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March 9, 2026

Generation

EIA
Record 86 GW of Generation Additions Projected in 2026
The EIA released a report that said a record 86 GW of utility-scale capacity is projected to be added to the grid in 2026, which if true, would far outpace the 53 GW of capacity added in 2025.
Oklahoma Municipal Power Authority
EPA Repeals 2024 MATS Updates for Coal Plants
EPA revoked its 2024 updates to the MATS rules, which included regulation of non-mercury emissions and monitoring equipment requirements for all covered power plants.
Colorado Energy Office
Colo. PUC Approves 3.2-GW PSCo Resource Package
Colorado regulators approved 3.2 GW of new resources requested by Public Service Company of Colorado under an expedited approval process designed to take advantage of soon-expiring federal tax credits.
ARCHES
California, 12 Other States Sue Trump Admin. Over Energy Grant Terminations
Thirteen blue states are suing the Trump administration for reversing Biden administration funding commitments worth $7.6 billion for energy and infrastructure projects.
Constellation Energy
FERC Denies Rehearing Requests on Constellation-Calpine Merger
FERC upheld its approval of Constellation Energy’s purchase of Calpine while also addressing arguments from consumer and environmental groups.
NRDC
PJM’s Reliability Backstop Auction: Fixing Half the Problem
PJM, with prompting from 13 governors, is trying another solution to resource adequacy: the “Reliability Backstop Auction.” While details still are being negotiated, this boils down to throwing money at new power plants, says Tom Rutigliano of the NRDC.
BloombergNEF
Report Touts U.S. Sustainable Energy Despite Volatile Policies
The annual status report from the Business Council for Sustainable Energy finds sustainable energy met rising U.S. power demands in 2025 despite the far-reaching policy shifts roiling the sector.
MISO
MISO: Gen Performance Lacking During January Winter Storm
MISO said lackluster generating unit performance led to an emergency declaration during the late January winter storm.
Consumers Energy
DOE Reups Campbell Coal Plant Emergency Ops; Losses Top $135M
The Department of Energy issued a fourth emergency order, keeping the J.H. Campbell coal plant in Michigan online through mid-May and likely beyond.
© RTO Insider
FERC Commissioners: Solutions Emerging to Large Load Conundrum
Data centers’ demand and speed-to-power prerogatives continue to dominate discussions in the electric industry, but some commonsense policy answers are starting to emerge, FERC Commissioners Judy Chang and David Rosner said.

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