FERC

August 6, 2026

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Self-Supplied Sites Move Ahead While Grid Projects Wait

August 1, 2026

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The Same $50K Fee That Screens Datacenters Now Applies to Chevron and Samsung

July 31, 2026

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Google's Guarantee on Anthropic's Lease Is What Unlocked $14B in Bridge Debt

July 29, 2026

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AMD's 15-Year Lease Only Pays Off If West Texas Transmission Lands on Time

July 26, 2026

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Sen. Huffman's January Bill Targets the Exemption That Built Fermi and Stargate

July 23, 2026

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Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix

July 8, 2026

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

July 2, 2026

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

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

June 29, 2026

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

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

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

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

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

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

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 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.