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December 6, 2025

RTO Insider

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FERC Sides with San Francisco in PG&E Cost Allocation Dispute
FERC sided with San Francisco in the city’s dispute with PG&E over cost allocation provisions in a wholesale distribution contract, finding PG&E improperly required the city to bear the cost of system upgrades instead of allocating costs among all beneficiaries.
CEC
Uncertain VPP Program in California Sets Capacity Record

A virtual power plant program with an indeterminate future set a record in 2025 for the capacity the plant contributed to California's electricity grid.

Yes Energy using Yes Energy’s Infrastructure Insights data
How ISOs and RTOs are Addressing Large Load Growth
Data center-fueled demand growth continues to soar while reserve margins continue to shrink. Meanwhile, the timelines for building load versus building generation and transmission are wildly out of sync.
New Mexico PRC
PNM Accounting Request Revives EDAM vs. Markets+ Debate
State regulators approved an accounting order for Public Service Company of New Mexico’s participation in CAISO’s Extended Day-Ahead Market, in a case that rekindled the debate over which day-ahead market PNM should choose. 
Jim Henderson, CC BY-SA-4.0, via Wikimedia Commons
NYISO Notes ‘Fluctuation’ of Outlooks for Grid Reliability
The NYISO Operating Committee voted to approve the ISO’s draft Comprehensive Reliability Plan, though environmental groups and the Market Monitoring Unit voiced concerns.
© RTO Insider LLC
SPP Stakeholders Trim $2.5B from 2025 Transmission Plan
SPP stakeholders have endorsed the RTO's 10-year transmission plan and some of its proposed 765-kV lines, trimming about $2.5 billion in costs from the portfolio.
IESO
IESO Seeks to Expand Commercial DR

IESO hopes to curtail 100 MW of commercial HVAC load next year under a new program targeted at resources available during system peaks, but not for the full six-month commitment of the capacity market.

PJM
PJM MRC/MC Preview: Oct. 23, 2025
A summary of the agenda items scheduled to be brought to a vote at the PJM Markets and Reliability Committee and Members Committee meetings Oct. 23.
Commonwealth Fusion Systems
DOE Lays out Roadmap to Bring Nuclear Fusion to Market
The Department of Energy's “Fusion Science and Technology Roadmap” seeks to accelerate progress toward the long-sought, long-elusive goal of commercially viable nuclear fusion power.
ISO-NE
NEPOOL Members Offer Amendments on ISO-NE Capacity Reform Project
NEPOOL members proposed several amendments to the first phase of ISO-NE’s capacity market overhaul prior to the scheduled Markets Committee vote on ISO-NE’s proposal in November.

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