Always On Vice President of Research Isaac Orr joined Good Morning Liberty to explain why grid reliability went from a 2030s worry to a near-term one. AI data centers and electric vehicle mandates are piling new demand onto a system that keeps retiring coal and nuclear capacity, and Orr points to NERC warning of high outage risk across much of the country within three to five years.

He credits the nuclear revival to tech companies that need firm power, restarting plants like Three Mile Island and Duane Arnold. His prescription is all-of-the-dispatchable: keep coal, gas, and nuclear on the system, end the subsidies that distort investment, and repeal the state wind and solar mandates that force utilities to overbuild. Skip that, Orr says, and ratepayers cover the bill, with increases he puts at 10% to 20% in line with recent years.

Watch the whole episode here.