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Power & Utilities

Retail Power & Gas

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EnerKnol’s power and utilities research covers all aspects of U.S. energy generation, transmission, markets, and regulations.  Detailed coverage includes, but is not limited to, U.S. Federal Energy Regulatory Commission (FERC), Environmental Protection Agency (EPA), Regional Transmission Organizations (RTOs), Independent System Operators (ISOs), and state Public Utility Commissions (PUCs).   EnerKnol Research analyses filings, orders, notices, and agreements that affect day-to-day power markets and operations.

Week Ahead: NY Examines Data Center Impacts, Arizona Discusses AI in Utility Operations, FERC’s Reliability Technical Conference

October 16, 2026

…...

Oct132026
High tech server room with workstations

FERC Rejects PJM Data Center Capacity Rules, Approves Large-Load Registry

October 13, 2026

The Federal Energy Regulatory Commission on Oct. 9 partially approved PJM Interconnection proposal to track large electricity users but rejected its proposed capacity requirements and emergency curtailment framework. The decision follows PJM’s warning that it could face a capacity shortfall beginning in the 2027/2028 delivery year due to data center load growth and the pace…...

Oct122026
heatpump 5

Minnesota Power Customers to Receive $122.5 Million in Bill Credits

October 12, 2026

The Minnesota Public Utilities Commission on Oct. 9 approved two credit programs totaling $122.5 million to reduce electricity bills for Minnesota Power customers. The measures will return proceeds from utility land sales and benefits associated with the acquisition of ALLETE to customers, providing short-term relief and recurring credits through 2031. Minnesota Power will distribute $72.5…...

Oct122026
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U.S. Energy Department Backs FERC Reforms to Protect PJM Ratepayers

October 12, 2026

The U.S. Energy Department on Oct. 9 expressed its support for Federal Energy Regulatory Commission recommendations for PJM Interconnection’s proposed Reliability Backstop Procurement, seeking to ensure that large electricity users pay for the generation and infrastructure needed to serve their demand. DOE has filed a statement with FERC supporting revised market rules and other reforms…...

Week Ahead: EPA’s Coal Ash Program, MN Examines Utility Affordability, CT’s Energy Strategy

October 9, 2026

…...

Oct82026
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Duke Energy Expands Data Center Cost Protections to Shield North Carolina Ratepayers

October 8, 2026

Duke Energy on Oct. 7 announced that it had reached an agreement with North Carolina Public Staff and major data center customers to strengthen protections against costs associated with serving data centers and other large electricity users. The agreement covering Duke Energy Carolinas and Duke Energy Progress would require new large load customers to make…...

Oct22026
heat pump systems 3

Maryland Ends Multi-Year Rate Pilot After Finding Limited Customer Benefits

October 2, 2026

The Maryland Public Service Commission on Oct. 1 announced that it has concluded the state’s multi-year rate plan pilot after finding that the framework did not deliver measurable benefits for customers or advance the state’s energy policy goals. The regulator instead directed electric utilities and stakeholders to develop a substantially revised approach to forward-looking utility…...

Week Ahead: U.S. Bulk-Power System Security, NY’s Nuclear Reliability Backbone, Colorado’s Interconnection Rules

October 2, 2026

…...

Oct12026
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FERC Approves PJM Reliability Procurement, Delays Implementation to 2027

October 1, 2026

The Federal Energy Regulatory Commission on Sept. 29 approved PJM Interconnection’s proposed Reliability Backstop Procurement to secure additional electricity supply amid near-term reliability concerns, but suspended the measure for five months, delaying its effective date to Feb. 28, 2027. The action gives the regulator additional time to consider the procurement framework while placing the proposal…...

Sep282026
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Minnesota Commission Examines Affordability of Electric and Natural Gas Utility Service

September 28, 2026

The Minnesota Public Utilities Commission on Sept. 25 launched a statewide investigation into the affordability of electric and natural gas service, opening a broad review of how regulatory decisions, state and federal requirements, and other cost drivers affect customer bills. The effort will examine whether the commission’s existing oversight tools are sufficient to address affordability…...

Sep222026
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California Enacts Data Center Laws Tightening Oversight of Water, Electricity and Land Use

September 22, 2026

California Governor Gavin Newsom on Sep. 21 signed a package of seven bills that strengthen oversight of data center development by requiring greater transparency on electricity, water, and land-use impacts while preventing developers from shifting infrastructure costs onto ratepayers. The legislation gives local governments more information to evaluate proposed projects as California seeks to accommodate…...

Sep212026
EnerKnol Research PU Policy Primer Carbon Markets 2026 09 22 Blog preview

Carbon Pricing September 2026 Update

September 21, 2026

Cap-and-trade programs across the U.S. are evolving as states refine program frameworks, adjust emissions trajectories, and…Read the full report  …...

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