we 
could nibble around the perimeter of what is the most efficient 
way to do that, and to do that in such a way that the public 
embraces it and supports it. Obviously, people don't like 
having pipelines or, you know, transmission lines coming across 
their property. So, we look at reform within our entire 
permitting process, recognizing that the public comes first. 
They have to have full transparency. They have to have the 
right to speak their mind, but ultimately some of these 
decisions are going to affect a much larger whole and are going 
to require very difficult decisions. And I think this is one of 
the challenges when we look at the grid--how do we get to that? 
I mean, putting lines underground is prohibitively expensive in 
most situations, similar with pipelines, hard to put them deep 
underground.
    What do each of you, or how would you provide an opinion in 
terms of how to approach this because that's going to be the 
question we are all going to deal with. We might not get you up 
here to testify again, but I would love to, while we have got 
you, hear your opinion.
    So, Mr. Snitchler.
    Mr. Snitchler. Thank you, Senator, for the question.
    I think I may be the only one here who has ever had to vote 
on a power siting related issue in my prior role as the Chair 
of the Ohio Power Siting Board. And so, we had a statute that 
was fairly robust in the jurisdiction that it gave us to make 
decisions and try to contemplate a statewide or a broader 
perspective than merely the local community or merely the 
county level or region that incorporated input from a number of 
state agencies, as well as the legislative branch, in an effort 
to make sure that we were getting all of the appropriate input 
into the decision-making and then could ultimately make a 
decision that was for the good of the state, as well as 
ultimately where we fit into the region.
    And so, the ability to utilize the subject matter experts, 
but ultimately have that decision-making authority rest with 
one body was very effective in being able to allow us to 
approve projects, whether it's transmission infrastructure 
intrastate, or whether it was pipelines that were intrastate, 
or large generating facilities that were under the jurisdiction 
of the power siting board. And that model worked very 
effectively because you funneled all of that information in, 
narrowed the funnel, and left that authority with the power 
siting board to make those decisions.
    Senator Hickenlooper. Got it.
    Mr. Fisher. At the risk of oversharing my opinion, sir, I 
believe when some folks have characterized the system as a 
vetocracy, that resonates with me because it seems like there 
are too many choke points, that there are too many ways to stop 
work on a project, there are too many ways to sue a project 
into oblivion. The more we can limit those choke points, or get 
complete buy-in up front that a project should move forward, 
and then have the permit certainty as the project does move 
forward, that, in itself, would be a game-changer because I 
have seen firsthand these projects that, you know, they break 
ground and they are halfway done, and then there is a new suit 
or a judge finds something new and, you know, the project has 
to stop. I would say to my friends in the environmental groups, 
they are excellent at stopping work, and I think what we need 
is a regulatory framework that doesn't allow them to do that.
    Senator Hickenlooper. I hear you, although I would argue 
that to even contemplate that, we need a really robust public 
process that's comprehensive and inclusive and where people 
really feel heard.
    Dr. Reed.
    Dr. Reed. Thank you, Senator, for the opportunity.
    I agree that we need a single process. I think a clear 
narrow federal authority for the types of transmission that are 
providing interstate and interregional value to consumers is 
incredibly necessary. What we have right now, we have talked 
about many different types of permitting, and transmission 
experiences this level of iteration on the state level and on 
the federal level, and we have an opportunity here--Congress 
has an opportunity to clarify and narrow this iteration that is 
happening by limiting the number of federal actions that need 
to be taken, by identifying clearly if it is a state or federal 
decision that needs to be made in the interstate flow of 
electrons, just as we do in the interstate flow of natural gas, 
and an opportunity to open up transmission development to 
private developers who are ready to capture that value and 
bring it to consumers, but are barred from that by both state 
regulations and complicated federal restrictions.
    Senator Hickenlooper. Exactly. And there is a long history 
there of the interfacing between the utility regulators and 
private sectors versus the big utilities.
    My great grandfather, Andrew Hickenlooper, came back from 
the Civil War to Cincinnati. I say this, Mr. Snitchler, so he 
was the Lieutenant Governor of Ohio for two years, hated it, 
quite rightfully, and had other things he was unhappy with, but 
he ended up becoming the second president of Cincinnati Gas and 
Electric because he was one of the few people having a stellar 
history, personal history in the Civil War, that people 
trusted. So, as they figured out these conflicts between one 
neighborhood--and originally, they were just going from 
neighborhood to neighborhood, the wires were going everywhere--
Andrew Hickenlooper became the arbitrator and created the sense 
of public trust that you could figure out what is the right 
value to put on this self interest versus that self interest so 
that we can judge what is the best solution and how do we get 
the greatest benefit, greatest good for everyone. And I think 
that is kind of your challenge and our challenge, and we 
appreciate your help and your wisdom and your experience as we 
go forward because we are just beginning.
    The Chairman. Martin, anything else?
    Great.
    All right, as we wrap up, I would like to enter into the 
record a letter from Toby Rice. He is the CEO of EQT 
Corporation, a natural gas production and midstream company. In 
his letter, Mr. Rice notes how high retail electricity rates 
and insufficient natural gas supply infrastructure are 
inextricably intertwined with each other. Specifically, he 
notes that since 2015, states with the sharpest increase in 
retail electricity rates are in states that oppose expanding 
natural gas infrastructure, including Maine, Rhode Island, 
Massachusetts, Connecticut, and California.
    So, I ask unanimous consent that we enter that into the 
record.
    Seeing no objection, it will be entered into the record.
    [The letter referred to follows:]
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    The Chairman. That will conclude today's hearing. I want to 
thank our witnesses for their outstanding contributions. Your 
testimony has been insightful and very, very helpful to us.
    The record will remain open both for submitting questions 
for the record and for adding statements to the record from 
members. We will keep that open until 6:00 p.m. next Wednesday, 
April 1st.
    Thank you again to our witnesses for your testimony today. 
The Committee stands adjourned.
    [Whereupon, at 11:08 a.m., the hearing was adjourned.]

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