TBNEnergyPolitics
How distributed energy can capitalize on the blue wave
Publication: Latitude Media
Author: Maeve Allsup
Source published: 05/11/2026, 21:54:59 UTC
Briefing created: 15/11/2026, 11:04:14 UTC
Based on a feed excerpt; full article content has not been acquired. Source evidence retrieved 07/11/2026, 02:53:26 UTC.
Briefings
FERC commissioner David Rosner and former DOE head Jigar Shah argue that post-election energy mandates require utilities to shift from fixed-price contracts to flexible, risk-aware strategies. Rosner noted that new demand is urgent, while Shah advised investors to embrace uncertainty similar to the fracking boom. The article highlights FERC's June show-cause orders regarding grid reliability and PJM's revised procurement targets, though specific state-level curtailment rules remain unsettled. The piece appears on Latitude Media.
Key points
- FERC commissioner David Rosner stated that the energy affordability mandate depends on markets accommodating new demand and flexible resources, urging utilities to change their study approaches.
- Jigar Shah advised the industry to stop seeking 10-year fixed-price contracts and instead embrace uncertainty, noting that current risk posture is debt while equity is needed for flexibility.
Context
This briefing covers a discussion at the DERVOS conference in New York where FERC commissioner David Rosner and former DOE head Jigar Shah discussed how distributed energy can capitalize on the post-election energy mandate. The context involves FERC's June show-cause orders directing grid operators to justify rules for flexible loads, with specific focus on PJM's revised reliability backstop proposal.
Limitations
The evidence is limited to a single article from Latitude Media published November 5, 2026. Specific state-level curtailment rules and cost allocation mechanisms remain unsettled, and the article does not provide data on actual demand materialization or specific financial outcomes for the industry.
Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 15/11/2026, 11:04:14 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.
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