The U.S. grid’s historic crossroads: Meeting surging electricity demand through transmission expansion

 

The U.S. electric grid stands at a historic crossroads. After two decades of stagnant demand, electricity consumption is surging, driven by AI data centers, semiconductor fabrication, and widespread electrification. The Department of Energy projects a 57 percent expansion in interregional transmission capacity by 2035, signaling a generational shift in how the grid must be planned and built.

In the Midwest, MISO’s (Midcontinent Independent System Operator) $21.8 billion Long-Range Transmission Plan Tranche 2.1 represents the largest grid expansion in decades.  These projects are large, complex, and highly visible.  Experience shows that their success or failure is often determined long before construction begins.

The importance of aligning early to avoid dreaded project delays

Transmission projects rarely fail because of steel, conductor, or substations. They stall because of misalignment early in development when routing decisions, permitting strategies, land access, and stakeholder expectations are still fluid. In today’s environment, delays at this stage are costly, public, and difficult to recover from.

Through Atwell’s work on complex, transmission corridors, we have learned that the most significant risks tend to cluster early. When routing, environmental review, survey access, title clarity, and stakeholder engagement are treated as separate efforts, projects lose momentum precisely when certainty is most needed. Fragmentation creates blind spots, rework, and missed opportunities to address issues before they harden into opposition or regulatory delay.

The projects that move forward most smoothly share a common trait: early integration across disciplines, with decisions made using a shared understanding of constraints, risks, and downstream impacts.

Our experience extends across the complete sequence of activities that determine project success, and based on extensive history, integration of the key efforts plays a vital role:

  • Routing and GIS analysis – Evaluating alternative corridors using environmental, cultural, and land-use constraints to identify viable paths
  • CPCN strategy – Managing the complete Certificate of Public Convenience and Necessity process, from stakeholder engagement through testimony and compliance
  • Survey services – Multi-crew capacity delivering defensible boundary mapping, topographic surveys, and GIS-integrated parcel exhibits
  • Environmental studies – Wetland delineations, species surveys, cultural assessments, and agency coordination ensuring regulatory compliance
  • Title services – Comprehensive title reviews identifying and resolving encumbrances that could derail ROW acquisition
  • Land acquisition – Experienced agents securing permissions, negotiating easements, and managing landowner outreach across multi-state corridors

What experience has taught us about what really drives success

Across completed and ongoing transmission efforts, several patterns have emerged.

First, routing decisions improve dramatically when GIS analysis, environmental constraints, and land-use realities are evaluated together, not sequentially. Early comparison of alternative corridors using real data rather than assumptions reduces later re-routing, strengthens CPCN filings, and improves defensibility with regulators and stakeholders.

Second, survey and environmental work are not just technical steps; they are risk-management tools. Accurate, defensible base mapping and timely field studies reduce uncertainty for engineers, regulators, and landowners alike. Projects that invest early in these foundations experience fewer surprises and smoother transitions into permitting and ROW acquisition.

Third, title clarity is often underestimated until it becomes a problem. Unresolved encumbrances, access gaps, or ownership issues can derail schedules late in development. Experience has shown that identifying and addressing title risk early materially improves acquisition timelines and financing confidence.

Finally, stakeholder engagement works best when it is proactive and informed by data. Communities and landowners respond more constructively when they see that alternatives were evaluated, impacts were considered, and concerns were anticipated, not after decisions are locked in. Early transparency builds trust and reduces the likelihood of opposition escalating during formal proceedings.

Perspective and partnership

From a client perspective, early-phase transmission work is not about checking boxes, it is about protecting schedule, budget, and credibility. Competitive RFPs, CPCN processes, and regulatory reviews increasingly reward teams that can demonstrate readiness, coordination, and foresight. The ability to show that routing alternatives were explored, environmental risks were understood, land access was planned, and stakeholder concerns were addressed early is now a differentiator, not a luxury.

For utilities and developers operating in MISO’s footprint, this is especially important. Tranche 2.1 projects will be scrutinized not only for cost and engineering, but for how well risk is managed across land, environment, and public interface. Early decisions compound quickly, for better or worse.

A Perspective Built on Integration

Atwell’s role in these projects has reinforced a simple conclusion: the early phase determines everything that follows. Integration is not about efficiency for its own sake; it is about creating clarity in a process that is inherently complex and high-stakes.

Our experience across Michigan, Wisconsin, Minnesota, Illinois, Indiana, and Missouri has shaped a delivery approach centered on integration, transparency, and anticipation of risk. That perspective—earned through real projects, real constraints, and real stakeholder environments—is what we bring to each new corridor.

As Tranche 2.1 advances and additional portfolios emerge, Atwell knows that the need for thoughtful, early-phase coordination will only grow. The projects that succeed will be those that treat early development not as a preliminary step, but as the foundation for long-term success.

 

About the Author

Courtney Schmidt

Vice President

Courtney has managed and provided technical expertise to programmatic efforts across the country for over 22 years. She has passion and experience in building teams across geographies and disciplines, siting facilities, and managing development and operations activities for clients.