FERC

May 19, 2026

Subscribe for full access

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

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

Subscribe for full access

Hill County Wants State Rules. Smart Developers Will Help Write Them.

Maryland's Office of People's Counsel has complained to FERC.

May 9, 2026

Subscribe for full access

Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue

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

Subscribe for full access

Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

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

Subscribe for full access

Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

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

Subscribe for full access

NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

The alert lays groundwork for mandatory FERC-approved standards on load disclosure, ramp rates, and fault recording.

April 20, 2026

Subscribe for full access

Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

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

Subscribe for full access

Anchored Offtake Wins the Queue. Speculation Gets Repriced.

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 4, 2026

But the pledge lacks operational details, compliance frameworks, or binding regulatory language, leaving execution dependent on FERC, PJM, and state permitting regimes that don't yet have rules to match the rhetoric.

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.

February 11, 2026

Every nuclear-adjacent datacenter proposal in PJM territory shapes the FERC co-location rules that will ripple back into ERCOT policy.