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April 3, 2026

Commentary

SPP
As Public Data Shrinks, Private Climate Models will Shape the Grid’s Future
At the very moment grid operators are being asked to plan for unprecedented complexity, the public data infrastructure that underpins those decisions is becoming less reliable, writes columnist Dej Knuckey.
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New Group Questions IMM Findings that $22B MISO Spend Uneconomic
The MISO independent market monitor is just that — independent, writes Bill Malcolm. "He should not be shown the door but should be allowed to continue to do his job and also to talk to state regulators who seek his advice."
Shutterstock
An Electricity Market That’s Bigger Than the Weather
The size and configuration of day-ahead markets in the West will greatly impact electricity bills and grid reliability, says the Environmental Defense Fund.
David Maiolo, CC BY-SA-3.0, via Wikimedia Commons
Bridging the Partisan Energy Divide with Transmission Investment
With electricity demand spiking, Congress should take major steps to speed up the process of building new transmission infrastructure, writes Will Hazelip.
PJM
PJM’s Capacity Market Was Meant to be a Safety Net; It Has Become the Entire Grid
PJM’s capacity market has quietly evolved from a reliability safety net into the primary mechanism supporting much of the region’s electricity supply, writes energy consultant Glenn Davis.
AEP
White House, Data Center Pledges Signify Little; The Real Risks Lie Elsewhere
The White House meeting and associated industry pledge were perhaps good theater, but would have been much more valuable a year or two ago, writes columnist Peter Kelly-Detwiler.
Hitachi Energy
Transform the Physical Energy System to Unleash its Digital Transition
The digital world may be driving much of the growth in electricity demand, but physical limits are shaping how the industry responds. And few limits are more apparent than the shortage of transformers.
NYISO
A Cautionary Tale on Forecasts
Gaming by different stakeholders can present regulators with biased forecasts, which would require special regulatory-staff expertise to uncover, warns energy consultant Kenneth W. Costello.
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California’s Anxiety is not About Seams; It’s About Control
For the first time in years, California’s grip on Western market design is genuinely at risk, writes Nick Myers of the Arizona Corporation Commission.
ACI
Data Centers Don’t Cause Rate Increases but Would Still be Wise to Supply Own Power
Data centers have become the whipping boy of high electric bills; consumers believe they are paying higher rates because of these power-hungry server farms. However, it is not that simple, writes Kristen Walker of The American Consumer Institute.

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