Power Grid Daily

About Power Grid Daily

Power Grid Daily is the Monday-Wednesday-Friday briefing for utility professionals, infrastructure investors, data-center operators, energy developers, and policymakers. Each edition ranks five material developments across transmission and interconnection queues, FERC orders and utility rate cases, ISO/RTO markets, reliability, nuclear and gas generation, renewables and storage, equipment constraints, and project finance. Reporting begins with FERC dockets, NERC assessments, EIA data, filings, and permitting documents. Every capacity claim is labeled proposed, permitted, financed, under construction, or operating; megawatt errors and speculative timelines get called out. A markets anchor asks who pays and who benefits. A grid-operator cohost tests each claim against physical constraints, procurement lead times, deliverability, and weather. Seven to nine minutes, three times a week.

Publisher

Power Grid Daily — Lantern Podcasts

Category

business · news

Language

en

Explicit

No

First episode

10 Aug 2026

Latest episode

2 Sept 2026

Latest episodes

11 episodes in the feed.

1. 

   2 Sept 2026

   FERC Cuts ISO-NE Scarcity Penalty as Load Queues Snarl — September 02, 2026

   FERC accepted ISO-NE’s pay-for-performance rate cut to $3,500/MWh as ERCOT’s data-center Batch Zero slipped and Oklo challenged PJM’s queue removal. Scarcity pricing, large-load growth and interconnection risk are moving from planning spreadsheets into tariffs and dockets. In this episode: Top stories: 1. FERC Accepts ISO-NE Pay-for-Performance Rate Reduction — RTO Insider https://www.rtoinsider.com/142056-ferc-accepts-iso-ne-pay-for-performance-rate-reduction/ 2. ERCOT Misses Deadline for Batch Zero Study — RTO Insider https://www.rtoinsider.com/142042-ercot-misses-batch-zero-deadline/ 3. Oklo Files FERC Complaint After PJM Removes Project from Interconnection Queue — RTO Insider https://www.rtoinsider.com/142018-oklo-files-complaint-after-pjm-removes-project-interconnection-queue/ 4. NYSEG to Pay $80K for NERC Violations — RTO Insider https://www.rtoinsider.com/142016-nyseg-to-pay-80k-nerc-violations/ 5. Ontario Bulk Plans Pair Near-term Builds with Future Transmission Options — RTO Insider https://www.rtoinsider.com/142026-ontario-bulk-plans-pair-near-term-builds-future-tx-options/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

2. 

   31 Aug 2026

   Texas Clears 765-kV Lines as Large-Load Rules Tighten — August 31, 2026

   Texas PUC approved the state’s first 765-kV transmission routes into the Permian Basin, while MISO moved on FERC cost-shift protections for large loads and a new bulk-power equipment order widened supply-chain scrutiny for inverters, storage and data-center UPS systems. In this episode: Top stories: 1. Texas PUC Approves State’s First 765-kV Lines — RTO Insider https://www.rtoinsider.com/141670-texas-puc-approves-first-765-kv-lines/ 2. Executive Order Expands Scrutiny of Foreign-Produced Bulk-Power Equipment — What Energy Companies Should Know - McGuireWoods — McGuireWoods https://www.mcguirewoods.com/client-resources/alerts/2026/8/executive-order-expands-scrutiny-of-foreign-produced-bulk-power-equipment-what-energy-companies-should-know/ 3. Stakeholders Urge MISO to Go Beyond FERC Order to Prevent Spillover Costs from Large Loads — RTO Insider https://www.rtoinsider.com/141640-stakeholders-urge-miso-go-beyond-ferc-order-prevent-spillover-costs-large-loads/ 4. Delaware Enacts Strict Clean Power Requirements for Data Centers — RTO Insider https://www.rtoinsider.com/141493-delaware-enacts-strict-clean-power-requirements-data-centers/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

3. 

   28 Aug 2026

   Load growth is writing the next grid tariff fight — August 28, 2026

   Georgia Power’s OpenAI contract cleared Georgia regulators, setting a 3.2-GW template for data-center risk allocation. SPP, MISO and New England transmission owners add the other half of the story: tight margins, load-pocket risk and rising network rates. In this episode: Top stories: 1. Georgia Power Gets PSC Approval for Massive Data Center Contract — RTO Insider https://www.rtoinsider.com/141368-georgia-power-gets-go-ahead-massive-data-center-contract/ 2. SPP Stakeholders Endorse Interim Solution for West BAA — RTO Insider https://www.rtoinsider.com/141372-spp-stakeholders-endorse-interim-solution-west-baa/ 3. MISO Finds Higher Load Loss Risks as it Launches South Long-range Tx Plan — RTO Insider https://www.rtoinsider.com/141365-miso-higher-load-loss-risks-as-launches-south-long-range-tx-plan/ 4. New England Transmission Owners Detail 5-year Rate Forecast — RTO Insider https://www.rtoinsider.com/141350-new-england-transmission-owners-detail-5-year-rate-forecast/ 5. The 765kV "House of Cards" | San Saba News & Star — San Saba News & Star https://www.sansabanews.com/news/765kv-house-cards Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

4. 

   26 Aug 2026

   FERC Clears SPP Reconfig Tariff as PJM Governance Fight Widens — August 26, 2026

   FERC approved SPP’s economic topology reconfiguration tariff for Oct. 1 while PJM governance comments press for broader board and Section 205 reforms; NIPSCO outages, IESO demand-response shortfalls and BPA queue processing add reliability pressure. In this episode: Top stories: 1. Braun Demands Investigation into NIPSCO Storm Prep After 2-week Blackout — RTO Insider https://www.rtoinsider.com/140855-gov-braun-demands-investigation-nipsco-storm/ 2. FERC Approves SPP Economic Topology Reconfigs — RTO Insider https://www.rtoinsider.com/140957-ferc-approves-spp-economic-topology-reconfigs/ 3. FERC Technical Conference Comments Delve into PJM Governance — RTO Insider https://www.rtoinsider.com/140930-ferc-technical-conference-comments-delve-into-pjm-governance/ 4. Demand Response Shortfalls Shape IESO 2027 Capacity Auction Changes — RTO Insider https://www.rtoinsider.com/140945-demand-response-shortfalls-drive-ieso-2027-capacity-auction-changes/ 5. BPA Considers Changes to Transmission Queue Processing — RTO Insider https://www.rtoinsider.com/140804-bpa-considers-changes-transmission-queue-proessing/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

5. 

   24 Aug 2026

   ERCOT Audit Squeezes Batch Zero as MISO Targets No-Shows — August 24, 2026

   ERCOT’s data-center audit is putting Batch Zero timing in doubt, while MISO lines up new consequences for generators and demand-response resources unavailable during winter emergency conditions. In this episode: Top stories: 1. Batch Zero Timing Endangered by Abbott’s Call for Audit — RTO Insider https://www.rtoinsider.com/140296-batch-zero-timing-endangered-by-abbotts-call-for-audit/ 2. FERC Denies Maine Public Advocate’s Challenge of Asset Condition Costs — RTO Insider https://www.rtoinsider.com/140350-ferc-denies-maine-public-advocates-challenge-asset-condition-costs/ 3. MISO Wants Consequences for Gen Lead Time Extensions in Emergencies — RTO Insider https://www.rtoinsider.com/140292-miso-wants-rules-cut-back-generators-lead-time-extensions/ 4. MISO Accepts 25% Increase for $1.2B Long-range Tx Project in Minn. — RTO Insider https://www.rtoinsider.com/140288-miso-accepts-increase-for-long-range-tx-project-minn/ 5. MISO LMR Unavailability Investigation Triggers Debate on Closed Businesses — RTO Insider https://www.rtoinsider.com/140290-miso-lmr-unavailability-investigation-triggers-debate-closed-businesses/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

6. 

   21 Aug 2026

   Large Loads Force BPA, CAISO and NERC Rulebook Moves — August 21, 2026

   Bonneville Power Administration’s RAPID initiative and CAISO’s FERC-driven forecasting work show large loads forcing faster grid procedures, while NERC trims standards projects and federal agencies warn AI-enabled attacks are targeting critical infrastructure equipment. In this episode: Top stories: 1. BPA’s RAPID Initiative Aims to Speed up Large Load Interconnections — RTO Insider https://www.rtoinsider.com/140131-bpa-rapid-initiative-speed-up-large-load-interconnections/ 2. CAISO Warns of Forecasting Challenges from Large Loads — RTO Insider https://www.rtoinsider.com/139257-caiso-warns-forecasting-challenges-large-loads/ 3. NERC Committee Votes to Shutter Multiple Standards Projects — RTO Insider https://www.rtoinsider.com/139862-nerc-standards-committee-votes-shutter-projects/ 4. Feds Warn of AI Cyber Threat ‘Evolution’ — RTO Insider https://www.rtoinsider.com/140053-feds-warn-of-ai-cyber-threat-evolution/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

7. 

   19 Aug 2026

   FERC Lets MISO Bypass Bidding as Large-Load Rules Tighten — August 19, 2026

   FERC cleared MISO to assign cross-border long-range transmission work to PJM owners without competitive bidding, while ISO-NE sketched a bring-your-own-generation path for large loads and Oracle dropped a Wisconsin challenge over data-center financial safeguards. In this episode: Top stories: 1. FERC Greenlights MISO Assignment of Some Long-range Tx Projects to PJM TOs — RTO Insider https://www.rtoinsider.com/139547-ferc-greenlights-miso-assignment-long-range-tx-projects-pjm-tos/ 2. ISO-NE Outlines Proposed Treatment of Large Loads — RTO Insider https://www.rtoinsider.com/139594-iso-ne-outlines-proposed-treatment-large-loads/ 3. Oracle Drops Suit Against Wisconsin PSC over Financial Requirements — RTO Insider https://www.rtoinsider.com/139566-oracle-drops-suit-against-wisconsin-psc-over-financial-requirements/ 4. Ontario Market Monitor Reviews 1st Year of Locational Pricing — RTO Insider https://www.rtoinsider.com/139590-ontario-market-monitor-reviews-first-year-locational-pricing/ 5. PGE Says Holding Co. Would Boost Clean Energy Investments, Help Tackle Demand — RTO Insider https://www.rtoinsider.com/139235-pge-holding-company-proposal-boost-investments/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

8. 

   17 Aug 2026

   Data Centers Push Grid Rules from Forecasts to Tariffs — August 17, 2026

   ERCOT, PJM and Exelon show data center load moving from forecasts into tariff fights: Texas wants pre-energization audits, Christie presses PJM governance reform, and utilities are locking in coal, gas and take-or-pay customer protections. In this episode: Top stories: 1. ERCOT Asks for Exceptions to Batch Study Process — RTO Insider https://www.rtoinsider.com/139319-ercot-asks-for-exceptions-batch-study-process/ 2. Step Back: When PJM’s capacity auction clears at $325/MW-day, what is actually being purchased—and why can a price set years in advance affect the bills and reliability choices of customers who aren’t data centers? 3. Christie: Don’t Settle for Cosmetic Half Measures in PJM — RTO Insider https://www.rtoinsider.com/139339-christie-dont-settle-for-cosmetic-half-measures-pjm-reform/ 4. In the Midwest, more coal power for data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/in-the-midwest-more-coal-power-for-data-centers/ 5. Exelon has $1B in TSAs, but Debate over Data Centers Continues — RTO Insider https://www.rtoinsider.com/139238-exelon-1b-tsas-but-debate-over-data-centers-continues/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

9. 

   14 Aug 2026

   Northwest Draft Plan Sizes 16 GW Grid Buildout by 2032 — August 14, 2026

   Northwest Power and Conservation Council’s draft Ninth Power Plan calls for more than 11,000 MW of new generation, 5,000 MW of storage and 1,060 aMW of efficiency by 2032, sharpening the western grid-capital picture. In this episode: Top stories: 1. Draft Ninth Power Plan identifies cost-effective resource portfolio to meet Northwest’s energy needs by 2032 — Northwest Power and Conservation Council https://www.nwcouncil.org/news/2026/08/13/draft-ninth-plan/ 2. Short-Term Energy Outlook — U.S. Energy Information Administration https://www.eia.gov/outlooks/steo/archives/aug26.pdf 3. FERC Approves CAISO Start-up Funding Plan for ROWE — RTO Insider https://www.rtoinsider.com/138878-ferc-approves-caiso-start-up-funding-plan-for-rowe/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

10. 

    12 Aug 2026

    Data Center Load Trips Put PJM and FERC Rules Under Scrutiny — August 12, 2026

    PJM is reviewing ride-through standards after nearly 4,000 MW of Virginia data center load tripped offline, while FERC’s June show-cause orders press six grid operators on how large loads connect and who pays. In this episode: Top stories: 1. PJM, Dominion Review Large Load Transfer Event — Inside Lines https://insidelines.pjm.com/pjm-dominion-review-large-load-transfer-event/ 2. FERC Orders Six Grid Operators to Reconsider Rules for Data Centers and Other Large Power Users | Interactive News — Interactive News https://111things.com/national/ferc-orders-six-grid-operators-to-reconsider-rules-for-data-centers-and-other-large-power-users/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

11. 

    10 Aug 2026

    Data centers collide with grid approvals, costs, and peak load — August 10, 2026

    Wisconsin PSC sent ATC back to restart a $1B-plus Port Washington data-center grid application, while NV Energy fights Tract over 2,025 MW of load and ERCOT’s peak hit 91.1 GW. In this episode: Top stories: 1. PSC forces ATC to restart application to plug in Port Washington data center — Wisconsin Watch https://wisconsinwatch.org/2026/08/wisconsin-psc-regulators-data-center-connection-project-atc-back-to-drawing-board-port-washington/ 2. NV Energy Sues Tract to Keep a 2,025 MW Data Center Dispute Out of Private Arbitration — MGRID https://mgrid.org/2026/08/08/nv-energy-sues-tract-2025-mw-data-center-arbitration/ 3. ERCOT Hourly Peak Load Sets New Record — Rigzone https://www.rigzone.com/news/ercot_hourly_peak_load_sets_new_record-10-aug-2026-184338-article/ 4. North America’s electricity grid is ready to grow. Manufacturers needed to build it are placing their bets - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/business/article-north-americas-electricity-grid-is-ready-to-grow-manufacturers-needed/ 5. CIP reaches financial close on La Esperanza solar and BESS project - Modern Power Systems — Modern Power Systems https://www.modernpowersystems.com/news/cip-reaches-financial-close-on-la-esperanza-solar-and-bess-project/ Follow and rate Power Grid Daily wherever you listen. Feedback? Email power-grid-daily@lanternpodcasts.com

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