One of the major topics at NARUC's Winter Policy Summit was demand growth driven by data centers, which brings plenty of uncertainty with it.

PJM stakeholders voted for a third consecutive meeting to delay acting on revisions to Manual 14H intended to clarify when developers may add or remove parcels from their project footprint.

The PJM Markets and Reliability Committee endorsed a proposal to rework how demand response resources are modeled in the effective load carrying capability framework.

FERC approved a suite of changes to PJM's next couple of capacity auctions, which are meant to mitigate billing impacts as the supply-demand dynamic in the region tightens and longer-term reforms are pursued.

Spiking capacity prices in PJM have PPL and Exelon pushing for a potential return to utility-owned generation in Pennsylvania, which three former PUC chairs warned would be harmful to consumers.

ISO-NE continued discussions with stakeholders on its capacity auction reform project at the NEPOOL Markets Committee, providing more information on planned changes to the resource retirement process.

PJM’s Market Implementation Committee narrowly endorsed a PJM proposal to use ELCC to model the availability of demand response resources in all hours, along with other changes to how DR accreditation is determined.

The Members Committee was sharply divided on an agreement in principle between PJM and Pennsylvania Gov. Josh Shapiro to institute a cap and floor on capacity prices for the 2026/27 Base Residual Auction and the following auction.

FERC accepted ISO-NE’s proposal to increase the collateral requirements for generators participating in its capacity market, rejecting the New England Power Generators Association’s arguments that the changes violate the filed rate doctrine.