June 21, 2026
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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.
FERC's June 18 Section 206 orders give PJM, MISO, SPP, CAISO, ISO-NE, and NYISO 60 days to justify or reform large-load pricing and 30 days to file reliability reports.
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.
April 1, 2026
Utilities Waited. SoftBank, Google, and the Army Didn't.MISO flagged "fewer synchronous resources and more inverters" as an active stability concern in its February 2026 report.
March 30, 2026
Texas Writes the Rules While Google Writes the CheckIn Wisconsin, MISO reversed a $1.3 billion competitive transmission award from low-bidder Viridon to incumbent ATC, citing construction urgency driven by a $15 billion data center campus in Port Washington.
March 29, 2026
West Texas Is Building Its Own Grid, One Hyperscale Campus at a TimeIn Wisconsin, MISO reversed a transmission project award, pulling a $350 million bid from Blackstone-backed Viridon and handing it to incumbent ATC to serve Port Washington's $15 billion data center campus, prioritizing execution speed over lowest cost.
March 26, 2026
When Drones Target Power Lines, the Perimeter Is EverywhereIn Wisconsin, MISO reversed a $350 million substation award from Blackstone-backed Viridon to incumbent American Transmission Company after a $15 billion data center campus created urgency, a decision that shifts cost allocation from multistate ratepayers to Wisconsin customers alone.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationThe company holds 4 GW of pre-permitted sites across ERCOT, SPP, PJM, and MISO, and says off-takers for green hydrogen simply wouldn't commit.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayThat's great for Texas. It's a crisis for PJM, MISO, and SPP, where market rules don't permit revenue stacking, stranding battery economics.