Policy Pathways for Meeting Load Growth

Synopsis

• How do federal and state rules translate demand forecasts into siting decisions: Behind The Meter (BTM) vs Front of Meter (FTM)?
• What regulatory mechanisms (capacity accreditation, interconnection reform, tariff adders) are most critical for grid-scale (FTM) storage in 2026?
• How are BTM markets — from community storage to commercial and industrial (C&I) demand response — being enabled or held back by policy fragmentation, permitting standards, and rate design?
• What does this patchwork mean for developers and investors allocating capital between distributed portfolios and large-scale builds?
• Which regulatory reforms would most directly unlock both markets in the next 12 months?