When load forecasting stops being predictable

For decades, load forecasting was one of the more stable disciplines in utility planning. Growth was incremental, assumptions were well understood, and long-term investments could be made with reasonable confidence.

That era is over.

In this episode, host Kinsey Grant Baker sits down with Darrin Kinney, Senior Vice President of Business Development at Integral Analytics, to unpack why uncertainty—not growth itself—has become the defining challenge for grid planners. With the explosive rise of data centers and AI-driven demand introducing new load profiles and a heightened level of handwringing from planners, we’re seeing previously unseen load profiles: lumpy, opaque, fast-moving, and often speculative.

During the conversation, Kinney explains why traditional single-scenario forecasting is no longer sufficient in this environment and shares examples where forecast errors are already showing up across the United States and what those missteps reveal about current planning frameworks. But all is not lost, as advanced analytics and AI tools are already being used to stress-test assumptions, model competing futures, and guide capital investment decisions. Listen in to learn how we can re-instill long-term confidence for utilities navigating an increasingly complex energy system.

And thanks to our partner, Integral Analytics, for making this episode possible. Integral Analytics provides utilities with advanced load forecasting and scenario-based planning tools designed to address growing uncertainty from data centers, electrification, and emerging technologies. Their work supports more informed grid planning and long-term system resilience. For more information, or to check out their latest white paper on Data Centers and how to bubble-proof your load forecasting, visit them at https://integralanalytics.com

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Planning for the Unknown: Data Centers, Agentic AI, and the End of One-Scenario Forecasting: https://integralanalytics.com/data-center/