US Datacenter · Weekly Regulatory Review

Florida SB 484, signed May 7, 2026, takes effect July 1. Prohibits Florida utilities (FPL, Duke Energy Florida, Tampa Electric, Gulf Power) from recovering data center infrastructure costs from residential/small-business ratepayers. Requires large-load tariff structures for ≥50 MW customers.

CHILLS (Conditional High Impact Large Loads Service) provides non-firm 'as available' energy/transmission as a bridge to long-term service for HILLs (≥10 MW at ≤69 kV or >50 MW at >69 kV). FERC approved HILL/HILLGA in January 2026; CHILLS refiled Feb 10 targeting July 1. Mid-April FERC order did not materialize — July 1 may slip. 90-day study + up to 5 years interruptible service. FERC approved June 5, 2026.

Data centers and other large loads ≥75 MW must execute long-term cost-responsibility agreements before receiving grid service. First such state law in the US.

Virginia DEQ must deny any air permit submitted for a data center generator after July 1, 2026 unless equipped with a Tier IV engine or environmental equivalent. Applies to new permits only; existing generators grandfathered. Significant siting cost increase for VA data centers. Part of Governor's signed data center package (April 22, 2026).

Legislature sent S10642/A11560 to Gov. Hochul ~June 5. Under NY law, governor has 10 days (session) or 30 days (adjourned) to sign, veto, or let lapse. If signed, first statewide data center moratorium in US — 1-year hold on ≥20 MW environmental permits. PARTIALLY RESOLVED July 14, 2026: Hochul signed Executive Order 62 (narrower DEC-permit pause, ≥50MW) instead of acting on S10642/A11560 directly — the bill's sign/veto status remains open.

Follows July 1 Metropolitan Development Commission 5-3 vote advancing the proposal; council review/vote timeline not yet set.

All Interconnecting Large Load Entities must submit complete packages to their TSP/DSP by July 10. Only administrative corrections accepted after this date. Note: some early materials cited July 15; ERCOT's June 11 readiness workshop confirmed July 10.

Originally expected by July 10 per pre-decision stakeholder estimates (Jefferies, June 11). PJM's Board did not finalize its position until its July 27, 2026 CIFP decisional letter directing two separate FERC filings (Reliability Backstop Procurement + bilateral facilitation; and IRAS, formerly Connect & Manage). Actual FERC filing date not yet confirmed as of this refresh — watch for filing shortly after July 27.

MISO targeted an initial FERC filing for Attachment GGG (Merchant HVDC interconnection) and MPFCA changes within 30-60 days of the May 12, 2026 stakeholder feedback deadline. The 60-day outer window falls around July 12, 2026.

The 2028/29 BRA results will set the capacity shortfall that the Reliability Backstop Procurement must cover. EDC input on potential reduction to procurement targets will also be incorporated before the Sept 10 bid solicitation window opens.

Developers must submit full project information by July 15, 2026 to enter Batch Zero. Results delivered Jan 29, 2027; IA execution deadline Mar 1, 2027. Financial security: $50k/MW (refundability governed by PUC Rule 25.194, expected Aug/Sep 2026); plus separate $50k non-refundable direct interconnect fee.

Council meeting scheduled today to decide whether to extend the city's temporary data center moratorium or move to a permanent ban.

All six RTOs/ISOs and their transmission owners must file informational reports on generation adequacy for existing and new large loads within 30 days of the June 18 Section 206 show cause order.

All six RTOs/ISOs must file generation adequacy informational reports by July 20 (30 days from June 18 show cause orders). Note: Baker Botts confirms July 20; earlier estimates cited July 18.

Each RTO/ISO must report how it will ensure adequate generation for existing and new large loads, per FERC's June 18 Section 206 show-cause orders.

FERC technical conference on long-term approaches to reforming PJM's market structure and stakeholder process. Watch for insight into how FERC views PJM's C&M and backstop frameworks, and any signals on permanent market design changes.

After reviewing ILLE submissions (received by July 10), Transmission Service Providers and Distribution Service Providers must finalize and submit complete Batch Zero eligibility packages to ERCOT by July 24.

Regular open meeting — check published agenda for large-load/Project 58481/59142 items.

Regular open meeting — check published agenda for large-load/Project 58481/59142 items.

Bilateral contracting process (RFP launched June 9, 2026) between buyers and sellers of new supply is expected to produce initial matches in August 2026, continuing into early 2027. Runs in parallel with the Reliability Backstop Procurement to reduce the ultimate procurement target.

Distinct from the already-effective CHILLS conditional service, SPP's longer-lead cluster-study path for large loads under its Consolidated Planning Process begins this month. Interconnection agreements from this first cluster are expected by spring 2027.

ERCOT will notify all TSPs/DSPs and ILLEs of their Batch Zero inclusion status and any deficiencies by August 7. UPDATE (2026-08-06): Per Gov. Abbott's Aug 3 directive, ERCOT has suspended these Batch Zero classification notifications pending the PUCT/ERCOT audit of all pending projects. ERCOT has now filed (confirmed 2026-08-13, per ERCOT Market Notice M-A080326-01) for a 'good cause' exception at the PUCT's Aug 20, 2026 open meeting. See new key_date 2026-08-20 (PUCT open meeting) for the next concrete checkpoint.

ERCOT classifies each large-load applicant as base load, studied load, or excluded. UPDATE (2026-08-06): Per Gov. Abbott's Aug 3 directive, ERCOT has suspended these Batch Zero classification notifications pending the PUCT/ERCOT audit of all pending projects. ERCOT has now filed (confirmed 2026-08-13, per ERCOT Market Notice M-A080326-01) for a 'good cause' exception at the PUCT's Aug 20, 2026 open meeting. See new key_date 2026-08-20 (PUCT open meeting) for the next concrete checkpoint.

State law requires 45 days' notice to the Department of Land Conservation and Development before a moratorium hearing; staff expected to send this notice by Aug. 10 following the council's Aug. 3 unanimous vote to begin the process.

ERCOT Technical Advisory Committee workshop covering the Independent Market Monitor's State of the Market report and large-load-driven market design questions. Relevant backdrop to the ongoing PUCT 59142 / Batch Zero audit fallout.

30-day delay from the July 14 non-unanimous 5-2 council vote pushes effect to on or about August 13, 2026.

Washington Utilities and Transportation Commission hybrid workshop on large-load interconnection policy for regulated electric utilities, held the same day as the WA UTC's Avista four-year GRC open meeting (UE-260007/UG-260008).

A PUCT open meeting on Aug. 14 (Friday) is separately calendared with large-load/interconnection/market agenda items, ahead of the Aug. 20 open meeting where ERCOT's good-cause exception request on Batch Zero timelines is expected to be addressed. Distinct from the Aug. 20 meeting — confirm agenda posting closer to date.

All six RTOs/ISOs must respond to FERC's Section 206 show cause orders — either justifying existing tariffs as just and reasonable, or filing proposed tariff revisions to address large-load and co-located load interconnection. Non-compliance may trigger FERC-directed tariff changes.

Legislative public hearing scheduled for 4pm, Katie Dorsett Council Chamber, Melvin Municipal Office Building, following the council's 9-0 Aug. 3 vote to reverse its July 21 rejection (5-4) and begin the formal moratorium process.

MISO and its transmission owners must respond to FERC's June 18 show-cause order justifying or revising tariff language on large-load interconnection.

Following its Aug. 5 4-3 vote to proceed toward a moratorium and stricter development-code amendments, the Denton City Council is scheduled to formally set public hearing dates on Aug. 18 (this meeting itself is not a hearing). First public hearing is tentatively planned for Sept. 22, a second for Oct. 27, with possible final adoption Dec. 2; a 90-day moratorium requires a supermajority council vote, and extension to 180 days would need another hearing in March.

Following the City-County Council's 23-1 Aug. 10 passage, the Metropolitan Development Commission could give final approval to the moratorium (through Dec. 31, 2027) as early as this date.

LLWG conference call, 10:00 AM-2:00 PM ET. MISO's Attachment GGG-related large-load tariff package has still not been filed at FERC despite an earlier stakeholder-signalled window of 30-60 days after the May 12, 2026 PAC discussion; the LLWG remains the venue where a filing date would first surface. Separately, MISO's 50 MW large-load framework takes effect Sept. 1.

UPDATED (2026-08-20): Following the PUCT's grant of ERCOT's good-cause exceptions in Project No. 59142, Aug. 31, 2026 is no longer a hard cure deadline for all ILLEs. ERCOT may conditionally classify large loads rather than meet the original Aug. 7 classification deadline, and for any ILLE noticed of deficient dynamic data after Aug. 7 the 24-day cure period runs from the date of actual notification rather than expiring Aug. 31. ILLEs already noticed on or before Aug. 7 remain on the original Aug. 31 cure date. Failure to cure within the applicable window still results in removal from the Batch Zero Interconnection Study. || UPDATED (2026-09-01): The Aug. 31 target date passed with no public confirmation that ERCOT issued conditional Batch Zero classifications. The PUCT good-cause exception in Project No. 59142 permits conditional classification, but Gov. Abbott's Aug. 3 audit directive continues to gate the process — ERCOT has said the verification of Batch Zero large loads and virtual currency mining facilities will take several months and does not report until Dec. 10, 2026. Superseded in practice by the Dec. 10 audit-report date and the Jan. 29, 2027 Batch Zero study-results date.

SUPERSEDED / CORRECTED: this entry previously recorded the Aug. 31 stakeholder target as missed with the filing 'unfiled at FERC.' That was incorrect. MISO filed the Large Load Interconnection Reliability Requirements at FERC on Aug. 28, 2026 (eLibrary accession 20260828-5278), three days AHEAD of the stakeholder target, requesting a Dec. 4 effective date. See the confirmed entry at 2026-08-28 (anchor miso-llirr-ferc-filed-2026-08-28). Retained for audit trail; the operative dates are FERC action on the Dec. 4 requested effective date and the Nov. 16 balance-of-show-cause-response deadline.

Any new single-site load >50 MW behind ≥1 transmission POI in MISO is subject to the new large-load framework. Existing >50 MW loads adding 25+ MW also captured. Framework governs study process, cost allocation, and service options for data centers and industrial loads in MISO territory.

Executive Order 26-17 (signed July 21, 2026) directs the Department of Water, Energy and Environment to establish a data center task force addressing water and natural-resource impacts and county zoning tooling. No statutory deadline is specified in the order; date is indicative of the post-signing implementation window rather than a fixed milestone. Sen. Mike Jacobson has signaled codifying legislation for the 2027 session.

Stakeholder feedback is due to MISO on the new Large Load Project Reviews process. This is the procedural layer sitting on top of MISO's 50 MW large-load framework that became effective Sept. 1, and it shapes how individual large-load projects are screened before study.

DTE requested a decision by Sept. 10, 2026 and the special contracts are conditioned on approval by that date. MPSC regular meeting at 1 p.m. Roughly 1.0 GW of contracted load. Parallel track: AG Nessel's appeal of the December 2025 Saline contract approvals was briefed Aug. 7, 2026. | UPDATE Sept. 11: no Commission order, news release or press confirmation of an outcome in U-22058 had surfaced publicly as of this morning. Recorded as unresolved rather than approved or denied; verify against MPSC E-Dockets before relying on any reported result.

Superseded by PJM Board's July 27, 2026 decisional letter: the confirmed Reliability Backstop Procurement bid/offer window is Sept. 30–Oct. 21, 2026 (not Sept 10–Oct 9 as earlier estimated), with results released in early December (not by Nov 20). See the 2026-09-30 and 2026-12-01 entries below.

Central procurement for the Reliability Backstop Procurement runs Sept. 10 through Nov. 20, 2026, running in parallel with the bilateral matchmaking process (initial matches expected August 2026) to address the ~60 GW capacity shortfall identified in the BRA. SUPERSEDED: PJM's July 31 ER26-3380 filing sets the central bid/offer window opening at Sept. 30, 2026 with results by Dec. 2. See the Sept. 30 entry.

Advanced 6-2 on first reading. Council leadership expressly declined a moratorium. Same-day counterpoint to Charlotte's moratorium-extension vote.

Staff recommended an extension on Sept. 8 alongside data center study findings; the existing 150-day moratorium sunsets Nov. 5. Reported extension length (nine months) is not consistently sourced — treat the term as unconfirmed until the vote.

Follows the city's Sept. 10 determination that a data center is not a permitted use at the former Hynix site under E-1 zoning (appealable to LUBA). Council is separately scheduled to take up data center policy more broadly in December 2026.

Briefs from Duke Energy Florida and intervenors due following the Aug. 25-26 evidentiary hearing. A Commission decision on the 50 MW large-load tariff follows briefing; no decision date has been set.

Revised ordinance clarifies that small accessory server rooms remain permitted, addressing the standard objection that blanket bans inadvertently prohibit ordinary commercial IT infrastructure.

Superseded by PJM Board's July 27, 2026 decisional letter: confirmed bid/offer window is Sept. 30–Oct. 21, 2026 with results in early December, not the Sept 10/Nov 20 estimates carried here previously.

Special education session on PJM's proposed minimum voltage and frequency ride-through requirements for Large Loads, introduced at the Sept. 8 Planning Committee following the July 22 event in which ~4,000 MW of northern Virginia data center load disconnected and transferred to onsite backup generation. Registration via PJM meeting registration.

Next data center-focused Zoning Commission meeting following council's Aug. 25 decision to pursue UDC amendments instead of a moratorium. Draft terms include 500-ft setbacks from residential, hospitals, schools, nursing homes and day cares; industrial/commercial districts only; downtown excluded. Staff indicated further revisions after community feedback.

Deferred from Sept. 8, when the council advanced the ordinance unanimously. Reporting states the formal vote comes 'next week'; Gallatin's next regular council meeting falls Sept. 15, so treat the specific date as scheduled rather than confirmed.

Passed second reading unanimously Sept. 1. Vote scheduled 4:00 p.m. CT. Two companion ordinances (100% renewable phase-in over 10 years; permissive development standards) also on the agenda. SUPERSEDED: the third reading did not occur on Sept. 15. Sponsor JB Smiley pulled the item hours beforehand and moved all data center ordinances to Oct. 6, with amendments narrowing the moratorium toward hyperscale campuses. See the Oct. 6 entry.

Stakeholder feedback is due on MISO's design for reserve products that would credit or compensate large-load curtailment. This is the demand-flexibility counterpart to the interconnection work and is directly relevant to any co-located or curtailable data center configuration in the MISO footprint.

Would impose 200-foot property-line setbacks and separate daytime/nighttime noise limits. An interim ban on new applications is already in force from Sept. 8. Triggered by Nadara's interest in ~800 acres near Gans.

CORRECTION (Sept. 24): no final meeting was held Sept. 23. The DCAC released its Preliminary Learnings and Questions document Sept. 10 and opened a 45-day public comment period, which closes at 5 p.m. Oct. 24, 2026. A public listening session is set for Sept. 26. Final recommendations to Gov. Kotek are expected before year-end, after the November election. See the new Sept. 26 and Oct. 24 DCAC entries. Original: Committee convened by Gov. Kotek since January is expected to deliver a draft report to the Legislature by mid-September ahead of this final public meeting; recommendations will inform a possible 2027 statutory framework. Committee has signaled it will not recommend a statewide moratorium.

PJM expects to present its governance reform package — board independence, expanded state participation, transparency — to the full membership for review and approval at the Sept. 24 Members Committee meeting. Governance sits underneath the board decisions driving the Reliability Backstop Procurement / IRAS filings (ER26-3380) and future large-load design. STATUS Sept. 25 AM: no outcome published on PJM Inside Lines or in the trade press yet, so the vote result is unconfirmed. FERC has said it will impose reforms if PJM does not agree to them by the end of September. Re-check on the next run. UPDATE Sept. 28: The Sept. 24 Members Committee met and elected Janet Dietrich to the Board of Managers (PJM Inside Lines). No governance-package vote outcome has been posted on Inside Lines or in the trade press. FERC's end-of-September deadline stands. Status stays conditional.

This session is dedicated entirely to public comment on the Sept. 10 Preliminary Learnings and Questions document. It is not a decision meeting.

Phase I of PJM's first reformed-process Cycle begins Sept. 28, 2026, thirty days after Phase I base case data posting, per PJM Manual 14H section 2.9 and the PJM Cycle Timeline. PJM cited this date in its Sept. 4 Answer in EL26-101 as the reason it cannot reopen a deficiency review for Oklo's withdrawn 750 MW project. Over 700 projects and more than 200 GW were accepted into Cycle 01 on Aug. 3, 2026. UPDATE Sept. 28: FERC denied Oklo's complaint on Sept. 24, so Phase I proceeds without the Oklo project.

MISO has signalled a Section 205 filing on or about end of September 2026 for a Large Load Parallel Study Process, which would allow MISO to study new large loads and their associated generation concurrently rather than sequentially. Distinct from, and earlier than, the Nov. 16 substantive show-cause response in the EL26-70 abeyance. Date is MISO's own stakeholder estimate, not a docketed deadline.

Confirmed by PJM Board's July 27, 2026 decisional letter: one-time Reliability Backstop Procurement offer window runs Sept. 30–Oct. 21, 2026. Accepted supply offers capped at $555/MW-day; commitments up to 15 years finalized prior to the December 2029/30 Base Residual Auction. UPDATE (Sept. 30, 2026): FERC's Sept. 29 order in ER26-3380 suspended the RBP for five months; PJM says the process will not begin Sept. 30 and new timing is TBD (update expected at Oct. 7 MIC).

DELTa is updated quarterly (Mar/Jun/Sep/Dec). The Q2 release landed mid-June 2026 at 100+ tracked tariffs, up from 77 at the Mar. 31 update. A Q3 release is due by end of September; if it does not appear, the local delta_tariffs.json supplemental records tagged '_source: Edged research' become the primary source of new tariff activity for the quarter.

SB 484 requires each public utility to file a large-load tariff for Commission approval ensuring each large-load customer bears its full cost of service without shifting cost to the general body of ratepayers. Duke Energy Florida filed first (Docket 20260064-EI, hearing Aug. 25-26, briefs Sept. 15); the outcome of that contested case effectively sets the template FPL, TECO and Gulf must file against.

Layers onto a July 2026 resolution barring data centers as principal uses and an August 2026 ban on large-scale facilities. The 10–50 MW band sits below most large-load tariff thresholds and above typical small-facility zoning exemptions. Date reported as tentative.

Approved by the TVA Board Aug. 20, 2026 with the 2026 IRP and FY2027 budget. The CCC recovers incremental capacity cost from data centers rather than the general rate base. The 5 MW threshold is materially lower than the 50 MW definition FERC and most RTOs use. TVA is federally self-regulated, so there is no state commission proceeding and no rehearing or intervenor path — this date is firm, not conditional.

Investor-owned utilities in Washington must submit dedicated large-load tariffs to the UTC by Oct 1, 2026. Consumer-owned utilities must adopt through governing bodies. Tariffs must avoid cost-shifting to other customers.

Directed by a unanimous Sept. 2026 motion of Vice Chair Kimberly Barrow. The Tentative Order would propose updates to the order, criteria and circumstances under which customers may be curtailed during pre-emergency and emergency conditions. If approved, it is released for public comment with a final order targeted for the Jan. 28, 2027 public meeting.

Rescheduled from the Sept. 14, 2026 meeting, where only an informal comment hearing was held. 5:30 p.m., Beaufort County Administration Building, 121 W. Third St., Washington, N.C. No data center is currently planned in the county; the pause is preemptive.

Moved from Sept. 15. Sponsor JB Smiley will amend the moratorium to incorporate other members' proposals and to target hyperscale campuses such as xAI's Colossus I and II. No moratorium is in force in Memphis until this passes. SUPERSEDED: meeting halted Oct. 6 amid disruption; vote moved to Oct. 20 (WSMV). See Oct. 20 entry.

Supervisors adopted a 45-day urgency ordinance 5-0 on Sept. 1, 2026 barring new data centers in the unincorporated county (covering hyperscale, colocation, cloud, AI training and inference, HPC, and blockchain/crypto mining). The board set an Oct. 6 hearing at which it may extend the moratorium for up to two years while permanent regulations are developed; absent extension the ordinance lapses Oct. 16.

Committee step before the Common Council.

PJM said it will update stakeholders on revised Reliability Backstop Procurement timing at the Oct. 7, 2026 MIC meeting following FERC's Sept. 29 order.

The notice of intent was approved Sept. 24. It targets Site Layer 1 LLC's gas-fired project near Hachita/Playas, whose developer signalled an NMED air permit application by Oct. 1.

Replaces the city's data center moratorium.

Approximate expiry of the 45-day temporary moratorium approved Aug. 26, 2026, calculated from the approval date; the city has not published a stated end date. California interim urgency ordinances are commonly extended -- neighboring Coachella and Indio each extended 45-day pauses by roughly 10.5 months. Treat as extendable, not self-terminating.

Unanimously advanced Sept. 15, 2026. Staff findings are not due back until September 2027, so the September 2027 report — not the October adoption — sets the practical duration.

The council held Councilwoman Booker's ordinance for three weeks on Sept. 22 to review amendments. It would not affect Google's existing campus.

Depends on the Oct. 6 committee vote.

Only if first reading passes after the Sept. 29 hearing. Third reading Oct. 27.

WGRZ reports council consideration at the 'next meeting in about two weeks'. The date is approximate and the mayor's position is pending.

Deliverable under Abbott's Sept. 14 directive. Watch for the count of referrals to county/district attorneys and the list transmitted to TCEQ for permit ineligibility — that list is the practical siting constraint.

Second of two tentatively scheduled hearings on the 12-month mid-sized-facility moratorium.

Council vote on Universal Development Code amendments following the Sept. 15 Zoning Commission meeting. Open questions include whether Special Use Authorization (case-by-case council approval for each new data center) and the mayor's proposed noise limits (50 dBA day / 45 dBA night) are included. Existing facilities expected to be grandfathered as non-compliant.

Follows the Zoning Commission's Sept. 15, 2026 data center-focused meeting. Working draft would confine data centers to intense commercial and industrial zones, prohibit development over the Edwards Aquifer Recharge Zone, and require a 500-foot setback from schools, daycares, residential areas and hospitals. Council declined a 90-180 day moratorium on Aug. 25, 2026 and chose the permanent UDC route instead.

Close of the one-time Reliability Backstop Procurement offer window confirmed in the PJM Board of Managers' decisional letter and the ER26-3380 filing: the window runs Sept. 30 through Oct. 21, 2026, with results released in early December (tracked separately at Dec. 1) and commitments of up to 15 years finalized before the December capacity auction for the 2029/2030 Delivery Year. Accepted supply offers are capped at a MW-weighted maximum willingness to pay of $555/MW-day. The procurement targets the 6,831 MW shortfall from the 2028/2029 Delivery Year auction. The Sept. 30 open was already on the calendar; this entry pins the close, which had only been carried in narrative. UPDATE (Sept. 30, 2026): FERC's Sept. 29 order in ER26-3380 suspended the RBP for five months; PJM says the process will not begin Sept. 30 and new timing is TBD (update expected at Oct. 7 MIC).

Superseded by PJM Board's July 27, 2026 decisional letter: results now expected 'early December' following the Sept. 30–Oct. 21 bid window, not 'by Nov 20' as earlier estimated. Commitments up to 15 years will be finalized prior to the December 2029/30 Base Residual Auction.

Confirmed by PJM Board's July 27, 2026 decisional letter. Results finalized prior to the December 2029/30 Base Residual Auction; selected resources (new ICAP/MFO, eligible CIRs, new annual DR/DER) must come online no later than June 1, 2032. UPDATE (Sept. 30, 2026): FERC's Sept. 29 order in ER26-3380 suspended the RBP for five months; PJM says the process will not begin Sept. 30 and new timing is TBD (update expected at Oct. 7 MIC).