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March 11, 2026
RTO Insider
EIA Expects No Impact on Domestic Natural Gas Prices from Iran Conflict
Calcasieu Pass LNG Facility
Venture Global LNG
The war in Iran is not expected to lead to higher domestic natural gas prices in part because higher oil prices tied to the closure of the Strait of Hormuz mean more oil production and related gas supply from the Permian Basin, the EIA said.
ERO Insider
Risks identified in SERC's 2024 Regional Risk Report
SERC
SERC Speakers Warn of Rapidly Evolving Security Threats
Speakers at a SERC Reliability-hosted webinar discussed the need for communication to address rapidly evolving threats to the security of electric facilities.
RTO Insider
Work on a BESS facility in Coldwater, Mich., in 2025
Motor City Electric Utilities
MISO’s 3rd Expedited Queue: 8 GW of Gas and Batteries
MISO announced a third, 8-GW cycle of generation projects to enter its fast-tracked interconnection process, its largest cluster yet.
RTO Insider
Historic and projected growth in U.S. solar power generation installation
Wood Mackenzie
SEIA, WoodMac Chart Whiplash in U.S. Solar Industry
Nearly 40% fewer U.S. solar power projects reached completion in the fourth quarter than in the third quarter as developers pivoted to start new projects in time to qualify for tax credits.
RTO Insider
Newington Station in Newington, N.H.
Granite Shore Power
ISO-NE Proposes Cut to Performance Payment Rate
ISO-NE proposed to reduce its performance payment rate by more than 60% in response to concerns that excessive penalties will have unintended consequences for the capacity market.
RTO Insider
Duke Energy
Duke Files Settlements in Carolinas on Proposed Utility Combination
Duke Energy entered a pair of settlements in North and South Carolina on its proposal to combine Duke Energy Carolinas and Duke Energy Progress, which needs approval from both states’ regulators.
Utilize the Grid Better to Save $100B+, New Coalition Urges
A new industry coalition calling itself Utilize has begun a campaign to make electricity less expensive and quicker to connect by unlocking underused grid capacity.
Emerald AI, InfraPartners Team up to Deploy Flexible Data Centers
InfraPartners and Emerald AI's new partnership aims to embed flexibility from the start in data centers, which can make the facilities work much more smoothly with the power grid.
ERO Insider
Grid Strategies' analysis used data from Lawrence Berkley National Laboratory to argue that predicted resource additions in the LTRA are too pessimistic, and that most regions will likely have sufficient generation when counting Tier 1 resources to meet their reserve margins.
Grid Strategies
Grid Strategies Calls NERC LTRA Too Pessimistic
Grid Strategies wrote that NERC's Long-Term Reliability Assessment did not consider some factors that could address potential energy shortfalls.
NERC Report Reviews ‘Shoulder Season’ Load-shedding Events
A new report from NERC reviewed several incidents in which unexpected strains during spring or fall led to load shedding.
AES Indiana to Pay $90K for NERC Violations
FERC approved settlements with AES Indiana and the U.S. Army Corps of Engineers Savannah District for violations of reliability standards.
NetZero Insider
The Arizona Corporation Commission voted to end the state's renewable energy standard.
Tucson Electric Power
Ariz. Commission Axes State’s Renewable Energy Standard
Arizona regulators have repealed the renewable energy standard for electric utilities in the state, saying it's time for renewables to "stand on their own two feet."
N.J.’s Utilities Board Backs Storage, Solar Expansion Package
The New Jersey Board of Public Utilities approved the state’s first incentivized storage projects and launched new community and grid-scale solar solicitations.
Energy Secretary, Congressman Call for Restart of N.Y. Nuclear Plant
No specifics are being offered, and the site’s owner indicates significant financial and political support must be established before such a restart of Indian Point could be considered.
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RTO Insider
PJM's 2026 Load Forecast found large load growth is expected to add tens of gigawatts to the system, largely stemming from data centers.
PJM
PJM Plans to Release Reliability Backstop Design in April
PJM has updated its thinking on the design of its reliability backstop procurement to meet rising data center load, gravitating toward a model in which the RTO would determine the amount of capacity to be purchased and act as the administrator and counterparty to the resulting agreements.
Questions Raised over Ratepayer Protection Pledge
Figures in the energy industry are casting doubt on the White House’s proposal to shield ratepayers from the costs of interconnecting large loads, saying it ignores the jurisdictional responsibility between regulatory authorities.
Searchlight Report Calls for Infrastructure Fund for Data Center Development
A new report argues for an infrastructure fund to entice data center developers to commit to modernizing the grid as they invest in upgrades required by their new demand.
‘With the Skill to Survive,’ SPP Faces ‘Massive Challenges’
“Massive change, massive challenges, massive opportunities,” SPP CEO Lanny Nickell said in kicking off the grid operator's second Energy Synergy Summit that focused on meeting data center growth.
Shutterstock
NYISO Yields to Stakeholder Requests on Transmission Planning Changes
After receiving pan-sector feedback from stakeholders asking for more time to review NYISO's proposed changes to the reliability planning process, the ISO said it would delay proposing tariff language.
MISO and SPP's Core + and Core draft portfolio options
MISO and SPP
MISO, SPP Draft New Joint Portfolio that Could Run $3.6B
MISO and SPP put forth two potential, 500-kV joint transmission portfolios valued at either $1.3 billion or $3.6 billion to beef up their transfer capability.
ERO Insider
Participants in the GridEx VIII distributed play by state or province, with the change from GridEx VII in parentheses. Participants with operations in multiple states/provinces are counted by the location of their headquarters.
NERC
Report: GridEx VIII Highlighted Areas for Improvement
NERC's report on the GridEx VIII security exercise outlined the challenges that participants weathered during the distributed play and executive tabletop.
NERC Says Violation Backlog Dropped in 2025
In their annual report, NERC's Compliance Monitoring and Enforcement Program and Organization Registration and Certification Program said the ERO's backlog of violations dropped by nearly 50% in 2025.
AI Has to be Reliable Before We Trust it with our Grid
Columnist Dej Knuckey says there’s no doubt AI can be exponentially faster, smarter, and more innovative and efficient than the current workforce, but can it be reliable?
MISO-SPP Conference Eyes Future Generation Trends
The Gulf Coast Power Association’s MISO-SPP Regional Conference showcased the rush to add resources, and panelists mused on which new trends could take hold in resource expansion.
A chart of 10-year summer and winter peak demand growth and rate trends in MRO shows that over the past six years of projections, winter peak demand growth has outpaced summer demand growth, indicating a shift to higher energy usage during winter months.
MRO
Energy Availability Tops MRO’s 2026 Risk List
MRO's Regional Risk Assessment found uncertain energy availability to be the highest priority risk for the third year in a row.
MISO CEO John Bear (left) and SPP CEO Lanny Nickell
© RTO Insider 
MISO, SPP CEOs Bet on Improved Interconnection Processes for AI Load
MISO’s and SPP’s CEOs are confident their interconnection queues will be up to the task of meeting new data center load once their respective special expedited lanes wind down.
MOTUWETHFRSASU
Stakeholder Meetings
Industry Gatherings
Upcoming Event
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NetZero Insider
Change in average hourly generation by fuel type in 2025 compared to 2024
CAISO DMM
Battery Capacity, Coal Use Rise in WEIM in 2025
CAISO’s Western Energy Imbalance Market saw an increase in battery storage capacity and coal use in 2025 compared with 2024, although the total load across the market did not increase over the year.
Wash. AG, PIOs Sue to Overturn DOE Order to Keep Centralia Plant Running
Washington’s attorney general and a coalition of public interest organizations filed separate lawsuits to overturn the Department of Energy’s order requiring TransAlta to continue operating the state’s last coal-fired plant beyond its scheduled retirement.
NYSERDA Lays Out High Cost of Climate Law Compliance
The state authority managing New York’s clean-energy transition estimated one part of complying with the state’s climate law could carry a gross impact of more than $4,000 per year per household in some cases.
PSEG Looks to Support N.J.’s Nuclear, Gas Generation Plans
PSEG is working to meet the energy needs expressed by New Jersey Gov. Mikie Sherrill and is gearing up to help with the potential expansion of the state’s nuclear and gas generation fleet.
© RTO Insider
N.J. Considering Use of RGGI Funds to Curb Rate Hikes
New Jersey is studying whether to use funds from the Regional Greenhouse Gas Initiative to keep down electricity rates and restructure the way utilities are compensated in an effort to reduce the pressure on electricity prices.
Shutterstock
Oregon’s Offshore Wind Road Map Acknowledges Uncertainty
Oregon released a draft road map to provide state lawmakers with recommendations on how to proceed with offshore wind endeavors, while acknowledging the uncertainty the industry faces.