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| FERC's July 23 technical conference on PJM governance is the right venue for the flexibility gap conversation, but conferences produce transcripts, not orders. Watch for whether commissioners signal appetite for a rulemaking on demand response aggregation access, because that is the institutional step that actually moves the needle. The conference matters; the order that may follow it matters more. |
| Utilities controlling smart meter data and refusing to share it with demand-response aggregators is a real market access problem, and Voltus's FERC complaint is the right instrument. The irony the article correctly identifies is that old analog meters actually work better for aggregators under PJM's statistical sampling rules than new smart meters whose data is locked up. FERC has jurisdiction over wholesale market access; if it rules that utilities must provide meter data to aggregators, the demand-response resource base in PJM expands materially and relatively quickly. This is a proceeding worth tracking. |
| MISO hitting 122GW and declaring a maximum generation emergency during a second July heat dome is the capacity market stress test that the capacity auction was supposed to prevent. We have watched MISO cycle through emergency procedures in successive summers as the reserve margin erodes, and the pattern is always the same: the emergency clears, the after-action report recommends more capacity, and the queue study timelines push viable resources further out. The gap between when new capacity clears interconnection and when the grid actually needs it is widening. Developers with resources that can clear MISO's queue in the near term should be treating this as a pricing argument, not just a reliability story. |
| Crusoe and Lancium's 1GW AI campus in Childress, West Texas, with behind-the-meter solar and storage and construction starting Q3 2026, is a large ERCOT load event regardless of whether the grid connection clears cleanly. BTM generation buys schedule flexibility but does not eliminate the interconnection question at that power level. Previous reports indicate Meta is set to lease capacity, which means anchor tenant demand is already signaled before a shovel hits the ground. |
| A $19.2 billion campus withdrawal amid a proposed 24-month county moratorium is a clear illustration of how local land-use opposition can kill a project that survives every grid and regulatory hurdle. The dynamic is replicable anywhere a county commission feels uncompensated for load growth. The combination of local moratorium risk and evolving state cost-assignment policy makes greenfield North Carolina site strategy materially harder than it looked a year ago. |
| Arizona joining New York, North Carolina, and Georgia in pulling on the brake is a trend, not a one-off. The specific mechanism matters and the article does not provide it, but the direction is consistent across every state watching load growth outpace grid investment. Site teams in Arizona with active permit applications should be moving now to get to deemed-complete status before any moratorium language hardens. |
| Sunrun using its residential solar and battery network as a distributed data center pilot is a clever framing for an aggregation value stack that already exists. The capacity-hungry hyperscaler subsidy narrative is the political hook, but the underlying asset is a dispatchable distributed resource that earns capacity and ancillary revenues. Whether this pencils as a business depends entirely on wholesale market access rules that remain unsettled. |
EL26-67-000 · PJM · cost allocation · 3 filings FERC initiates Section 206 proceeding against PJM, all commissioners concurring separately |
ER26-1323-002 · SPP · large load SPP compliance filing for conditional high-impact large load service tariff provisions Filed 2026-07-06 20260706-5174 › |
ER26-2698-000 · NYISO · queue reform NYISO supplemental filing on interconnection process improvements affecting queue procedures Filed 2026-07-08 20260708-5191 › |
EL25-49-002 · PJM · large load FERC issues rehearing/clarification order on PJM proceeding, likely large-load or cost policy matter. Filed 2026-06-18 20260618-3103 › |
ER26-2514-000 · SPP · queue reform FERC accepts SPP generator interconnection procedure revisions to Attachment V tariff. Filed 2026-06-29 20260629-3054 › |
ER26-2771-000 · PJM · queue reform FERC denied Chestnut Run Energy LLC's waiver request in PJM (ER26-2771), a process-integrity ruling on interconnection queue timing. Filed 2026-07-02 20260702-3059 › |
EL26-68-000 · n/a · large load Data Center Coalition intervenes, signaling major data center power policy proceeding. Filed 2026-07-09 20260709-5248 › |
EL26-69-000 · n/a · large load Data Center Coalition intervenes, signaling large-load policy dispute at FERC. Filed 2026-07-09 20260709-5275 › |