Regulatory Update

33 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

September 9, 2026 8 min read

Virginia Makes Data Centers Pay for Their Own Substations

Virginia's SCC ordered a mandatory CIAC so large loads fund the substations built to serve them. What Case PUR-2026-00056 changes for equipment buyers.

virginiadominiondata-centers

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September 8, 2026 9 min read

Pennsylvania Data Center Executive Order 2026-05 Decoded

Pennsylvania data center executive order 2026-05 closes the permit fast lane and names both PJM cost dockets. The procurement read for equipment buyers.

pennsylvaniadata-centerslarge-load

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September 3, 2026 7 min read

FERC MISO Tranche 2.1 Cost Recovery PJM: No Bid Required

FERC approved MISO Tranche 2.1 cost recovery for PJM-side facilities in docket ER26-1538. Five named utilities build the work, with no competitive solicitation.

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September 2, 2026 8 min read

TVA Data Center Rate Lands Oct 1 on 153 Distributors

The TVA data center rate takes effect October 1 above 153 municipal and cooperative distributors that deliver 99% of the load it prices.

TVAlarge load tariffdata centers

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August 31, 2026 8 min read

CAISO Large Load Requirements: A PMU at Every Transformer

CAISO large load requirements leave rates alone and add a PMU, DFR and SCADA at every main power transformer. Comments close September 2.

CAISOlarge loaddata centers

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August 30, 2026 6 min read

The First Data Center Utility Contract Disclosure Is Due

Georgia Power owes the PSC a public summary of its 3,200 MW OpenAI contract. The first data center utility contract disclosure tests what load is real.

data centerslarge loadregulatory

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August 27, 2026 10 min read

Grid Equipment Executive Order: Read the 69 kV Line First

Executive Order 14421 bars some foreign grid equipment transactions. Its bulk-power definition excludes local distribution. What is actually in scope.

executive orderEO 14421bulk power system

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August 24, 2026 7 min read

Wildfire Mitigation Federal Land Permitting: 1 in 3 Late

Wildfire mitigation federal land permitting misses its own 120-day target on nearly a third of Forest Service requests. What that does to a pole order.

wildfire mitigationfederal land permittingvegetation management

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August 21, 2026 8 min read

USDA Will Forgive 40% of These Rural Utility Loans. The Match Cannot Be Borrowed.

The USDA rural utility loan program 2026 forgives up to 40% of a loan. Letters of interest are rolling from September 8, and the match cannot be debt.

USDARUScooperatives

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August 11, 2026 10 min read

ERCOT Data Center Interconnection Pause: The Deposit Trap

The ERCOT data center interconnection pause froze Batch Zero with hundreds of millions in deposits posted. ERCOT now says the study slips past April 2027.

ERCOTTexasdata centers

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August 8, 2026 7 min read

Large Load Resource Adequacy: What Six RTOs Told FERC

All six grid operators filed large load resource adequacy reports on July 20. ISO-NE wants data centers to bring their own generation. Here is what each one answered.

FERCdata centerslarge load

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August 7, 2026 7 min read

Section 202(c) Must-Run Orders Defer Seven Retirements

Seven plants sit under rolling Section 202(c) must-run orders deferring retirement. The renewal dates are public, and the first one falls August 16.

Section 202(c)DOE emergency ordermust-run

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