Demand Side Management — a BlastPoint working artifact

Customer-side load is the only new megawatt you can dispatch this summer.

Data-center growth has put every U.S. utility's load forecast back into the red. New generation takes 5 to 10 years. A targeted Demand Side Management program takes 12 months. The math, the customer research, and the segmentation are below — paste a prospect list at the bottom and we'll draft outreach for each one.

SECC Snapshot Survey, March 2026 · n=2,091 · Lazard LCOE 2024 · BlastPoint client outcomes

Pick a profile to see what DSM can shift
850K
4,200

Addressable peak shift

142MW

At a 24% residential enrollment ceiling — the PGE benchmark.

Avoided CT plant cost

$199M

~$1,400/kW for a new combustion turbine peaker.

Why this conversation, why now

The supply pipeline can't keep up with the load forecast.

U.S. peak demand was nearly flat from 2005 to 2022. Hyperscaler buildouts, manufacturing reshoring, and electrification ended that. Every major Tier 1 utility has revised its 10-year forecast upward in the last 18 months.

New generation is a 5-to-10 year project. Interconnection queues run longer. In the near term, the megawatts your planners can actually count on live behind customer meters.

+128 GW
Projected U.S. peak demand growth, 2025–2030 (NERC)
5–10 yr
Time to permit and build new dispatchable generation
< 12 mo
Time to launch a microsegmented DSM program with BlastPoint

U.S. peak demand vs. new generation in queue

Indexed to 2024 = 100 · ten-year horizon

160 140 120 100 2024 2026 2028 2030 2032 Peak demand Supply in queue The gap → DSM lives here

Composite of NERC LTRA 2025, EIA Form 860 interconnection queues, and BlastPoint analysis. Indicative.

The math

What a megawatt costs, by source.

Installed cost per kilowatt and levelized cost per megawatt-hour for the resources a planner is choosing between today. DSM is shown as a pooled avoided cost — it isn't generation, it's generation deferred.

Cost to add 100 MW of dispatchable capacity

Lazard LCOE+ 2024 ranges, midpoint shown. DSM figure is BlastPoint-clients-pooled avoided-cost.

For every $1 spent on a new combustion turbine, a well-targeted DSM portfolio can secure roughly the same megawatt for the cost printed on the right — and it shows up in months, not years.
~9× cheaper

The customers

Customer interest in demand response is high. Targeting is where it converts.

Harris Poll for the Smart Energy Consumer Collaborative, March 2026, n=2,091 U.S. adults. The aggregate numbers look strong; the per-device willingness varies sharply, which is exactly where segmentation pays.

Net interest in demand response

SECC Snapshot Survey · March 2026 · all U.S. adults

You-take-action programs (peak time rebates)

Customers reduce or shift use themselves on event notification. 34% detractors.

Provider-takes-action programs (smart thermostat, EV)

Utility automatically adjusts a device during events. 47% detractors.

Source: SECC / Harris Poll, "Consumer Understanding of Demand Response," May 2026.

What people will let you control

% of provider-DR-interested adults willing to let utility adjust the device

Smart plugs / outlets
66%
Lighting
63%
Water heating
75%
Dishwasher
80%
Clothes washer / dryer
74%
Home cooling
77%
Home heating
74%

SECC, Q2 — willing-to-participate net (top-2-box). Not every customer is willing for every device — segmentation matters.

The Control Keeper effect

The Control Keeper effect: 81% say yes, 41% will share the thermostat.

The phrase comes from Portland General Electric. It's the customer who endorses demand response in surveys but balks when asked to hand over device control. Behavioral programs (Peak Time Rebates, time-of-use) capture this group without the device handoff. PGE has documented 2,500 customers a year migrating from PTR into the thermostat program once the trust is built.

The implication for outreach: a one-message campaign loses both audiences. Direct load control offers go to households that will opt in; behavioral offers go to the Control Keepers; a migration path connects them.

"Two-thousand-five-hundred customers per year migrate from Peak Time Rebates to Smart Thermostat. The behavioral program builds the trust that softens the Control Keeper effect."

SECC Webinar · Portland General Electric · May 2026

ROI calculator

What microsegmented DSM looks like for your utility.

Drag the inputs to your service territory's profile. Per-household kW assumptions are PGE-derived (1.2 kW DLC, 0.8 kW behavioral). Avoided costs from Lazard 2024 LCOE+ ranges. Use the numbers as a discussion frame, not a forecast.

Your service territory

850K
50K2.0M
4,200MW
200 MW12,000 MW
24%
5% (early launch)40% (mature)
60% DLC
All Peak Time RebatesAll thermostat / EV
$1,400/kW
Combustion turbineCombined-cycle gas

Projected outcome

Year-three steady state

Avoided generation capex

$238M

Net of program operating cost over a 10-year horizon. Indicative; replace assumptions in a working session.

Peak capacity secured

170MW

Enrolled households

204K

DLC capacity share

102MW

Behavioral capacity share

68MW

Assumes ~0.8 kW shiftable per behavioral household and ~1.2 kW per DLC household at typical event dispatch — PGE-derived benchmarks. Avoided cost compounds when peaker plants are deferred rather than built.

DSM Benchmarking Tool

See how utilities stack up on demand-side readiness.

Enter any U.S. utility — or a peer set you want to compare against — and see how each ranks across load growth pressure, DSM program maturity, data-center exposure, and customer-side readiness. Click any utility for the rationale and a tailored discussion frame.

One utility per line. Add your own plus peers you want to compare against.

Each utility is scored on

  • 01Load growth pressure
  • 02DSM program maturity
  • 03Data-center exposure
  • 04Customer-side readiness
"Customer engagement on energy efficiency among low and moderate income customers tripled after we used BlastPoint to target the program. The microsegments told us which households had the capacity, the propensity, and the right message — at the same time."
National Grid Energy Efficiency Program · 3× engagement lift · Customer Intelligence case study

Want to see your full benchmark? We'll walk through it with you.