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March 5, 2026

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Ontario PMU Expansion Raises Cost Concerns

IESO’s plan to require synchrophasor data from storage resources prompted cost concerns during an educational session at the ISO’s Technical Panel meeting March 3.

IESO announced in 2025 it will require phasor measurement units (PMUs) at all grid-connected storage units rated at least 20 MVA, including aggregations. PMUs, which collect data including voltage, current and frequency, already are required for generators of 100 MVA and larger. The new requirement also would apply to any size storage or generation facility that can impact a NERC interconnection reliability operating limit.

As part of the changes, the ISO will move its PMU requirements to the market rules from the market manual, and the minimum reporting rate will increase from 30 to 60 samples/second.

IESO’s supervisory control and data acquisition (SCADA) system, which collects data from grid-connected facilities every two to 10 seconds, cannot provide real-time monitoring for the “oscillation phenomena” that can be caused by the growing number of inverter-based storage facilities.

“Going to 60 samples a second allows us to be able to see any oscillations that might occur between zero to 15 hertz in the field,” said Dame Jankuloski, lead power system engineer in IESO’s Performance Validation and Modeling unit. “We’re just trying to be a little bit proactive here and go with a higher sampling rate because that’s what other jurisdictions in North America have done.”

IESO, which currently has 86 PMUs at 36 facilities, expects that to increase to 240 PMUs at 111 facilities in the next five years.

Jankuloski said written comments submitted following an engagement session in December “raised no material concerns” with the new requirements. (See IESO Seeks Comment on Revised Monitoring Requirements.)

But stakeholders expressed concern over costs during Jankuloski’s presentation.

“I don’t have any idea what the [cost] is here. … Is it a million bucks or is it 100 million?” asked Dave Forsyth of AMPCO, which represents industrial power users. “Who’s going to pay for this and how much [is it] going to cost? And are we asking for a Rolls Royce when we only need a Chevy?”

Robert Reinmuller, of transmission and distribution utility Hydro One, said most of the PMUs in IESO’s system today were installed by his company. Many of the future installations will be for facilities that win upcoming IESO procurements, he said.

He said the utility will file rate requests for 2028 to 2032 within a couple of months. “And if I don’t have, say 150 PMUs accounted for … for this change that you’re proposing, we’re going to have a hard time finding that money after the fact,” he said.

Reinmuller said Hydro One spent tens of millions of dollars installing the existing PMUs. “The PMU itself is not an expensive device. … But the infrastructure to collect the data … behind the scenes is not trivial.”

Jankuloski acknowledged that doubling the sampling from 30 to 60 readings/second will require more data storage capacity but said Hydro One officials had not expressed “any major concerns” in their discussions with the ISO.

IESO sized its system to handle 60 samples/second for up to 400 PMUs, he said.

“So, we left a little bit of spare [room],” he said. “Right now, we are sort of at the half[way] point in terms of requirements that we have proposed to date.”

Jankuloski said “it is a bit of a challenge to put a [cost] number” on the new requirements. “But from a reliability perspective, we don’t want an outage, right? And so, if an oscillation were to cause an outage [without] having this data, we would not be able to first prevent it, or even just see it and see what kind of actions we need to take.”

The Technical Panel is expected to vote on recommending the changes at its May 12 meeting, teeing up an IESO board vote on June 11. The tentative effective date is Dec. 2.

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Data Centers Don’t Cause Rate Increases but Would Still be Wise to Supply Own Power

By Kristen Walker

In a notable move at the State of the Union, President Trump announced, “We’re telling the major tech companies that they have the obligation to provide for their own power needs.”

Several Big Tech players incidentally will meet at the White House this week to sign an agreement to build their own electricity supply. 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. Plenty of other variables factor into electricity rates, making it difficult to point the finger directly at data centers. If anything, data suggests otherwise.

Take Virginia and Texas, which lead the pack and together account for one-fourth of all U.S. data centers, at 663 and 405, respectively. According to the U.S. Energy Information Agency, the average residential electricity rate in Virginia is 15.94 cents/kilowatt hour (kWh) and Texas is 16.04 cents, both of which are below the national average of 17.24 cents/kWh.

Kristen Walker

Loudoun County, Va., — considered the Mecca of data centers — has experienced a modest rate increase recently, but Dominion Energy asserts the cost is “largely attributed to inflationary pressure, not the demand of data centers.” Labor, equipment and materials prices have increased. The county’s 14.25 cents/kWh is still well below the national average.

On the flip side, California’s average 34.71 cents/kWh consistently ranks as the highest electricity prices in the continental U.S. Their number of data centers is roughly half of Virginia’s: 320.

Most Northeast states also consistently rank in the top 10 for electricity rates. Yet their data center counts pale in comparison to the top dogs: Connecticut (61), Maine (eight), Massachusetts (49), New Hampshire (10), New York (142), Rhode Island (seven) and Vermont (three).

To submit a commentary on this topic, email forum@rtoinsider.com.

Why do all these states suffer not only from soaring electricity costs but rates that have increased much faster than the national average?

State Policies Contribute to Higher Prices

State policies and decisions have much more to do with electricity prices than simply load growth. Most states referenced above have ambitious standards that eventually require 100% power generation from renewable energy. The Northeast states participate in the Regional Greenhouse Gas Initiative, which regulates energy sources, as well as have policymakers who block natural gas pipeline infrastructure. These actions contribute to higher electricity prices for consumers.

The math doesn’t exactly compute for a correlation between data centers and electricity prices. So far.

A Virginia state-commissioned report that found residential ratepayers were not subsidizing costs for larger users also says that scenario could change unless mitigated. It asserts that significant new generation and transmissions will need to be built, energy demand will outpace supply and heavier reliance on imported power is susceptible to spikes in energy market prices.

But all that remains to be seen, especially in the other 49 states. After all, Virginia is home to an impressive 663 data centers (and counting) and has yet to experience rate increases because of them.

It does not, however, negate the reality that communities continue to worry about paying for data centers’ energy use. Data center operators no doubt hope to mitigate some of the public’s concerns by building off-grid.

As more state legislation designed to pause, slow or deter data center construction increasingly materializes throughout the country, Big Tech must proactively secure sufficient power for these warehouses. Moratoriums and delays would be a death sentence for the AI race. And it is unfair to sideline the industry. Needing to get on-line sooner rather than later, data centers don’t have time for politics or the ever-growing interconnection queues.

Many hyperscalers are past waiting; they’ve already begun producing their own electricity.

Operators Seeking Alternative Energy Supply

Operators increasingly are using natural gas, solar, batteries and fuel cells to supply their power, with the latter constituting the fastest‑growing off‑grid option. The 90-day installation and nearly 100% reliability are enticing one in three data centers to go off-grid by 2030.

Modular natural‑gas turbines and reciprocating engines also are growing in popularity. Resembling small power plants collocated with the data center, these systems can be deployed within weeks or months.

Multiple Big Tech companies even announced plans to go nuclear, through either revitalizing nuclear plants or incorporating small modular reactors.

With today’s political climate, regulatory barriers, time constraints and affordability concerns, in-house energy generation makes sense. Data centers are embracing self‑generation as a core part of their expansion strategy. They are now actively building off‑grid and self‑powered data centers, signing federal pledges to do so and investing in dedicated generation at a scale that resembles private power grids.

The combination of AI‑driven load growth, interconnection delays and political pressure is making self‑supply the new default model for hyperscale expansion. It is a win for tech companies, utilities, politicians and consumers.

Kristen Walker is senior policy analyst and manager for energy and transportation with the American Consumer Institute, a nonprofit education and research organization.

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BlackRock and Others to Take AES Corp. Private for $33B

A consortium led by BlackRock’s Global Infrastructure Partners and Swedish private equity firm EQT AB agreed to buy AES Corp. in a deal valued at about $33.4 billion including debt.

AES said it expects its sale to private equity to close in late 2026 or early 2027. The company said its Indiana and Ohio utilities would remain locally operated and managed. Together, AES Indiana and AES Ohio serve about 1.1 million customers.

If approved by regulators, the ​consortium would acquire AES for $15/share in cash, representing a total equity value of $10.7 billion.

The investment group also includes California Public Employees’ Retirement System ⁠and ​the Qatar Investment Authority.

At the end of 2025, AES had $27.56 billion in net debt. Without the sale, AES said it would have been forced to reduce or eliminate dividend payments or make considerable ​new equity issuances.

AES said it has a “significant need for capital” beyond 2027 to meet demand growth. The company’s board of directors unanimously approved the transaction.

“This transaction will better position AES to drive long-term growth across its business units, including regulated electric utilities and competitive clean energy in the U.S. and critical energy infrastructure assets in Latin America. The consortium has deep experience investing in energy infrastructure businesses and shares AES’ commitment to safety, affordability and customer service,” AES said in a March 2 announcement.

AES said through the acquisition, it will become a “premier clean energy platform across the Americas.” It said it has 11.8 GW of clean energy supply agreements in place with major technology firms.

The company reported that as of late 2024, it has a little more than 32 GW of total gross capacity in operation; 64% of that renewable energy.

The deal continues a pattern of BlackRock and other asset managers expanding their reach into public utilities.

Global Infrastructure Partners, along with the Canada Pension Plan Investment Board, took Allete and Minnesota Power private for $6.2 billion in 2025. (See Minnesota PUC Approves BlackRock’s Purchase of Allete.)

The purchase agreement comes as AES Indiana and other Indiana utilities face a regulatory inquiry into energy affordability after raising their rates. (See Indiana Commission Opens Affordability Inquiry into Utilities.)

AES Board or Directors Chair Jay Morse said the decision followed a “rigorous review” of options. He said the sale is in the best interest of AES stockholders.

CEO Andrés Gluski also said the acquisition would “maximize value for existing stockholders and position the company for long-term success.”

AES cancelled a March 3 conference call to review its fourth quarter and 2025 financial results. Over 2024, AES reported $12.28 billion in total revenue, a roughly 3% decline from 2023.

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Company Briefs

Form Energy, Xcel Strike Deal to Power Google Data Center

Form Energy has reached a deal with Xcel Energy to build an iron-air battery storage plant in Minnesota that will supply a Google data center.

Xcel will install 300 MW of Form’s batteries, which will dispatch energy for up to 100 straight hours, in Pine Island, Minn. The facility is part of a larger agreement that will see Google pay Xcel to build 1.4 GW of wind and 200 MW of solar.

Form Energy expects to deliver the batteries to Xcel in 2028.

More: Canary Media

Plug Power Kills Plans for Hydrogen Plant

Plug Power has officially abandoned its plans for a hydrogen plant in Genesee County, N.Y.

Instead, Plug Power will sell its property at the STAMP site to developer Stream Data Centers for between $132.5 million and $142 million. Stream Data Centers is looking to build an $11.81 billion, 2.2 million-square-foot data center campus across three buildings at the site.

According to the agreement, the sale must close no later than June 30.

More: Buffalo Business First

Arevon COO Johnson Named Interim CEO

U.S. renewable energy developer and operator Arevon Energy appointed COO Justin Johnson as interim CEO, effective Feb. 20.

Johnson will continue to serve as COO while assuming the additional responsibilities of interim CEO, the company said. Former CEO Kevin Smith resigned Feb. 20.

More: Renewables Now

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Federal Briefs

EIA: U.S. Plans 11 GW of Retirements in 2026

Power plant owners plan to retire 11 GW of utility-scale generation in 2026, most of it from coal plants, according to the EIA’s Preliminary Monthly Electric Generator Inventory.

Most of the scheduled retirements are either coal-fired plants (58%) or steam turbines and simple-cycle natural gas (42%). The largest planned coal retirements planned are the 1,331-MW J.H. Campbell in Michigan and the 1,231-MW Cumberland Unit 2 in Tennessee.

Plans are subject to change due to recent policy shifts delaying retirements. Owners and operators planned to retire 12.3 GW of capacity in 2025 but retired only 4.6 GW following emergency orders from DOE to extend the operations of several coal plants.

More: EIA

U.S. Sets Tariffs on Asian Solar Imports

The Commerce Department announced tariffs on solar cells and panels imported by companies in India, Indonesia and Laos.

According to the department, it calculated rates of 125.87% on imports from India, 104.38% on imports from Indonesia and 80.67% on imports from Laos. The three nations accounted for $4.5 billion in imports in 2025, about two-thirds of the overall total, according to government trade data.

More: Reuters

BLM Approves Silver Peak Lithium Mine Expansion

The Bureau of Land Management approved expansion of the Silver Peak lithium mine in Nevada. The mine is now authorized to operate on 8,058 total acres, including 1,601 public acres.

The expansion allows for the use of new technologies that are expected to increase lithium recovery by up to 100% from the same amount of materials.

The mine has been in operation since 1965 and is currently the only producing lithium mine in the U.S.

More: BLM.gov

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State Briefs

CALIFORNIA

Diablo Canyon Receives Discharge Permits

The Central Coast Regional Water Board voted 6-0 to approve waste discharge permits for the Diablo Canyon nuclear plant.

The board also granted the plant a certification under the Clean Water Act, which was the last state regulatory hurdle the facility needed to clear before the Nuclear Regulatory Commission could renew its permit through 2045.

Pacific Gas and Electric originally planned to shut down the plant in 2025, but lawmakers extended the deadline by five years in 2022. Now it is likely to run through 2030.

More: Los Angeles Times

IOWA

House Approves Bill Preventing GHG Agricultural Lawsuits

The House of Representatives voted 66-24 to prohibit lawsuits stemming from greenhouse gas emissions linked to agricultural operations.

The bill would limit farmers’ and ranchers’ liability in cases alleging an “actual or potential” effect on the climate caused by greenhouse emissions. The House also adopted an amendment that added “petroleum source” to the list of greenhouse emissions described in the bill. 

The bill now heads to the Senate.

More: Iowa Capital Dispatch

LOUISIANA

PSC Rejects Investigation into Meta’s Data Center Financing

The Public Service Commission rejected a request from environmental and consumer advocacy groups to investigate Meta’s financing of a data center in Richland Parish.

Meta’s new financial arrangement has left a separate company, Blue Owl, as the majority owner of the data center. As a result of the new structure, the nonprofits argued, various ratepayer protections guaranteed by Meta are now called into question.

The PSC noted it can investigate in the future if new information arises.

More: Nola.com

MICHIGAN

DTE to Pay $100M for Clean Air Violations

District Judge Gershwin Drain ordered DTE Energy and three of its subsidiaries to pay $100 million to the Treasury Department for Clean Air Act violations at the EES Coke Battery on Zug Island.

The facility must come into compliance with the Clean Air Act by submitting new source review permit applications within 250 days, and form a community committee within 120 days and provide it with $20 million for air quality improvement programs. The court also found that DTE saved $70 million by failing to comply with regulation.

DTE said it plans to appeal the decision.

More: Planet Detroit

NEVADA

NV Energy to Refund $63M to Overcharged Customers

NV Energy will reimburse more than 108,000 customers about $63 million following a settlement with the Public Utilities Commission.

Over the past 20 years, NV Energy accidentally misclassified nearly 43,000 multifamily residential customers as single-family residential customers, which overcharged them. The overcharges total around $65 million and date back as far as 2002. The utility must issue refunds within 210 days with all money coming from shareholders.

More: The Nevada Independent

NORTH CAROLINA

UC Mistake Won’t Equal Refunds for Customers

The North Carolina Court of Appeals determined the Utilities Commission made a mistake in 2024 when it allowed Duke Energy to raise rates based on unrecovered fuel costs from 2022. However, a change in state law in 2025 means customers will not see any refunds based on the error.

The court agreed the commission should not have allowed Duke to pursue the unrecovered costs when rates were set two years later. While the case proceeded through the courts, the General Assembly approved a new law in June 2025 that removed a provision limiting fuel recovery costs to a designated “test period.”

More: The Carolina Journal

OREGON

Jury Awards Victims $305M for Santiam Canyon Wildfire

A jury awarded $305 million to 16 survivors of the Santiam Canyon wildfire that burned hundreds of thousands of acres in 2020.

It is the largest jury verdict issued in relation to the James v. PacifiCorp class-action lawsuit, pushing PacifiCorp’s total liability past $1 billion. It is the 15th trial to conclude so far, with another 167 trials scheduled through 2027.

PacifiCorp has appealed the class-action lawsuit. Executives continue to deny liability and point to a 2025 state report that found no evidence connecting PacifiCorp’s equipment to the fire.

More: Oregon Public Broadcasting

TEXAS

Xcel to Replace High-risk Power Poles After Settlement

A district court ordered Xcel Energy to replace damaged power poles in wildfire-prone areas following an agreement with Attorney General Ken Paxton.

Xcel is required to replace all poles with severe structural deterioration located in high wildfire risk areas within 14 days. It also is required to conduct inspections of its infrastructure in high-risk areas and inspect at least 35,000 poles annually. The company must notify the state once replacements are completed.

Paxton called the development the first step toward holding Xcel accountable for the 2024 Smokehouse Creek fire that burned through a million acres of the Panhandle.

More: The Texas Tribune

VIRGINIA

Data Center with Gas Plant Planned for Wise County

Officials released plans for a data center complex in Wise County that would be supported by an on-site natural gas plant.

The Wise Innovation Hub would be built in phases over 10 years at the Lonesome Pine Regional Business and Technology Park. Red Post Energy would design the natural gas plant.

The complex’s first 100 MW of gas generation could come online in about three years and eventually scale up to 500 or 600 MW, Red Post CEO Lance Medlin said.

More: Cardinal News

WEST VIRGINIA

Real Estate Firm to Invest $4B in New Data Center Development

Gov. Patrick Morrisey announced a new “high-impact intelligence center” that is expected to be built in Berkeley County.

Real estate investment and development firm Penzance Management will make a $4 billion investment in the project, which will connect to the grid and is expected to produce 600 MW of “critical IT capacity.” No other information was released.

More: West Virginia Watch

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NYISO Exceeded Peak Winter Load Forecast in Early February

NYISO exceeded its winter baseline peak load forecast on Feb. 7 with 24,317 MW, COO Emilie Nelson told the Management Committee on Feb. 25.

The baseline forecast was 24,200 MW. From Jan. 25 to 30, load ranged from 23,417 to 24,177 MW. Demand response contributed “several hundred” megawatts of net load relief, Nelson said, with NYISO calling on its DR programs six times in January and two more times in February. “This is an unprecedented level for the winter.”

Wind performed “as expected” during the month. Roughly 2.4% of wind generation was curtailed during January. Solar always performs worse in winter but basically was unavailable for the worst of the month. Nelson pointed to Jan. 25, the start of Winter Storm Fern, when snow and heavy cloud cover began blanketing most of the state.

“Solar drops down entirely,” Nelson said. “You had a significant snowstorm and then it stayed cold, so you had snow on panels, and you did not get behind-the-meter solar generation.”

The peak of winter consumption occurs in the early evening, which she said made the issue even worse. Without solar to blunt it during the day, fuel demand remained high both on- and off-peak, straining resources.

“So much of managing a winter event is managing scarce energy,” Nelson said. “The fact that you have less solar production during the day with snow on panels makes managing those liquid fuels and scarce energy that much more important and challenging.”

She segued into a discussion of unavailable resources in the day-ahead market during the same period. Fuel shortages, inclement weather and difficult travel conditions forced many dual-fuel units offline. (See NYISO Recounts Challenges During January.) This continued into early February, Nelson said.

“You can see some pretty high numbers here, ranging from about 1,000 MW to up to 2,000 MW on a daily basis throughout,” she said.

Kevin Lang, representing New York City, asked whether this was comparable to prior winter storms. Nelson said it was about the same.

“If what we’re seeing is consistent with prior storms, that actually is good news that we’re not seeing a falloff in production or performance,” Lang said.

Aaron Markham, vice president of operations for NYISO, said that while it was broadly “good” news, it still was challenging to manage the high number of forced outages in the real-time and day-ahead markets.

Another stakeholder said that while the number of forced outages might be roughly on par with what was seen before, it is important to remember that New York had fewer resources overall to call on, which made system conditions more stressful.

“I want to highlight the extraordinary efforts that were taken this time to keep units running, things like climbing up and knocking ice off fans in sub-zero weather,” said Doreen Saia, a lawyer from the Greenberg Traurig law firm representing generation interests. “I think we need to be careful. … It was a significant test for the system.” She said she didn’t want anyone to walk away from the meeting thinking things were fine.

Another stakeholder pointed out that external control areas actually received roughly 1,000 MW of exports from NYISO.

“I think it’s time we review how generous we can be under these cold snap conditions,” they said. “It’s a mess. We can’t have all these alerts and no major emergencies. That tells me something is going on.”

Stakeholders requested the ISO identify which zones the outages were concentrated in and what the causes of the outages were. Nelson said Markham plans to cover the causes of the outages in his upcoming incident report.

Nelson said NYISO does not plan to identify where these outages occurred. Other stakeholders asked whether the ISO could present the data in an anonymous form so they could understand the outages better.

Another stakeholder asked whether the ISO could highlight which system conditions were causing wind curtailments during the periods of high demand. They said it would be helpful for identifying necessary system upgrades.

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ERCOT, Stakeholders Digging into DRRS Ancillary Service

ERCOT says it plans to use a third workshop to inform the discussion with stakeholders on the Dispatchable Reliability Reserve Service, which faces a June deadline to be brought before the Board of Directors.

The DRRS product, now in its third iteration since being mandated by Texas law in 2023, requires resources providing the service to be capable of running for at least four hours at their high sustained limit (HSL); to be online and dispatchable not more than two hours after being deployed; have the flexibility to address inter-hour operational challenges; and reduce the amount of reliability unit commitment by the amount of DRRS procured.

Keith Collins, ERCOT’s vice president of commercial operations, told the Technical Advisory Committee on Feb. 25 that staff’s position is to get more information on the product’s four-hour capability at HSL during the upcoming DRRS workshop March 9. HSL is the maximum, non-curtailed, five-minute sustained energy output capacity a generator can produce, updated in real time by qualified scheduling entities.

“It’s come up a few times in the workshops related to how to consider the four-hour capability at HSL and how to consider that element,” Collins said.

ERCOT has filed two protocol changes and two related changes to the Nodal Operating Guide to make DRRS a reality. The first (NPRR1309) would meet all statutory criteria while also allowing online resources to participate. It would enable the product to be awarded in real time and would co-optimize its procurement with that of energy and other ancillary services under the new Real-Time Co-optimization market tool.

NPRR1309 has been granted urgent status and is due before the board for its June meeting.

The second protocol change (NPRR1310) has not been accorded urgent status. It would add energy storage resources as DRRS participants and a release factor so the product can support resource adequacy.

NPRR1310 “can be addressed as part of the market design elements of the reliability assessment later this year,” Collins said, referring to the biennial Grid Reliability and Resiliency Assessment, which is required by state law.

Texas House Bill 1500 required ERCOT to develop DRRS as an ancillary service and establish minimum requirements for the product. It is the third iteration of the product. (See RTC Deployed, ERCOT Takes on New Challenges in 2026.)

TAC members also discussed a Feb. 23 ERCOT market notice that directed transmission service providers within West Texas counties to include a no-solar scenario as part of their large load interconnection studies. ERCOT has identified an emerging reliability risk of local load shed in the region during low-wind conditions at night, especially during transmission and thermal resource outages.

ADER Pilot Expands

ERCOT staff updated TAC members on the Aggregate Distributed Energy Resource (ADER) pilot project, saying seven resources are fully participating in the program, providing 193 MW of energy and ancillary services as of February.

Staff have also accepted six additional ADERs that are in various stages of registration and qualification but cannot yet participate.

“The good news story is that the ADER pilot is growing, and it’s been growing significantly, particularly toward the second half of last year into this year,” said Ryan King, manager of market design. Existing QSEs expanding under a developed business model that meets telemetry requirements account for much of the growth, he said.

The seven ADERs offer 107.7 MW capability for energy, 35.4 MW capability for non-spinning reserve service and 49.9 MW capability for ERCOT Contingency Reserve Service. The total ADER qualified and potential capacities are 121.4 MW, 35.4 MW and 49.9 MW, respectively.

King said concerns remain within ERCOT that the pilot is moving too far and too fast on ancillary service limits. Those limits are necessary to manage system impacts and the ability of staff and resources to support the pilot, he said.

The program’s governing documents allow ERCOT to increase limits as needed. It plans to increase the registered capacity limit from 200 MW to 500 MW and the QSE limit from 20 to 90%. The AS service limits will remain the same.

King promised further updates in the second quarter on plans to move the pilot into the protocols.

Members Praise Departing Maggio

TAC members heaped praise on Dave Maggio, director of market design and analytics, who is leaving ERCOT after 19 years for a position with Energy and Environmental Economics.

The energy consulting firm was most recently tasked with identifying a set of viable options and providing recommendations for the most suitable congestion cost savings test. (See ERCOT Successfully Deploys Real-time Co-optimization.)

Among those offering plaudits was former ERCOT COO Kenan Ögelman, now vice president of strategic projects and optimization at the Lower Colorado River Authority.

“The words that come to mind are ‘intelligence,’ ‘industriousness,’ ‘calm,’ ‘compassion’ and — the one I know for sure I don’t have in bunches — ‘structured.’ You’re so good at putting everything together and moving things along,” he said.

“I’ve always appreciated just how talented you are at taking very complex and technical matters,” Vistra’s Ned Bonskowski said. “You’ve always been very good about engaging directly on the level and helping break it down in ways that all the different stakeholders can engage with, identifying what the real concerns are and finding solutions that help make consensus happen. … That’s something that I think all of us as stakeholders will need to embody, and in the Dave Maggio spirit.”

“The way you deal with issues is unique and just a rare skill set of exceptional knowledge on subject matter. … You will be missed greatly,” Reliant Energy Retail Services’ Bill Barnes said.

Speaking remotely by phone, Maggio said he was “overwhelmed with all the kind words” and that it was an honor to work at ERCOT.

“Not just for ERCOT the company, but with ERCOT the market and ERCOT the stakeholders,” he said. “I’m very grateful to you all. I’m proud of the work we’ve done together over the last almost two decades. Perhaps I’ll have an opportunity to work with you all again in another capacity.”

Maggio’s last day at ERCOT is March 12.

LLWG Leadership Retained

Longhorn Power’s Bob Wittmeyer, chair of the Large Load Working Group, asked that TAC’s approval of the stakeholder group’s leadership be placed on the combination ballot as evidence of his “bigger idiot theory.”

“We did poll the [LLWG] for stupid volunteers, and we have the same idiots we had last time,” he cracked. “However, I would be OK if someone said this was a really bad idea and had a bigger idiot.”

Unfortunately for Wittmeyer and ERCOT’s Patrick Gravois, vice chair, there were no takers, and both retained their positions unanimously.

The combo ballot also included Pedernales Electric Cooperative staffer Eric Blakey’s nomination as vice chair of the Protocol Revision Subcommittee and singular revision requests for the protocols, the Operating (NOGRR) and Planning (PGRR) guides, and the Verifiable Cost Manual (VCMRR) that, if requiring board approval, will:

    • NPRR1314, PGRR139: Relocate each term and acronym from Planning Guide section 2: Definitions and Acronyms to the protocols and align related defined acronym usage. The NPRR also eliminates the abbreviations for “Current Year” and “Future Year” to avoid future confusion.
    • NOGRR281: Modify when an approved mitigation plan can be executed.
    • VCMRR047: Remove the association between the term “long-term service agreement” and the abbreviations “LTSA,” which represents “Long-term System Assessment” in the Planning Guide.
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NERC Says Violation Backlog Dropped in 2025

NERC and the regional entities had reduced their backlog of compliance cases by almost 50% by the end of 2025, the ERO said in the annual report of its Organization Registration and Certification Program and Compliance Monitoring and Enforcement Program.

The ERO Enterprise had 2,601 open violations at the end of 2025, according to the report, down from the 2,996 at the end of 2024, as reported in the 2024 ORCP and CMEP annual report. More than 80% of open cases were first reported within the past three years, NERC said; by contrast, 92% of the open cases at the end of 2024 were fewer than three years old.

The annual ORCP and CMEP report is intended to help NERC and the REs track their progress achieving goals across the four focus areas identified in the ERO’s long-term strategy:

    • Energy: Help stakeholders and policymakers address existing risks to grid reliability and prepare for emerging risks.
    • Security: Enhance the security posture of the industry through existing cyber and physical security programs.
    • Engagement: Ensure stakeholders and policymakers have access to accurate and trustworthy information from the ERO Enterprise.
    • Agility and sustainability: Coordinate team activities effectively while delivering value for stakeholders and capturing cost efficiencies when practical.

NERC wrote in the report that 1,054 of its open violations at the end of 2025 were reported the same year. This represents a slight decline from the previous year, when 1,162 of the open violations at year’s end were reported in 2024, but it does not include the violations that were processed the same year, which represented 38% of the total in 2025. The previous year’s report did not include this figure.

NERC’s Critical Infrastructure Protection standards once again accounted for the largest number of violations reported to the ERO in 2025. The most-reported standard was CIP-010-4 (Cybersecurity — configuration change management and vulnerability assessments), with 245 violation reports received — more than the top three most-reported operations and planning (O&P) standards combined.

CIP standards also were the top three most represented standards for moderate-risk violations, with 40 infringements reported for CIP-007-6 (Cybersecurity — system security management), 20 for CIP-010-4 and 17 for CIP-003-8 (Cybersecurity — security management controls). On the other hand, the only three serious-risk violations reported in 2025 concerned the O&P standards IRO-001-4 (Reliability coordination — responsibilities), PRC-023-6 (Transmission relay loadability) and TOP-001-6 (Transmission operations).

The report also provided an update on NERC’s processing of minimal-risk violations, which the ERO identified as a key performance metric in a June 2025 filing following up on its five-year performance assessment. (See NERC Details Performance Metrics in FERC Filing.)

NERC wrote that it and the REs have worked to improve processing efficiency by streamlining the reporting template for compliance exceptions (CEs) — which allow minimal-risk violations to be processed without penalty and without affecting future violation penalties — along with updating the registered entity self-report and mitigation plan user guide and training.

About 83% of noncompliance reports processed in 2025 were handled as CEs, NERC wrote, with another 14% disposed under the Find, Fix, Track and Report (FFT) program, another option for addressing minimal-risk violations. Like the CE program, FFT requires registered entities to mitigate the noncompliance and make the facts and circumstances of the incident available for review by NERC and appropriate governmental authorities.

Of the remaining violations processed in 2025, 35 were covered by NERC’s monthly spreadsheet notice of penalty and 23 in a notice of penalty. In all, NERC processed 1,945 violations in 2025, 281 more than the year before.

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NYSERDA Lays Out High Cost of Climate Law Compliance

The state authority managing New York’s clean-energy transition has estimated one part of complying with the state’s landmark climate law could carry a gross impact of more than $4,000 per year per household in some cases.

The details in a memorandum provide new fuel for arguments that New York is doing too much to help save the planet or it is not doing enough and trying to justify doing less. Advocates on both sides of the debate latched onto the memo as evidence of their point.

The New York State Energy Research and Development Authority (NYSERDA) operates at the direction of Gov. Kathy Hochul, a moderate Democrat who has pivoted her focus to affordability as she seeks support for re-election from more liberal downstate and conservative upstate regions.

On Feb. 26, NYSERDA President Doreen Harris sent Hochul’s director of state operations an estimate of near-term costs of implementing a cap-and-invest system to help reach the emissions-reduction mandate of the 2019 Climate Leadership and Community Protection Act (CLCPA). It calculates that by 2031, upstate households burning oil or natural gas and operating two vehicles would see more than $4,100 a year in new costs.

After that detail, the memo notes that cap-and-invest’s affordability benefits for moderate-income New Yorkers would reduce the annual impact to about $2,500, and those who upgrade fossil fuel equipment would be expected to see an even smaller impact, or possibly a net benefit.

It calculates charges of $2.23/gallon of gasoline and comparable charges for other fossil fuels because of carbon emission allowances that would reach nearly $180/ton by 2031 under the cap-and-invest blueprint that was prepared but which Hochul has refused to implement. (See NY Defers Action on Controversial Cap-and-invest.)

The calculations in the Feb. 26 memo were not announced in a news release, but NYSERDA provided the memo to journalists who requested it.

It opened a new chapter in the long-running argument over when and how decarbonization will produce results, and at what cost — a particularly fraught debate as energy prices rise faster than inflation in a state with above-average fuel prices and some of the most expensive electricity in the nation.

Critics pounced on the memo from both sides.

State Sen. Mario Mattera, the ranking Republican on the Senate Energy and Telecommunications Committee, said March 2, “As New Yorkers continue to discover the true cost of Albany Democrats’ energy mandates, which a NYSERDA memo last week clearly outlined, it is time for New York to face reality and help its residents. [The Senate’s Republican minority] has repeatedly raised the alarm that the illogical mandates of the CLCPA are costing New York families and businesses billions.”

But New York League of Conservation Voters President Julie Tighe said the NYSERDA analysis was flawed because it factored in the most aggressive implementation of the program but not the counterbalancing cost controls and consumer rebates, or the health and societal benefits that cleaner air would provide.

She called the memo a negotiating tactic during the contentious talks shaping the state budget due March 31, and said: “Building a green economy and protecting New Yorkers’ wallets are not at odds with each other. New York has both a legal mandate and a moral responsibility to cut pollution, and that is exactly what cap-and-invest will achieve.”

In the memo, Harris said NYSERDA’s estimate is not a worst-case scenario but a conservative one, adding it may be an underestimate because it does not reflect the “hostile and disruptive” actions of the federal government. Beyond that, she said, the acceleration of clean-energy deployment needed to achieve the CLCPA’s goals is infeasible.

Despite highly supportive policy stances by Hochul and her predecessor, Andrew Cuomo (D), New York remains a slow and expensive place to develop energy generation and transmission.

After a decade of development and billions of dollars in public subsidies, New York received only 23.6% of its electricity from renewables in 2024, less than in 2014. (See N.Y. Reports Minimal Increase in Renewable Power.)

Development is expected to get more expensive as Trump administration policies begin to impact renewables. Renewable energy skeptics say it’s time for New York to step back; advocates say it is time for New York to double down; and the governor or her aides say it is time for New York to be flexible with the CLCPA’s timeline and goals.

Drafted a month before the budget deadline and released to the media, the NYSERDA memo could be viewed as what Tighe called it: a step in the bargaining process; an appeal to New Yorkers already worried about their utility bills. (See Electricity Rates are the Political Livewire Threatening the Industry.)

The memo flags several requirements of the CLCPA as expensive and/or difficult to comply with. Among them is Global Warming Potential 20 (GWP20), a mandate to consider the effect of emissions over a 20-year period. That is more stringent and expensive than GWP100, the one-century standard adopted by the Paris Agreement of 2015.

It is one more factor boosting the cost of implementing the CLCPA, which the memo reminds readers was enacted before the COVID-19 pandemic and its supply chain constraints, the return of inflation, increased geopolitical turmoil and the re-election of President Donald Trump.

Hochul unsuccessfully attempted to engineer a switch from GWP20 to GWP100 during budget talks in early 2023, when New York’s renewable pipeline was full and Washington was offering piles of money to support it.

In its December 2025 update to the State Energy Plan, a panel consisting mostly of Hochul appointees took the pragmatic path of preserving the clean energy vision of the CLCPA while also preparing for delays in achieving it. (See N.Y. Embraces All of the Above in Energy Strategy Update.)