The grid resilience dilemma
Utilities are facing a collision of pressures: extreme weather, rising load, affordability concerns, and growing regulatory friction. Everyone agrees the grid needs to be hardened. But the real question is: how much resilience should we pay for?
On one side, utilities are confronting unprecedented stress from storms, wildfires, flooding, and heat. On the other, they’re under pressure from regulators and customers to keep rates down — even as costs spike from inflation, supply chain delays, and long-overdue modernization.
The Edison Electric Institute estimates that utilities are planning about a trillion dollars in grid investment by 2030. But how much of that is truly focused on resilience? And how do we balance the need for those investments with all the other cost pressures hitting the system?
This week, we’re joined by Julia Hamm, a partner with the Ad Hoc Group, to break down where resilience fits in. We look at how utilities justify resilience spending, how regulators are responding, and why so much of the debate comes down to defining the line between reliability, resilience, and routine maintenance.
Then we widen the lens to the emerging resilience-tech market, a growing ecosystem of startups focused on wildfire detection, predictive weather analytics, vegetation management, sensors, and advanced grid modeling. We explore how these technologies could help utilities target investments and turn resilience into opportunity rather than pure cost.
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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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