POLITICO Pro · March 16, 2026

POLITICO's analysis examines how surging AI-driven electricity demand is prompting states and utilities to adopt "large-load tariffs" — a separate rate class designed to ensure data centers, not everyday consumers, bear the cost of rising power prices. Halcyon's Large Load Tariff Tracker provided the data to help show the connection between rising electricity prices, large load service provisions, and utility customer coverage totals.