June 21, 2026
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
Site Control Now Beats a Press Release in ERCOT's QueueFERC 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 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.