Around the Corner | Opinion
The Year the Humble Electron Becomes Politicized
Capacity prices overlaid on top of data centers sitting astride the U.S.
Illustrated by Perplexity
The defining story of the coming year will be the widening chasm between electricity supply and demand, a dynamic driven by a slow-moving supply side, coupled with the explosive growth of energy-hungry data centers, says columnist Peter Kelly-Detwiler.
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Au Train Dam
Northwoods Resort
FERC Pulls Mich. Dam License After 15 Years of Safety Shortcomings
FERC revoked the operating license for a troubled dam in Michigan’s Upper Peninsula, citing a failure to address safety issues that could cost lives and the owner’s loss of land in bankruptcy proceedings.
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The U.S. Department of Energy has ordered Unit 1 at the Craig Generating Station to remain in operation.
Jimmy, CC BY-SA 2.0, via Wikimedia Commons
DOE Blocks Retirement of Another Coal-fired Plant

DOE has ordered a non-operational 427-MW coal-fired generator in Colorado to be repaired and remain available  for 90 days.

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Keith Collins (right) responds to stakeholder questions during December workshop on ERCOT's dispatchable reliability reserve service proposal.
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RTC Deployed, ERCOT Takes on New Challenges in 2026
Having finally added real-time co-optimization to the market like every other U.S. grid operator with an effort that began in 2019, ERCOT can turn its attention to other pressing issues.
Counterflow | Opinion
FERC headquarters in D.C.
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Whither FERC?
Columnist Steve Huntoon predicts that the independent federal agencies like FERC will survive the Supreme Court’s revisiting of Humphrey’s Executor v. United States.
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ISO-NE board Chair Cheryl LaFleur speaks at a public board meeting on Nov. 5.
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New England Betting on a Collaborative Approach in 2026
Heading into 2026, New England is counting on an increasingly collaborative approach to energy policy as federal opposition to renewable energy development threatens affordability, reliability, and decarbonization objectives in the region.
EDAM Implementation to Remain CAISO’s Focus in 2026
The Extended Day-Ahead Market took center stage at CAISO in 2025 as the ISO tabled other long-term initiatives to ensure the market’s timely launch in May 2026, with PacifiCorp as its first participant.
NYISO’s 2026 to be Dominated by Reliability Concerns
Reliability concerns in NYISO, including a reliability need in New York City, are likely to dominate discussions in 2026.
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NERC CEO Jim Robb testifies at FERC's annual commissioner-led Reliability Technical Conference in October 2025.
FERC
NERC Navigates Turbulent Reliability Landscape in 2026
NERC managers say the organization is well positioned to meet a variety of challenges coming in 2026.
IESO Seeks Comment on Revised Monitoring Requirements
IESO released proposed market rule and manual revisions to require synchrophasor data from storage resources.
PG&E Bomber Sentenced to 10 Years in Prison
A federal judge sentenced Peter Karasev to 10 years in prison for bombing transformers owned by Pacific Gas and Electric in 2022 and 2023.
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Crews in Portsmouth, Va., load monopile foundations for Dominion’s Energy’s Coastal Virginia Offshore Wind, which would be the largest wind farm in U.S. waters.
Dominion Energy
Trump Scoring Victories as he Goes Tilting at Wind Turbines
The Trump administration has ordered all offshore wind generation construction halted and has stalled some onshore wind projects.
NV Energy’s Early IRP Filing Reflects Load, Resource Challenges in 2026
As NV Energy prepares to file its next integrated resource plan ahead of schedule in April, the company says it will take longer than previously planned to reduce its reliance on short-term market purchases.
Solar Power Continues to Make Gains, but Slowdown Expected in 2026
The degree of risk and uncertainty springing from indifferent or outright obstructive new federal policies in 2025 has trimmed planned solar deployment.
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The Sentinel natural gas peaker plant north of Palm Springs
Diamond Generating LLC
Why 2026 will be the Year of Flexibility
Flexibility will be a core attribute of the various scenarios and solutions being discussed to meet the snowballing estimates of U.S. electric power demand, says columnist K Kaufmann.
PJM Pushing Forward on Efforts to Meet Rising Data Center Load
PJM enters 2026 amid several efforts to ward off a reliability gap attributed to accelerating data center load, sluggish development of new capacity and resource deactivations.
SPP will Widen Western Foothold in 2026
SPP has opened an office in Denver, giving it a physical presence in the Western Interconnection as it seeks to open two different markets in the West.
Can Restructured Markets Meet the Challenge of Data Center Demand Growth?
FERC and the organized power markets it oversees are facing huge challenges in trying to meet rising demand reliably and affordably.
Phase 1 of Hydro One’s Waasigan Transmission Line Project — including a new double-circuit 230-kV line between Lakehead TS and Mackenzie TS — is expected to be completed by Q4 2026.
Hydro One
IESO Sees 2026 Demand Cooling from ‘Trade Tensions’
IESO's latest Reliability Outlook reduces its 2026 demand growth projection slightly, citing “international trade tensions.”
Entergy Texas’ Orange County Advanced Power Station under construction in late 2025
Entergy
MISO Vows Greater Generation Totals for Big Tech in 2026
MISO has indicated that new generation to serve data centers and other large loads will be mission critical over 2026 and said it will take pains to interconnect units.
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CISA Acting Director Madhu Gottumukkala
CISA
CISA Updates Critical Infrastructure Cyber Goals
The Cybersecurity and Infrastructure Security Agency updated its critical infrastructure cybersecurity goals to address emerging cybersecurity risks.
DOE Orders Retiring Wash. Coal Plant to Stay Online for Winter
Citing an energy “emergency” in the Northwest this winter, DOE ordered TransAlta to continue operating Washington’s last coal-fired generating plant for three months beyond its scheduled retirement at the end of this year.
Brattle/Dragos: Battery Systems Create New Cybersecurity Risks
A new white paper from The Brattle Group and cybersecurity firm Dragos is sounding the alarm about the potential cybersecurity vulnerabilities posed by battery energy storage system infrastructure.
FERC Clarifies Cold Weather Standard Approval, Effective Date
FERC provided additional clarity on its directive that NERC submit informational filings on the implementation of its most recent cold weather standard.
RF's Winter Reliability Assessment indicated that both MISO and PJM should have sufficient resources to meet demand even under the more extreme 90/10 scenario, indicating a 10% chance that the actual load on the system will be higher than predicted.
ReliabilityFirst
RF Projects Normal Risk for Winter
A presenter from ReliabilityFirst said the regional entity expects a normal level of risk this winter, indicating a low chance of energy shortfalls.
SERC subregions' margins under normal (left) and extreme conditions for December 2025 through February 2026
SERC
SERC: East, Central Subregions Face Elevated Risk in Severe Weather
SERC's Winter Reliability Assessment found that two subregions faced elevated risk of energy shortfalls in extreme weather.
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Will Batteries Remain a Clean Energy Bright Spot in 2026?
In 2026, utility-scale energy storage projects in the U.S. will face headwinds that could slow the pace of a technology that is fast becoming a global grid staple, warns columnist Dej Knuckey.
U.S. Hydropower Faces Prospects for Growth, Contraction in 2026
The demand for energy storage capacity is driving a flurry of proposals for new pumped storage hydropower while proposals for new conventional facilities are limited to small-scale projects.
Coal’s Decline Slows Amid Demand Growth in 2026, Trump’s Support

After a long decline in the U.S., coal-fired generation is enjoying strong policy support in the second Trump administration.

Nuclear Power Retains Great Potential in 2026
Commercial nuclear energy in the U.S. begins 2026 with strong momentum toward future expansion, but it will be years before new-build capacity comes online and possibly a decade or more before a significant amount of new gigawatts is added to the grid.
Manufacturers are reporting yearslong backlogs for heavy-duty gas turbines such as this 7HA.03, shown in GE Vernova’s Greenville, S.C., factory.
GE Vernova
Natural Gas Generation in Demand, and Priced Accordingly
With support from the Trump administration and demand from data centers, 2025 and now 2026 are high times for the U.S. natural gas sector.
Consumers Energy's J.H. Campbell coal plant
Newkirk Electric Associates
State AGs, Enviros Argue Campbell Plant Orders Exceed DOE’s Authority
DOE is exceeding its authority by using Federal Power Act Section 202(c) to keep the J.H. Campbell coal plant in Michigan running under several consecutive “emergency” orders, opponents argued in recent court filings with the D.C. Circuit.