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The briefing proposes Bring-Your-Own (BYO) tariffs to allow large energy users, such as data centers, to fund their own power resources to speed up grid connection and reduce financial risks for other ratepayers. It distinguishes these from 'baseline' tariffs and highlights specific examples of BYO and Clean Transition programs in the US, including initiatives by PJM, NV Energy, and Georgia Power.

The US Treasury's final 45V guidance establishes a market-based framework for green hydrogen projects to qualify for tax credits based on three pillars: incrementality, temporality, and deliverability. The rule allows annual matching of clean power until 2030, after which hourly matching is required. It provides flexibility by allowing emissions calculations per hour and per electrolyzer, preventing an 'all or nothing' loss of credits. Developers can currently use bilateral contracts and existing registries to demonstrate viability to financiers, while preparing for a more sophisticated hourly Energy Attribute Credit (EAC) market.

The document addresses the recent surge in U.S. electricity demand driven by data centers, manufacturing, and electric vehicles. It warns that utilities are defaulting to new gas plants, which risks creating stranded assets and conflicting with climate goals. The authors propose a portfolio of alternatives, including aggressive energy efficiency, the reuse of fossil fuel interconnection sites for renewables, demand response with large customers, and grid-enhancing technologies to improve existing transmission infrastructure.