Dominion‑NextEra Merger Would Top Utility Sales Rankings
Combining Dominion and NextEra would create a behemoth with the highest retail revenue and total volume of energy sales (MWh) from ratepayers among all utility conglomerates. It would trail Exelon in number of ratepayers. (Based only on electric utilities and not gas)
Data Center Costs: Some Already Priced In
Exactly. Some price increases due to data centers -- such as PJM capacity auctions -- are already included in rates. Others costs -- such as local transmission upgrades -- are not because utilities start to recover costs once...
PSC Docket Chaos: Missing Application, Endless Appendices
I have found the most poorly organized public utility commission docket. It's an ATC application to build a 345 kV line. Application appendices are hundreds of separate filings. Docket does not start w the application, which I cannot find. WI...
New EO 14260 Lawsuit Highlights State Overreach
Another lawsuit filed under the banner of EO 14260: something something STATE OVERREACH something something
Berkshire CEO Warns Against Conglomerate Utility Mergers
Isn't this statement from the Berkshire CEO an argument against utility mergers, especially involving conglomerates?
FERC Judges Conduct by Rules, Not Narrative.
This looks bad. But FERC doesn’t penalize market participants based on narratives. FERC’s approach is to parse the rules (RTO tariffs in this case) and decide whether the conduct violated the FERC-approved document. I don’t think this case is so clear-cut.
White House Loses Two EO 14260 Energy Cases, Faces More Lawsuits
The White House is 0 for 2 in cases launched under EO 14260: Protecting American Energy From State Overreach. It lost a similar case about an MI lawsuit. Two cases pending on VT and NY Climate Superfund laws. New case against...
Rare Cabinet Presence at Private Energy Ribbon-Cutting
Can anyone think of an instance where 3 cabinet secretaries (not to mention the FERC chair) attended a ribbon-cutting ceremony like this for privately owned energy infrastructure? (EPA, Interior, and Energy were there)
Old FERC Rule Limits Data Center Cost Recovery
I have two new pieces on transmission pricing for data centers. I explain that a 1990s FERC policy intended to spur competitive markets is being understood to prevent utilities from charging data centers for their full costs of service.
Load Growth Can Both Raise and Lower Rates
And as LBNL's new slide deck explains with this simple graphic, "Load Growth" can increase or decrease rates. https://t.co/8ToE41qB6C
Federal Lawsuit Targets Morris Township's Natural‑gas Ban
Administration sues Morris Township, NJ - population 23,000 - to preempt a 2022 ordinance that bans natural gas in new apt buildings.
Outdated FERC Pricing Risks Consumer Affordability in Data Costs
One problem w this filing - which purports to justify making everyone pay for data center transmission - is that it assumes FERC's 1994 transmission pricing policy still holds. It shouldn't. It was written to foster wholesale mkt competition and...
California's Middle East Oil Imports Drop Below 30%
"Previously"?? Like in 2015? In 2025, less than 30% of oil imported into CA was from the Middle East. It's been less than 50% of imports since at least 2017.
FERC OKs ISO-NE Shift to Prompt Capacity Market
RIP ISO-NE FCM (2008-2026) FERC approved ISO-NE's proposal to replace the Forward Capacity Market with a prompt capacity market in which an Annual Capacity Auction (ACA) would be held 1 month before the capacity commitment period.
LBNL Updates Retail Electricity Price Trends, Highlights Data Centers
LBNL just released an updated analysis of retail electricity price trends. Packed with credible data and analysis, including clarifications about data centers -- https://t.co/HSlAecpCgH