{"id":2750,"date":"2026-04-01T19:00:29","date_gmt":"2026-04-01T19:00:29","guid":{"rendered":"https:\/\/www.ecmcompany.com\/stage\/?p=2750"},"modified":"2026-04-01T20:09:08","modified_gmt":"2026-04-01T20:09:08","slug":"what-i-heard-at-dcd-connect-ny","status":"publish","type":"post","link":"https:\/\/www.ecmcompany.com\/stage\/what-i-heard-at-dcd-connect-ny\/","title":{"rendered":"What I Heard at DCD Connect NY: The Real Conversation About Power, Speed, and Control"},"content":{"rendered":"<div style=\"display:float-root;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignleft wp-image-2753 size-full\" style=\"border-radius: 12px;\" src=\"https:\/\/www.ecmcompany.com\/stage\/wp-content\/uploads\/2026\/04\/What-I-Heard-at-DCD-Connect-NY-2.jpg\" alt=\"What I Heard at DCD Connect NY - 2\" width=\"480\" height=\"640\" srcset=\"https:\/\/www.ecmcompany.com\/stage\/wp-content\/uploads\/2026\/04\/What-I-Heard-at-DCD-Connect-NY-2.jpg 480w, https:\/\/www.ecmcompany.com\/stage\/wp-content\/uploads\/2026\/04\/What-I-Heard-at-DCD-Connect-NY-2-225x300.jpg 225w\" sizes=\"(max-width: 480px) 100vw, 480px\" \/><\/p>\n<p>At DCD Connect NY, one theme came through clearly in nearly every conversation I had:<\/p>\n<p>The data center industry is being pulled in two directions at once.<\/p>\n<p>On one side, investors are pushing for faster deployment, accelerated growth, and rapid returns. On the other, the grid is pushing back\u2014with constraints, delays, and increasing uncertainty.<\/p>\n<p>The result is a growing tension. Data centers are being forced into decisions they don\u2019t actually want to make.<\/p>\n<p>And it raises a more important question than we\u2019ve traditionally asked:<\/p>\n<p>It\u2019s no longer just <em>\u201cHow do we get power?\u201d<\/em><br \/>\nIt\u2019s <em>\u201cHow do we secure power fast\u2014without becoming something we\u2019re not?\u201d<\/em>\n<\/div>\n<div style=\"clear:both;padding-top:15px;\">\n<h2>Securing Power Is No Longer a Procurement Exercise<\/h2>\n<p>The most discussed topic at DCD was also the most fundamental: how to actually secure power in today\u2019s environment.<\/p>\n<p>What stood out is how much the old assumptions have broken down. Grid access is no longer a given. Timelines that once aligned with development cycles no longer do. Interconnection queues are longer, less predictable, and increasingly complex.<\/p>\n<p>What this means in practice is that power strategy has shifted.<\/p>\n<p>It\u2019s no longer a transaction handled late in the development cycle. It\u2019s now a <strong>strategic capability that must be addressed early, with multiple pathways in mind<\/strong>.<\/p>\n<p>The organizations that are moving forward with confidence are the ones that have visibility into:<\/p>\n<ul>\n<li>Where capacity actually exists<\/li>\n<li>How ISO markets are evolving<\/li>\n<li>What timelines are realistic before capital is committed<\/li>\n<\/ul>\n<\/div>\n<h2>\u201cBring Your Own Generation\u201d \u2014 A Strategy Few Actually Want<\/h2>\n<p>One of the most talked-about strategies was also one of the most uncomfortable: bringing your own generation.<\/p>\n<p>It\u2019s becoming a common fallback when grid timelines don\u2019t align with business needs.<\/p>\n<p>But there\u2019s a clear tension.<\/p>\n<p>Investors are saying: <em>\u201cBuild faster\u2014solve it.\u201d<\/em><br \/>\nOperators are saying: <em>\u201cWe are not power generation companies.\u201d<\/em><\/p>\n<p>And that\u2019s the reality.<\/p>\n<p>Data centers are not choosing generation because it\u2019s strategically ideal. They\u2019re being pushed into it because the grid cannot meet their timelines.<\/p>\n<p>The implications are significant:<\/p>\n<ul>\n<li>Capital is diverted into non-core assets<\/li>\n<li>Operational complexity increases<\/li>\n<li>Long-term risk profiles change<\/li>\n<\/ul>\n<p>Most importantly, it pulls focus away from what these organizations are built to do.<\/p>\n<h2>Behind-the-Meter vs. Front-of-the-Meter Is a Business Decision<\/h2>\n<p>Another major discussion point was the role of behind-the-meter (BTM) versus front-of-the-meter (FTM) strategies.<\/p>\n<p>This is often framed as a technical choice. It\u2019s not.<\/p>\n<p>It\u2019s a business model decision.<\/p>\n<p>Behind-the-meter solutions can offer speed and control in the short term. But they often come with operational burden, scalability limitations, and potential inefficiencies over time.<\/p>\n<p>Front-of-the-meter strategies, by contrast, are more aligned with scalable, grid-integrated solutions\u2014but they require deeper market understanding, regulatory navigation, and long-term planning.<\/p>\n<p>The question isn\u2019t simply where generation sits.<\/p>\n<p>It\u2019s <strong>how you want to operate as a business over the next decade.<\/strong><\/p>\n<h2>The Reality No One Loves: \u201cWe Don\u2019t Want to Be Generators\u201d<\/h2>\n<p>Across hyperscalers, colocation providers, and enterprise operators, the message was consistent:<\/p>\n<p>Stay focused on core business.<br \/>\nAvoid unnecessary operational distraction.<br \/>\nMinimize non-core risk.<\/p>\n<p>And yet, many are being forced into interim generation strategies, hybrid models, and solutions that were never intended to be permanent.<\/p>\n<p>What stood out to me is this:<\/p>\n<p>The industry is solving a grid problem at the asset level\u2014<br \/>\nwhen it should be solving it at the market level.<\/p>\n<p>Until that shift happens, we\u2019ll continue to see inefficiencies, duplicated effort, and capital deployed in ways that don\u2019t fully align with long-term goals.<\/p>\n<h2>Community Engagement Is Now a Critical Path Item<\/h2>\n<p>Another shift that is impossible to ignore: community engagement is no longer optional.<\/p>\n<p>It is now a gating factor.<\/p>\n<p>Projects are increasingly influenced by local perception, environmental concerns, and the tangible value delivered to the surrounding community.<\/p>\n<p>What\u2019s working today is early and transparent engagement\u2014well before development decisions are finalized.<\/p>\n<p>But there\u2019s also a broader context that needs to be acknowledged.<\/p>\n<p>In many regions, end-user electricity rates are rising\u2014not because of any single project, but because the transmission system as a whole has not been maintained or upgraded at the pace required. Rate case funding has not always been deployed effectively, and now large-scale system upgrades are necessary.<\/p>\n<p>If system upgrade costs are triggered by the addition of a specific project, that project is expected to bear those costs\u2014this has been standard practice for decades. The challenge arises when utilities or transmission owners (TOs) previously received funding for system upgrades through rate cases but did not complete the necessary work. In cases where upgrades fall on the utility\/TO side and have already been funded by ratepayers, any additional charges effectively require those same ratepayers to pay for the upgrades a second time\u2014and they are aware of it. Developers who understand this dynamic and engage communities with transparency are seeing more constructive outcomes.<\/p>\n<p>Because ultimately:<\/p>\n<p>Community strategy is now part of power strategy.<\/p>\n<h2>Efficiency Is Emerging as a Capacity Strategy<\/h2>\n<p>One of the more nuanced\u2014but important\u2014takeaways was how the industry is reframing efficiency.<\/p>\n<p>Efficiency is no longer just about cost savings or sustainability reporting.<\/p>\n<p>It is now a <strong>capacity strategy<\/strong>.<\/p>\n<p>Reducing load can:<\/p>\n<ul>\n<li>Free up capacity faster than waiting for new generation<\/li>\n<li>Reduce dependence on constrained infrastructure<\/li>\n<li>Provide immediate, measurable impact<\/li>\n<\/ul>\n<p>In many cases, it is also more economically rational than rushing into new renewable deployments without a clear integration strategy.<\/p>\n<p>In today\u2019s environment:<\/p>\n<p>The cleanest\u2014and often fastest\u2014megawatt is the one you don\u2019t need to procure.<\/p>\n<h2>A New Energy Operating Model Is Emerging<\/h2>\n<p>What ties all of this together is a broader shift in how leading organizations are approaching energy.<\/p>\n<p>We are moving away from linear procurement models toward <strong>integrated energy strategies<\/strong>.<\/p>\n<p>The most effective teams are evaluating, in parallel:<\/p>\n<ul>\n<li>Grid access and interconnection pathways<\/li>\n<li>ISO market participation<\/li>\n<li>Generation (only where necessary)<\/li>\n<li>Efficiency and load optimization<\/li>\n<li>Demand-side flexibility<\/li>\n<\/ul>\n<p>The advantage is no longer in any single lever.<\/p>\n<p>It comes from <strong>integrating supply, demand, and market strategy\u2014rather than solving each in isolation.<\/strong><\/p>\n<h2>The Strategic Question Moving Forward<\/h2>\n<p>After DCD, the most important takeaway for leadership teams is this:<\/p>\n<p>The question is no longer:<br \/>\n<em>\u201cHow do we get power for this project?\u201d<\/em><\/p>\n<p>It is:<br \/>\n<strong>\u201cWhat is our long-term strategy to secure power, control cost, and scale\u2014without compromising our core business?\u201d<\/strong><\/p>\n<h2>A Final Thought<\/h2>\n<p>If you\u2019re navigating these decisions today, you\u2019re not alone. The challenges are real\u2014but so are the opportunities to approach them differently.<\/p>\n<p>At ECM, we work with large-load organizations to navigate these dynamics at the ISO level\u2014so they can secure power faster, with greater control, and without taking on unnecessary operational risk.<\/p>\n<p>If this is something you\u2019re actively evaluating, it\u2019s worth having a strategic conversation.<\/p>\n<h2>About the Author<\/h2>\n<p><strong>Marguerite Miller<\/strong> is Vice President of Operations at ECM Energy Management Services, where she oversees wholesale market operations, ISO Direct client onboarding, load management, reporting, and procurement strategy execution. With deep hands-on experience supporting large energy users\u2014including data centers, commercial real estate portfolios, healthcare systems, and enterprise campuses\u2014Marguerite specializes in translating complex wholesale market mechanics into practical, results-driven energy strategies that deliver transparency, control, and measurable financial outcomes for executive teams.<\/p>\n<h2>About ECM Energy Management Services<\/h2>\n<p>ECM Energy Management Services is a boutique energy advisory firm specializing in ISO Direct \/ wholesale electricity procurement, energy strategy, risk management, sustainability integration, and enterprise-grade reporting. For over two decades, ECM has helped large commercial and institutional energy users gain direct access to wholesale power markets\u2014eliminating retail inefficiencies, improving cost transparency, and aligning energy decisions with business growth, resilience, and sustainability goals.<\/p>\n<p>ECM operates exclusively as an advisor\u2014not a reseller\u2014ensuring clients receive unbiased guidance rooted in market expertise and operational excellence. ECM\u2019s success is built on client success.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At DCD Connect NY, one theme came through clearly in nearly every conversation I had: The data center industry is being pulled in two directions at once. On one side, investors are pushing for faster deployment, accelerated growth, and rapid returns. On the other, the grid is pushing back\u2014with constraints, delays, and increasing uncertainty. The [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2756,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-2750","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ask-the-iso-expert"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What I Heard at DCD Connect NY: The Real Conversation About Power, Speed, and Control | ECM Company<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What I Heard at DCD Connect NY: The Real Conversation About Power, Speed, and Control | ECM Company\" \/>\n<meta property=\"og:description\" content=\"At DCD Connect NY, one theme came through clearly in nearly every conversation I had: The data center industry is being pulled in two directions at once. 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