Energy

The Ohio Manufacturers’ Association (OMA) took its energy affordability message to audiences across Ohio yesterday as President Ryan Augsburger spoke with Sarah Donaldson of The Statehouse News Bureau and Danny Eldredge of The Toledo Blade.

The interviews focused on PJM’s latest capacity auction, which again reached the price cap while producing little meaningful new generation.

“When customers are paying more, they should be getting something for it,” Augsburger said. “We should be getting more supply, and we are not. That tells us the auction is not working.”

Augsburger urged reporters and policymakers to “follow the money,” noting that generators and transmission utilities benefit when speculative forecasts create the appearance of scarcity.

“Utilities are winning. Generators are winning. Customers are losing,” he said. “Customers are having their pockets picked.”

Augsburger also explained that PJM counts uncertain future demand as though it is guaranteed, delays new generation from entering the market and then points to the resulting gap as evidence that customers must pay more.

“That is not a functioning competitive market,” Augsburger said. “That is a rigged market.”

He also pushed back on efforts to blame data centers for every increase in electricity costs, arguing that utilities are using them as a convenient scapegoat while resisting proposals that would allow large customers to pay infrastructure costs up front.

The interviews followed an OMA release detailing how PJM’s latest auction manufactured scarcity on paper while sending customers another multibillion-dollar bill.

The OMA continues to demand greater scrutiny, transparency and accountability before customers are charged billions of dollars for a shortage created largely on paper. 7/17/2026

Electricity costs are climbing, PJM’s markets are producing record-high prices, and utilities are seeking billions of dollars for new infrastructure. The Ohio Manufacturers’ Energy Conference is where the people paying those bills get the facts, challenge the assumptions and hear directly from the experts shaping what comes next.

“Too many energy decisions are being made with customers expected to pay first and ask questions later,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association (OMA). “This conference is where we examine the numbers, challenge the assumptions and focus on what actually lowers costs.”

Join the OMA on Aug. 27 for Ohio’s most comprehensive energy forum, with market intelligence, cost-control strategies, policy updates and practical solutions. Register by July 30 to secure early-bird pricing. 7/16/2026

Ohioans looking to lower their electric bills are told to find the right page of their bill, locate the “price to compare,” search a state website, compare fixed and variable rates, watch for fees and promotional traps, and remember to repeat the process later.

Do everything correctly and the estimated savings might be about $12 a month.

“Ohioans should not need a minor in electricity procurement just to keep their utility bills under control,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “If the best customer protection we can offer is a scavenger hunt through rate plans and fine print to maybe save $12, the system has lost the plot.”

Shopping can help at the margins. But this is an absurd amount of homework to place on customers while the largest forces driving electric bills remain beyond their control.

Ohioans need transparency, accountability and real customer protection, not more homework. 7/14/2026

A recent heat wave produced a brief $28,000-per-megawatt price in PJM’s frequency-regulation market, a specialized service used to balance the grid second by second.

The number is dramatic. Its significance is less clear.

Frequency regulation represents only a small share of total electricity costs, and PJM’s independent market monitor has questioned whether recent rule changes are inflating those payments. The spike may reveal more about flawed market design than an actual shortage of electricity.

Meanwhile, new generation remains trapped in PJM’s interconnection backlog, speculative demand forecasts continue to drive higher costs, and customers are being asked to pay more while receiving less transparency.

“PJM should not be allowed to point to every unusual price as proof of a power crisis, especially when its own market rules may be contributing to the result,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “Before customers are asked to pay billions more, PJM must prove the problem is real and prove it is not making the problem worse.” 7/13/2026

PJM spent months warning of a looming reliability crisis. Then extreme heat arrived, electricity demand climbed near record levels and the grid performed.

An analysis by the Ohio Manufacturers’ Association (OMA) found PJM maintained roughly 6,500 megawatts of operating reserves above required levels during the hottest hours of July 2. Even at the tightest point of the day, reserves remained 55% above the requirement.

That raises an uncomfortable question. Why are customers paying scarcity prices while viable generation remains trapped in PJM’s interconnection backlog and speculative demand forecasts are treated as guaranteed load?

“PJM cannot restrict supply, inflate demand with speculative forecasts and then charge customers for the scarcity it helped create,” said OMA Managing Director of Energy and Advocacy Services Lindsey Short.

OMA is calling on federal regulators and Congress to investigate whether PJM’s market rules, forecasting practices and administrative failures are driving unjustified costs for manufacturers, families and other customers.

The grid passed the test. PJM’s crisis narrative did not. 7/8/2026

A new Reuters report puts a national spotlight on what rising electricity costs are already doing to Ohio manufacturers.

OMA members Belden Brick, Plaskolite and Tosoh SMD describe soaring costs, difficult operating decisions and growing threats to their competitiveness. Belden Brick’s monthly capacity charge alone jumped from $1,600 to $12,000.

The story focuses heavily on data-center growth. But the more fundamental problem is not new customers seeking power. It is a market that allows aggressive, unverified load forecasts to drive up costs for manufacturers before that demand ever materializes.

“Ohio manufacturers are paying real bills today based on electricity demand that may never show up,” said Lindsey Short, managing director of energy and advocacy services for the Ohio Manufacturers’ Association. “That is not planning. It is speculation with someone else’s money. Policymakers should require independent proof before another dollar is shifted onto the factory floor.”

Reuters is right to show the consequences. Now policymakers must confront the cause. 7/7/2026

AES Ohio says its proposed data center tariff protects customers. The Ohio Manufacturers’ Association (OMA) says the math says otherwise.

According to OMA Energy Group testimony filed with the PUCO, two data center projects in AES Ohio territory could trigger $2.77 billion in guaranteed transmission revenue requirements over 40 years, while data centers would provide only about $1.4 billion in guaranteed payments under the proposed tariff. That leaves more than $1.3 billion potentially at risk to manufacturers, families and other electric customers.

“This is exactly why policymakers need to check the math before blessing these kinds of deals,” said Lindsey Short, OMA managing director of energy and advocacy services. “A tariff is not customer protection just because a utility says it is. If data centers do not pay the full cost of the grid upgrades they cause, everyone else is left paying the gap.”

OMA continues to urge lawmakers and regulators to follow the oldest rule in ratemaking. The customer that causes the cost should pay the cost. 6/29/2026

The Ohio Manufacturers’ Association (OMA) this week warned that a proposed AES Ohio data center tariff could leave manufacturers, families and other customers exposed to more than $1.3 billion in transmission costs tied to just two data center projects.

An analysis filed by OMA energy consultant John Seryak found that AES Ohio could receive roughly $2.77 billion in guaranteed transmission cost recovery over 40 years, while the data centers would be responsible for only about $1.4 billion under a 12-year payment obligation. That leaves a $1.37 billion shortfall that could fall on other customers.

“Utilities are trying to sell these tariffs as customer protection, but the math tells a different story,” said Lindsey Short, OMA managing director of energy and advocacy services. “AES Ohio gets decades of guaranteed recovery, data centers get limited obligations and manufacturers and other customers could get stuck with the gap. That is not protection. It is risk-shifting.”

The OMA said the issue is not whether tariffs can protect customers, but whether utility-backed tariffs actually assign costs to the customers causing them. The association is urging regulators to reject proposals that leave manufacturers and other ratepayers exposed to speculative grid costs they did not cause. 6/23/2026

With nine breakout sessions across three focused tracks, the 2026 Ohio Manufacturers’ Energy Conference will give manufacturers and energy professionals practical insight into the issues shaping energy costs, reliability and long-term planning.

Hosted by the Ohio Manufacturers’ Association (OMA) on Thursday, Aug. 27, at the Hilton Columbus Downtown, the conference is Ohio’s most comprehensive energy forum for manufacturers and energy professionals.

“The breakout sessions are built to give manufacturers more than headlines,” said Lindsey Short, OMA managing director of energy and advocacy services. “Attendees will get practical insight into what is changing in Ohio’s energy landscape, what it means for their costs and reliability, and what questions they should be asking inside their own organizations.”

Members are encouraged to bring colleagues to cover more sessions, compare takeaways and make the most of the full agenda. The conference also includes a welcome reception at Stories on High on Wednesday, Aug. 26.

Early Bird registration is now open. OMA members can register for $125, non-members for $250 and government attendees for $99. Register today to secure Early Bird pricing. 6/26/2026

Rick Platt, a member of the Ohio Manufacturers’ Association (OMA) and president and CEO of the Heath-Newark-Licking County Port Authority, recently wrote that Ohio’s energy economy is “anything but mundane.”

OMA members saw that firsthand during last month’s Energy Committee meeting and tour at Cenovus’ Lima Refinery, the oldest continually operating refinery in the United States. From refining and pipelines to rail, supply chains, power generation and grid planning, Ohio’s energy system is complex, interconnected and essential to manufacturing competitiveness.

“Rick Platt is right. Energy is anything but mundane for the manufacturers that depend on it every hour of every day,” said Lindsey Short, OMA managing director of energy and advocacy services. “Ohio’s challenge is to support real growth while making sure customers are not forced to pay for unverified demand or costs they did not cause.”

As Ohio confronts rising demand and major energy infrastructure decisions, OMA continues to urge policymakers to protect affordability and reliability by focusing on verified demand, transparent planning and cost causation. 6/22/2026

A new Crain’s Cleveland Business report on rising electric costs in Ohio includes a revealing admission about data center tariffs, an issue the Ohio Manufacturers’ Association (OMA) has warned could shift costs onto manufacturers and other customers.

Matt Schilling, director of public affairs for the Public Utilities Commission of Ohio, said Ohio regulators created a new AEP Ohio data center customer class to put “guardrails” between data centers and other customers. But in describing whether those costs will stay with data centers, Schilling said, “All the associated costs to support those data centers will hopefully only be borne by data-center customers.”

Hopefully?

That is not customer protection. It is wishful thinking dressed up as regulatory policy.

The article notes that Ohio Edison retail prices in northeast Ohio have essentially doubled in the past five years, FirstEnergy’s Ohio utilities are seeking a rate increase that would cost the average household about $180 more per year, and PJM capacity prices for 2026-27 reached $329 per megawatt-day, 10 times the price for 2024-25.

That is the flaw in the entire argument. A state tariff may promise to isolate some data center costs, but it cannot stop unverified utility forecasts from driving regional PJM costs that can still be spread across manufacturers, families and other Ohio customers.

“Ohio customers do not need hope. They need proof,” said Lindsey Short, OMA managing director of energy and advocacy services. “Before monopoly utility forecasts are used to justify billions in grid costs, those forecasts should be independently reviewed and verified. If data centers are willing to pay their own way, utilities should be required to prove the demand is real before everyone else is asked to pay for it.”

OMA continues to support the Electricity Forecast Integrity Act, bipartisan legislation that would require greater transparency, independent review and oversight before utility load forecasts are used to drive planning decisions and costs. 6/15/2026

The Ohio Manufacturers’ Association (OMA) this week said federal regulators are now confronting the same large-load cost-shifting risks OMA has warned about in Ohio. FERC’s action requiring regional grid operators, including PJM, to address large-load interconnection, transmission cost transparency and cost shifting reinforces a basic principle. Data centers and other large energy users should pay for the infrastructure needed to serve them, not shift those costs onto manufacturers, families and small businesses.

“Of course utilities do not like reforms that make it harder to pass the bill to existing customers,” said OMA President Ryan Augsburger. “That is exactly why reform is needed. If a data center causes new grid costs, the bill should go to the data center, not to Ohio manufacturers and other customers. Utilities should not get to turn speculative load forecasts into guaranteed revenue and call that customer protection.”

OMA said FERC’s action should be a warning to Ohio policymakers, not an excuse for weaker state-level protections. Last week’s rushed push to pass Substitute House Bill 646 reinforced the need for real safeguards, not utility wish lists repackaged as customer protection.

Real customer protection requires verified demand, cost causation, upfront payment for caused upgrades and nondiscriminatory rules that apply fairly to all customers. Ohio policymakers should not leave manufacturers, families and small businesses on the hook for infrastructure built around forecasts that may never materialize. 6/18/2026

A new guest column in The Columbus Dispatch urged lawmakers to pass the Electricity Forecast Integrity Act, the Ohio Manufacturers’ Association (OMA)-backed legislation aimed at bringing greater accountability to electric load forecasting.

The piece noted OMA’s concerns that AEP has exaggerated future electricity demand and highlighted OMA’s leadership in a coalition supporting truth-in-forecasting reforms. The bipartisan legislation would require transparency, independent review and oversight before utility forecasts are used in planning decisions that can affect customer costs.

“Customers should not be asked to pay for demand that exists only on paper,” said Lindsey Short, OMA managing director of energy and advocacy services. “The Electricity Forecast Integrity Act is a commonsense step to require transparency, independent review and accountability before utility forecasts are used to justify major energy planning decisions.”

OMA has repeatedly warned that unverified forecasts can turn speculative demand into real costs for manufacturers and other customers. 6/18/2026

Congressmen Troy Balderson and Bob Latta will headline this year’s Ohio Manufacturers’ Energy Conference, joining manufacturers and energy professionals for a keynote discussion on federal energy policy, grid reliability and the challenges shaping the nation’s energy future.

Those challenges are coming to a head in Ohio, where rising utility costs, volatile load forecasts and reliability concerns are creating real pressures for manufacturers and other large energy users. The customer-focused conference will be held Thursday, Aug. 27, at the Hilton Columbus Downtown, with early bird registration now open.

“This is not another energy conference where people talk around customers,” said Lindsey Short, managing director of advocacy and energy services for the Ohio Manufacturers’ Association. “This is where Ohio’s manufacturers, policymakers and energy experts come together to talk directly about cost, reliability and the decisions that will shape whether this state can compete.”

The event will also feature sessions on energy management strategies, electricity and natural gas market updates, Ohio energy policy and regulatory developments, load forecasting, electric transmission, behind-the-meter solutions, emerging technologies and lessons learned from peer manufacturers.

Attendees are invited to kick off the event at the Welcome Reception on Wednesday, Aug. 26, at Stories on High. Early bird pricing is available now: $125 for OMA members, $250 for non-members and $99 for government attendees. 6/11/2026

The Ohio Manufacturers’ Association (OMA) this week urged the Select Committee on Data Centers to protect customers by requiring data centers to pay upfront for the transmission upgrades needed to serve their facilities.

Testifying before the committee, John Seryak, energy engineer for OMA Energy Group, said lawmakers face three central questions. How many data centers will locate in Ohio, how much power will they need and who will pay for the electrical infrastructure.

Today, transmission upgrades driven by utility load forecasts can cost hundreds of millions of dollars per data center and even billions for clusters, with those costs socialized through utility transmission rates and borne by Ohio ratepayers.

Seryak said there is a better option. Data centers should pay for their own transmission system upgrades upfront. He noted that data centers have the financial capacity and incentive to pay their own way, and that manufacturers already pay upfront for certain distribution upgrades through contribution-in-aid-of-construction mechanisms.

“The solution is to treat data centers like other customers of the distribution system,” Seryak told lawmakers. “Have the data centers pay for their extraordinary upgrades, in full, up front.”

OMA also warned that inaccurate utility load forecasts can drive unnecessary transmission and PJM capacity costs, citing the PJM Independent Market Monitor’s finding that forecasts of unbuilt data centers increased capacity costs by more than $21 billion over three years. Seryak urged lawmakers to examine how utility forecasts, behind-the-meter generation, transmission planning and PJM market rules affect costs for Ohio customers.

The testimony reinforced OMA’s core message on data center policy. Customers that create costs should pay those costs, but manufacturers and other Ohio ratepayers should not be asked to underwrite speculative forecasts, utility-driven infrastructure buildouts or extraordinary upgrades that can be directly attributed to large-load customers. 6/11/2026

A bill regulating submetered utility services is headed to Gov. Mike DeWine after lawmakers adopted changes sought by the Ohio Manufacturers’ Association (OMA), preserving manufacturers’ ability to use behind-the-meter energy resources.

House Bill 173 was intended to address residential submetering concerns, but OMA warned lawmakers that recently added language could have unintentionally swept in commercial and industrial customers. In testimony before the Senate Public Utilities Committee, John Seryak, energy engineer for OMA Energy Group, said the bill risked prohibiting or restricting manufacturers from constructing and submetering behind-the-meter projects and advanced energy resources on their own properties.

“Ohio manufacturers need more tools to manage rising energy costs, not new regulatory barriers to behind-the-meter generation and advanced energy resources,” Seryak said.

Seryak warned the language could have prevented existing commercial and industrial customers from adding behind-the-meter generation, including fuel cells, small modular reactors, solar facilities and batteries. OMA urged lawmakers to revise the definition of “submetered utility service” to ensure the bill did not undermine competitive markets, on-site generation or energy-efficiency investments.

Following OMA’s testimony, the bill was amended to address those concerns. The Senate passed the revised bill, and the House concurred in the Senate amendments, sending the measure to the governor for his signature.

The fix is an important win for manufacturers working to manage energy costs, improve reliability and invest in advanced energy resources without unnecessary regulatory barriers. 6/11/2026

The Ohio Manufacturers’ Association (OMA) this week urged lawmakers to reject House Bill 706, warning the measure would write one of the most dangerous utility ideas in years into state law.

Testifying before the House Energy Committee, OMA Energy Counsel Kim Bojko said the bill would abandon Ohio’s long-standing principles of cost causation and nondiscriminatory treatment by allowing utilities to target customers based on what business they are in, not what costs they actually cause. Today the target is data centers. Tomorrow, the same playbook could be used against any large employer, including manufacturers, when political winds shift.

“Creating discriminatory policies that target one industry simply based on its end use of electricity opens the door for future efforts to penalize other industry sectors or types of customers, including manufacturing,” Bojko told lawmakers.

OMA also warned it would be premature to codify the tariff structure behind House Bill 706 while the same framework remains under appeal by the OMA Energy Group before the Supreme Court of Ohio.

The bill is built on the same AEP Ohio tariff framework that has allowed utilities to inflate projected data center demand by roughly 40% per data center, feeding overstated forecasts into PJM planning and capacity markets. Those inflated projections can drive costly infrastructure decisions, while customers are left holding the bill when the forecast hype falls apart.

“House Bill 706 does not protect customers from risk. It protects utilities from accountability,” said Lindsey Short, OMA managing director of energy and advocacy services. “Utilities helped create this problem, exaggerated the forecast and now want lawmakers to bless the playbook. Ohio should not reward inflated projections and discriminatory tariffs by writing them into law.”

OMA urged lawmakers instead to adopt the updated LSC-drafted amendment attached to its testimony that would prevent utilities from denying new service without PUCO approval and require regulators to reject new rate classifications based on a customer’s industry or end use of electricity. The approach would preserve fair, predictable rules that require utilities to prove actual costs before customers are forced to pay. 6/3/2026

A new grid capacity map is giving customers a first look at local distribution capacity in AEP Ohio territory, but the Ohio Manufacturers’ Association (OMA) says the development should be viewed as a starting point, not the finish line. The hosting capacity map shows where parts of the distribution system may be able to accommodate new electric load or distributed generation without requiring upgrades. The tool follows language included in House Bill 15, which the OMA supported to require better grid transparency and give customers more information about where electric infrastructure is ready for growth.

Distribution maps are useful, but they are only part of the picture. For major expansions, large-load projects and long-term economic development, transmission capacity is often the bigger question. OMA says the Public Utilities Commission of Ohio should build on this requirement and move quickly to ensure similar transparency for the transmission system.

“This is a useful first step, but it should not be mistaken for the finish line,” said Lindsey Short, managing director of energy and advocacy services for OMA. “The lesson here is not that utilities deserve applause. It is that customers get better information when the law requires it. Ohio needs transparency across the grid, especially on transmission capacity, which is often the bigger question for major manufacturing investments and long-term growth.” 6/1/2026

Manufacturers from around the state gathered this week at Cenovus’s Lima Refinery for the Ohio Manufacturers’ Association (OMA) Energy Committee meeting, where the discussion centered on a simple warning: Ohio’s energy future cannot be built on speculative forecasts and customer-funded utility bets.

With electric bills climbing, utilities are using data centers and projected load growth to justify new tariffs, new spending and a return to old monopoly playbooks. OMA warned that inflated projections can drive unnecessary infrastructure, higher PJM capacity costs and discriminatory rate structures that leave manufacturers paying for utility bets that may never materialize.

“Ohio manufacturers are not anti-growth. We are anti-blank check,” said Lindsey Short, OMA managing director of energy and advocacy services. “Utilities should not be allowed to turn speculative data center projections into customer-funded infrastructure and special tariffs. If the forecast is real, prove it. If the load is real, show it. Ohio customers deserve evidence, discipline and protection from monopoly risk-shifting.”

OMA thanks Cenovus for hosting this important discussion at one of Ohio’s most significant industrial energy sites. 5/27/2026

AEP’s latest headquarters drama should sound familiar to anyone watching Ohio energy policy. The utility is filing plans to renovate its downtown Columbus tower while insisting no final decision has been made on its Ohio headquarters. That may be corporate real estate strategy, but it also looks like leverage from a monopoly utility that knows how to create urgency when it wants something.

The same pattern is playing out in energy policy, where AEP points to projected growth, data center demand and grid needs while asking customers and policymakers to accept more utility-controlled risk.

“AEP is very good at asking Ohio to take its threats seriously,” said Ryan Augsburger, president of the Ohio Manufacturers’ Association. “But whether it is headquarters speculation or speculative load forecasts, policymakers should call the bluff. Ohio customers should not be pressured into blank checks because a monopoly utility says the future might require them.” 5/27/2026