
Utility leaders are managing a hard reality. Load is growing faster than the grid was built to handle, increasing the likelihood of costly upgrades and rate pressure.
AI-driven data center development is making headlines as a major source of load growth. These projects are large, fast-moving and highly visible, drawing public attention and political scrutiny. Utilities and commissions are now facing the question:
“How do we add capacity quickly, without overbuilding the grid and pushing costs into rates?”
One of the most promising answers is leveraging distributed load flexibility. With distribution-level orchestration, this flexibility can enable utilities to serve growing loads on existing distribution infrastructure, supporting affordability for all customers.
Bottom-up load growth requires bottom-up solutions
Distributed load flexibility refers to the growing share of new electricity demand that is spatially distributed across the grid and can be shifted temporally. The flexibility opportunity now includes electric vehicles, batteries, heat pumps, smart water heaters and connected building systems. These grid-edge devices are distributed across homes, workplaces and commercial zones.
Adoption of these resources is accelerating and many already respond to price signals and automation. Managed EV charging is a common example. A vehicle may be plugged in overnight but only needs a few hours of charging. When charging is scheduled to avoid bottlenecks, that flexibility becomes a real capacity tool for the utility.
However, many programs, price signals and planning tools were designed for bulk system needs. Time-of-use rates and demand response reduce system peaks by telling every device to do the same thing: shift away from the bulk system peak.
The “just shift it off-peak” solution misses a significant risk. Flexibility without orchestration simply moves the problem rather than solving it.
EV charging can synchronize around the same low-cost hours. Batteries can do the same if they charge in identical windows. Smart devices can pile onto the same periods. When consumption concentrates at the start of the off-peak window, these resources can create new secondary peaks. A one-size-fits-all price signal is no longer enough.
Meanwhile, visibility is improving. AMI and device telemetry are giving utilities a clearer view of where constraints show up first. Transformers and feeders are often the limiting factor. A small cluster of new load can push equipment to overload even when the system peak looks fine. This pattern is already showing up in EV programs and it will continue to show up as batteries and other flexible loads continue to scale.
Why distribution-level orchestration helps
Distribution-level orchestration, like WeaveGrid’s DISCO, means coordinating flexible customer devices so they use electricity at the right times and in the right places to stay within local grid limits, while still meeting customer needs.
This approach complements infrastructure investments by improving asset utilization, creating headroom where constraints show up first and producing results utilities can use in planning and operations. Utilities can serve more load on existing equipment, reduce overload risk and extend asset life, decreasing the need for additional infrastructure investments.
Distribution-level orchestration brings better solutions to address the reality that utilities operate in.
- First, it targets the constraint. It prioritizes action where it matters most, from the bottom up, starting at transformers, then feeders, then substations, while still respecting system needs.
- Second, it shapes the load continuously. Instead of one-off events, orchestration adjusts to evolving local limits and real-world behavior.
- Third, it produces robust results that allow distributed load flexibility to be counted on as a capacity planning resource.
Serving growing load on existing equipment is central to affordability. This is particularly true for the local distribution system, which was not built for fast, clustered load growth and presents some of the most significant cost drivers for utilities.
Affordability is the constraint that matters most
Utilities are balancing fast-growing demand with storm hardening, wildfire risk, aging infrastructure replacement and interconnection upgrades. Each investment can be justified. Together, they create rate pressure. Specifically, an LNBL study found that distribution spend is 44% of utility CapEx and the fastest-growing spend.
That is why asset utilization is a practical north star. The more headroom utilities can safely and measurably create on existing transformers and feeders, the more they can connect new loads with fewer surprises and less infrastructure investment. Flexibility supports affordability by increasing the value of the current system and improving how and when additional dollars get spent.
For utility customer organizations and corporate strategy teams, this is also an economic development issue. The ability to connect new loads depends on distribution capacity. Local flexibility can help utilities serve growth while managing the cost impacts that flow through to customers.
A practical path forward
Most utilities already have pieces of this future in motion, from residential device programs and time-of-use rates to VPP efforts. The opportunity now is to connect those pieces into an orchestrated approach that is operationally credible and scalable.
A practical path forward looks like this:
- Treat flexible demand as a capacity tool: Make it part of planning and operations discussions, not only customer programs.
- Start at the bottleneck: Make distribution headroom the objective. Start where constraints exist, at the transformer level and then the feeder level.
- Design for a multi-device portfolio: EVs matter now, but batteries and other controllable loads are rising quickly.
- Keep customer trust at the center: Scale requires simple enrollment, clear incentives and strategies that respect customer needs.
- Measure what matters: Report outcomes at the transformer and feeder level, not only system peaks. This builds trust for planning and operations and ensures cost-benefit analyses accurately reflect the value created.
In a world where load is growing rapidly, utilities need practical tools to manage capacity across the system.
Distributed load flexibility, orchestrated at the distribution level, is one of the few levers that can immediately improve reliability and affordability at the same time. The question is whether we can deploy it broadly enough and rigorously enough to keep up with the current and rising tide of load growth.





















