News Markets Tools Newsletter About Services

Latest News

Automated analysis of power industry news, curated for developers and large loads.

Filter by Topic

All Topics CCGT Simple Cycle Solar Wind Storage Interconnect Queue ERCOT PJM CAISO MISO SPP Policy IRA FERC Data Center Transmission Capacity Market PPA Emissions M&A OEM Financing

Loading...

Page 1

Explore

News
Markets
Tools
Newsletter
About
Services

Markets

ERCOT
PJM
CAISO

Tools

All Tools
Interconnection Checker
Build vs Buy

Connect

Newsletter
LinkedIn
Twitter
Email

© 2025 PowerHeretic.com | Real-World Power Market Intelligence

Terms Privacy Contact

Utility Dive•27 days ago

NERC issues Level 3 alert, mandates action to address data center load losses

•NERC has issued a Level 3 alert, signaling immediate risks to grid reliability due to rapidly growing computational (data center) loads.
•Specific grid participants are mandated to implement seven actions by August 3rd to address these load losses and mitigate grid instability.
•This regulatory action highlights increasing grid stress from large, concentrated data center loads, creating urgent demand for robust grid infrastructure, reliable generation, and transmission solutions.

ferc

Utility Dive•about 1 month ago

New England transmission owners ask FERC for increased ROE

•New England transmission owners (Eversource, Avangrid, etc.) are seeking an 11.39% Return on Equity (ROE) from FERC, up from the recently set 9.57%.
•Utilities cite 'current risk conditions' like the Iran war and supply chain constraints as reasons for needing a higher ROE to attract capital for transmission investments.
•If approved, this increase in ROE will directly translate to higher transmission costs, impacting electricity prices for large power consumers and increasing the cost burden for new generation projects connecting to the grid.

ferc

Utility Dive•about 1 month ago

TransAlta seeks $19.9M for Centralia plant’s first DOE ‘emergency’ order

•TransAlta is seeking $19.9M from the DOE for costs incurred keeping its Centralia plant available under an emergency order, despite the plant not producing electricity.
•An additional $23M is required for repairs to the plant, further increasing the financial burden associated with this regulatory intervention.
•This incident highlights the risk of federal emergency orders overriding planned plant retirements, potentially forcing generators to maintain uneconomic assets.

ferc

POWER Magazine•about 1 month ago

Power, Policy, and Scale: Inside the State Regulatory Response to Data Center Expansion

•Federal regulators (DOE, FERC) are intensifying focus on large-load interconnections, particularly for data centers.
•The Department of Energy (DOE) has initiated an Advanced Notice of Proposed Rulemaking (ANOPR) specifically targeting large-load interconnection processes.
•FERC is actively soliciting input on the DOE's ANOPR, signaling potential significant changes to interconnection rules.

ferc

Utility Dive•about 1 month ago

Americans deserve facts, not fearmongering, about their electric bills

•The article advocates for policymakers to eliminate barriers to new energy infrastructure development, which is crucial for grid reliability and expansion.
•It emphasizes the necessity of allowing competitive power markets to function properly to ensure fair and stable electric bills for consumers and provide clear signals for investment.
•The CEO of EPSA argues that current market and regulatory frameworks are hindering efficient resource deployment, impacting both developers' ability to build and large loads' access to reliable, cost-effective power.

ferc

Utility Dive•about 1 month ago

PJM market monitor opposes 1.3-GW gas plant deal between Hull Street, Rockland Capital

•PJM's market monitor (Monitoring Analytics) is urging FERC to review a 1.3-GW gas plant deal (Hull Street/Rockland Capital) due to concerns it could divert capacity.
•The primary concern is that such large-scale power deals could pull significant generation capacity out of the PJM market to directly serve growing data center demand.
•This signals potential increased regulatory scrutiny from FERC on how dedicated power supply agreements for large loads (like data centers) impact PJM's overall capacity availability and market operations.

ferc

Utility Dive•about 1 month ago

In New Jersey, we’re leading by example, tackling energy affordability head-on

•New Jersey's BPU is actively expediting the development and deployment of solar and energy storage projects, signaling a favorable regulatory environment for developers.
•The BPU is advocating for significant structural market and cost recovery reforms at state, regional (PJM), and federal (FERC) levels, which could impact market rules, pricing, and investment for both developers and large loads.
•A primary focus is tackling energy affordability, suggesting potential changes in cost allocation and recovery mechanisms that could affect large power consumers' operational costs and developers' project economics.

ferc

Utility Dive•about 1 month ago

PJM market monitor opposes waivers for Constellation’s Three Mile Island nuclear restart

•Constellation plans to restart its Three Mile Island nuclear unit, potentially next year, secured by a 20-year Power Purchase Agreement (PPA) with Microsoft for its data centers.
•The PJM market monitor opposes FERC waivers requested by Constellation, which are crucial for the unit to fully deliver power upon restart, signaling potential regulatory and market rule challenges.
•This situation highlights the strong demand from large power consumers like Microsoft for long-term, clean energy and capacity, and the regulatory complexities involved in bringing existing generation back online in organized markets like PJM.

ferc

Utility Dive•about 1 month ago

New England states urge FERC to advance $1.5B in ratepayer refunds

•New England states are urging FERC to release $1.5 billion in ratepayer refunds, currently held up by an appeal from Eversource and Avangrid.
•The dispute, stemming from 15 years of litigation, involves potential overcharges that could impact electricity costs for large consumers.
•FERC's decision on dismissing the utilities' request to stay the refund order is critical for the disbursement of these funds.

ferc

Utility Dive•about 1 month ago

Sudden data center load losses prompt NERC alert, recommendations

•NERC has issued an alert concerning multiple instances in 2024-2025 where 1,000 MW or more of data center load unexpectedly dropped from the bulk power system.
•These 'customer-initiated' load reductions are widespread and unexpected, posing significant reliability concerns for the grid.
•The NERC alert and recommendations signal increased regulatory scrutiny on data center load management and grid integration, impacting large power consumers and developers supplying them.

ferc

Utility Dive•about 1 month ago

How do you know your power market and grid data is reliable? 9 questions to ask

•Reliable power market and grid data is critical for high-impact decisions in project development, energy procurement, and market participation for developers, IPPs, and large power consumers.
•Inaccurate data can lead to significant financial losses, suboptimal investment strategies, and operational inefficiencies, impacting project viability and energy costs.
•The article likely outlines a framework or '9 questions' to assess the veracity, timeliness, and completeness of data sources used for forecasting, risk management, and regulatory compliance.

ferc

Utility Dive•about 2 months ago

FERC tees up June decision on data center interconnection reform

•FERC is poised to make a June decision on data center interconnection reform, directly impacting large power consumers and developers connecting new loads to the grid.
•The agency rejected a significant $44 million waiver request from a renewable developer, signaling a firm regulatory stance on project compliance or financial viability.
•FERC is actively addressing 'zombie dockets,' which could streamline interconnection queues by clearing inactive projects and improving queue efficiency for new developments.

ferc

POWER Magazine•about 2 months ago

FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand

•FERC has set a June 2026 deadline for a high-stakes rulemaking (Docket RM26-4-000) to redefine grid interconnection rules for massive new power users.
•This regulatory action directly targets the connection process for large loads, including AI-driven data centers, to the U.S. interstate transmission system.
•The outcome will significantly impact the costs, timelines, and feasibility of new large-scale power consumption projects for developers and large loads.

ferc

Utility Dive•about 2 months ago

FERC orders American Efficient to pay $1.1B for ‘brazen fraud’

•FERC has ordered American Efficient to pay $1.1 billion for a "years-long fraud" that profoundly disrupted organized capacity markets.
•The fraud directly led to increased electricity costs for consumers and distorted market signals for generation capacity.
•This enforcement action signals FERC's strong commitment to market integrity and aggressive prosecution of manipulation, impacting regulatory risk for developers and cost structures for large power consumers.

ferc

Utility Dive•about 2 months ago

An outdated FERC policy is undermining the White House’s ratepayer protection pledge

•FERC's current transmission pricing policy is criticized for not requiring utilities to assign the full costs of service to high-demand users like data centers.
•The article advocates for FERC to revisit its policy, mandating utilities assign full transmission costs to "power-hungry data centers" to protect general ratepayers.
•For data center developers and large power consumers, this signals a potential future increase in transmission costs if FERC alters its current policy.

ferc

Utility Dive•about 2 months ago

FERC approves market rules for Champlain Hudson transmission project

•The $6 billion, 1,250 MW Champlain Hudson transmission line is set to begin delivering Canadian hydropower to New York City in May 2026.
•FERC has approved market rules, allowing NYISO to integrate the project's physical reservation model with its financial reservation system.
•This regulatory clarity facilitates the integration of a major new clean energy supply into the NYC market, potentially impacting local power prices, grid stability, and emissions targets.

ferc

Utility Dive•about 2 months ago

The need for speed: FERC must exempt transmission projects from regulatory bottlenecks

•FERC Order 1000 is criticized for failing to deliver promised cost savings, instead driving higher costs for customers.
•The article advocates for FERC to exempt transmission projects from current regulatory bottlenecks to accelerate development.
•Existing regulatory processes are seen as hindering efficient and affordable transmission expansion, impacting project timelines and energy costs for developers and large power consumers.

ferc

Utility Dive•about 2 months ago

Quantum computers will change energy

•By 2032, quantum computing has unlocked unprecedented grid optimization, asset dispatch, and energy trading efficiencies, attracting billions in investment and fundamentally reshaping energy markets.
•Developers and IPPs can expect reduced energy price volatility and enhanced grid reliability, leading to more stable PPA structures and new revenue streams from optimized asset performance.
•Regulators are actively developing frameworks to integrate quantum-optimized grid management and address cybersecurity for critical energy infrastructure.

ferc

Utility Dive•about 2 months ago

Terra-Gen to pay $5.6M to settle CAISO market manipulation charges

•Terra-Gen, a renewable energy company, paid $5.6M to settle FERC charges for failing to operate a battery storage system as directed in CAISO.
•The violation occurred during periods of high power prices, underscoring regulatory scrutiny on storage asset operation and market integrity.
•This case highlights the critical importance for developers and operators of battery storage to strictly adhere to ISO dispatch instructions and market rules to avoid significant penalties.

ferc

Utility Dive•about 2 months ago

States are already working on solutions to large-load challenges

•Former FERC Chairman Mark Christie advocates for FERC to maintain its historical position of not regulating retail load interconnections, asserting that states are better equipped to handle these processes.
•The article suggests that states have successfully managed retail load interconnections for decades and should retain this regulatory authority.
•For developers and large power consumers, this implies that interconnection rules and processes will likely remain under state jurisdiction, rather than facing potential new federal oversight from FERC.

ferc