According to JPMorgan, why do grid infrastructure delays disproportionately harm vulnerable families in the US?

JPMorgan states that delays in connecting new generation and transmission 'add further strain to a system already under stress' and that 'the costs of such delays land hardest on the families least able to absorb them.' The executives link this directly to affordability, noting that recent energy price increases coincide with 21 million US families being behind on their bills, and emphasize that 'speed matters for a reason that deserves more attention: affordability.'

What structural barriers—not financial ones—does JPMorgan identify as hindering investment in US grid infrastructure?

JPMorgan identifies 'structural' barriers—not primarily financial ones—as the main obstacle to deploying capital into US grid infrastructure. Specifically, the bank’s executives cite the lack of a 'predictable regulatory and policy environment' in the US, contrasting it with reforms like the EU’s Grids Package, which introduces 'time-bound, digitized processes,' 'clear steps,' enforced decision timelines, and 'transparent' allocation of scarce grid capacity—measures that help steer investment but are absent in the current US framework.

JPMorgan Warns US Grid Failures Disproportionately Impact Vulnerable Families

May 8, 2026

JPMorgan warns that aging US grid infrastructure causes delays and higher power prices, disproportionately affecting low-income families. The bank urges structural regulatory reforms to unlock investment needed for energy security and critical sectors like medicines and minerals.

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