Distributed energy resources have never looked stronger. Fleets of batteries are now performing like gas plants, virtual power plants are dispatched daily, and hyperscalers are supporting new models to finance capacity around their data centers.

But investor-owned utilities? The Edison Electric Institute says they’re planning more than a trillion dollars in new infrastructure over the next decade to support historic load growth — with no mention of DERs or flexibility as solutions.

So which world are we living in? The one where DERs become essential infrastructure, or the one where they remain a rounding error for utilities?

This week, we examine this critical moment for distributed resources. Tim Hade, a co-founder of Brightfield Infrastructure and former COO of Scale Microgrids, joins us to talk about the tug-of-war at the heart of the grid transition.

We unpack a recent historical overview of DERs from Andy Lubershane, who argues that technical innovation and the desperate rush to meet load growth is turning them from nice-to-have experiments into distributed capacity resources that grid operators can actually count on.

We also dig into EEI’s new report on utility planning, and examine why utilities still resist DERs even as customers and data centers push them forward. What are the consequences of ignoring them at this precarious moment when power prices are rising quickly?

Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com.

With resilience now a leading driver of grid investments, Latitude Media and The Ad Hoc Group are hosting the Power Resilience Forum in Houston, Texas on January 21-23, 2026. Utilities, regulators, innovators, and investors will all be in the room — talking about how to keep the grid running in this new era of heatwaves, wildfires, and storms. Register today here!

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