Insights

Photo: Dalton Huston-Bursaw / U.S. Department of Energy On July 28, 2026, the FCC's Public Safety and Homeland Security Bureau added foreign-produced power inverters — and advanced robotic devices — to the Covered List, implementing two National Security Determinations transmitted by a White House-convened interagency body the day before. Key takeaways Covered equipment cannot receive a new FCC equipment authorization, which is required before import, marketing, or sale. Auth

PJM’s 2028/29 Base Residual Auction, announced on July 14, 2026, cleared lower than the prior auction while its supply shortfall widened. The lower price traces to the temporary cap; the widening shortfall reflects fundamentals the capped price does not express. Takeaways: PJM's 2028/29 Base Residual Auction cleared at a single RTO-wide $325/MW-day — the third consecutive auction at the FERC-approved cap. Number of constrained LDAs remained at zero, and there was no LDA-leve

In H1 2026, one theme came to define U.S. power markets: reallocation. As AI and data-center demand outpaced a delivery-constrained grid, the year turned less on adding capacity than on redirecting it — who pays for reliability, what provides it, and where the grid gets built next. PJM A capacity shortfall, a record grid bill, and a $67B merger PJM's capacity market reached its limits in H1 2026. The 2027/28 capacity auction cleared at its price cap yet still recorded the fi

Recent U.S. Energy Information Administration (EIA) Today in Energy reports highlight how different parts of the United States are responding to rising electricity demand in different ways. While both MISO and ERCOT are absorbing significant load growth, including demand from data centers, their generation mix responses continue to diverge. Coal remains competitive in MISO Coal-fired generation remains economically competitive in MISO. The latest EIA Today in Energy analysis

On May 12, 2026, Maryland enacted the Utility RELIEF Act (HB 1532), introducing significant changes affecting large electricity users, net metering, grid planning, and utility regulation. As electricity demand continues to grow across the PJM region, the legislation establishes new requirements that will influence utility planning, cost recovery, and customer participation. Below is a snapshot of select key provisions. Large Load Customers & Data Centers Rate schedule thresho

Last month, six federal agencies jointly issued Advisory AA26-097A, confirming active exploitation of internet-exposed industrial control systems (ICS) across U.S. critical infrastructure. Threat actors logged into programmable logic controllers using legitimate engineering software, tampered with configuration files, and manipulated operator displays — causing measurable operational disruption and financial loss. On its face, the advisory targets bulk power assets covered by