The CPUC's February transmission-planning filings wave through three rounds of floating offshore wind solicitations even as the federal support they were built to lean on has largely evaporated. A look at what the state's Integrated Resource Plan asks Californians to take on faith.
Interconnection filings for AI, traditional, and crypto data centers are piling up faster than capacity, equipment, or labor can plausibly follow. The demand curves can still cross the supply curves — if the silicon industry pays its full, unlevered share.
Utility-scale transformers are a mature, globally-traded technology. So why did the U.S. alone suffer years of shortages and price spikes that outlasted every other pandemic-era supply chain problem?
The commission's request for independent counterfactual modeling on FERC-jurisdictional transmission projects is drawing filings from utilities on all sides of the MISO-South seam.
A side-by-side of the interconnection-rule filings shows PJM and MISO converging on speed-to-market provisions, while ERCOT and SPP stick closer to existing queue order.
PRC-029-1 and PRC-030-1 took effect October 1. Utility filings suggest large pockets of inverter-based capacity are still running on interim mitigation plans.
Every "supplemental" capital project pencils out fine until someone asks who's actually paying for it. A case for putting the counterfactual before the concrete.
Duplicative, speculative interconnection requests aren't a harmless queuing quirk — they're a tax on every serious developer behind them.
A running list of filings, papers, and stories our editors bookmarked this month — light commentary, no ranking implied.