March 27, 2026
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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas
Vistra is positioning on the supply side, locking down PPAs with Meta (2,600+ MW of nuclear) and Amazon while fighting at FERC for faster PJM co-location rules, with Zacks projecting 65.59% earnings growth in 2026.
March 26, 2026
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When Drones Target Power Lines, the Perimeter Is Everywhere
Meanwhile, FERC ordered the nation's largest grid operator to establish transparent transmission service options for co-located loads.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsFERC can't enforce the terms.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayBut the pledge lacks operational details, compliance frameworks, or binding regulatory language, leaving execution dependent on FERC, PJM, and state permitting regimes that don't yet have rules to match the rhetoric.
March 1, 2026
Nine States Push Back as Hyperscalers Redraw America's Power MapIn Spartanburg County, South Carolina, council killed TigerDC's tax incentive package for Project Spero after community opposition; FERC's December rejection of a 200 MW Duke Energy transmission line further complicates the project's grid access.
February 11, 2026
1.5 GW in a Day: Three Power Models Converge on One GridEvery nuclear-adjacent datacenter proposal in PJM territory shapes the FERC co-location rules that will ripple back into ERCOT policy.