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February 12, 2026

Commentary

PJM
Much Ado in PJM, but There is No Crisis
Despite the Trump administration and all 13 PJM governors proposing a host of new initiatives, the RTO falling short of its reliability requirement does not constitute a crisis, writes columnist Steve Huntoon.
ISO-NE
ISO-NE’s Proposed Capacity Market Reform Likely to Boost Reliability While Resulting in Higher Prices
ISO-NE is reforming its approach to acquiring sufficient capacity, which has shaken things up considerably, writes columnist Peter Kelly-Detwiler.
ICF EnergyInsite
Data Centers Can Drive Down Rates, Boost Local Economies
A commitment to “growth pays for growth” and properly structuring tariffs and energy supply agreements can ensure data centers pay all their costs, writes Nick Myers of the Arizona Corporation Commission.
Shutterstock
Utility Ratemaking Has Become More Complicated
Regulators attempt to balance the interests of the different stakeholders with the overall goal of promoting the general good. This has become increasingly difficult as regulators must cope with new interests, says energy consultant Kenneth W. Costello.
Diamond Generating LLC
Why 2026 will be the Year of Flexibility
Flexibility will be a core attribute of the various scenarios and solutions being discussed to meet the snowballing estimates of U.S. electric power demand, says columnist K Kaufmann.
© RTO Insider 
Whither FERC?
Columnist Steve Huntoon predicts that the independent federal agencies like FERC will survive the Supreme Court’s revisiting of Humphrey’s Executor v. United States.
Shutterstock
Will Batteries Remain a Clean Energy Bright Spot in 2026?
In 2026, utility-scale energy storage projects in the U.S. will face headwinds that could slow the pace of a technology that is fast becoming a global grid staple, warns columnist Dej Knuckey.
Illustrated by Perplexity
The Year the Humble Electron Becomes Politicized
The defining story of the coming year will be the widening chasm between electricity supply and demand, a dynamic driven by a slow-moving supply side, coupled with the explosive growth of energy-hungry data centers, says columnist Peter Kelly-Detwiler.
MISO
Can Expanding Transmission Reduce Electricity Costs?
Expanding transmission can reduce electricity costs for consumers, but only if the buildout uses consumer welfare as the North Star and ignores narrow political or business interests, say Travis Fisher and Nick Loris.
Con Ed
The Slow, but Inevitable, Threat of Sea Level Rise
Storm surge events like Sandy offer insights into what the worst of sea level rise may do to an area’s infrastructure and how the power industry needs to think about this slow-moving but inevitable threat, says columnist Dej Knuckey.

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