How Utilities Actually Think

How Utilities Actually Think

From Shift Key with Robinson Meyer by Heatmap News

April 7, 2026 · 1h 3m · Season 3 · Episode 41

About this episode

Alice Yake discusses utility decision-making and the future of grid planning.

How do utilities decide what they want — and need — to build? It’s one of the most important problems driving the data center and clean energy conversations right now. But it’s hard to get a sense of what constraints and ideas actually drive utility decisionmaking from the inside. Alice Yake is the vice president of GRIDS at Breakthrough Energy, and the former senior vice president of system strategy and chief planning officer at Xcel Energy in Colorado. On this episode of Shift Key, she walks us through a half century of the grid’s biggest decisions — what constraints utilities and planners thought they faced, what choices they made, and what it means for the future. She also discusses Breakthrough’s work to build an open-source grid planning tool and how it could Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News. You can find a full transcript of the episode here . Mentioned: California Burning , by Katherine Blunt Jesse’s paper on  uncertainty-aware grid planning in the real world James Bonbright’s  landmark work  on public utility rates -- This episode of Shift Key is sponsored by ... Lunar Energy…

People in this episode

Host: Robinson Meyer

Guest: Alice Yake

Topics covered

  • utilities
  • grid planning
  • clean energy
  • decision making
  • data centers

Keywords

  • utilities
  • grid
  • clean energy
  • decision making
  • planning tool

Sponsors

Lunar Energy

Mentioned in this episode

Organizations: Breakthrough Energy, Xcel Energy

Books & works: California Burning, James Bonbright’s landmark work on public utility rates

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