Patrick Miller reconvenes with Joy Ditto (Joy Ditto Consulting) and Earl Shockley (INPOWERD) for a tour of the past two months in critical infrastructure policy. The episode opens on the administration's new National Cybersecurity Strategy and its six pillars, with focus on the openly offensive "shape adversary behavior" posture and the asymmetric risk it creates for asset owners likely to absorb retaliation.

The panel then digs into the pressures reshaping the bulk electric system: data center designation, cloud-hosted control centers running NERC standards while the underlying compute is unregulated, and the physics of computational loads that behave nothing like traditional load. Earl walks through the recent NERC Level 3 alert on large load connections, an unusually serious signal that industry processes are behind.

The discussion ...