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H1 2026 U.S. Power Market Update
Featured Insights
Our latest thoughts on policies, ideas and issues driving the energy transition.
Diverging Paths: How MISO and ERCOT Respond to Rising Power Demand
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
May 212 min read
Energy Policy Watch: Maryland Utility RELIEF Act (HB 1532)
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
May 141 min read
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