For the U.S., the anchor is official EIA state sales, revenue, and retail price data. For India, it is a 2025 tariff proxy calibrated to the CEA tariff book and paired with the latest available official CEA state sales volumes from 2022-23.
The model splits rates into generation, transmission, and distribution, then applies higher-load and higher-wires pressure to show what a more expensive status quo can look like by 2035.
Each strategy touches only the cost buckets it can plausibly reduce. For example, reconductoring mostly affects transmission, while off-peak EV charging mostly affects distribution.
Strategy savings lower the 2035 rate path. Annual savings equal 2035 rate reduction multiplied by 2035 state sales. Clean-share gains then scale power-sector CO2 down from the 2035 status quo.