Policy & Regulatory
FERC orders, DOE programs, state PUC decisions, and the rules shaping America's energy future
Key Regulatory Bodies
FERC: Federal Energy Regulatory Commission
Regulates interstate electricity transmission, natural gas pipelines, and wholesale power markets. Recent focus: interconnection queue reform (Order 2023), transmission planning, and capacity market oversight.
DOE: Department of Energy
Administers the Loan Programs Office ($400B+ lending authority), funds nuclear restarts, oversees national labs, and implements IRA clean energy programs.
State PUCs: Public Utility Commissions
50 state commissions regulate retail electricity rates, approve power plant construction, oversee utility operations, and set clean energy mandates.
EPA: Environmental Protection Agency
Sets emissions standards for power plants, regulates air and water quality, and implements climate regulations that shape the generation mix.
Hot Policy Topics
- Interconnection Reform: FERC Order 2023 overhauls how projects connect to the grid
- Transmission Planning: Regional and interregional buildout to move clean energy
- IRA Implementation: $369B in clean energy tax credits, grants, and loans
- Permitting Reform: Bipartisan push to speed project approvals
- Capacity Markets: PJM auction redesign after 830% price spike
- Data Center Siting: New frameworks for large load interconnection. FERC large load rulemaking deadline: April 30, 2026.
- State Legislative Wave: 300+ data center bills introduced in 30+ states in first 6 weeks of 2026. Topics: moratoriums, special rate classes, water/energy disclosure, clean energy mandates, and rollback of tax incentives. The incentive era is ending.
- Coal Plant Deferrals: DOE issuing Section 202(c) emergency orders to keep coal plants running. TVA voted to keep Cumberland (2.5 GW) and Kingston (1.3 GW) open indefinitely. Energy Secretary Wright: coal is "essential to the AI race."
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FERC orders, DOE grants, state PUC decisions, permitting disputes, and regulatory developments