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Regulation And Policy

All articles tagged with #regulation and policy

regulation-and-policy3 days ago•21 min saved

Oklo’s 750-MW advanced nuclear project removed from PJM study, spurring FERC intervention

Oklo says PJM Interconnection improperly dropped its 750-MW mixed-technology project from the grid operator’s interconnection study, delaying development by at least 14 months and increasing costs; it filed an emergency complaint with FERC on Aug. 28, 2026, asking that PJM reinstate the project in the current cycle and seek waivers to prevent study delays. PJM plans to respond, while Oklo notes the project combines synchronous units (gas and advanced nuclear) with inverter-based units (fuel cells) and is tied to Meta data centers in Ohio. The dispute arises as PJM reformulates its interconnection queue and tallies hundreds of GW of capacity in the first cycle of the reformed process.

via Utility Dive|

#advanced-nuclear #ferc #interconnection-study

regulation-and-policy1 month ago•26 min saved

FERC Sets September Deadline for PJM Governance Overhaul or Face Imposed Reforms

FERC Chair Laura Swett warns PJM Interconnection must adopt governance and stakeholder reforms by the end of September or the agency will impose its own changes, citing a grave legitimacy crisis and concerns about board independence and state influence. The discussion centers on moving toward an advisory stakeholder process, expanding states’ roles, and potentially giving states filing rights at FERC, with stakeholders split over how much reform should serve public interest versus member interests and the outcome potentially impacting capacity-market governance and grid reliability.

via Utility Dive|

#ferc #governance-reform #pjm-interconnection

regulation-and-policy1 month ago•21 min saved

PJM capacity auction hits price cap as data-center demand widens reserve shortfall

PJM’s 2028-2029 capacity auction cleared at the $325/MW-day price cap, leaving about a 6.8 GW shortfall versus its 20% installed reserve margin (up from 6.5 GW), with only roughly 525 MW of new resources and nearly 2 GW of additional forecast demand driven by data centers. The grid operator plans a backstop capacity auction and a ‘connect and manage’ framework for data centers, with a filing due this month for a September auction. Without the cap, clearing prices would have run about $555/MW-day across PJM and $777/MW-day in the ComEd zone, implying about $29.7B in potential costs versus the actual $16.4B spent. Demand response fell by about 277 MW, and while ratepayers may see little bill change in 2028, large industrial customers could face sharply higher capacity charges. Analysts expect reforms to lower prices and address resource adequacy, while stakeholders debate data-center costs and permitting barriers.

via Utility Dive|

#capacity-auction #data-centers #pjm

regulation-and-policy7 months ago•20 min saved

Governors and Trump urge PJM to hold emergency data-center power auction

The Trump administration and a bipartisan group of governors asked PJM to hold a one-time emergency auction to supply data centers with power from new plants, enabling 15-year power purchase agreements funded by the data centers themselves and potentially supporting about $15 billion in new generation; data centers would pay for generation even if unused. The move would require Federal Energy Regulatory Commission approval and is viewed by analysts as policy signaling rather than an imminent market reform, with a six-to-12 month timeline and potential implications for prices and utility stocks.

via Utility Dive|

#capacity-market #data-centers #emergency-auction