Ontario Premier Doug Ford followed through on a threat to implement a 25% tariff on electricity exports to the US, a response to President Trump's own 10% tariff that went into effect last week.

Prospects of load growth driven by electrification and artificial intelligence have buoyed utility stocks in recent months, but attendees at Yes Energy’s annual summit questioned how much of the load will materialize and warned of the potential for stranded assets.

PJM gave more detail on its plan to scale back a 30% adder it added on the synchronized and primary reserve requirement in May 2023.

The PJM Market Implementation Committee endorsed a proposal to revise the base formula rate for compensating black start resources.

NYISO and its stakeholders continued their review of the capacity market’s structure with at-times philosophical debate on the market’s purpose in New York

NYISO presented its assumptions for the economic and electrification trends that would drive load growth through the 2040s based on Moody’s Analytics data, which show statewide population to “significantly” decline.

Incoming SPP CEO Lanny Nickell told attendees at the Energy Synergy Summit that infrastructure is the key to managing the energy transition.

FERC approved a guarantee for National Grid to recoup all prudently incurred costs for the company’s portion of the Power Up New England transmission project if the project is terminated due to factors outside the company’s control.

RTO Insider LLC, which has been covering the U.S.’ wholesale power markets since 2013, has agreed to be acquired by Yes Energy, which provides data, tools and analysis on the same markets.