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Outdated FERC Pricing Risks Consumer Affordability in Data Costs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
Entergy Urged to Disclose Records Amid $2B Savings Claim
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings. Entergy stock is up 7% since it announced the deal.
Stakeholders Question PJM Proposal’s Ability to Meet FERC Goals
Parties asked FERC to modify PJM's proposal for complying with December co-location order. Data centers and generation/storage developers say PJM's proposal doesn't meet FERC's objectives. Existing industrials warn it will raise their rates. IMM is skeptical of the whole thing.
FERC Resolves Market Monitor Complaint in Months, Others Stall
The market monitor filed this complaint 4 months ago. Incredibly fast turn-around from FERC. Other complaints -- particularly about transmission rates and planning -- have been sitting for years.
Utility Builds Data Center Transmission Free of Ratepayer Costs
So apparently a utility is able to build transmission for data centers without charging ratepayers? Utilities have almost universally said this would be bad policy.
EEI Serves Shareholders, Not Ratepayers; FERC Must Act
The Edison Electric Institute works for utility shareholders, not utility ratepayers. That's why FERC should revive its dormant proceeding about utility trade association dues and ensure that utility shareholders pay for EEI, not the public.