FERC

July 8, 2026

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Ratepayers Come Off the Hook. Developers Underwrite the Wires Themselves.

The teeth arrive with Project 2026-02's bridge standard, targeting a December 31, 2026 filing and FERC-binding penalties of up to $1 million per day per violation in 2027 or 2028.

July 2, 2026

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FERC Orders Six Grid Operators to Defend the Rules or Rewrite Them

And FERC just moved on it: the commission issued show-cause orders to the six largest U.S. grid operators, demanding they defend or rewrite the rules governing gigawatt-scale load connections, co-located generation, and cost allocation.

June 30, 2026

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Home-Rule Authority Faces Its First Real Test in San Marcos

FERC, ERCOT, PJM, and Southwest Power Pool are converging on commitment-first planning to strip speculative megawatts out of forecasts.

June 29, 2026

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Washington Set the Deadline. Texas Already Wrote the Playbook.

On June 27, the federal regulator ordered the nation's six major grid operators to propose reforms, or justify existing rules, governing how data centers and large customers connect, with a 60-day deadline and a 30-day report on how operators will ensure adequate generation for new large loads.

June 24, 2026

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Reeves County Banks 6,000 Jobs as the Behind-the-Meter Model Scales

PJM is now studying ERCOT's design, weighing a Path C energy-market tilt as it processes demand against capacity, and FERC voted unanimously to speed large-load interconnection while making data centers cover their own upgrade costs.

June 22, 2026

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ERCOT Studies Big Loads in Batches Now. The Queue Math Just Changed.

FERC's unanimous vote to speed large-load connections reinforces the federal appetite, but it doesn't reach ERCOT and it can't conjure generation that doesn't exist.

June 21, 2026

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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

Eight days later, FERC voted unanimously to bar the six interstate grid operators from socializing datacenter infrastructure costs to household ratepayers, putting the full burden on developers.

June 19, 2026

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Site Control Now Beats a Press Release in ERCOT's Queue

FERC issued six show-cause orders Thursday directing PJM, MISO, Southwest Power Pool, CAISO, ISO New England, and NYISO to justify or rewrite large-load tariffs within 60 days and file resource adequacy reports within 30.

June 5, 2026

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Meitner Sets the Panhandle Playbook: Own the Generation, Fund the Watershed

FERC Chair Laura Swett flagged a potential breakup at PJM's May 12 Baltimore meeting; a July 23 FERC meeting will weigh governance changes.

May 19, 2026

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NextEra Pays $67B for the Playbook Texas Has Run Since 2024

Registered entities must acknowledge by May 11, 2026 and report implementation by August 3, 2026, with revised Reliability Standards heading to FERC by December 31, 2026.

May 17, 2026

Maryland's Office of People's Counsel has complained to FERC.

May 9, 2026

Oracle abandoned its Project Jupiter gas plant in New Mexico after FERC and the State Land Office denied pipeline-related requests, NMED logged over 7,000 comments, and the Environmental Law Center filed two lawsuits.

May 6, 2026

A draft White House executive order, in development since November, would push FERC to require grid operators to deploy dynamic line rating and advanced reconductoring, technologies that can boost existing line capacity 10% to 100% in two to three years versus a decade for new builds.

May 5, 2026

The response: mandatory registration for operators with 20+ MW of computational load and eventual reliability standards matching power plants, pending FERC approval.

May 4, 2026

The alert lays groundwork for mandatory FERC-approved standards on load disclosure, ramp rates, and fault recording.

April 20, 2026

Energy Transfer's $60 million Green Chile Project pipeline, 17 miles and 400,000 dekatherms/day from El Paso to Project Jupiter, drew a formal FERC staff protest April 13 over missing New Mexico State Historic Preservation Office documentation.

April 19, 2026

Meanwhile PJM is proposing 14.9 GW of new generation matched to data center buyers through bilateral contracts, and Xcel Energy and ATC have asked FERC to pause competitive transmission bidding to accelerate timelines.

March 27, 2026

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

Meanwhile, FERC ordered the nation's largest grid operator to establish transparent transmission service options for co-located loads.

March 9, 2026

FERC can't enforce the terms.

March 4, 2026

But 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

In 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

Every nuclear-adjacent datacenter proposal in PJM territory shapes the FERC co-location rules that will ripple back into ERCOT policy.