Energy

Ohio manufacturers made clear Wednesday that the future of the state’s power system cannot be built on speculation.

Members of the Ohio Manufacturers’ Association’s (OMA) Energy Committee met to examine the demand forecasts now shaping billions of dollars in transmission and generation planning across the region. Utilities and grid planners have pointed to enormous potential new loads tied largely to data-center development, projections increasingly used to justify major infrastructure investments that customers ultimately finance.

Manufacturers said projections alone cannot become the foundation for billion-dollar infrastructure decisions. When forecasts move into transmission plans and utility investment proposals, customers can end up paying years before the demand appears and, in some cases, even if it never does.

“Forecasts are not demand,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “And customers should not be paying today for electricity load that might appear someday.”

The meeting featured an energy engineering report from OMA Energy Engineer John Seryak, P.E., of RunnerStone, LLC, examining inflated load forecasts, rising transmission costs and the implications of the upcoming PJM 2027–2028 capacity auction. Members also discussed challenges emerging from the regional interconnection queue and heard guest remarks from Chris Zeigler, executive director of the American Petroleum Institute Ohio.

Additional briefings included a regulatory update from Chief OMA Energy Counsel Kim Bojko of Carpenter Lipps LLP covering key Public Utilities Commission of Ohio proceedings, along with market trends analysis from Susanne Buckley of Scioto Energy.

OMA leaders said forecast integrity and cost accountability will remain central as policymakers weigh decisions that could shape electricity costs for Ohio industry for decades. 3/4/2026

In January, AEP Ohio filed its annual update to its Basic Transmission Cost Rider (BTCR) which establishes the applicable rates to customers for the year. Within these filings, AEP Ohio shows monthly forecasts for billed demand and energy use for different customer rate classes.

This year, AEP Ohio is claiming that secondary rate class customers will experience billing demand 32% higher than 2024’s demand. Secondary rate class customers are typically small businesses, schools and churches. Although both OMA Energy Group (OMAEG) and the Public Utilities Commission of Ohio (PUCO) pushed back on AEP Ohio last year for using inflated forecasts to calculate the BTCR rates, it is clear that AEP Ohio is continuing to use inflated forecasts. OMAEG has filed comments in the case asking the PUCO to order AEP Ohio to reduce their load forecasts for this rider and use realistic values to calculate rates, and to investigate where else these inflated forecasts are being applied in AEP Ohio’s planning. 3/5/2026

Ohio lawmakers this week advanced House Bill 646, legislation that would create a commission to study the impacts of large-scale data center development, including electricity demand, infrastructure needs and water use.

After being blocked from presenting live testimony, the Ohio Manufacturers’ Association (OMA) submitted its analysis to the committee, in an attempt to ensure manufacturers’ concerns were part of the debate.

In that written testimony, OMA Energy Engineer John Seryak of RunnerStone LLC pointed to findings from PJM’s Independent Market Monitor showing that forecasts tied to unbuilt data centers increased regional electricity capacity costs by more than $21 billion over three years.

“When forecasts exceed demand, customers bear the cost of overbuilt infrastructure through higher rates,” Seryak wrote.

OMA said the findings underscore a central issue in Ohio’s energy debate: electricity planning must be grounded in verified demand, not speculative projections that customers may be forced to finance years before the load ever materializes. 3/4/2026

Federal courtroom testimony tied to House Bill 6 is laying out how political spending and regulatory maneuvering were used to shield favored nuclear and coal plants from market forces, shifting cost and risk onto Ohio customers.

Testimony has detailed how former PUCO Chairman Sam Randazzo acted in ways that aligned with utility interests at the very moment manufacturers and other ratepayers were depending on regulators to protect the integrity of Ohio’s competitive framework.

“House Bill 6 was a betrayal of trust,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “Ohio manufacturers paid the price for a system that put utility interests ahead of customers. Accountability in energy policy is not optional. It is foundational.” 3/2/2026

President Trump’s State of the Union address on Tuesday night placed renewed emphasis on domestic energy supply, affordability and infrastructure as drivers of economic competitiveness. The president pointed to increased oil and natural gas production and lower fuel prices as indicators of a stronger U.S. energy position, signaling continued federal attention on supply expansion and competitive energy costs.

The address also referenced federal proposals tied to projected AI data-center demand, highlighting growing scrutiny of utility load forecasts and how forecast assumptions are shaping grid investment decisions and future electricity costs.

Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association, said manufacturers remain focused on ensuring projections do not outpace reality.

“We keep hearing about massive new loads that are always just over the horizon,” Short said. “Ohio manufacturers have learned the hard way that when projections drive policy, customers end up paying long before the demand shows up.” 2/25/2026

The U.S. Supreme Court will hear arguments from oil and gas companies seeking to block climate-related lawsuits filed by state and local governments, a case many in the business community view as a test of whether energy policy is being shaped through litigation instead of legislation. Industry leaders warn the growing wave of climate lawsuits could expose domestic producers and manufacturers to new liability, higher energy costs and regulatory uncertainty. Business groups argue national energy policy should be debated and decided by Congress, not imposed through a patchwork of courtroom rulings that complicate long-term investment decisions.

“Trial lawyers and activist governments are trying to rewrite national energy policy in courtrooms instead of Congress, and employers are the ones stuck paying the bill through higher costs and legal uncertainty,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “Manufacturers depend on reliable, affordable energy to compete, and that requires predictable rules set through lawmaking, not a wave of politically driven lawsuits that punish domestic production and make it harder to invest, hire and compete.” 2/24/2026

Electricity costs are climbing, and reporting from Spectrum News and Hannah News Service shows the fight over who should pay for grid expansion intensifying as utilities and manufacturers clash over the assumptions driving future demand. Missing from much of the public debate is how the numbers behind these investments are created in the first place. In a recent filing, American Electric Power (AEP) Ohio acknowledged its earlier 30,000-megawatt projections were “purely speculative,” even as planning decisions tied to future growth continue moving forward. Manufacturers argue that when early-stage requests shape transmission planning, paper forecasts quickly turn into real costs for captive customers.

“What happened was they have used this number that they were never using for planning to create an impression of urgency with a lot of data center load,” Ohio Manufacturers’ Association (OMA) energy engineer John Seryak told Columbus Business First. “And then when calls for load forecast integrity investigation started to come up, they said, ‘Oh, well, we’ll cut it.’

“That number was never real.”

Ohio manufacturers are not opposing growth; they are challenging a system that allows speculation to influence billion-dollar infrastructure decisions before projects are proven. When assumptions are treated like guaranteed load, risk shifts away from utilities and onto customers who have no choice but to pay the bill.

“Ohio families and manufacturers should not be financing a hypothetical future,” said Lindsey Short, OMA managing director of energy and advocacy services. “If the load is real, prove it. If it is speculative, stop asking customers to underwrite it.” 2/18/2026

Coverage from Construction Review Online highlights the scale of transmission expansion now moving forward in central Ohio after PJM approved new 765-kilovolt backbone lines designed to handle rising electricity demand. Projects of this size are built to move massive amounts of power across regions, underscoring how future load forecasts are already translating into long-term infrastructure commitments. The approval comes as manufacturers continue warning that early-stage demand assumptions are being treated as guaranteed growth, potentially locking customers into decades of higher costs before projects are fully realized. Steel in the ground and towers on the skyline show how quickly projections can turn into permanent infrastructure, raising the stakes for regulators to ensure that planning decisions are driven by verified demand rather than expectations that exist primarily on paper.

“Once these projects move forward, customers are paying for decisions that cannot be undone,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. 2/18/2026

More than 100 ratepayer organizations, including the Ohio Manufacturers’ Association, are urging federal regulators to strengthen oversight of long-range grid projects, according to a new filing led by the Industrial Energy Consumers of America. The coalition argues that escalating infrastructure spending and weak cost controls are pushing electricity prices higher, calling on the Federal Energy Regulatory Commission to use its authority to protect customers from excessive transmission charges.

The push comes as new analysis from RunnerStone shows transmission costs for Ohio customers climbing sharply over the past decade, with AEP’s rates surging even as demand growth remains uncertain.

Manufacturers warn that without stronger guardrails, long-range projects could lock customers into decades of rising charges tied to projections that may never fully materialize.

“Competition is one of the few tools regulators have to control costs before they show up on customer bills,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “If transmission spending keeps accelerating without accountability, affordability becomes an afterthought.” 2/18/2026

Lawmakers in New Mexico rejected legislation that would have locked aggressive climate targets into state law, highlighting growing concern that rigid mandates could push electricity prices higher before technology and infrastructure are ready. Reporting from E&E News shows the proposal stalled as policymakers questioned whether government timelines were moving faster than markets can realistically support. The debate signals a broader national shift as states weigh affordability alongside environmental goals.

The outcome carries clear implications for Ohio, where regulators and lawmakers face similar decisions about how energy policy shapes manufacturing competitiveness, grid investment and customer bills. As transmission spending accelerates and planning decisions rely more heavily on future demand projections, manufacturers are urging policymakers to prioritize affordability and reliability before adopting mandates that risk locking in higher costs.

Across the country, policymakers are confronting a growing reality: when energy policy timelines outpace technology and infrastructure, customers are often left paying for decisions long before solutions are ready. 2/18/2026

The Ohio Senate on Wednesday passed Senate Bill 106, legislation aimed at preserving competition in Ohio’s electric vehicle charging market. The measure clarifies that EV charging is a competitive service, reinforcing Ohio’s market structure and preventing it from being treated as a regulated monopoly utility function. The Ohio Manufacturers’ Association previously submitted testimony supporting the proposal, noting that competitive frameworks help protect customers from unnecessary costs while encouraging private investment and innovation. The bill now moves to the Ohio House for consideration as lawmakers continue debating how EV infrastructure should develop within Ohio’s electric system. 2/19/2026

A newly announced $33 billion natural gas power project in southern Ohio, highlighted by President Donald Trump as part of a broader U.S.-Japan investment pledge, is adding fresh momentum to the state’s manufacturing outlook. The proposed facility near Portsmouth is expected to strengthen baseload generation, expand grid capacity and support the affordable power manufacturers rely on to compete and grow. Leaders say projects of this scale reinforce Ohio’s position as a hub for advanced manufacturing and global investment, while signaling confidence in the state’s workforce and business climate. Reliable energy is not optional for manufacturers. It is a competitive advantage that helps Ohio build, hire and lead in the next era of industrial growth. 2/18/2026

The Ohio Manufacturers’ Association (OMA) released a statement Wednesday following a recent decision by the Federal Energy Regulatory Commission (FERC) that is sharpening scrutiny of the utility forecasts shaping electricity prices across Ohio. Federal regulators signaled growing attention to whether early-stage load projections are being treated as guaranteed growth, a practice manufacturers warn could lock customers into billions of dollars in long-term infrastructure spending. In its ruling, FERC noted the utility faced excess capacity tied to its own procurement decisions, reinforcing broader questions about how projections linked to speculative demand are influencing market outcomes.

The debate has intensified as figures as high as 30 gigawatts of potential data center demand were cited in proceedings, even as questions grew about whether those projections reflected verified demand or tariff mechanics rather than new customer commitments. The decision adds momentum to calls for greater transparency and independent verification of large-load forecasts used in planning and market proceedings.

“When projections built on speculation start driving real prices, it’s time to ask tough questions about who benefits and who pays,” said OMA President Ryan Augsburger. 2/11/2026

According to Gongwer, consumer advocates and utilities are clashing over Ohio’s winter utility shutoff protections as the Public Utilities Commission of Ohio (PUCO) undertakes a broader review of administrative rules governing customer disconnections.

Advocacy groups are urging regulators to convert the PUCO’s annual Special Reconnect Order into a standing rule, arguing it would provide consistency and reduce the need for emergency actions during extreme winter weather. Utilities, however, are pushing back. AEP Ohio questioned the effectiveness of the winter heating season program, citing limited participation and warning that lower winter payments can leave customers with higher balances once the season ends.

Other companies weighed in with alternative proposals. Columbia Gas of Ohio urged regulators to expand eligibility for income-based assistance programs, while gas and electric providers also raised concerns about safety risks tied to same-day personal notice requirements for disconnections.

Manufacturers say the debate exposes a broader accountability issue in utility regulation.

“Utilities talk about discipline and market signals until winter hits,” said Lindsey Short, managing director of energy and advocacy services at the Ohio Manufacturers’ Association. “Then the rules bend, exceptions multiply, and costs quietly shift to customers.”

Short said Ohio’s regulatory framework should rely on clear, durable standards rather than seasonal workarounds that create uncertainty for customers and policymakers alike.

“Utilities want flexibility for themselves and certainty when it’s time to bill customers,” she added. 2/10/2026

Ohio Senate Democrats on Tuesday rolled out a slate of bills targeting data centers, but the Ohio Manufacturers’ Association (OMA) said lawmakers are attacking the symptom while locking in the mistake that is driving higher power costs in the first place.

“The problem is not data centers,” said Lindsey Short, OMA managing director of energy and advocacy services. “The problem is that unverified demand forecasts are being treated as guaranteed load and baked into grid planning and power markets. Lawmakers are now trying to regulate around projections that may never materialize.”

Short said singling out one industry avoids confronting deeper flaws in how large new loads are evaluated.

“These bills create carve-outs instead of fixing the system,” she said. “Ohio should not be locking in tax and energy policy based on speculative growth models. Until forecasts are independently verified, manufacturers and other customers will keep paying for infrastructure built to serve paper demand, not real factories or real jobs.”

She added that legislating around optimistic projections risks turning wishcasting into permanent policy. 2/4/2026

The federal bribery trial of two former FirstEnergy executives opened this week in Akron, with prosecutors alleging the men authorized a $4.3 million payment to influence political and regulatory decisions tied to House Bill 6, Ohio’s now-repealed nuclear bailout law. Defense attorneys for former CEO Chuck Jones and former senior vice president Michael Dowling said the payment was legitimate consulting compensation and argued the money was taken by a former state official who later became a top utility regulator. The case is part of the broader corruption scandal that led to the 2023 conviction of former Ohio House Speaker Larry Householder.

“This is what happens when energy policy rewards political connections instead of economic reality,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “When influence replaces evidence, customers are left paying the price. Ohio’s energy system should be built on transparency and verified need, not insider arrangements that leave manufacturers and families holding the bag.” 2/4/2026

In the summer of 2022, American Electric Power shut off power to roughly 600,000 customers in Columbus, leaving many without electricity for days during one of the hottest weeks of the year.

State lawmakers responded to those reliability concerns by including a provision in House Bill 15, a law that overhauled electric utility regulation to increase transparency and accountability. The provision requires utilities to provide additional reliability information and directs the Public Utilities Commission of Ohio to produce a report summarizing statewide electric reliability trends and recommending grid improvements. Legislators left some details of the reporting requirements to be determined by the commission.

The commission later released a draft outlining what information would be included in the reports and sought public comment. Customers and other stakeholders submitted a range of recommendations, including calls to require circuit-level reliability metrics that account for outages lasting less than five minutes, outages caused by major events such as severe weather, and transmission-related outages. Manufacturers said short-duration outages and major-event disruptions are of particular concern.

The commission rejected those recommendations and incorporated only changes supported by utilities.

Short outages and outages tied to major events still disrupt operations, damage equipment, spoil products and pose health risks to customers. Those are the types of disruptions customers and lawmakers have said they want better information about and solutions for. Under the commission’s rules, however, utility reports would show that electric circuits in Columbus improved from 2021 to 2022, a result critics say is misleading. 2/5/2026

A cold blast from Winter Storm Fern swept across much of the PJM power grid this week, exposing reliability challenges as natural gas plants struggled to stay online. On Sunday, PJM reported 21 gigawatts of generation outages, equal to about 16% of afternoon electricity demand.

The outages drove wholesale power prices to between $400 and $700 per megawatt-hour in parts of the region, while prices in Illinois fell below zero because of excess wind generation. Similar disruptions occurred during the 2014 polar vortex and 2022 Winter Storm Elliott, when cold weather also sidelined large amounts of gas-fired generation.

“This is the third major winter storm in a little more than a decade where cold weather has knocked out large amounts of gas-fired generation,” said Lindsey Short, managing director of energy and advocacy services at the Ohio Manufacturers’ Association. “That raises real questions about how the system is being planned to perform in winter conditions.”

PJM issued pre-emergency load management alerts during the storm, but did not declare an emergency event. 1/29/2026

Jury selection began this week in the corruption trial of former FirstEnergy CEO Chuck Jones, renewing focus on how political influence can shape Ohio’s energy policy and affect customer costs. Prosecutors allege Jones and another former executive arranged a $4.3 million payment to former Public Utilities Commission of Ohio Chairman Sam Randazzo in exchange for regulatory favors tied to House Bill 6, the now-repealed nuclear subsidy law. The case is part of the broader scandal that sent former Ohio House Speaker Larry Householder to prison and reshaped state energy policy, with potential implications for utility oversight and ratepayer protections.

“This case is a reminder that when politics and power mix behind closed doors, Ohioans end up paying the price on their electric bills,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. 1/30/2026

The Ohio Manufacturers’ Association (OMA) has joined a broad national coalition urging the U.S. Department of the Interior to adopt a robust offshore oil and natural gas leasing program to support energy reliability and economic growth.

In comments submitted to the Bureau of Ocean Energy Management, OMA and more than 150 business, manufacturing and energy organizations backed Interior’s proposed 11th National Offshore Leasing Program, which would expand lease sales in both traditional production regions and frontier areas.

The coalition said offshore energy currently accounts for about 14% of U.S. crude oil production and plays a key role in meeting growing demand for affordable, reliable energy while supporting high-paying jobs. The group also noted that U.S. offshore oil production ranks among the lowest in carbon intensity globally.

OMA said maintaining a strong offshore leasing schedule is critical to long-term energy security and to keeping power and fuel costs competitive for manufacturers and consumers alike.

“Reliable energy starts with reliable supply,” said Lindsey Short, OMA managing director of energy and advocacy services. “Offshore leasing is part of keeping power and fuel costs stable for all Ohioans.” 1/28/2026