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FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge

FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge

Episode 29 Published 1 month ago
Description

FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hyperscale capacity nearly tripling since 2018. The buildout story is shifting from abstract AI demand to queues, tariffs, water and siting.

In this episode

  1. FERC to Act on Large Load Interconnection Docket by June 2026 — Federal Energy Regulatory Commission

    # FERC to Act on Large Load Interconnection Docket by June 2026 | Federal Energy Regulatory Commission [Skip to main content](https://www.ferc.gov/news-events/news/ferc-act-large-load-interconnection-docket-june-2026#main-content) [![Image 1: Federal Energy Regulatory Commission Logo](https://www.ferc.gov/themes/custom/ferc/images/FERC_Logo.png)FERC Federal Energy Regulatory…

  2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners

    1 UNITED STATES OF AMERICA FEDERAL ENERGY REGULATORY COMMISSION Interconnection of Large Loads to the ) Docket No. RM26-4-000 Interstate Transmission System ) INITIAL COMMENTS OF THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS The National Association of Regulatory Utility Commissioners (“NARUC”), respectfully submits these comments responding to the Federal Energy Regulatory…

  3. Step Back — With DOE now pushing FERC toward a large-load interconnection rule by mid-2026, what is the actual jurisdictional hook here — and how much of the data-center queue problem can FERC change before it runs into state siting authority, retail-service rules, and utility-by-utility dealmaking?

    Background sources

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