Data Center Grid Operator Watchlist

Every U.S. grid operator is rewriting its rules for data-center-scale load — interconnection queues, curtailment conditions, bring-your-own-power requirements, and audit pauses. This watchlist tracks all seven RTOs and ISOs plus FERC and NERC: the rulings, the filings, the transmission build, and the dates that matter. Each entry links to its primary source.

Last updated August 2026 9 operators & regulators tracked 93 rulings & filings on record 114 primary sources cited
THE SCALE OF THE QUEUE Large-load requests in the ERCOT queue 474 GW ERCOT’s all-time peak demand, July 2026 91 GW Roughly 5.2× the grid’s record peak. About 90% of it is data centers.
6
RTOs and ISOs ordered by FERC to justify or replace their large-load rules
50 MW
the threshold at which a load becomes a “large load” in most new frameworks
Oct 12
the date PJM asked FERC to make curtailment-first service effective
Dec 10
ERCOT’s audit report deadline — the date the Texas queue is waiting on
Every U.S. grid operator is rewriting its rules for data-center-scale load at once. On June 18, 2026 FERC issued Section 206 show-cause orders to all six jurisdictional RTOs and ISOs, preliminarily finding their tariffs unjust and unreasonable for lacking clear large-load rules, and required responses by August 17, 2026. The frameworks that came back converge on one bargain: connect faster if you bring your own generation, or accept being curtailed first when the grid is short.

Who runs the grid where you want to build

States colored by the operator serving most of the state's load. Several states are split between operators — click any state to see everyone with territory in it.

Territories follow utility service areas, not state lines — colors show the dominant operator by share of state load, and split states are itemized in the panel. Alaska and Hawaiʻi operate outside the interconnected grids.

The dates that matter

Every dated milestone on the calendar across all nine bodies, soonest first. This is the schedule a project in any U.S. queue is actually waiting on.

Aug 31, 2026
ERCOT
Original deadline for developers to return corrected dynamic model data (no extensions under PGRR145) — subject to the good-cause-exception extension of deficiency notifications granted August 20,…
Sep 2026
ERCOT
ERCOT issues Requests for Information (RFIs) to data center developers through TSPs/DSPs for the Batch Zero eligibility audit (≥75 MW) and community impact review (≥25 MW computational loads);…
Sep 2026
SPP
ERAS Generator Interconnection Agreements anticipated for execution (36 requests, ~13.3 GW of expedited resource-adequacy generation)
Sep 2026
SPP
Next quarterly SPP HILL Q&A session for large-load customers (series scheduled through at least September 2026)
Sep 2, 2026
CAISO
Comments due on CAISO Large Loads Considerations straw proposal (FILI/FLIP, 50 MW definition)
Sep 3, 2026
PJM
Comments due at FERC (5 p.m. ET) on PJM's Interim Resource Adequacy Service / Large Load Registry / BYONC filing, Docket ER26-3515-000
Sep 3, 2026
NERC
Deadline (8:00 p.m. Eastern) to join the Project 2026-02 ballot pool to vote on draft standards CLO-001-1, CLO-002-1, and CLO-003-1
Sep 8, 2026
MISO
Comments due at FERC on MISO's Zero-Injection GIA filing (ER26-3552-000)
Sep 12, 2026
NYISO
EO 62: DPS Data Center Interconnection Working Group to be established; ESD Community Investment Framework issued by mid-September
Sep 15, 2026
NERC
NERC Large Loads Working Group (LLWG) meeting; the Load Modeling Working Group hosts a Data Center Modeling workshop September 15-16
Sep 16, 2026
PJM
Interested-party responses due on the six RTO/ISO show-cause responses in EL26-67 through EL26-72, including PJM's EL26-67 filing
Sep 16, 2026
SPP
Interested-party comments on the Aug 17 show-cause responses (parties generally have ~30 days after the regional filings to respond in EL26-68)
Sep 16, 2026
FERC
Comment window closes for interested parties on the six RTO/ISO show-cause responses in Dockets EL26-67 through EL26-72 — data-center developers' primary opportunity to shape large-load…
Sep 18, 2026
NERC
Comments due (8:00 p.m. Eastern) on draft standards CLO-001-1/002-1/003-1 (ballot runs the final 10 days of the period), and close of the second 30-day comment period on revised Rules of Procedure…
Sep 21, 2026
CAISO
CAISO posts draft final proposal in the Large Loads initiative
Sep 28, 2026
CAISO
Stakeholder meeting (hybrid) on the draft final proposal
Sep 30, 2026
PJM
Reliability Backstop Procurement central bid window (ER26-3380), pending FERC approval; PJM said it would seek approval to run the backstop in September
Sep 30, 2026
MISO
MISO's target for filing the Large Load Parallel Study Process tariff changes at FERC
Sep 30, 2026
FERC
MISO Large Load Parallel Study Process Section 205 filing at FERC
Oct 12, 2026
PJM
Requested effective date for IRAS, Large Load Registry, and BYONC tariff revisions (ER26-3515) — FERC action expected on or before this date under PJM's 60-day request
Oct 12, 2026
CAISO
Comments due on draft final proposal
Oct 12, 2026
NYISO
EO 62: DPS transmission report due
Oct 18, 2026
MISO
Requested effective date of the ZGIA (ER26-3552-000) if accepted by FERC
Oct 20, 2026
CAISO
Western Energy Market Governing Body meeting on the proposal (if necessary)
Oct 28, 2026
CAISO
CAISO Board of Governors vote on the Large Loads proposal
Nov 2026
MISO
MISO Large Load Working Group meetings scheduled (framework items: firm service step-up, reliability requirements, telemetry/PMU, forecasting, reserve products)
Nov 1, 2026
ERCOT
Quarterly Stability Assessment — up to 17 large-load projects (mostly data centers, ~6.6 GW peak over a five-year ramp) may participate under the PUCT-approved good cause exception
Nov 15, 2026
NYISO
End of any FERC-granted abeyance window in EL26-69 — NYISO/NYTOs would need their show-cause response or Section 205 package on file around mid-November 2026
Nov 16, 2026
MISO
MISO show-cause response due in EL26-70 under the granted 90-day abeyance (answers due December 16, 2026) — the deadline that will produce MISO's binding large-load tariff package
Nov 16, 2026
SPP
Target date (on or before) for SPP's PALS (Price Adaptive Load Service) FERC filing — new market participation model and lowest-priority non-firm service for flexible, price-responsive large loads
Nov 16, 2026
CAISO
CAISO Federal Power Act Section 205 filing at FERC responding to the EL26-71 show-cause order (the enforceable step following the abeyance FERC accepted August 14, 2026; abeyance capped at 90 days)
Nov 16, 2026
ISO-NE
ISO-NE/PTO Federal Power Act Section 205 filing of large-load and co-located-load tariff changes in response to show cause order EL26-72 (all five reform categories), following the NEPOOL…
Nov 16, 2026
FERC
SPP Price Adaptive Load Service (PALS) Section 205 filing target
Nov 16, 2026
FERC
CAISO Large Loads Stakeholder Initiative compliance filing target (follows its August 12, 2026 straw proposal with two flexible interconnection services and a 50 MW large-load definition)
Nov 17, 2026
NERC
NERC Load Modeling Working Group meeting (ongoing work on the computational-load modeling reference document and the data-center model quality tool)
Dec 2, 2026
PJM
Reliability Backstop Procurement results due, before the next Base Residual Auction opens
Dec 10, 2026
ERCOT
ERCOT's target to file the Batch Zero Eligibility Verification Report and Community Impact Review Report with the PUCT — the gate for the interconnection pause to lift and Batch Zero…
Dec 31, 2026
ERCOT
SB 6 statutory deadline for the PUCT to amend wholesale transmission cost-allocation rules (4CP review, Project 58484)
Dec 31, 2026
NERC
FERC-ordered deadline (Docket RD26-7-000, order issued July 16, 2026) for NERC to file new or modified Reliability Standards, Glossary changes, registry criteria, and Rules of Procedure revisions…
2027
ERCOT
Planned opening of Batch 1 applications (summer 2027) and publication of the final transmission plan for the entire batch (fall 2027), per ERCOT's June 18, 2026 announcement — timing now dependent…
2027
CAISO
CAISO cluster 17 generator interconnection application window opens; CAISO intends to launch IPE 6 stakeholder initiative in 2026 or early 2027 to have enhancements in place beforehand (relevant to…
2027
NYISO
NYISO target for FPA Section 205 filing of its large-load integration framework (per its July 2026 informational report to FERC)
2027
ISO-NE
Detailed implementing rules for the BYONG requirement and the exclusion of new large loads from the Installed Capacity Requirement to be filed with FERC after a full stakeholder process — the…
2027
ISO-NE
First point at which ISO-NE's forecast shows proposed large loads (two projects, up to 285 MW) affecting regional system demand
2027
FERC
NYISO Section 205 filing target for large-load planning reforms, including accelerated interconnection for reliability resources and potential large-load responsibility assignments
Jan 1, 2027
CAISO
CPUC assessment due under SB 57 (Stats. 2025, ch. 647) on cost impacts of new large transmission-connected data-center loads; being executed in R.26-04-009
Feb 12, 2027
NYISO
DPS Staff White Paper due in PSC Case 26-E-0045 — comprehensive proposal on large-load interconnection, cost allocation, and tariff structure
Mar 1, 2027
NERC
NERC informational filing due at FERC detailing its workplan for additional computational-load Reliability Standards (Phase II of the RD26-7 directive)
Apr 9, 2027
ERCOT
Original Batch Zero Interconnection Study results deadline (2028–2032 MW allocations + transmission plan) — ERCOT has stated 'We will not have the study done by April 9, 2027'; replacement date not…
Jun 1, 2027
PJM
New Large Load cutoff: loads entering service or adding incremental demand (≥50 MW at a single electrical site) after this date without sufficient capacity become subject to IRAS curtailment…
Jun 8, 2027
ERCOT
Original deadline for Interconnecting Large Load Entities to execute interconnection agreements and meet financial security and site-control standards to confirm Batch Zero capacity allocations…
Jul 14, 2027
NYISO
EO 62 one-year moratorium outer boundary — DEC permitting for 50 MW+ data centers can resume only after the DPS Generic Environmental Impact Statement is complete
Aug 31, 2027
MISO
ERAS (generation fast-lane) sunset or 68-project cap, per third-party tracker — relevant to developers pairing new generation with large loads
2028
ISO-NE
ISO-NE filing of updated net CONE and capacity market demand curve parameters ahead of the 2030-31 capacity commitment period
May 2028
ISO-NE
First prompt (and, if CAR-SA is approved, seasonal) capacity auction, administered one to two months before the capacity commitment period beginning June 1, 2028 — replaces the three-year-forward FCA
2029
SPP
Summer planning reserve margin requirement rises from 16% to 17%; SPP's 2025 Summer Resource Adequacy Report projects the existing-resources BA reserve margin at just 1.9% in 2029 and -1.6% by 2030…
2030
NYISO
Propel NY Energy targeted completion (construction mid-2026 through May 2030)
2032
ISO-NE
Potential in-service date for the preferred northern Maine-southern New England transmission project
No date set
FERC
FERC decisions on the six show-cause responses (EL26-67 through EL26-72) and on PJM's May 18, 2026 further co-location compliance filing (ER26-1088-001) — FERC has announced no decision deadline for…

The watchlist

One card per body: current posture toward data-center load, the queue, the binding rules and live filings, and the transmission being built to carry the load. Sorted grid operators first, then the federal layer.

ERCOT

Electric Reliability Council of Texas, Inc. (ERCOT) RTO / ISO

Interconnection of new data centers is paused statewide while ERCOT audits its entire large-load queue under Gov. Abbott's August 3, 2026 directive. The audit report is due to the PUCT by December 10, 2026, and ERCOT has told regulators the Batch Zero study will miss its April 9, 2027 deadline with no replacement date set. Texas law already lets ERCOT remotely disconnect non-critical loads of 75 MW or more during firm load shed.

Footprint: Serves more than 27 million Texas customers representing about 90% of the state's electric load, across 55,000+ miles of transmission lines and 1,460+ generation units (https://www.ercot.com/about). All-time hourly peak load record of 91,089 MW set July 22, 2026, exceeding the August 2023 record… Large-load queue: ~474 GW of large-load interconnection requests (ERCOT deck: 474.1 GW by 2031, 474.7 GW by 2033) — more than 5x the all-time peak demand record. Of that, only ~205 GW was preliminarily eligible for… · ~90% data centers — ERCOT's deck shows 90.2% (420,812 MW) of large-load MW identified as data center as of June 2026; ERCOT's June 18, 2026 release cited… (as of 2026-07-29)
Rulings, rules & filings
MeasureStatusWhat it doesSource
Texas Senate Bill 6 — large-load interconnection, curtailment, and remote-disconnect standardsSB 6, 89th Texas Legislature (2025) Effective · Jun 20, 2025
effective; PUCT implementation rulemakings ongoing through 2026
Applies to non-critical loads of 75 MW or greater in ERCOT. Requires remote-disconnect capability as a condition of interconnection for loads interconnecting after December 31, 2025, and authorizes utilities/ERCOT to disconnect eligible large loads during firm load shed events; creates a competitively procured voluntary curtailment/reliability service with a minimum 24-hour notice period. Also sets a $100,000 minimum interconnection study fee, mandatory disclosure of duplicative interconnection requests in Texas,…
Batch Zero large-load interconnection framework (PGRR145 + NPRR1325)ERCOT Planning Guide Revision Request 145; Nodal Protocol Revision… Effective · Jun 18, 2026
approved/effective; classification and study timelines now partially suspended by the August 2026 audit pause
Groups qualified large loads of 75 MW+ into a single batch study to allocate available grid capacity year-by-year (2028–2032) via Load Commissioning Plans, set financial commitments ($50,000/MW financial security), and produce an actionable transmission plan. Key milestones: developer submissions due July 10, 2026; TSP/DSP packages due July 24, 2026; ERCOT classification notices (Base Load / Studied Load) by August 7, 2026; study results April 9, 2027; interconnection agreements executed by June 8, 2027. ERCOT…
PUCT proposed rule 16 TAC §25.194 — large load interconnection standards (SB 6 implementation)PUCT Project No. 58481 Filed · Mar 12, 2026
proposed / pending adoption (adoption expected later in 2026)
Would establish interconnection standards for new or expanded loads of 75 MW+ in ERCOT: minimum study fees of $100,000 (75–249 MW) and $300,000 (250 MW+), CPI-adjusted every five years from 2027; financial security of $50,000 per MW of requested peak demand at intermediate-agreement execution plus additional security for long-lead equipment; a non-refundable interconnection fee of $50,000 per MW of contracted peak demand after study completion; site-control and development-readiness showings before studies begin;…
PUCT order in Docket 59220 — first SB 6 net-metering/co-location ruling, affirming curtailment authority over co-located data…PUCT Docket No. 59220 Effective · Jul 23, 2026
approved with conditions (binding on the applicants; first precedent for SB 6 co-location cases)
PUCT approved a net-metering arrangement for a Crusoe-developed AI data center co-located behind the ~265.5 MW Goodnight 1 wind farm (a 260 MW second facility at the campus), with conditions: the full campus load must curtail within 30 minutes during ERCOT grid emergencies, physical breaker disconnection authorized, ERCOT to give 60 minutes advance notice when practicable, and the project is barred from compensation for load reductions during grid emergencies. Establishes that emergency curtailment of co-located…
Gov. Abbott directive — comprehensive verification and audit of data centers in the ERCOT queue; pause on new data center…Gubernatorial directive to PUCT Chairman Thomas Gleeson and ERCOT… Effective · Aug 3, 2026
effective; audit in progress, pause remains pending audit completion
Directs PUCT and ERCOT to verify every data center project advancing through the interconnection process — power demand and sourcing, on-site generation progress, water use and cooling, state/local financial assistance, community protections, and ownership — before any additional data center is approved to advance. States that projects failing the verification and audit process 'must be denied' grid access. Binds ERCOT and the PUCT.
ERCOT Market Notice M-A080326-01 — suspension of Batch Zero classification deadlineERCOT Market Notice M-A080326-01 Effective · Aug 3, 2026 ERCOT announced it would not meet the August 7, 2026 deadline to notify service providers of Large Load classifications in the Batch Zero Interconnection Study, citing the Governor's directive to conduct a verification process before advancing any data center large loads. ERCOT committed to file a good cause exception request with the PUCT before the PUCT's August 20, 2026 open meeting, seeking modification of timelines in Planning Guide Sections 5 and 9.
ERCOT good-cause-exception filing and PUCT approval; audit timeline set (RFIs now, reports due December 10, 2026)PUCT Control No. 59142 (Item 42) Effective · Aug 10, 2026
approved
ERCOT requested relief from the August 7 classification deadline, authority for large loads to participate in the August and November Quarterly Stability Assessments (6 projects for August, up to 17 for November), and an extension for dynamic-data deficiency notifications; the PUCT granted the exceptions on August 20. ERCOT's timeline: RFIs to developers via TSPs/DSPs from late August through September, information gathering October–November, and filing of the Batch Zero Eligibility Verification Report and…
PUCT Project 58484 — evaluation of transmission cost recovery (4CP methodology) for large loadsPUCT Project No. 58484 Filed · Aug 1, 2025
pending rulemaking (SB 6 requires amended rules no later than December 31, 2026)
Evaluates whether the four-coincident-peak (4CP) wholesale transmission cost allocation method appropriately assigns costs given large-load growth. Draft recommendations under comment include moving to more coincident peaks over longer intervals, eliminating interconnection cost allowances for large loads, requiring large loads to pay a share of system upgrade costs, and minimum demand charges based on contracted peak demand for 10–15 years.
SB 6 companion rulemakings: Project 58479 (co-location net metering), Project 58480 (large-load forecasting, ≥10 MW definition),…PUCT Project Nos. 58479, 58480, 58482 Filed · Jan 2026
pending as of the December 23, 2025 source; mid-2026 adoption status not independently confirmed (see flags)
58479 requires PUCT approval of net-metering arrangements between new 75 MW+ customers and stand-alone generators, allowing conditional approvals (callable capacity, behind-the-meter curtailment) — the framework applied in Docket 59220. 58480 defines a large load customer as 10 MW+ at a single site for forecasting and sets documentation/milestones for inclusion in ERCOT forecasts. 58482 creates the SB 6 voluntary demand-reduction/reliability program for large loads.
Transmission & interconnection build
Permian Basin Reliability Plan (including Texas's first 765 kV import paths) · approved; TSPs (including AEP Texas, LCRA) routing and constructing
PUCT approved the Permian Basin Reliability Plan on September 26, 2024 under HB 5066 (2023); at its April 24, 2025 open meeting the PUCT approved building the import paths at 765 kV — the first use of 765 kV in ERCOT. Three import paths: New Substation 2 (Dinosaur)–Longshore–Drill Hole; Bell East–Big Hill–Sand Lake; Howard–Solstice. Drivers: oil and gas electrification, data center growth, and industrial expansion. Phase I 765 kV projects target ~2030 in-service.
Texas 765 kV Strategic Transmission Expansion Plan (STEP) · plan adopted via ERCOT 2024 RTP; component projects moving through Regional Planning…
Estimated total cost $32.99 billion including approved Permian Basin Reliability Plan projects. Scope: 2,468 miles of new 765 kV lines, 649 miles of new 345 kV, 1,098 miles of 345 kV upgrades, 324 miles of new 138 kV, 1,287 miles of 138 kV upgrades, 446 miles of 69→138 kV conversions, 11.3 GVAr of reactive support; six substations (Longshore, Drill Hole, Bell East, Sand Lake, Howard, Solstice) each get two new 765/345 kV transformers. Sized in ERCOT's 2024 Regional Transmission Plan against large-load growth.
765 kV STEP Eastern Backbone (AEP Texas, CPS Energy, Oncor, CenterPoint Energy) · ERCOT Board approved Dec 9, 2025; CCN filings and construction phases follow
ERCOT Board approved December 9, 2025 — at ~$9.4 billion capital cost the most expensive project in ERCOT history. Approximately 1,109 miles of new 765 kV lines (~1,108.8 miles of new right-of-way per the ERCOT board recommendation) connecting Northeast Texas to the Permian Basin; estimated in-service 2030–2032. Explicitly justified by data-center-driven load growth.
Batch Zero actionable transmission plan (large-load interconnection study output) · in progress; timeline under revision due to the audit pause
The Batch Zero Interconnection Study is required to deliver, alongside 2028–2032 MW allocations per project, an actionable transmission plan identifying system constraints and buildable upgrades to serve batched large load. Original delivery date April 9, 2027 (now slipping — see deadlines); ERCOT planned Batch 1 applications for summer 2027 and a final transmission plan for the entire batch in fall 2027.

PJM

PJM Interconnection, L.L.C. RTO / ISO

Filed the most restrictive large-load framework in the country on August 13, 2026: new loads of 50 MW or more entering service after June 1, 2027 either bring their own new capacity or take Interim Resource Adequacy Service, under which their unsupported demand is curtailed at EEA1 — ahead of residential customers. Pending at FERC with a requested October 12, 2026 effective date.

Footprint: Coordinates wholesale electricity and transmission in all or parts of 13 states (DE, IL, IN, KY, MD, MI, NJ, NC, OH, PA, TN, VA, WV) and the District of Columbia, serving more than 67 million people over 88,417 miles of transmission lines; largest U.S. grid operator by load. Large-load queue: 715 projects, 201.5 GW nameplate accepted for study (Cycle 1) · 811 proposals received before the window closed (as of Aug 3, 2026)
Rulings, rules & filings
MeasureStatusWhat it doesSource
PJM Interim Resource Adequacy Service (IRAS), Large Load Registry, and Bring Your Own New Capacity filingER26-3515-000 Effective · Aug 13, 2026
Pending at FERC; comments due 5 p.m. ET Sept. 3, 2026; requested effective date Oct. 12, 2026
Defines a New Large Load as end-use demand entering service or adding incremental demand after June 1, 2027 with cumulative peak demand of at least 50 MW at a single electrical site (affiliated facilities within one mile treated as one location). New Large Loads that do not bring qualifying capacity under Bring Your Own New Capacity (new generation, uprates, surplus interconnection service, repowering/fuel conversions, storage, certain demand resources and DER aggregations) take IRAS: their unsupported demand is…
PJM Reliability Backstop Procurement (RBP)ER26-3380-000 Filed · Jul 31, 2026
Pending at FERC; one-time procurement with central bid window Sept. 30 - Oct. 21, 2026 and results due by Dec. 2, 2026, before the next Base…
One-time special capacity procurement to address the shortfall against the 1-in-10 reliability requirement identified in the 2028/2029 Base Residual Auction (target equals that shortfall, excluding FRR load and supply, and adjusts downward for bilateral contracts and self-supply secured by new large loads through PJM's matchmaking RFP launched June 9, 2026). States determine which retail customers may fund the program, with limited opt-out mechanics developed at stakeholder request. PJM's July 14, 2026 auction…
FERC show-cause order to PJM on large-load interconnection (FPA Section 206)EL26-67-000 Filed · Jun 18, 2026
Pending; PJM 30-day informational report filed July 2026; substantive show-cause response was due Aug. 17, 2026; interested-party responses due 30…
FERC preliminarily found RTO/ISO tariffs may be unjust, unreasonable, or unduly discriminatory because they lack features needed to timely, reliably, and safely interconnect and serve new large loads. PJM's order is tailored: a four-item directive list covering transmission service application/study processes, cost-shift prevention and transparency, and flexible-load transmission services, limited to large loads NOT co-located with generation (co-location in PJM was addressed separately in EL25-49). PJM's…
FERC order directing PJM co-located load tariff reformEL25-49-000 Effective · Dec 18, 2025
Order effective; compliance process ongoing through 2026
FERC found PJM's tariff unjust and unreasonable for lacking clarity and consistency on rates, terms, and conditions for co-location arrangements (generation serving data centers and other large loads at the plant site). It directed a 30-day compliance filing (due Jan. 20, 2026) on provisional and surplus interconnection service for generators serving co-located load, and a 60-day compliance filing (due Feb. 16, 2026) setting specific terms for co-location, including three transmission service options for…
FERC order on PJM co-location compliance filing (accepting in part, rejecting in part)EL25-49-002 Proposed · Jun 18, 2026
Further PJM compliance filing directed within 60 days (i.e., by mid-August 2026)
FERC accepted in part and rejected in part PJM's co-location compliance filing, validated PJM's general direction toward structured co-located load service, and established rates, terms, and conditions for the new transmission services (Firm Contract Demand, Non-Firm Contract Demand, and interim service) while finding no service product fully finalized. This order was issued the same day as the EL26-67 show-cause order, which carved co-location out of PJM's show-cause directives because it is being handled in…
PJM Expedited Interconnection Track (EIT) Effective · Jun 9, 2026
Approved/effective; protested by NRDC and others during the proceeding
Temporary fast-track interconnection for up to 10 state-sponsored, shovel-ready, high-capacity generation projects. All EIT projects must have a commercial operation date within three years and be online by 2030. PJM cites the EIT in its EL26-67 informational report as a supply-acceleration measure responsive to data-center-driven load growth.
Talen-Amazon Susquehanna co-location saga (amended ISA rejection and front-of-meter restructuring)ER24-2172 Proposed · Nov 1, 2024
Resolved outside FERC: converted to a front-of-the-meter PPA not requiring FERC ISA approval
FERC rejected (2-1, Commissioners Christie and See in the majority, then-Chairman Phillips dissenting) the amended ISA that would have raised co-located load at Talen's Susquehanna nuclear plant serving an AWS data center from 300 MW to 480 MW, holding PJM had not justified the non-conforming provisions; FERC reaffirmed on rehearing in April 2025. On June 11, 2025 Talen and Amazon restructured as a 1,920-MW front-of-the-meter PPA running through 2042 (deliveries ramping to 840-1,200 MW by 2029 and 1,680-1,920 MW…
Capacity auction price records driven by data-center load (2025/26 through 2028/29 Base Residual Auctions) Effective · Jul 30, 2024
Cleared/final; price collar (FERC-approved cap and floor agreed with the 13 PJM states) applies for four auctions, third consecutive collared…
2025/26 BRA cleared at a then-record $269.92/MW-day (~$14.7B total). 2026/27 BRA cleared at the $329.17/MW-day cap, 134,311 MW procured, $16.1B total (PJM estimated ~$389/MW-day absent the cap; retail bill impact 1.5-5%), with forecast peak growth of ~5,500 MW driven primarily by data centers. 2027/28 BRA (Dec. 2025) cleared at the $333.44/MW-day cap, ~$16.4B, ~6,500 MW short of the reliability requirement — the first RTO-wide shortfall in PJM history; the Independent Market Monitor's Jan. 2026 report attributed…
DOE emergency orders during July 2026 heat wave (data-center curtailment authority) Effective · Jul 2026
Issued (emergency orders, time-limited)
During the heat wave that produced PJM's 168,158 MW all-time peak on July 2, 2026, the Department of Energy issued two emergency orders allowing PJM to curtail data centers and waive certain power plant pollution limits. Forced generation outages ran 18,100-19,400 MW over July 2-4, above the ~12,800 MW average of recent top-10 peak days.
Transmission & interconnection build
2024 RTEP Window 1 awards (765-kV west-east backbone: MARL and Valley Link) · Approved Feb. 25, 2025; in development
$5.9 billion in new baseline transmission projects approved by the PJM Board Feb. 25, 2025 ($6.7 billion total RTEP with scope/cost changes to existing projects). Introduces 765-kV lines connecting the AEP system in western PJM to central/southern PJM, primarily Virginia, to raise west-to-east transfer capability into northern Virginia; demand growth there is almost entirely attributable to data centers. Valley Link (AEP/Dominion/FirstEnergy joint venture) spans 261 miles of 765-kV construction at a developer-estimated $1.9 billion (PJM independent…
2025 RTEP Window 1 awards ($11.8B, including Dominion 525-kV HVDC to Data Center Alley) · Approved Feb. 12, 2026; in development, completion by June 2032 (Dominion HVDC)
$11.8 billion in baseline transmission projects approved by the PJM Board Feb. 12, 2026, driven by accelerated load growth across the Mid-Atlantic and Midwest footprint. Largest award: Dominion Energy Virginia, ~$4.8 billion, for a 185-mile 525-kV underground HVDC line from Brunswick County to a converter station at the Mosby substation in Loudoun County (Data Center Alley), delivering 3,000 MW into northern Virginia — the world's largest data center market — with two converter stations costing ~$1.5 billion; completion slated June 2032. NextEra and…
Cycle 1 interconnection process and queue acceleration (supply side) · In progress (cited in PJM's July 2026 EL26-67 informational report)
PJM's restructured first-ready, first-served cycle process received 829 applications totaling ~212 GW under Cycle 1 as of May 15, 2026 (Transition Cycle 2 in Phase III), with PJM using a collaboration with Google's Tapestry to apply AI to reduce interconnection study timelines — capacity PJM cites as its route to serving data-center-driven load growth.

MISO

Midcontinent Independent System Operator, Inc. (MISO) RTO / ISO

Building a faster path rather than a pause: a zero-injection interconnection agreement for co-located generation and a parallel study process that runs large-load analysis concurrently instead of sequentially. MISO reports it is currently resource adequate but says new tools are needed to keep pace with large-load growth.

Footprint: Operates the grid and wholesale markets across all or part of 15 U.S. states and Manitoba, Canada; ~45 million people served; ~77,000-79,000 miles of transmission; 471 market participants. Record peak demand 127.1 GW (July 20, 2011). 2026 forecast peak ~124 GW; MISO's 2026 Long-Term Load Forecast… Large-load queue: Generation interconnection queue: 192 GW of pending interconnection requests plus 87 GW of signed GIAs not yet built (2026 OMS-MISO Survey). Large-load (data center) connection requests: no… · Not disclosed as a queue share. Forecast context: FERC's June 18, 2026 show cause order cited 43% compound annual growth in MISO data center capacity since… (as of 2026-07-09)
Rulings, rules & filings
MeasureStatusWhat it doesSource
FERC Order to Show Cause on large-load integration (MISO)EL26-70-000 (195 FERC ¶ 61,212) Filed · Jun 18, 2026
Pending — held in abeyance (see abeyance entry)
FPA Section 206 order preliminarily finding the MISO tariff unjust and unreasonable because it lacks a consistent, transparent framework for large-load application, study, cost-transparency, co-location, and operational requirements. Defines 'Large Load' as a new commercial or industrial customer at a single site with peak load of 50 MW or greater, interconnecting above 69 kV, not part of a co-location arrangement. Required a generation-adequacy informational report by July 20, 2026 and a show-cause response by…
MISO generation-adequacy informational report (EL26-70)EL26-70-000 Filed · Jul 20, 2026 Report required by the June 18 order on how MISO will ensure adequate generation for existing and new large loads. It acknowledged that concentrated, fast-moving large-load demand requires new tools and previewed two filings: a Zero-Injection GIA (then targeted on or about July 31, 2026) and a Large Load Parallel Study Process (targeted on or about end of September 2026). It stated the region is currently resource adequate.
MISO abeyance motion and FERC grant — show-cause response deadline moved to November 16, 2026EL26-70-000 Proposed · Aug 3, 2026
Granted — proceeding in full abeyance; response due November 16, 2026, answers due December 16, 2026
MISO (like every RTO/ISO) moved on August 3, 2026 to hold the show-cause proceeding in abeyance for up to 90 days to develop Section 205 filings; American Municipal Power opposed. Per a docket tracker updated August 23, 2026, FERC granted full abeyance on August 14, 2026, resetting MISO's response to November 16, 2026 with answers due December 16, 2026. Consequence: MISO did NOT file a substantive show-cause response on August 17, 2026.
Zero-Injection Generator Interconnection Agreement (ZGIA) tariff filingER26-3552-000 (accession 20260818-5152) Filed · Aug 18, 2026
Filed — pending at FERC
Section 205(d) filing creating a fast-track interconnection path for generation co-located with large loads behind the same point of interconnection that will not inject power onto the transmission system (injection prevented beyond transient tolerance windows; POIs on the same voltage side of the same substation treated as electrically equivalent). Per the June 29, 2026 LLWG: ZGIA generators must register as market resources; associated loads are classified as firm NITS loads paying transmission on a gross…
Large Load Parallel Study Process (planned tariff filing)Not yet assigned Proposed · Sep 2026
Proposed — pre-filing; announced in MISO's July 20, 2026 informational report
A new, expedited study process for large loads conducted outside MISO's regular interconnection queue, allowing concurrent rather than sequential study of new large loads and their associated ('devoted') generation. MISO also said it intends to develop a non-firm transmission service option for large loads. Developed through the Large Load Working Group, with meetings scheduled through November 2026.
Large Load Interconnection Reliability Requirements (LLWG-2026-3) tariff packageNo FERC docket confirmed as of 2026-08-24 Proposed · Jun 29, 2026
Tariff language drafted; filing not independently confirmed
MISO-wide reliability requirements for large loads: hourly 168-hour forecasts updated hourly plus 5-minute forecasts covering 6 hours; real-time SCADA/ICCP telemetry (MW, MVAR, voltage, breaker status); PMUs at each point of withdrawal streaming IEEE C37.118 data; ramp-rate limits, voltage/frequency ride-through, and remote-disconnect capability; new tariff definitions for computational load, large load customer, and points of withdrawal. Generation over 20 MVA behind the same POI needs individual, un-netted…
Expedited Resource Addition Study (ERAS) — generation fast laneER25-2454 (revised ERAS filing) Effective · Jun 2025
Approved/operating; first cycle reviewing 6.1 GW (~70% gas)
Expedited interconnection track for shovel-ready generation addressing resource adequacy, including generation serving large-load growth; MISO began its first ERAS review with 6.1 GW of projects, about 70% gas. A third-party tracker lists ERAS as sunsetting August 31, 2027 or at a 68-project cap. MISO's large-load page pairs ERAS with Expedited Project Review (EPR) for accelerating transmission solutions.
Attachment GGG (Merchant HVDC Connection Procedures) and Improvements (PAC-2024-6)No 2026 docket confirmed Proposed · May 12, 2026
Active — 'FERC' phase on MISO dashboard (last modified August 12, 2026)
Attachment GGG is MISO's connection-only procedure for merchant HVDC ties: it establishes safe physical interconnection while separating physical connection from injection rights and transmission service. MISO targeted a tariff/BPM filing in Q2-Q3 2026 with FERC action and implementation expected Q4 2026. The connection-only construct has been referenced in MISO's large-load interconnection policy discussions (January 21, 2026 PAC), making it a template of interest for load-only connections.
2026/27 Planning Resource Auction resultsn/a (auction under Module E-1) Effective · Apr 28, 2026
Final — all zones cleared, no shortfalls
Annualized capacity prices fell ~42% to $116-126/MW-day across MISO's zones (from $212-217/MW-day for 2025/26). Summer-season prices cleared at $424.30/MW-day in North/Central, $384.10 in Arkansas/Mississippi, $412.10 in Louisiana/Texas (down from $666.50 footprint-wide). Driven by a 4% increase in offered capacity including 12.2 GW of accredited solar (up 59%).
2026 OMS-MISO Resource Adequacy Surveyn/a Proposed · Jun 3, 2026
Published
Members plan record additions averaging ~15 GW/year of new accredited summer capacity over five years (~100 GW of new supply by 2032; ~60% wind/solar/storage, ~40% gas), against 5.1%/year load growth. Projected surpluses above the planning reserve margin: summer 2028 +11.5 GW, summer 2031 up to +39 GW (November-forecast basis); the April-forecast basis shows materially lower margins. Record 99.5% survey participation.
State commissions' complaint against LRTP Tranche 2.1 benefits/cost allocationEL25-109-000 Filed · Jul 30, 2025
Pending — no FERC merits ruling found as of 2026-08-24
Utility commissions from Arkansas, Louisiana, Mississippi, Montana and North Dakota asked FERC to undo the Tranche 2.1 Multi-Value Project designation, alleging MISO's modeling overstated benefits. MISO, six other state commissions, multiple utilities, the Data Center Coalition, and the governor of Iowa opposed the complaint and sought dismissal. Outcome directly affects cost allocation for the 765 kV backbone that would serve large-load growth.
FERC rulemaking: Interconnection of Large Loads to the Interstate Transmission SystemRM26-4-000 Proposed · Jun 18, 2026
Open rulemaking docket; FERC chose targeted Section 206 show-cause orders over an immediate generic rule
The Secretary of Energy initiated a rulemaking in October 2025 to facilitate timely large-load interconnection ('speed to power'). FERC's June 18, 2026 response was six tailored show cause orders (including EL26-70 for MISO) rather than a single national rule, while keeping the RM26-4 docket open. Binds all six RTO/ISO regions' reform schedules.
Transmission & interconnection build
LRTP Tranche 2.1 — 765 kV Midwest backbone · Approved by MISO Board December 12, 2024; state siting/regulatory approvals in progress;…
$21.8-21.9 billion, 24 regional projects / 323 facilities across the MISO Midwest subregion; ~1,800 miles of new 765 kV lines forming a 3,631-mile 765 kV backbone; in-service 2032-2034; projected $23-72 billion net benefits over 20 years (benefit-cost 1.8-3.5). Drivers cited include load growth of ~60% by 2040 from data centers, hydrogen, and electrification — the backbone is the principal bulk-delivery build for gigawatt-scale load in MISO Midwest. Cost allocation is under challenge in FERC docket EL25-109.
MTEP24 total package (with Tranche 2.1) · Approved December 12, 2024
Approximately $30 billion total approved December 12, 2024: $21.9B Tranche 2.1 regional projects + $6.7B local projects + $1.7B Joint Targeted Interconnection Queue (JTIQ) projects on the MISO-SPP seam, with PJM interconnections in Illinois, Indiana, and Ohio.
2026 LRTP work — Midwest continuation and new LRTP South · In development through the Planning Advisory Committee, 2026
MISO's 2026 long-range planning includes continued Midwest LRTP work and a new South LRTP effort beginning with a collaborative, investigative approach focused on reliability and load growth (data centers and industrial expansion among cited drivers).
Expedited Project Review (EPR) · Active per MISO's Large Load Additions page
MISO mechanism to accelerate transmission solutions within the MISO Transmission Expansion Plan (MTEP) for fast-arriving needs, listed by MISO alongside ERAS and the ZGIA as its toolkit for large-load integration (loads seeking connection in 18-36 months; MISO cites ability to approve large loads within 120 days with all studies and GIAs signed).

SPP

Southwest Power Pool, Inc. RTO / ISO

First mover on conditional service. FERC approved the High Impact Large Load framework in January 2026, trading speed for curtailability: qualifying loads get interconnection agreements on a compressed timeline in exchange for accepting the lowest curtailment priority when the system is short.

Footprint: After its April 1, 2026 western RTO expansion (adding utilities in AZ, CO, MT, NE, NM, UT, WY, incl. Colorado Springs Utilities, Platte River, Tri-State, Basin Electric, NorthWestern Energy, three WAPA regions), SPP's RTO spans all or part of 17 states across ~732,000 sq mi serving ~20 million… Large-load queue: ERAS (Expedited Resource Adequacy Study) fast-track generation queue: ~13.3 GW across 36 active requests; separately, SPP told FERC that large-load interconnection request submissions peaked at… · Per a consultant analysis (CES), ~26.4 GW of interconnection requests since 2020 from facilities >100 MW, of which ~9 GW are data centers specifically; ~7 GW… (as of 2026-07-20)
Rulings, rules & filings
MeasureStatusWhat it doesSource
High Impact Large Load (HILL) study process, HILLGA, and Load Limited Resource Interconnection Service (LLRIS)ER26-247-000; order 194 FERC ¶ 61,031 Effective · Oct 24, 2025
approved / effective (unanimous; Commissioner Rosner concurrence; compliance filing due within 30 days)
Creates a HILL load category — new or increased commercial/industrial load of 10 MW+ at ≤69 kV or 50 MW+ at >69 kV at a single site (electric storage excluded) — with a 90-day study-and-approval path to interconnection agreements for loads paired with new or existing generation. HILLs must provide real-time telemetry, give the transmission operator remote-disconnect capability, hold ramp rates to no more than 20 MW/minute unless otherwise directed, install a PMU at customer expense, and meet ride-through…
Conditional High Impact Large Load Service (CHILLS) — non-firm bridge transmission serviceER26-1323-000; order 195 FERC ¶ 61,196 Effective · Feb 10, 2026
approved / effective
Adds a new as-available, non-firm transmission service letting customers serving HILLs take energy transfers to designated delivery points, subject to curtailment and interruption when the system is constrained or during emergency conditions, until designated resources and/or network upgrades supporting long-term firm service are in place. Maximum term is seven years, intended to push customers to complete firm-service arrangements through existing tariff processes. FERC found CHILLS just and reasonable given…
Expedited Resource Adequacy Study (ERAS) — one-time fast-track generation interconnection processER25-2296-000; order 192 FERC ¶ 61,062 Effective · Jul 21, 2025
approved / in execution (36 requests ~13.3 GW; GIAs anticipated September 2026)
One-time expedited interconnection framework for generation needed for member resource adequacy, adopted in response to queue backlogs and projected capacity deficits. As of SPP's July 2026 informational reports, 36 active requests totaling ~13.3 GW are in the process, with Generator Interconnection Agreement negotiation/execution expected in September 2026. Thermal resources lead the ERAS mix, followed by hybrid projects.
FERC Section 206 show cause order on large and co-located loads (one of six issued to all RTOs/ISOs)EL26-68-000; order 195 FERC ¶ 61,213 Filed · Jun 18, 2026
pending (SPP filed its 30-day informational report July 20, 2026; the 60-day show-cause response deadline passed Aug 17, 2026 — contents not yet…
FERC preliminarily found SPP's OATT appears unjust, unreasonable, or unduly discriminatory and directed SPP and 22 named transmission owners to either show cause or propose remedies on four gaps: (a) no requirement to evaluate alternative transmission technologies (GETs) or memorialize ongoing operational requirements in a transmission service agreement; (b) transparency on network upgrade costs, a pro forma cost recovery agreement, and a crediting mechanism to prevent cost shifting; (c) rates/terms for…
SPP informational report on resource adequacy for large loads (EL26-68 compliance)EL26-68-000 Filed · Jul 20, 2026 SPP argued its existing framework — ERAS, Provisional Load Process (Attachment AX), HILL/HILLGA, CHILLS, Peak Demand Assessment, and the Consolidated Planning Process — collectively addresses resource adequacy for new large loads and that no immediate tariff overhaul is required. Reported all 65 Load Responsible Entities met summer 2026 resource adequacy requirements, with the East Balancing Authority Area holding a 17.1% reserve margin (~5,752 MW excess capacity).
Price Adaptive Load / Price Adaptive Load Service (PAL/PALS) market participation modelnone yet (FERC filing targeted on or before Nov 16, 2026) Proposed · 2026
proposed / in stakeholder development
A new market participation model and non-firm transmission service for flexible, price-responsive large loads willing to curtail, developed partly in response to the EL26-68 show cause order's directive on flexible-load services. A draft Schedule 16 would assign PALS the lowest non-firm curtailment priority — curtailed before other non-firm customers and well before firm service. Target FERC filing on or before November 16, 2026.
Seasonal planning reserve margins — 36% winter / 16% summerSPP Planning Criteria Rev. 4.6 (published Feb 10, 2026) Effective · 2026
approved / effective
Load Responsible Entities must hold capacity of at least 36% above winter peak (first separately defined winter PRM) and 16% above summer peak, up from the prior 15% requirement in effect since 2023. The summer PRM is scheduled to rise to 17% in 2029. These requirements bind the capacity that must back any new large load served by an LRE.
Consolidated Planning Process (CPP) — merged transmission/interconnection/load planningFERC accepted March 13, 2026; effective March 1, 2026 (filed… Effective · Mar 13, 2026
approved / effective; first CPP planning cycle concludes 2028
Consolidates SPP's transmission planning, generator interconnection, and (large) load processes into a single planning framework, adopted in response to historic load growth, queue backlogs, escalating network-upgrade costs, and project withdrawals. First Interconnection Cluster Study queue window opened 30 days after the effective date; initial GRID-C rate publication expected by end of 2026.
CHILLS refinement revision requests RR767 / RR768SPP stakeholder revision requests (not yet a FERC filing) Proposed · 2026 RR767 clarifies how CHILL-related curtailment commitments must be defined, sequenced, and made operationally feasible; RR768 accommodates planned outages of generators supporting a CHILL while preserving SPP's ability to curtail for reliability. SPP is also developing refinements on resource commitment sequencing and minimum curtailment ramp rates.
Transmission & interconnection build
2025 Integrated Transmission Plan (ITP) portfolio · board-approved Nov 5, 2025; notices to construct being issued, with some 765-kV NTCs…
$8.6 billion in new and upgraded high-voltage projects across the 14-state (pre-expansion) footprint, approved by the SPP board Nov 5, 2025 — surpassing the prior-year record $7.65 billion portfolio. 765-kV backbone development is central (SPP: a 765-kV line carries about four times the power of a 345-kV line); projected $12-$18 in regional benefits per dollar invested. Driver: demand expected to double over the next decade, including data centers.
2026 ITP & CPP Transition Assessment · in progress (2026 study cycle)
The 2026 planning cycle runs as a combined ITP and Consolidated Planning Process transition assessment (scope document v1.3 published by SPP); 20-year load review incorporates future-driver large loads and electrification in peak-demand growth rates.
Western RTO expansion transmission integration · complete (effective April 1, 2026)
April 1, 2026 go-live added the West Balancing Authority with 12,552 miles of transmission (system total 85,531 miles across both interconnections), integrating western utilities across seven states into SPP RTO planning and markets — expanding the footprint within which large-load service and cost allocation are administered.
Highway/Byway cost allocation and large-load network upgrades (EL26-68 scope) · under review in Docket EL26-68 (responses due Aug 17, 2026)
SPP's existing stack — Attachment Z1 (aggregate transmission service studies), Attachment AQ (delivery point assessment), Attachment AX (provisional load process) — with Highway/Byway allocation (facilities ≥300 kV: 100% regional postage-stamp; >100 kV and <300 kV: 33% regional / 67% subregional) governs network upgrades for large loads; FERC's June 18, 2026 show cause order directs additional cost transparency, a pro forma cost recovery agreement, and a crediting mechanism to limit cost shifting from large-load-driven upgrades.

CAISO

California Independent System Operator Corporation (CAISO) RTO / ISO

The least queue-constrained major market, with a surplus above its reliability standard and a comparatively modest data-center forecast. Its large-load rules are still in stakeholder process, with a compliance filing targeted for November 16, 2026.

Footprint: Operates the high-voltage grid serving about 80 percent of California and a small part of Nevada; CPUC-jurisdictional load-serving entities represent approximately 91% of load in CAISO's service territory. Load interconnection occurs at the utility (PTO) level, not at the ISO — a structural fact… Large-load queue: CAISO runs no ISO-level large-load interconnection queue — load interconnects through the utilities. PG&E, where CAISO says data-center growth is most concentrated, reported a 12.7 GW data-center… · Pipeline figures are data-center-specific by PG&E's definition; CAISO's 2025-26 Transmission Plan attributes more than half of its 38 approved projects and… (as of 2026-06-30)
Rulings, rules & filings
MeasureStatusWhat it doesSource
FERC Order to Show Cause and Instituting Section 206 Proceeding — CAISO large loads and co-located loadsEL26-71-000 (195 FERC ¶ 61,214) Filed · Jun 18, 2026
pending (proceeding held in abeyance)
FERC preliminarily found CAISO and Participating TO tariffs may be unjust and unreasonable for large-load integration, noting the tariffs lack a large-load definition and that firm service is effectively the only option; it suggested a definition of 50 MW-plus at above 69 kV. One of six simultaneous show-cause orders to all FERC-jurisdictional RTOs/ISOs; responses to briefing questions were due August 17, 2026, with an option to move for up-to-90-day abeyance by August 3, 2026. FERC cited CEC's forecast of 1.8 GW…
CAISO Informational Report to FERC on large loads and co-located loadsEL26-71-000 Filed · Jul 20, 2026 Describes California's CEC-CPUC-CAISO integrated planning framework (2022 MOU), reporting nearly 36 GW of new generation and storage online January 2020-March 2026 (including over 16 GW of storage), CPUC orders for 24.8 GW of new net qualifying capacity between 2021 and 2032 (including 6 GW ordered in February 2026 for load growth including data centers), and a 2026 summer surplus over 2.5 GW. States the CEC — not CAISO — forecasts data-center load on the CAISO grid to grow 1.8 GW by 2030 and 4.9 GW by 2040 (as…
CAISO Motion for Abeyance in EL26-71; FERC acceptanceEL26-71-000 Proposed · Aug 3, 2026
granted
CAISO moved on August 3, 2026 to hold the show-cause proceeding in abeyance (capped at 90 days under the order's terms) while it completes the Large Loads stakeholder process and prepares a Federal Power Act Section 205 filing. FERC accepted the abeyance request on August 14, 2026. The abeyance supersedes the August 17, 2026 briefing-response deadline; the binding step is now the Section 205 filing CAISO targets for November 16, 2026.
CAISO Large Loads Considerations Straw Proposal (FILI/FLIP, 50 MW definition)Large Loads stakeholder initiative (feeds Section 205 filing in… Filed · Aug 11, 2026
proposed — comments due September 2, 2026
Proposes a tariff definition of Large Load as 'an End User located at a single site interconnecting to the CAISO Controlled Grid, and that has a peak load of 50 MW or greater' — omitting FERC's suggested 69 kV voltage floor, commercial/industrial qualifier, and co-location exclusion, and noting the definition may shift to align with pending NERC computational-load standards. Creates two flexible interconnection services: Flexible Interim Load Interconnection (FILI), a curtailable interim service until network…
CAISO Large Load Technical Requirements Straw Proposal and technical data requestLarge Loads stakeholder initiative Proposed · Jun 15, 2026 Posted June 15, 2026 within the Large Loads initiative, alongside a technical data request to large-load developers, covering technical/operational requirements for large loads (a working-group track that began with a March 10, 2026 technical requirements call). Feeds the same initiative that will produce the November 16, 2026 FERC filing.
CAISO comments on FERC ANOPR on interconnection of large loads to the interstate transmission systemRM26-4 Filed · Nov 21, 2025 CAISO filed comments November 21, 2025 on FERC's advance notice of proposed rulemaking on large-load interconnection, predating the June 2026 show-cause order in EL26-71.
CPUC Order Instituting Rulemaking on California Advanced Electric Rate Design (data-center rate design)R.26-04-009 Proposed · Apr 9, 2026
open — proceeding expected to run roughly 24 months
Statewide rate-design rulemaking whose scope includes whether dedicated rate tariffs or customer classifications should be created for data centers and other large transmission-connected loads, load-flexibility rate incentives, and cost-allocation protections against shifts to residential and small-business customers. In coordination with SB 57 (Padilla, Stats. 2025, ch. 647), which requires a CPUC assessment by January 1, 2027 of potential cost impacts from new large transmission-connected data-center loads on…
PG&E Electric Rule 30 — transmission-level interconnection tariff (interim approval and cost-allocation phase)A.24-11-007 Effective · Nov 21, 2024
interim tariff effective; final cost-allocation/refund decision pending (opening briefs April 10, 2026; reply briefs April 24, 2026)
Rule 30 creates a uniform tariff for transmission-level retail interconnection of large loads (the pathway most CAISO-area data centers use). Interim decision D.25-07-039 (July 2025) approved implementation conditioned on applicants paying up front for transmission infrastructure, with refund/cost-allocation methodology (including the Rule 15 BARC-style refund formula) deferred; a January 9, 2026 ruling ordered further testimony and set April 2026 briefs. PG&E's package includes minimum demand charges, 15-year…
CPUC approvals of site-specific PG&E data-center interconnection agreements (STACK, Microsoft, Google)Resolution E-5420; Resolution E-5439; Advice Letter 7785-E Effective · Oct 30, 2025
E-5420 and E-5439 approved; AL 7785-E pending
CPUC Resolution E-5420 (October 30, 2025) approved terms for STACK Infrastructure's 90 MW San Jose facility, and Resolution E-5439 (January 15, 2026) approved Microsoft's 90 MW San Jose facility, each with annual refunds capped at 75% of actual net revenues over 15 years. PG&E's Advice Letter 7785-E covering 250 MW of Google facilities in San Jose remains pending. These deviations preview the cost-allocation rules being litigated in A.24-11-007.
SB 57 (Padilla) — data-center cost-impact assessment mandateimplemented through CPUC R.26-04-009 Effective · 2025
effective; assessment due January 1, 2027
California statute requiring the CPUC to provide an assessment by January 1, 2027 on potential cost impacts from new, large transmission-connected data-center loads on electrical corporations and their customers. The CPUC is executing the mandate inside R.26-04-009.
CPUC February 2026 procurement order — 6 GW of net qualifying capacity by 2032 for load growthCPUC Integrated Resource Planning (per CAISO's EL26-71 report) Effective · 2026
adopted
In February 2026 the CPUC ordered load-serving entities to procure 6 GW of net qualifying capacity by 2032 specifically to account for projected load growth in the CEC's IEPR demand forecast, including growth driven by expected new data centers. This sits inside the cumulative 24.8 GW of new-resource obligations the CPUC requires online between 2021 and 2032.
Transmission & interconnection build
CAISO 2025-2026 Transmission Plan (Board-approved) · approved by CAISO Board of Governors May 19, 2026 (per CAISO news release)
38 projects, $6.7 billion at full buildout over the next decade (down from ~$7 billion in the April 2026 draft); more than half the projects and more than half the cost driven by forecasted load growth from electrification, manufacturing, and data centers. Based on state projections of +15 GW of California load by 2035 and +20 GW by 2040, with installed capacity to grow by more than 74 GW and 107 GW respectively. Named projects include the Tesla-Trimble-Metcalf 230 kV corridor expansion (Greater Bay Area/Silicon Valley supply), Trout Canyon-Lugo 500 kV…
Silicon Valley large-load transmission project in draft 2025-26 plan · carried into approved plan (as Bay Area corridor expansion)
CAISO's April 2026 draft transmission plan (38 recommended upgrades, ~$7 billion) included a roughly $1.4 billion project serving Silicon Valley large loads, per RTO Insider; the final plan carries the Tesla-Trimble-Metcalf 230 kV corridor expansion for Bay Area supply.
2026-2027 transmission planning process (higher load forecast) · in progress
CAISO is analyzing the CPUC's most recently adopted resource portfolio — which accounts for a higher load forecast than the prior cycle and sensitivity cases with higher electrification and load growth — in its 2026-2027 planning cycle; the 2025-2026 studies had evaluated portfolios with 40 GW of additional resource development over the next decade. Additional transmission investment decisions expected in the 2026-27 plan (spring 2027).
PG&E transmission-level interconnection buildout for data centers (Rule 30) · active; interim tariff in effect, cost-allocation decision pending at CPUC
PG&E is engineering transmission-level interconnections for a 12.7 GW data-center pipeline (June 2026), concentrated in San Jose/Silicon Valley and the greater Bay Area with projects also in the Central Valley and Sacramento; 4 projects (490 MW) hold executed interconnection construction agreements. Under interim Rule 30, applicants fund necessary transmission infrastructure up front in exchange for accelerated connection.

NYISO

New York Independent System Operator, Inc. RTO / ISO

Constrained by state policy as much as by the grid. Gov. Hochul's Executive Order 62 holds state environmental permits for new hyperscale data centers pending a Generic Environmental Impact Statement, and NYISO's own planning shows a statewide resource adequacy violation beginning in 2033, with New York City needs emerging as early as 2031.

Footprint: Operates the bulk power grid and wholesale markets for all of New York State; summer 2026 forecast peak 31,578 MW against 40,872 MW of total capability resources; NYISO called its start-of-summer 2026 baseline margin of 417 MW the lowest in recent history (deficits of 1,679 MW under 90/10 and… Large-load queue: ~12 GW of large-load demand (48 projects) as of Dec 31, 2025 per NYISO; ~11.9 GW across 48 projects as of June 22, 2026 per third-party tracker; up from 6 projects / 1 GW in 2022 · EO 62 recites nearly 12 GW of data-center load requests in the NYISO queue as of May 2026 — i.e., the large-load queue is essentially all data-center-driven;… (as of 2026-06-22)
Rulings, rules & filings
MeasureStatusWhat it doesSource
FERC Section 206 show cause order to NYISO and NY transmission owners on large-load integrationEL26-69-000 Filed · Jun 18, 2026
pending (Section 206 proceeding open)
One of six simultaneous show cause orders to all FERC-jurisdictional RTOs/ISOs, prompted by NERC findings of the fastest demand growth in two decades driven by data centers. FERC preliminarily found NYISO's tariff may be unjust and unreasonable because it lacks clear application, study, and operational rules for large loads, and flagged cost-shifting risk, transparency on network-upgrade assignment, and a pro forma cost-recovery agreement so large loads bear their own upgrade costs. NYISO had 60 days (to Aug 17,…
NYISO informational report to FERC on resource adequacy for large loadsEL26-69-000 Filed · Jul 20, 2026 NYISO's report described existing planning and market processes, acknowledged emerging risk from large-load growth and an aging fleet, and disclosed preliminary 2026 RNA results: a potential statewide resource adequacy violation beginning in 2033 with a deficiency greater than 1,800 MW, and more localized New York City needs beginning as early as 2031. It outlined reforms under stakeholder consideration — an accelerated interconnection study path for reliability-need resources, streamlined repowering treatment,…
Abeyance motions by NYISO, New York Transmission Owners, and non-incumbent TOs in the show cause proceedingEL26-69-000 Filed · Aug 3, 2026
pending FERC ruling as of this research (Aug 24, 2026)
NYISO, the NYTOs, and non-incumbent transmission owners each moved to hold the show cause proceeding in abeyance for 90 days so reforms could be developed through the stakeholder process for a Section 205 filing. FERC issued a notice establishing an answer period with answers due Aug 7, 2026. FERC had said it would heavily scrutinize abeyance requests, cap any abeyance at 90 days, and disfavor extensions; all six RTOs/ISOs sought abeyance.
NYISO large-load interconnection process reform (stakeholder track, incl. BELL/BOLT concept)none yet (NYISO stakeholder process; FERC filing planned) Proposed · Feb 3, 2026
proposed (concept/straw-proposal stage)
NYISO is revising its load interconnection procedures, which currently apply to loads over 10 MW at 115 kV+ or 80 MW+ below 115 kV, to add mandatory (rather than informational) study procedures, clearer modification rules, and defined reliability-planning milestones. Concept materials describe a NYISO-led process for Large Loads (reported as 50 MW+ at higher voltage, dubbed BELL) and a TO-led track for Sizeable Loads (reported 10-50 MW, dubbed BOLT), a firm vs. non-firm withdrawal service split (non-firm subject…
NY PSC Order Instituting Proceeding — Interconnection Reforms for Large Loads (Energize NY Development)Case 26-E-0045 Filed · Feb 12, 2026
pending (comment phases closed; technical conference and staff white paper ahead)
The New York Public Service Commission opened a proceeding to reform planning, interconnection, cost-allocation, and tariff structures for large loads on state-jurisdictional transmission and distribution, implementing Gov. Hochul's Energize NY Development initiative to make projects that drive significant system demand pay their fair share of costs. Stakeholder comments on eight appendix questions were due April 13, 2026, replies May 13, 2026; a technical conference is due before Dec 31, 2026 and a DPS Staff…
New York Executive Order No. 62 — statewide moratorium on hyperscale data centers 50 MW+EO No. 62 Effective · Jul 14, 2026
effective; one-year term to July 14, 2027
First statewide data-center permitting moratorium in the U.S. DEC must pause issuance of discretionary environmental permits for construction or expansion of data centers that consume or can consume 50 MW or more, while DPS completes a Generic Environmental Impact Statement on cumulative energy, water, air, community, and noise impacts; permitting resumes only after the GEIS. Applications already deemed complete by DEC before July 14, 2026 are exempt, as are facilities primarily for manufacturing, research,…
Responsible Data Center Development ActS.10642 / A.11560 Effective · Jun 4, 2026
passed both houses; not yet delivered to or signed by the Governor as of August 2026
Would impose a one-year moratorium on DEC permits and approvals for new large data centers at a 20 MW threshold — broader than EO 62's 50 MW interim approach. The bill must be delivered to the Governor before Dec 31, 2026; once delivered she has 10 days to sign, negotiate amendments, or veto. Hochul has not stated a position.
2026 Reliability Needs Assessment — preliminary resultsNYISO comprehensive system planning process (ESPWG/TPAS) Effective · Jul 23, 2026
preliminary; draft report expected September 2026, final approval/publication later in 2026
Preliminary 2026 RNA results show New York violating its resource adequacy criterion beginning in 2033 with a statewide deficiency greater than 1,800 MW, widening each year, plus localized New York City needs as early as 2031. NYISO characterizes the deficiency as a supply shortfall, not a transmission bottleneck. RNA scenarios under review take data-center/large-load demand toward roughly 4,100 MW by 2036 versus a 2,700 MW base case. Context: the Nov 26, 2025 Comprehensive Reliability Plan had already warned of…
Transmission & interconnection build
Champlain Hudson Power Express (CHPE) · In service — commercial operation date May 13, 2026 (ahead of schedule); commercial…
1,250 MW HVDC, 339-mile fully buried line delivering Hydro-Quebec hydropower to a converter station in Queens; ~$6 billion; expected 10.4 TWh/yr, close to 20% of New York City's electricity. Directly relevant to the NYC locational needs the 2026 RNA flags from 2031. Caveat: NYISO said in August 2026 that CHPE had not yet demonstrated full capability, and the Danskammer plant will stay online into 2027 amid the ripple effects on reliability planning.
Propel NY Energy · Article VII permitting: application filed July 31, 2024; joint proposal submitted 2026…
~90-mile, six-segment underground transmission project (NYPA/New York Transco) across Long Island, Queens, the Bronx, and Westchester, discussed at ~$3.2 billion; the NYISO-selected Long Island Public Policy Transmission Need project moving power bidirectionally between Westchester and Nassau/Suffolk — expands the constrained downstate/Long Island grid where the RNA sees early needs.
EO 62 DPS transmission/infrastructure workstreams · Working group establishment due ~September 12, 2026; DPS transmission report due…
EO 62 directs DPS to form a Data Center Interconnection Working Group (to consider measures such as a New York Grid Acceleration Fund) and to produce a transmission report — the state-side planning response to ~12 GW of data-center queue requests; ESD must issue a Community Investment Framework for host localities.

ISO-NE

ISO New England Inc. RTO / ISO

Has seen little large-load growth so far and is legislating ahead of it: its show-cause response proposes requiring new large loads to bring their own new generation and excluding them from the Installed Capacity Requirement so their costs do not shift onto existing ratepayers.

Footprint: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont; 7.6 million retail electricity customers, population 15.1 million; ~9,000 miles of high-voltage transmission (115 kV+); ~29,300 MW of generating capability; $11.3 billion traded in wholesale markets in 2025 Large-load queue: 0.285 GW — two proposed large-load projects in the formal study phase could reach 285 MW combined maximum demand; forecast peak contribution ~110 MW (summer/winter) in the 2030s rising to ~130 MW in… · Effectively the entire large-load forecast; ~800 GWh/yr consumption 2030-2035 rising to ~1,000 GWh/yr in the 2040s; no system demand impact expected before… (as of 2026-05-01)
Rulings, rules & filings
MeasureStatusWhat it doesSource
FERC show cause order on large load and co-located load integration (195 FERC ¶ 61,215)EL26-72-000 Filed · Jun 18, 2026
pending — abeyance granted; Section 205 filing due Nov 16, 2026
FERC opened an FPA Section 206 proceeding against ISO-NE and the Participating Transmission Owners, preliminarily finding the tariff unjust and unreasonable because it lacks large-load and co-located-load integration provisions. The order identifies five reform categories: transmission service application/study procedures (60-90 day study timelines), cost transparency and cost-shifting protections, co-location/behind-the-meter generation rules, new transmission services for flexible loads (interim NITS, firm and…
ISO-NE Informational Report on resource adequacy for large loadsEL26-72-000 Filed · Jul 20, 2026 All six RTOs/ISOs filed the informational reports FERC required within 30 days of the show cause orders. ISO-NE's report states New England load has been flat or declining for a decade, the region is long on supply with a largely uncongested system, and it has not yet encountered significant large-load growth. It gives first formal notice of two large-load-specific reforms — a bring-your-own-new-generation (BYONG) requirement and exclusion of new large loads from the Installed Capacity Requirement — with detailed…
Joint ISO-NE/PTO abeyance motion and FERC grant in the show cause proceedingEL26-72-000 Proposed · Aug 3, 2026
granted — proceeding held in abeyance up to 90 days
Rather than answer the show cause order on Aug 17, ISO-NE and the PTOs jointly moved on Aug 3, 2026 to hold the proceeding in abeyance, which FERC's order allowed for up to 90 days from the response deadline. ISO Newswire reports FERC granted the request on Aug 14, 2026. ISO-NE plans a Federal Power Act Section 205 filing by Nov 16, 2026 addressing all five reform categories after a NEPOOL stakeholder process.
Bring-your-own-new-generation (BYONG) requirement for new large loadsEL26-72-000 (notice expected in Nov 16, 2026 Section 205 filing) Filed · Jul 20, 2026
proposed — detailed implementing rules to be filed in 2027
ISO-NE proposes that new large loads (e.g., large data centers) be responsible for bringing their own incremental new energy supply or be subject to curtailment; the capacity market would not procure incremental capacity on their behalf. ISO-NE intends rules similar to SPP's CHILLS (Conditional High Impact Large Load Service), allowing transmission customers serving large loads to receive energy until sufficient designated resources and network upgrades are in place, subject to…
Exclusion of new large loads from the Installed Capacity Requirement (ICR)EL26-72-000 (notice expected in Nov 16, 2026 Section 205 filing) Filed · Jul 20, 2026
proposed — detailed implementing rules to be filed in 2027
Companion to BYONG: ISO-NE preliminarily proposes to exclude new large loads from the system load forecasts used to set the capacity market's demand curves and Installed Capacity Requirement, so the capacity market does not procure capacity on their behalf and costs do not shift to traditional ratepayers. ISO-NE anticipates a notice statement in its compliance filing and detailed implementing rules regarding the capacity market exclusion in 2027.
Capacity Auction Reforms Phase 1 (CAR-PD): prompt auction and faster deactivationER26-925-000 Effective · Dec 31, 2025
approved — implementation for the capacity commitment period beginning June 1, 2028
Replaces the three-year-forward Forward Capacity Auction with a prompt auction held roughly one month before the delivery period, and shortens the resource deactivation process from four years to one. The first prompt auction is planned for 2028, one to two months before the June 1, 2028 start of the capacity commitment period. Binds all capacity market participants in New England.
Capacity Auction Reforms Phase 2 (CAR-SA): seasonal auctions and accreditationnot yet filed Proposed · 2026
proposed — FERC filing planned end of 2026
Splits the annual capacity commitment period into separate summer and winter seasonal auctions and adopts a marginal-reliability-impact-based capacity accreditation methodology, including treatment of the constrained gas system. If approved, the first prompt and seasonal auction would be administered in May 2028 for the commitment period beginning June 1, 2028.
Pay for Performance rate reduction filingER26-3047-000 Filed · Jul 2026
pending as of July 23, 2026
ISO-NE filed a downward adjustment to the capacity market Performance Payment Rate to $3,500/MWh to reduce resource participation risk while preserving performance incentives. Cited in ISO-NE's resource adequacy report as part of the toolkit relevant to serving load growth.
Transmission & interconnection build
2050 Transmission Study (first Longer-Term Transmission Study) · completed — final study published February 2024
Concluded cumulative transmission upgrade costs of $17 billion to reliably serve a 51 GW regional peak in 2050, or $26 billion for a 57 GW peak, driven by electrification; the baseline for New England's longer-term planning framework under which any future large-load growth would be studied
Longer-Term Transmission Planning (LTTP) 2025 RFP — preliminary preferred solution (CMP/Avangrid + Eversource) · preliminary preferred solution selected July 28, 2026; draft report public comments ran…
$2.2 billion project: ~170 miles of upgrades to existing high-voltage lines across four Maine segments plus southern New Hampshire to Pittsfield, ME, raising north-south transfer capability between northern Maine and southern New England and enabling 1,200 MW of planned Aroostook County wind; six proposals were received from four sponsors under the first-in-the-nation competitive solicitation NESCOE directed to address 2050 Transmission Study needs; potential in-service late 2032; relevance to large loads is added transfer headroom into the southern…
Show-cause-driven large-load transmission service reforms · to be addressed in ISO-NE/PTO Section 205 filing due Nov 16, 2026
FERC's EL26-72 order directs tariff provisions for large-load transmission service: rolling applications with a non-refundable fee, 60-90 day study timelines, public posting of aggregate large-load additions by pricing zone with network upgrade cost estimates, a pro forma cost recovery agreement with minimum contribution to the transmission owner's revenue requirement, and three new services for flexible large loads (interim non-firm NITS during upgrades, firm contract demand, non-firm contract demand)
Surplus Interconnection Service reforms · stakeholder design underway in 2026
ISO-NE is evaluating rules to let new generating facilities speed interconnection by co-locating at points of interconnection with existing resources that have headroom; gap analysis and design concepts being presented to stakeholders through 2026 — a pathway relevant to generation additions that would pair with large loads

FERC

Federal Energy Regulatory Commission Federal regulator

Forced the entire question onto the national calendar. On June 18, 2026 FERC issued Section 206 show-cause orders to all six jurisdictional RTOs and ISOs, preliminarily finding their tariffs unjust and unreasonable for lacking clear large-load and co-located-load rules, and set an August 17, 2026 response deadline. Every operator framework on this page traces to those orders.

Footprint: Jurisdiction over wholesale power markets and interstate transmission nationwide; its June 2026 large-load actions bind all six jurisdictional RTOs/ISOs — PJM, MISO, SPP, CAISO, NYISO, ISO-NE — and their transmission owners. Composition as of 2026: five commissioners, 3-2 Republican — Chairman… Large-load queue: No single national large-load queue figure; per the July 20, 2026 reports: SPP's ERAS process holds 36 active requests (~13.3 GW); CAISO projects data-center load on its grid growing 1.8 GW by 2030… · Not uniformly quantified across the six reports; MISO has been reported as the fastest-growing data-center region, with data-center capacity growing at a 43%… (as of 2026-07-20)
Rulings, rules & filings
MeasureStatusWhat it doesSource
Six FPA Section 206 show-cause orders on large-load integration — EL26-67 (PJM), EL26-68 (SPP), EL26-69 (NYISO), EL26-70 (MISO),…EL26-67-000 through EL26-72-000 Filed · Jun 18, 2026
pending — responses filed August 17, 2026; 30-day comment window follows
FERC preliminarily found each RTO/ISO tariff appears unjust, unreasonable, or unduly discriminatory for lack of clear, consistent provisions addressing integration of large and co-located loads. Orders bind each RTO/ISO and its transmission owners; large load defined as a new commercial/industrial customer at a single site with peak demand of 50 MW or more interconnecting at transmission voltage above 69 kV, excluding co-location arrangements. Five reform topics: (1) large-load transmission service…
Generation-adequacy informational reports filed by all six RTOs/ISOsEL26-67-000 through EL26-72-000 Filed · Jul 20, 2026 Each RTO/ISO reported how it will ensure adequate generation for existing and new large loads. PJM cited its Reliability Backstop Procurement (RBP) mechanism via the Critical Issue Fast Path and its Expedited Interconnection Track (EIT, accepted June 9, 2026). SPP cited ERAS, CHILLS (effective July 1, 2026), and a planned Price Adaptive Load Service. MISO said it would file a Zero Injection Generator Interconnection Agreement (~July 31, 2026) and a Large Load Parallel Study Process (~end of September 2026). NYISO…
Show-cause responses due from six RTOs/ISOs and transmission ownersEL26-67-000 through EL26-72-000 Filed · Aug 17, 2026
filed (deadline passed; CAISO response confirmed in trade coverage)
Each RTO/ISO was required to either justify its existing tariff or propose remedial tariff revisions. CAISO published a Large Load Considerations straw proposal August 12, 2026 answering EL26-71, proposing two new flexible interconnection services and a 50 MW single-site large-load definition. Interested parties then have 30 days to comment on whether the existing tariffs are just and reasonable or what changes should be adopted. FERC has not announced a decision date on the responses.
Large-load interconnection rulemaking docket (DOE-directed ANOPR) — no NOPR issued; docket held openRM26-4-000 Proposed · Oct 23, 2025
open — FERC acted June 18, 2026 via the six Section 206 show-cause orders instead of a NOPR, leaving the ANOPR docket open 'for further potential…
By letter dated October 23, 2025, Energy Secretary Chris Wright directed FERC to consider an ANOPR on timely, orderly interconnection of large loads (generally defined there as demand greater than 20 MW), including standardized load-interconnection procedures and joint co-located load/generation requests; DOE's proposal contemplated a final rule by April 30, 2026. FERC opened RM26-4-000 on October 27, 2025, drew thousands of pages of comments (including NERC's accelerated large-load action plan), and in April…
PJM co-located load Section 206 proceeding instituted from technical-conference recordEL25-49-000 (record from AD24-11-000 technical conference, Large… Proposed · Feb 20, 2025
instituted (superseded by substantive orders below)
On February 20, 2025, FERC instituted a show-cause proceeding under FPA Section 206 into whether PJM tariff provisions governing co-location of generation and load are just and reasonable, drawing on the record of the commissioner-led technical conference on large loads co-located at generating facilities (Docket AD24-11-000) and related complaint proceedings. PJM filed its response March 24, 2025.
FERC order on PJM co-located load — tariff found unjust and unreasonable; new co-location framework orderedEL25-49-000 et al.; 193 FERC ¶ 61,217 Effective · Dec 18, 2025
issued; compliance ongoing
FERC found PJM's tariff unjust and unreasonable for failing to clearly and consistently specify rates, terms, and conditions for co-location arrangements and for lacking transmission services reflecting that co-located customers may limit withdrawals. It directed PJM to offer three service options for co-located load: interim non-firm NITS (until network upgrades complete), Firm Contract Demand (specified MW withdrawal, firm curtailment priority, minimum 1-year term), and Non-Firm Contract Demand (as-available,…
FERC order partially accepting/rejecting PJM co-location compliance filingER26-1088 (compliance to EL25-49) Effective · Apr 16, 2026
issued; further compliance filed May 18, 2026 (ER26-1088-001), pending FERC review
FERC partially accepted and partially rejected PJM's compliance filing implementing the December 2025 co-location order. It accepted tariff reforms clarifying interconnection pathways but rejected PJM's attempt to alter the Commission-mandated definition of 'Co-Located Load' and to revise behind-the-meter application requirements. PJM filed its further compliance response May 18, 2026 in Docket ER26-1088-001.
FERC order on rehearing and compliance in PJM co-location proceeding — new transmission-service terms accepted in partEL25-49-002, et al. Effective · Jun 18, 2026
issued; PJM directed to make further tariff revisions
Issued the same day as the six show-cause orders, this order addressed rehearing requests of the December 18, 2025 co-location order (accepting in part, rejecting in part), accepted certain rates, terms, and conditions for the three new transmission services applicable to co-located load in PJM, and accepted in part and rejected in part PJM's compliance filing while directing PJM to revise its proposed interconnection processes and transmission service options for load with co-located and behind-the-meter…
Rejection of amended Talen/Susquehanna interconnection service agreement (Amazon co-located data center)ER24-2172-000 Rejected · Nov 1, 2024
rejected (2-1); rehearing deferred December 23, 2024 (ER24-2172-002); Fifth Circuit petition for review briefed August 2025
FERC rejected PJM's amended ISA that would have increased behind-the-meter co-located load at Talen's Susquehanna nuclear plant from 300 MW to 480 MW (toward sales of up to 960 MW in 120-MW increments to an adjacent AWS data center), holding on a 2-1 vote (Christie and See in the majority; Chairman Phillips dissenting; Rosner and Chang not participating) that PJM had not shown the non-conforming provisions were necessary due to specific reliability concerns, novel legal issues, or other unique factors. Talen…
SPP large-load service frameworks accepted — HILL/CHILLS effective; PALS filing plannedSPP tariff filings (HILL approved January 2026; CHILLS effective… Effective · Jul 1, 2026 FERC approved SPP's High Impact Large Load (HILL) framework in January 2026, and SPP's Conditional High Impact Large Load Service (CHILLS) took effect July 1, 2026, providing conditional service terms for large loads ahead of full study completion. SPP targets a Section 205 filing for a Price Adaptive Load Service (PALS) on November 16, 2026. SPP's Expedited Resource Adequacy Study (ERAS) held 36 active requests (~13.3 GW) as of its July 20, 2026 informational report.
PJM Expedited Interconnection Track (EIT) acceptedPJM Section 205 filing (accepted June 9, 2026) Proposed · Jun 9, 2026
accepted
FERC accepted PJM's Expedited Interconnection Track, cited in PJM's July 20, 2026 informational report as a mechanism to accelerate generation additions serving large-load growth, alongside PJM's Reliability Backstop Procurement (RBP) proposals developed through the Critical Issue Fast Path (Board proposals expected July 31 and August 7, 2026).
Transmission & interconnection build
Order No. 1920 / 1920-A long-term regional transmission planning compliance · compliance filings in progress through 2026; appellate challenge pending
Requires transmission providers to conduct 20-year, multi-scenario long-term regional transmission planning with cost-allocation reforms; most compliance plans are due during 2026. Directly relevant to data-center developers because large-load growth scenarios drive the long-term plans; Commissioner Chang cautioned that without adequate transmission planning, faster interconnection alone may be ineffective. Order 1920 is under challenge at the Fourth Circuit, which FERC defended in a January 5, 2026 filing.
New PJM co-located-load transmission service classes · framework accepted in part; further compliance pending
Three FERC-ordered service options for co-located large loads in PJM: interim non-firm NITS pending network upgrades; Firm Contract Demand (specified MW withdrawal, firm curtailment priority, minimum 1-year term); Non-Firm Contract Demand (as-available, 1-hour to 1-month terms). Rates, terms, and conditions accepted in part June 18, 2026 (EL25-49-002) with further tariff revisions directed — the template other RTOs are expected to reference in their show-cause responses.
Susquehanna front-of-the-meter transmission reconfiguration (Talen/AWS) · expected completion spring 2026 (per June 2025 announcement)
Transmission and interconnection reconfigurations at the Susquehanna nuclear plant to shift the existing 300-MW behind-the-meter AWS co-location arrangement to a front-of-the-meter framework under the June 2025 1,920-MW PPA; reconfigurations were expected to complete in spring 2026, removing the arrangement from FERC ISA approval requirements.

NERC

North American Electric Reliability Corporation (NERC) Reliability organization

The reliability layer. NERC's Large Loads Task Force is documenting how data centers behave during grid disturbances — including simultaneous voltage-sensitive load loss — and its reliability assessments now attribute the sharpest demand-growth revisions in decades to data centers.

Footprint: Continental United States, Canada, and the northern portion of Baja California, Mexico; users, owners, and operators of the bulk power system across the Eastern, Western, ERCOT, and Quebec interconnections Large-load queue: NERC does not operate an interconnection queue. Forecasts submitted by registered entities responding to the September 2025 Level 2 Alert indicate large-load demand could increase by as much as 300… · Data centers (traditional, AI, and crypto mining) make up the overwhelming share of the forecast growth, per the aggregated Level 2 Alert report (as of 2026-03-17)
Rulings, rules & filings
MeasureStatusWhat it doesSource
Incident Review: Considering Simultaneous Voltage-Sensitive Load Reductions (July 10, 2024 Virginia event) Proposed · Jan 8, 2025
published
NERC's incident review of the July 10, 2024 event in which a lightning-arrestor failure on a 230 kV line in Loudoun County, Virginia produced six successive faults in 82 seconds and roughly 1,500 MW of exclusively data-center load disconnected across 60 load points and 25 substations, transferring to on-site UPS/backup power. Voltage rose to 1.07 per unit and frequency to 60.047 Hz, settling in about 4 minutes. The review recommended models for large loads, consideration of NERC registration for large loads, and…
LLTF White Paper 1: Characteristics and Risks of Emerging Large Loads Proposed · 2025
published
First deliverable of the Large Loads Task Force (established by NERC's Reliability and Security Technical Committee in August 2024; since renamed the Large Loads Working Group). Characterizes loads from several MW to several GW (data centers including crypto and AI, industrial facilities, hydrogen production) and defines reliability risks across seven categories: observability/data, long-term planning, operations/balancing, stability, power quality, physical/cyber security, and load shedding/restoration.
Level 2 Alert — Industry Recommendation: Large Load Interconnection, Study, Commissioning, and Operations Effective · Sep 9, 2025
issued; responses were due January 28, 2026
Level 2 Alert recommending practices for large-load interconnection, dynamic modeling, simulation, commissioning, and operational coordination. Required responses from Transmission Owners, Resource Planners, Transmission Operators, Transmission Planners, Balancing Authorities, Planning Coordinators, Distribution Providers, and Reliability Coordinators on the NERC Compliance Registry by January 28, 2026. Response analysis showed entities generally lacked processes, procedures, or methods to address emerging…
NERC comments in FERC large-load interconnection ANOPR docketRM26-4-000 Filed · Nov 21, 2025 Following DOE's October 2025 ANOPR directive (large loads generally defined as demand greater than 20 MW) and FERC's October 27, 2025 Notice Inviting Comments, NERC filed comments including a timeline for its large-load action plan and requested that future FERC actions reference NERC's full FPA Section 215 authority over users, owners, and operators of the BPS.
2025 Long-Term Reliability Assessment Proposed · Jan 29, 2026
published
Forecasts 10-year summer peak demand growth of 224 GW (24%) and winter growth of 246 GW, mostly from new data centers; 69% above the 2024 LTRA growth forecast. Flags MISO, PJM, ERCOT, and the Pacific Northwest for elevated risk within five years; projects 105 GW of retirements over 10 years and notes fossil capacity fell 21 GW during 2024-2025.
Aggregated Report on Level 2 Alert responses Proposed · 2026
published
Summarizes January 2026 industry responses to the September 2025 Level 2 Alert. Nearly two-thirds of responding entities reported no experience integrating modern data centers or large loads; most entities had not met the alert's recommendations. Entity forecasts indicated large-load growth of up to 300 GW between 2028 and 2030, overwhelmingly data centers. Findings were presented at NERC's February 24-25, 2026 large loads technical conference and underpinned the decision to accelerate the action plan.
LLWG White Paper 2: Assessment of Gaps in Existing Practices, Requirements, and Reliability Standards for Emerging Large Loads Effective · Mar 11, 2026
approved by RSTC March 11, 2026; published March 2026
Finds existing NERC Reliability Standards and industry processes inadequate for reliable integration of emerging large loads, including computational loads. Recommends updates to registration criteria, Reliability Standards, processes, and requirements, addressed to NERC, the LLWG, registered entities, regulators, and policymakers.
Project 2026-02 Computational Loads — SAR accepted, drafting team appointedNERC Project 2026-02 Proposed · Mar 18, 2026
SAR accepted; standards drafting underway
NERC Standards Committee accepted the Phase 1 Standard Authorization Request, appointed a standard drafting team, and authorized SAR posting (comment period April 1-30, 2026). The SAR proposes Glossary definitions for Computational Load and Computational Load Entity plus a new near-term ('bridge') Reliability Standard for integrating large computational loads; broader standards work begins in 2027. A Computational Load Short-Term Advisory Group (105 members per NERC's August 2026 FAQ) supports the drafting team.
NERC Accelerated Large Load Action Plan (supplemental letter to FERC)RM26-4-000 Filed · Mar 20, 2026 CEO letter committing NERC to file revised registry criteria and initial Reliability Standards on or before December 31, 2026, and announcing a Level 3 Alert for early May 2026. Recaps the February 24-25, 2026 technical conference, the March 11 RSTC approval of the gap-assessment white paper, and the March 18 Standards Committee actions; cites grid events in Virginia and Texas where large data-center loads responded to and amplified grid instability.
Rules of Procedure revisions — registration of Computational Load Entities (Appendices 2, 5A, 5B)NERC Rules of Procedure, Appendix 5B Statement of Compliance… Effective · Apr 1, 2026
proposed; second 30-day comment period August 19 - September 18, 2026; registry criteria must be finalized by end of 2026
Proposes new registered entity types — Computational Load Owner and Computational Load Operator — that would be subject to Reliability Standards. Initial draft posted April 1, 2026 for a 45-day comment period (comments due May 15, 2026); in response to feedback, the August 19, 2026 reposting raised the MW and kV registration thresholds and added a 'Computational Load Site' definition.
Level 3 Alert — Essential Actions on computational loads Effective · May 4, 2026
issued; acknowledgment due May 11, 2026; full responses were due August 3, 2026
NERC's highest-urgency alert tier, prompted by multiple events since 2022 (concentrated in 2024-2025) in which 1,000 MW or more of computational load disconnected unexpectedly in the Eastern and Texas interconnections. Directs seven Essential Actions to Transmission Planners, Planning Coordinators, Transmission Owners, Transmission Operators, Balancing Authorities, and Reliability Coordinators: develop modeling data/settings/parameter lists; study stability margins at least annually in areas with computational…
Reliability Guideline: Risk Mitigation for Emerging Large Loads Effective · 2026
published (voluntary, non-binding); RSTC-approved, posted April 30, 2026
47-page guideline covering modeling practices, studies, coordination, data collection, real-time monitoring, and event analysis for large loads including data centers, crypto mining, hydrogen production, manufacturing, and arc furnaces. NERC received more than 800 comments on the draft. Intended to supplement, not replace, existing or future Reliability Standards.
2026 Summer Reliability Assessment Proposed · May 19, 2026
published
All assessment areas expected to meet normal 2026 summer peaks; elevated risk under above-normal or extreme conditions in NPCC-New England, MRO-SaskPower, and WECC-Northwest. More than 58 GW of new capacity added since summer 2025 (16.4 GW solar, 14.7 GW battery, 6.7 GW gas, 1.6 GW wind); aggregate peak demand up more than 11 GW year over year. NERC reduced ERCOT's net internal demand 3.7 GW (4.6%) to reflect data centers that grid operators can curtail, citing Texas's mandatory curtailment framework for large…
2026 State of Reliability report — computational load events section Proposed · Jun 24, 2026
published
Documents two 2025 customer-initiated data-center load reductions exceeding 1,000 MW: approximately 1,800 MW in February 2025 (Loudoun and Fairfax Counties, Virginia; UPS systems tripped to backup during a normally cleared fault) and roughly 1,300 MW in June 2025, plus Eastern Interconnection events of 428 MW (February), 227 MW (March), and 540 MW (May), and nine ERCOT crypto-mining load-loss events over 100 MW in 2025. Warns that as facilities grow and co-locate, load-loss events will likely grow and could…
FERC order directing NERC computational-load standards and registrationRD26-7-000 Effective · Jul 16, 2026
issued (unanimous 5-0 vote); binding on NERC
FERC directed NERC to file new or modified Reliability Standards addressing computational-load integration risks, plus Glossary changes, registry criteria revisions, and Rules of Procedure changes for registering computational load entities under FPA Section 215, all by December 31, 2026 — converting NERC's voluntary accelerated timeline into a mandatory one. A detailed informational workplan filing for additional computational-load standards is due March 1, 2027.
Draft Reliability Standards CLO-001-1, CLO-002-1, CLO-003-1 posted for comment and ballotNERC Project 2026-02 Effective · Aug 19, 2026
posted for 30-day formal comment (August 19 - September 18, 2026) with ballot in the final 10 days
Three foundational standards for registered computational load entities: CLO-001-1 (Computational Load Interconnection, Studies, and Modeling Data), CLO-002-1 (Computational Load Operational Data and Communications), and CLO-003-1 (Computational Load Protection Coordination and Disturbance Monitoring), plus limited conforming updates to FAC-001-5 and FAC-002-5. Requirements are drawn from currently enforced, compliance-vetted standards; NERC states the package aligns with FERC's July 16, 2026 order. Ballot pool…
Transmission & interconnection build
Not applicable — NERC does not plan or build transmission · context
NERC is the reliability regulator, not a transmission developer; expansion projects sit with RTOs/ISOs and utilities in its footprint. Its levers on large-load growth are assessments, alerts, standards, and registration. The 2025 LTRA attributes most of the 224 GW (summer) / 246 GW (winter) 10-year demand growth to data centers and flags MISO, PJM, ERCOT, and the Pacific Northwest as elevated-risk areas within five years.
System capacity context from 2026 Summer Reliability Assessment · published May 19, 2026
More than 58 GW of new generation capacity added across North America since summer 2025 (16.4 GW solar, 14.7 GW battery storage, 6.7 GW natural gas, 1.6 GW wind), against aggregate peak demand growth of more than 11 GW year over year driven largely by data centers; the 2025 LTRA reports fossil capacity fell 21 GW during 2024-2025 and projects 105 GW of retirements over 10 years.

Frequently asked

What is an RTO or ISO, and why does it matter for a data center?

Regional transmission organizations and independent system operators run the high-voltage grid and the wholesale power market for their footprint — PJM, MISO, SPP, CAISO, NYISO, ISO New England, and (inside Texas) ERCOT. A data center cannot energize until the operator for its location studies and approves the interconnection, so each operator's queue rules, study timelines, and curtailment conditions directly set how fast a project can come online.

Which grid operator serves my state?

The map above shows the dominant operator for each state, and clicking a state lists every operator with territory in it. Several states are split — Illinois divides between PJM (ComEd, in the north) and MISO; Texas is mostly ERCOT with SPP in the Panhandle and MISO in the southeast; and much of the Southeast and non-coastal West sits outside RTO markets entirely, served by utilities like Southern Company, Duke Energy, and TVA.

What did FERC's 2026 show-cause orders do?

On June 18, 2026, FERC issued Section 206 show-cause orders to all six FERC-jurisdictional RTOs and ISOs (dockets EL26-67 through EL26-72), preliminarily finding their tariffs unjust and unreasonable for lacking clear rules on large-load and co-located-load interconnection. Each operator had to file its response by August 17, 2026 — either defending its tariff or proposing reforms — which is why every operator on this page filed new large-load rules within the same window.

What is happening with ERCOT and the Texas queue?

Under Gov. Abbott's August 3, 2026 directive, ERCOT is auditing its entire large-load interconnection queue — roughly 474 GW of requests, about 90% of it data centers — before new data centers may connect. ERCOT told the PUCT it aims to file the verification report by December 10, 2026, and has said its 'Batch Zero' study will miss its April 2027 deadline. Projects in the Texas queue are effectively waiting on that audit calendar.

What does 'bring your own generation' or 'curtailment-first' mean?

Most operators are converging on conditional interconnection for very large loads: connect faster if you bring new generation capacity with you (PJM's Bring Your Own New Capacity, ISO-NE's proposed requirement, SPP's frameworks), or accept being curtailed first — ahead of residential customers — when the grid is short (PJM's proposed Interim Resource Adequacy Service, SPP's conditional service, ERCOT's SB 6 curtailment authority).

How is this different from SAVRN's other trackers?

The Moratorium Tracker maps state and local policy restrictions. The Delay Watchlist tracks named projects and public-company exposure. This watchlist covers the grid layer itself — the operators and federal bodies whose queues, tariffs, and audits determine interconnection speed everywhere in the country. The three are companion references.

How to read this watchlist

Effective = a rule or order currently binding. Filed = formally submitted to a regulator and awaiting decision. Proposed = announced or in stakeholder process, not yet filed. Rejected = voted down, withdrawn, or denied. Queue figures are each operator's own most recent public disclosure and are not directly comparable across operators — some count requests, some count studied capacity.

This is a curated reference built from primary sources — operator filings, FERC dockets, and reputable trade reporting — and every entry links to its source. Regulatory status changes quickly; we update as filings move. It is informational, not legal or investment advice. Spot something out of date? Tell us.

Companion references: the Data Center Moratorium Tracker (state and local policy) and the Data Center Delay Watchlist (named projects and filings).

See all 114 sources on one page →

Why this list matters

Every operator on this page is converging on the same position: data-center-scale load connects faster when it brings its own generation and does not lean on the shared grid. That is the design SAVRN builds — AI factories with on-site power, so a project's schedule depends on its own equipment rather than a 474 GW queue and an audit calendar.

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