MISO · 2 signals |
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| Wisconsin's absence of an integrated resource planning process means regulators review plant approval separately from utility need and cost, a structure advocates argue allows major investments to advance before need is formally established. The commission has not announced a vote timeline on pending gas proposals, and any legislative fix would follow approvals already in process. For anyone tracking gas capacity additions in MISO, Wisconsin is an active front. |
| Lansing Board of Water and Light bought capacity in MISO's 2026/27 auction at $400/MW-day and then got denied the late-entry correction they needed, leaving them holding duplicative capacity they now have to sell into a market at a price that will not cover what they paid. The procedural lesson is simple: municipal utilities running coal-to-gas conversions on a minority plant ownership stake need to have their capacity positions confirmed before the auction window closes, not after. FERC's denial here is consistent with how the commission has treated procedural deadlines in recent capacity market cases. |
| A consortium of MGX, AIP, and BlackRock GIP is acquiring Aligned Data Centers from Macquarie Asset Management for $40 billion, with a further $5 billion committed for expansion of a 6.4GW portfolio across the Americas. The expansion commitment means near-term, aggressive pursuit of interconnection capacity at existing Aligned sites. Any developer or IPP holding a power position near an existing Aligned campus should expect that expansion budget to create competitive queue pressure at those points of interconnection faster than a greenfield entrant would. |
| Maine's first competitive storage solicitation seeks up to 360MW of BESS capacity. State law requires PUC review and approval before the RFP can formally issue, so the procurement timeline depends on how long that review takes. For developers with storage assets needing an offtake path in ISO-NE, this is the proceeding to track. The ratepayer cost-reduction standard is the filter that will determine which project structures survive evaluation. |
| The Charlotte moratorium is now the template, not the exception. More than a hundred local governments are running some version of this playbook, and the article is clear that the trigger was American Tower's Reedy Creek project, with water and power demand cited as the specific community objections. American Tower's rezoning is stalled at least through November, and the council member quoted is openly signaling the 150-day pause could extend. For any developer without a fully approved entitlement in a similar mid-size metro, assume this risk is in your project timeline. Political clearance has become a gating item on par with interconnection timing. |
| Brookfield is acquiring Aypa Power from Blackstone for roughly $7 billion enterprise value, gaining 6.5GW of operating and contracted BESS and a 20GW-plus pipeline across North America. The 95% contracted figure at a 17-year average contract duration is the number that defines what a fully contracted BESS book commands at institutional scale. For developers still building BESS pipelines speculatively, this transaction sets the valuation ceiling and will reset return expectations for the next wave of capital entering the sector. |
| Meta's PPA anchoring rPlus Energies' 125MW Pleasant Valley Solar 2 in Ada County, Idaho has reached commercial operations, with the 400MW Black Creek Energy Center now breaking ground in the same county. Both projects show how a hyperscaler offtake commitment can unlock development in a state with historically thin solar activity. For origination teams, this confirms that an anchor load like Meta can open markets that pure-merchant or utility procurement alone could not. |
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 › |
RM21-17-000 · MISO · cost allocation · 3 filings FERC extends time on major MISO regional transmission planning and cost allocation rulemaking. |
ER26-2577-000 · NYISO · queue reform FERC accepts NYISO interconnection procedure revisions with commissioner concurrence Filed 2026-07-20 20260720-3065 › |
ER26-2295-000 · MISO · queue reform FERC denies interconnection or tariff waiver request for Lansing Board of Water and Light Filed 2026-07-21 20260721-3017 › |
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 › |