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February 1, 2026

Markets

PJM
PJM Winter Outlook Finds Tightening Reserve Margins
PJM’s winter outlook found the RTO should have enough resources to meet the forecast peak load of 145,700 MW, although the reserve margin continues to decline as new resource development lags.
Lawrence Berkeley National Laboratory
Duke Paper Lays out How FERC Can Make Flexibility for Large Loads Reality
FERC can make large load flexibility a reality through the implementation of the Department of Energy’s Advance Notice of Proposed Rulemaking on large load interconnections, according to a new Nicholas Institute policy paper.
GridLab
GridLab: More Renewables Could Have Saved Billions in PJM Auction

If just 10% of the land-based renewables in PJM’s generator interconnection queue had been developed, the total cost of the RTO’s 2026/27 capacity auction would have been reduced by $3.5 billion, according to an analysis GridLab commissioned by Aurora Energy Research.

New Mexico Renewable Energy Transmission Authority
WRAP Day-Ahead Market Task Force Looks to Future After Commitments, Withdrawals
The Western Resource Adequacy Program Day-Ahead Market Task Force held its first meeting after the program’s binding decision deadline, with members exploring how the new participant footprint will impact transmission connectivity and other issues.
Shutterstock
Nonprofits Ask 9th Circ. to Vacate BPA’s ‘Shocking’ Day-ahead Market Decision
A group of nonprofits suing BPA said its decision to join SPP’s Markets+ instead of CAISO’s EDAM “violated clear mandates from Congress.”
CPower
CPower’s 2025 VPP Dispatches Already More Than Double 2024 Levels
CPower saw its customers dispatched for a total of 38 GWh through the third quarter, beating all of last year's total dispatches of 16 GWh handily.
© RTO Insider 
Pathways Initiative Exploring Funding Options, Issues RFP to Staff ROWE
The West-Wide Governance Pathways Initiative’s Launch Committee will hire an executive staffing firm and is considering funding sources as it advances to the next phases of building the independent organization that will govern CAISO’s energy markets.
Shutterstock
PacifiCorp Next to Leave WRAP After Raising Concerns
PacifiCorp joins other utilities leaving the Western Power Pool’s Western Resource Adequacy Program just before the deadline to commit to the program’s first binding phase.
CAISO
Analysis Finds ‘Material’ Parallel Flow Effects in CAISO from PacifiCorp BAA Transactions
In an ongoing high-stakes analysis, CAISO has determined that transactions between PacifiCorp’s two balancing authority areas can “materially” affect parallel flows on certain CAISO transmission constraints.
Nvidia
Nvidia, Emerald AI, EPRI and PJM Announce Flexible Data Center Project
The artificial intelligence industry and power industry are working together to develop the first “power-flexible AI factory” at a 96-MW facility in Manassas, Va.

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