NERC

July 8, 2026

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

That prompted NERC's third Level 3 Essential Actions Alert in 58 years.

July 5, 2026

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Self-Supply Is Now the Floor for Political Viability in Texas

There's a reliability wrinkle developers can't ignore. NERC issued its highest reliability alert this year after a February 2025 Eastern Interconnection fault triggered 1,800 MW of data center load to disconnect in milliseconds, with ERCOT logging nine crypto-mining load-loss events over 100 MW each.

July 3, 2026

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Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

But NERC's 2026 State of Reliability report flags the physics risk: gigawatt-scale campuses shed load instantly during faults, with a February event dropping 1,800 MW and a June event 1,300 MW, plus nine ERCOT crypto-mining load-loss events over 100 MW.

June 9, 2026

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Deliverable Demand Is the New Dividing Line in ERCOT's Queue

ERCOT enters summer 2026 with North America's largest reserve margin and 58 GW of new on-peak capacity additions, but NERC flags western ERCOT (Permian Basin) transmission as a binding constraint.

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

NERC projects summer peak demand could rise 224 GW over the next decade.

May 19, 2026

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

NERC's May 4 Level 3 Alert reframes hyperscale computational loads as active grid participants, citing disturbance events in Virginia and Texas where large data center loads amplified instability.

May 10, 2026

NERC issued a rare Level 3 alert after large data center loads dropped or shifted unexpectedly.

May 5, 2026

NERC documented multiple events in 2024 and 2025 where more than 1 GW of computational load dropped simultaneously, on the East Coast and in Texas, with no utility planning model catching it.

May 4, 2026

NERC issued a Level 3 alert Monday, only the third in the organization's history, warning of "significant risks" to bulk power reliability from large data centers.

April 16, 2026

Utah faces a similar squeeze: 920 MW of current data center capacity will triple to 3,500 MW as 2,600 MW come under construction, with the North American Electricity Reliability Corporation projecting elevated grid risk there beginning in 2031.

March 18, 2026

NERC is fast-tracking new reliability standards for AI datacenters, launching a standards-drafting project this week after labeling sudden AI training load swings a "high likelihood, high impact" cascading blackout risk.

March 2, 2026

NERC flagged growing data center power demand as raising outage risk across Western regions.

February 9, 2026

NERC's 2025 Long-Term Reliability Assessment delivers its starkest warning yet: summer peak demand will grow 224 GW over the next decade (69% above last year's forecast), while 105 GW of capacity retires, and the generation pipeline is tilting hard toward renewables and storage that underperform in winter.