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.
March 20, 2026
Developers Stopped Waiting for the Grid. Now They're Building Around It.NYISO forecasts demand spiking 70% by 2030.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayNew York's proposed three-year moratorium on facilities exceeding 20 GW targets the most aggressive pause yet, with the New York ISO warning of 9.5 GW of proposed load in its interconnection queue and no generation path to meet it "in a relevant timeframe."
March 2, 2026
Developers Face 300 Bills and One Hard Truth: Water Has No WorkaroundNew York's proposed three-year moratorium targets facilities above 20 GW (likely 20 MW as contextually intended) capacity, with NYISO flagging 9.5 GW of proposed data center load in its interconnection queue as a critical shortfall risk.