CAISO’s draft 2025/26 transmission plan proposes more than $1 billion for an infrastructure project that would power new data centers and other large loads in Silicon Valley.

The tone of Infocast’s 2025 Midcontinent Energy Summit was noticeably apprehensive compared with last year, owing to political and regulatory uncertainty, load growth ambiguity, fluctuating tariffs and a pending complaint against MISO’s long-range transmission plan.