Hyder Index · Energy & Utilities
Energy is changing faster than utilities are responding
Energy & Utilities scored 60 in the October 2026 reading, a Significant Gap. Change scored 79 and response scored 60, so companies are keeping up with about 75% of the change around them.
The score held at 60 from September and has stayed between 58 and 61 since May. Utilities and grid builders have the demand and the money for data-center power, but public anger over bills and new state rules now shape who pays and how fast projects move.
The October reading notes three signals. Texas widened its data center pause to cover permits statewide. The US House passed the Ratepayer Protection Act, which asks states to consider making data centers pay the full cost of grid upgrades; it still needs a Senate vote. On the supply side, the NRC issued the first US construction permit for a BWRX-300 small modular reactor, for TVA at Clinch River.
For an energy leader, demand is the easy part now. The harder part is permission: from ratepayers, from state regulators, and from Congress if the Senate passes that bill. Shama's Strategic Urgency keynote gives your leaders a way to judge which of those changes need action now.
Shama created the Hyder Index to measure the Change-Response Gap: how fast industries are changing versus how fast companies are responding. 50 means even, higher means a wider gap, and 60 to 69 is a Significant Gap. A new reading is published the first Tuesday of every month. See the full Energy & Utilities reading →