RTO Insider Daily Headlines

RTO Insider Daily Headlines for November 13, 2026. In this episode: • PJM Winter 2026/27 Study Finds No Reliability Issues (RTO Insider) PJM is poised to maintain adequate reserve margins and face no reliability issues during the 2026/27 winter, although load management deployments may be needed during some scenarios, according to a study by the RTO’s Operations Assessment Task Force. https://www.rtoinsider.com/151347-pjm-winter-2026-27-study-foresees-no-reliability-issues/ • Mass. and Nova Scotia Issue Offshore Wind Request for Information (RTO Insider) Massachusetts and Nova Scotia are jointly seeking input on the potential development of offshore wind in Nova Scotia for delivery to New England. https://www.rtoinsider.com/151328-mass-nova-scotia-issue-offshore-wind-request-for-information/ • Trump Admin. Prepping More Federal Land for Data Centers (RTO Insider) The Trump administration appears to be gearing up to advance data centers on federal lands despite the recent midterm elections results that saw Big Tech industry supporters voted out of office. https://www.rtoinsider.com/151327-trump-admin-prepping-more-federal-land-for-data-centers/ • BPA CEO Wants Deal on Residential Exchange Program to Avoid Litigation (RTO Insider) Bonneville Power Administration CEO Travis Kavulla urged investor-owned utilities and public power to reach a deal on how the Northwest region should move forward with the Residential Exchange Program, saying a settlement would be better than “arduous and uncertain litigation.” https://www.rtoinsider.com/151340-bpa-kavulla-wants-deal-residential-exchange-program/ • PJM OC Briefs: Nov. 5, 2026 (RTO Insider) PJM’s Operating Committee endorsed by acclamation revisions to the RTO’s resource outage reporting guidelines, which were drafted through the document’s periodic review. https://www.rtoinsider.com/151349-pjm-operating-committee-briefs-110526/ • CISA, Peers Issue Quantum Security Guidance (ERO Insider) U.S. and Australian cybersecurity agencies have published guidelines for evaluating vendors' preparedness for the transition to post-quantum cryptography. https://www.rtoinsider.com/151333-cisa-peers-issue-quantum-security-guidance/ • IESO Expects More Battery Make-whole Payments Under Revised Plan (RTO Insider) IESO expects its revised day-ahead settlement proposal for batteries to result in more make-whole payments than the previous design. https://www.rtoinsider.com/151126-ieso-expects-more-battery-make-whole-payments-under-revised-proposal/ • N.Y. Launches Procurement Seeking Another Gigawatt of Storage (RTO Insider) The Nov. 12 announcement by the New York State Energy Research and Development Authority comes two months after NYSERDA announced eight contracts totaling 950 MW from its first bulk storage solicitation. https://www.rtoinsider.com/151345-ny-launches-second-battery-energy-storage-solicitation/ Chapters: 00:07 Introduction 00:14 PJM Winter 2026/27 Study Finds No Reliability Issues 00:36 Mass. and Nova Scotia Issue Offshore Wind Request for Information 00:50 Trump Admin. Prepping More Federal Land for Data Centers 01:04 BPA CEO Wants Deal on Residential Exchange Program to Avoid Litigation 01:27 PJM OC Briefs: Nov. 5, 2026 01:41 CISA, Peers Issue Quantum Security Guidance 01:54 IESO Expects More Battery Make-whole Payments Under Revised Plan 02:06 N.Y. Launches Procurement Seeking Another Gigawatt of Storage 02:23 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 12, 2026. In this episode: • MISO Board Mulls Hybrid External/Internal IMM Design Under 3rd-party Review (RTO Insider) Members of MISO’s Board of Directors are considering splitting MISO market monitoring duties between an external market monitor and a market monitoring division internal to the RTO. https://www.rtoinsider.com/151248-miso-board-mulls-hybrid-external-internal-imm-design-under-3rd-party-review/ • ROWE Moving to Secure $8.5M Loan, Fill Top Positions (RTO Insider) The ROWE board expects to finalize a loan agreement with Wells Fargo and is slated to conduct interviews in December to find the organization’s first CEO. https://www.rtoinsider.com/151011-rowe-moving-to-secure-loan-fill-positions/ • Earthjustice: Elections Signal Support for Stricter Data Center Regulations (RTO Insider) U.S. midterm election results should give new momentum to the movement against fueling AI with inefficient natural gas-fired generation, Earthjustice said. https://www.rtoinsider.com/151241-earthjustice-elections-support-stricter-data-center-regs/ • BNEF Urges Policy Changes to Better Power New Data Centers (RTO Insider) A new BloombergNEF report calculates the 165 GW of gas-fired generation capacity proposed to be built beside U.S. data centers would give the data centers a carbon footprint 79% greater than if they took power from the grid. https://www.rtoinsider.com/151245-bnef-urges-policy-changes-better-power-data-centers/ • Stakeholders Predict ‘Cumbersome’ Efforts on Large Loads (ERO Insider) NERC reported on 'concerning' responses to its Level 3 alert on computational large loads issued in May. https://www.rtoinsider.com/151234-stakeholders-predict-cumbersome-efforts-large-loads/ • OEB Approves 37% Increase in IESO’s 2026 Domestic Usage Fee (RTO Insider) The Ontario Energy Board approved a 37% increase in IESO’s domestic usage fee for 2026 under a settlement that grants its requested revenue requirements but lowers its proposed fees using updated domestic and export volumes. https://www.rtoinsider.com/151128-oeb-approves-higher-ieso-usage-fees-2027/ • ISO-NE CEO Chadalavada Presents 5-year Plan at Open Board Meeting (RTO Insider) ISO-NE CEO Vamsi Chadalavada outlined plans to develop a forward trading platform, improve data access, incentivize dual-fuel capabilities and optimize the use of demand flexibility. https://www.rtoinsider.com/151233-iso-ne-ceo-chadalavada-presents-5-year-plan/ Chapters: 00:07 Introduction 00:14 MISO Board Mulls Hybrid External/Internal IMM Design Under 3rd-party Review 00:30 ROWE Moving to Secure $8.5M Loan, Fill Top Positions 00:44 Earthjustice: Elections Signal Support for Stricter Data Center Regulations 00:58 BNEF Urges Policy Changes to Better Power New Data Centers 01:18 Stakeholders Predict ‘Cumbersome’ Efforts on Large Loads 01:29 OEB Approves 37% Increase in IESO’s 2026 Domestic Usage Fee 01:51 ISO-NE CEO Chadalavada Presents 5-year Plan at Open Board Meeting 02:08 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 11, 2026. In this episode: • Constellation Energy Debuts Hybrid Demand Response Offering (RTO Insider) Constellation Energy reported solid third-quarter financials and announced the first deal for its new Peak+ product, which combines new capacity with demand response. https://www.rtoinsider.com/151013-constellation-3q-earnings-report/ • Valley Link at $5.1B; Who Pays is Settled (RTO Insider commentary) PJM’s new estimate puts Valley Link at $5.1 billion and moves its lines past 2029, but the formula that splits the bill has not changed, writes Tommy Turner. https://www.rtoinsider.com/151121-valley-link-at-5-1b-who-pays-is-settled/ • DOE Grants Pacific Power $50M to Modernize Grid (RTO Insider) The U.S. Department of Energy issued $50 million to Pacific Power to modernize the utility’s transmission systems in Oregon and Washington. https://www.rtoinsider.com/151141-doe-grants-pacific-power-50m-modernize-grid/ • PJM TEAC Discusses Valley Link Tx Cost Increases (RTO Insider) Cost estimates for the Valley Link Transmission package of projects have increased by more than $2 billion and the in-service date has been shifted back by two years. https://www.rtoinsider.com/151145-pjm-teac-discusses-valley-link-tx-cost-increases/ • FERC OKs Proposal for 2 Subregions in SPP West (RTO Insider) FERC has approved tariff revisions that establish two new subregions in SPP’s Western Interconnection footprint and apply the RTO’s Consolidated Planning Process to its newest members. https://www.rtoinsider.com/150948-ferc-oks-proposal-2-subregions-spp-west/ • Nevada PUC Approves Greenlink North Construction Permit (RTO Insider) Nevada regulators have approved a construction permit for Greenlink North, a 235-mile, 525-kV transmission line that will complete NV Energy’s transmission triangle around the state. https://www.rtoinsider.com/151151-nevada-puc-approves-greenlink-north-construction-permit/ • WoodMac Finds World Prioritizing Energy Security over Climate Protection (NetZero Insider) In its latest energy transition outlook, Wood Mackenzie predicts the worldwide drive for energy security could inadvertently benefit the planet if it speeds electrification. https://www.rtoinsider.com/151137-woodmac-energy-transition-outlook-security-over-climate/ • PJM Stakeholders Endorse Advance Commitment Timeline (RTO Insider) The PJM Market Implementation Committee endorsed a proposal that would create a timeline for how the RTO commits resources for blocks of multiple days in advance of the day-ahead market opening. https://www.rtoinsider.com/151143-pjm-stakeholders-endorse-advance-commitment-timeline/ • PJM MRC/MC Briefs: Oct. 28, 2026 (RTO Insider) PJM presented a first read of a ruleset for storage as a transmission asset, while Dominion Energy proposed a rule change that would exempt vertically integrated utilities from posting financial security for some projects. https://www.rtoinsider.com/151147-pjm-mrc-mc-briefs-100826/ Chapters: 00:07 Introduction 00:14 Constellation Energy Debuts Hybrid Demand Response Offering 00:27 Commentary: Valley Link at $5.1B; Who Pays is Settled 00:45 DOE Grants Pacific Power $50M to Modernize Grid 00:58 PJM TEAC Discusses Valley Link Tx Cost Increases 01:13 FERC OKs Proposal for 2 Subregions in SPP West 01:27 Nevada PUC Approves Greenlink North Construction Permit 01:45 WoodMac Finds World Prioritizing Energy Security over Climate Protection 02:00 PJM Stakeholders Endorse Advance Commitment Timeline 02:15 PJM MRC/MC Briefs: Oct. 28, 2026 02:33 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 10, 2026. In this episode: • Grid Strategies Report Finds Paltry Transmission Construction in 2025 (RTO Insider) A new report by Grid Strategies says the U.S. installed just 435 miles of high-capacity transmission lines in 2025, trailing other countries despite a return to rapid demand growth. https://www.rtoinsider.com/150946-grid-strategies-report-paltry-tx-construction-2025/ • NYISO Finds No Difference in Granular TCCs (RTO Insider) A NYISO consumer impact analysis could not find any benefits from breaking transmission congestion contracts into blocks smaller than 24 hours. https://www.rtoinsider.com/150940-nyiso-finds-no-benefit-consumers-from-proposed-tcc-auction-reforms/ • Invenergy Challenges Treatment of Merchant HVDC in MISO Capacity Market (RTO Insider) Invenergy filed a complaint with FERC contesting MISO’s stance that merchant HVDC resources are not capacity resources and arguing the RTO is taking advantage of the contributions of private transmission lines without paying for them. https://www.rtoinsider.com/151017-invenergy-challenges-miso-block-merchant-hvdc-capacity-market/ • NYISO Considering Abandoning Demand Curve Reform Project (RTO Insider) NYISO staff at the Installed Capacity Working Group meeting asked stakeholders whether they should abandon or continue with the Demand Curve Reset improvements project. https://www.rtoinsider.com/150933-nyiso-should-demand-curve-reforms-be-abandoned/ • Judge the Transmission Grid by its Worst Day (RTO Insider commentary) Transmission utilization should be measured by the way the system is actually operated, against what happens after something fails, and it should point to a specific constraint and a specific action, writes Arshad Mansoor, CEO of EPRI. https://www.rtoinsider.com/150561-judge-transmission-grid-by-worst-day/ • LS Power to Buy 4.9 GW of Gas-fired Generation Back from NRG Energy (RTO Insider) LS Power has agreed to acquire six natural gas generation plants with a combined 4.9 GW of capacity from NRG Energy for $4 billion. https://www.rtoinsider.com/151015-ls-power-buys-power-plants-from-nrg-energy/ • ERCOT Expands Batch Verification, Audit to Medium Loads (RTO Insider) ERCOT has divided the work to verify and audit large loads seeking to interconnect with the Texas grid into three workstreams, ensuring even the smaller loads are accounted for. https://www.rtoinsider.com/150927-ercot-expands-batch-verification-audit-medium-loads/ • OEB Leaves Scope of Toronto Third Line Cost Review Open (RTO Insider) The Ontario Energy Board has yet to say whether the capital cost ultimately set in the Toronto Third Line contract will face prudency review. IESO has said the amount is exempt. https://www.rtoinsider.com/151005-oeb-yet-to-decide-early-cost-recovery-toronto-third-line/ • FERC Approves WRAP Rule Changes to Integrate Rockies Subregion (RTO Insider) FERC approved Western Power Pool’s request to revise the Western Resource Adequacy Program’s forward showing schedules to facilitate the creation of a third subregion called the Rockies. https://www.rtoinsider.com/151009-ferc-approves-wrap-rule-changes-integrate-rockies-subregion/ • Senate Permitting Reform Bill Comfortably Clears Cloture Vote (RTO Insider) The Senate comfortably moved the permitting bill known as BAAJA through cloture, a key hurdle in the lame duck push to enact permitting and transmission reform. https://www.rtoinsider.com/151021-senate-permitting-reform-bill-comfortably-clears-cloture-vote/ • Timing Unclear on El Paso Electric's Markets+ Entry (RTO Insider) Although El Paso Electric has stated its intention to join SPP’s Markets+, the company missed a deadline to sign a funding agreement to go live with the day-ahead market in October 2028. https://www.rtoinsider.com/151007-timing-unclear-on-el-paso-electrics-markets-entry/ Chapters: 00:07 Introduction 00:14 Grid Strategies Report Finds Paltry Transmission Construction in 2025 00:30 NYISO Finds No Difference in Granular TCCs 00:43 Invenergy Challenges Treatment of Merchant HVDC in MISO Capacity Market 01:02 NYISO Considering Abandoning Demand Curve Reform Project 01:16 Commentary: Judge the Transmission Grid by its Worst Day 01:33 LS Power to Buy 4.9 GW of Gas-fired Generation Back from NRG Energy 01:49 ERCOT Expands Batch Verification, Audit to Medium Loads 02:03 OEB Leaves Scope of Toronto Third Line Cost Review Open 02:19 FERC Approves WRAP Rule Changes to Integrate Rockies Subregion 02:33 Senate Permitting Reform Bill Comfortably Clears Cloture Vote 02:46 Timing Unclear on El Paso Electric's Markets+ Entry 03:00 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 9, 2026. In this episode: • Meeting ROE Refund Deadline Will Be ‘Challenging,’ Eversource Says (RTO Insider) Facing questions about its looming return on equity refund obligations at its third quarter earnings call, Eversource told investors that it will be challenging to meet FERC’s May 2027 refund deadline. https://www.rtoinsider.com/150935-meeting-roe-refund-deadline-challenging-eversource-says/ • BPA Urges CAISO to Prioritize its EDAM Requirements (RTO Insider) The Bonneville Power Administration is asking CAISO to prioritize initiatives that address the agency’s conditions for joining the ISO’s Extended Day-Ahead Market — and to consider how to align California’s resource adequacy program with one serving the broader West. https://www.rtoinsider.com/150929-bpa-urges-caiso-prioritize-edam-requirements/ • Revolution Wind, Vineyard Wind Reach Grid Milestones (RTO Insider) The facilities are the culmination of more than two decades of battling, planning and working to erect utility-scale power generation off the coast of a region with a pressing need for more electrons on its grid. https://www.rtoinsider.com/150925-revolution-wind-vineyard-wind-reach-grid-milestones/ • With Batch Zero Paused, ERCOT Refines Planning Process (RTO Insider) With Batch Zero essentially in a holding pattern, ERCOT and its stakeholders are plugging away at developing a comprehensive transmission planning process that eventually will take over for Batch studies. https://www.rtoinsider.com/150247-with-batch-zero-paused-ercot-refines-planning-process/ • Senators Release Updates to Permitting Legislation as Vote Looms (RTO Insider) The four main cosponsors of the Bipartisan American Affordability and Jobs Act released an expected substitute amendment over the weekend, ahead of a cloture vote scheduled for Nov. 9. https://www.rtoinsider.com/150943-senators-release-updates-permitting-legislation-vote-looms/ • 2-year Clock Starts Ticking on Democrats’ Energy Affordability Mandate (RTO Insider commentary) Election day’s triumphant party faces key decisions on its power and data center agendas as it prepares to confront a veto-ready President Donald Trump. https://www.rtoinsider.com/150953-2-year-clock-starts-ticking-democrats-energy-affordability-mandate/ Chapters: 00:07 Introduction 00:14 Meeting ROE Refund Deadline Will Be ‘Challenging,’ Eversource Says 00:29 BPA Urges CAISO to Prioritize its EDAM Requirements 00:49 Revolution Wind, Vineyard Wind Reach Grid Milestones 01:04 With Batch Zero Paused, ERCOT Refines Planning Process 01:20 Senators Release Updates to Permitting Legislation as Vote Looms 01:35 Commentary: 2-year Clock Starts Ticking on Democrats’ Energy Affordability Mandate 01:50 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 6, 2026. In this episode: • Even if Additional Capacity Resources Aren’t Needed, New Data Loads Are Likely to Increase Market Prices (RTO Insider commentary) New research suggests that even when data centers avoid increasing peak demand, they can still drive up wholesale electricity prices by pushing demand toward more expensive generation resources. https://www.rtoinsider.com/150839-even-if-additional-capacity-resources-arent-needed-data-loads-likely-increase-market-prices/ • Entergy Examining Non-traditional Funding Options for Data Center Groundswell (RTO Insider) Entergy leadership said the utility will likely pursue alternative funding avenues to secure capital to finance investments for data centers. https://www.rtoinsider.com/150832-entergy-examining-non-traditional-funding-options-data-centers/ • DTE Selling Vantage to Focus on Electricity, Data Centers (RTO Insider) DTE Energy is selling its energy solutions business to sharpen its focus instead on regulated utility operations as it courts large load customers. https://www.rtoinsider.com/150828-dte-selling-vantage-focus-on-electricity-data-centers/ • Is There a Gold Standard for Hedging New Capacity in Power Markets? (RTO Insider commentary) As power markets transition from managing surplus supply to navigating scarcity conditions with tight reserve margins, the risks associated with resource adequacy and capital investment have changed. https://www.rtoinsider.com/150677-is-there-a-gold-standard-for-hedging-new-capacity-in-power-markets/ • Dems Flip New Hampshire Legislature, Pick up Seats Across New England (RTO Insider) While no governorships in New England changed party control during the midterms, Democrats picked up seats in state legislatures throughout the region and flipped control of both the New Hampshire House and Senate. https://www.rtoinsider.com/150826-dems-flip-new-hampshire-legislature-pick-up-seats-new-england/ • FERC Chairs: No Impact from SCOTUS’ Slaughter Decision, Yet (RTO Insider) FERC has not seen much of an impact so far from the Supreme Court's Trump v. Slaughter decision, but the long-term effects remain to be seen. https://www.rtoinsider.com/150843-four-ferc-chairs-discuss-scotus-slaughter-decision-wires/ • CAISO Reports $33M in EDAM Benefits Since Launch (RTO Insider) CAISO’s third-quarter joint energy markets report shows EDAM recording almost $33 million in benefits since launching in spring 2026. https://www.rtoinsider.com/150830-caiso-edam-weim-benefits-report/ • Ohio Advocates Press FERC to Protect Ratepayers in Data Center Study Agreement (RTO Insider) Ohio’s ratepayer advocate is urging FERC to erect strong customer safeguards before allowing PJM to proceed with a largely untested approach to assess the expected transmission needs of a mammoth data center complex in the south of the state. https://www.rtoinsider.com/150680-ohio-advocates-press-ferc-protect-ratepayers-data-center-study/ • IESO Recommends New Transformer Capacity for GTA East Growth (RTO Insider) IESO recommends adding transformer capacity in eastern Greater Toronto, where summer peak demand is forecast to double by 2044. https://www.rtoinsider.com/150569-ieso-recommends-new-transformer-capacity-gta-east-growth/ Chapters: 00:07 Introduction 00:14 Commentary: Even if Additional Capacity Resources Aren’t Needed, New Data Loads Are Likely to Increase Market Prices 00:31 Entergy Examining Non-traditional Funding Options for Data Center Groundswell 00:45 DTE Selling Vantage to Focus on Electricity, Data Centers 00:58 Commentary: Is There a Gold Standard for Hedging New Capacity in Power Markets? 01:16 Dems Flip New Hampshire Legislature, Pick up Seats Across New England 01:32 FERC Chairs: No Impact from SCOTUS’ Slaughter Decision, Yet 01:45 CAISO Reports $33M in EDAM Benefits Since Launch 01:58 Ohio Advocates Press FERC to Protect Ratepayers in Data Center Study Agreement 02:19 IESO Recommends New Transformer Capacity for GTA East Growth 02:32 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 5, 2026. In this episode: • Democrats Sweep into Power Across the U.S.; What Next for Energy Policy? (RTO Insider commentary) The dramatic results of the midterm election will have far-reaching effects on state and federal energy policy. RTO Insider reporters and columnists will talk with industry sources in the coming weeks and months to explore what might happen next. https://www.rtoinsider.com/150658-democrats-sweep-into-power-across-the-u-s-what-next-for-energy-policy/ • Mich. Voters Ban Political Spending by Utilities, Others; Conservative Group Sues (RTO Insider) Michigan voters in the 2026 midterms overwhelmingly approved an initiative to restrict political spending by regulated utilities and government contractors. https://www.rtoinsider.com/150675-michigan-passes-political-spending-ban-utilities-others/ • Stakeholders Weigh in as CPUC Set to Kick off AB 825 Rulemaking (RTO Insider) Stakeholders are asking the California PUC to develop a “phased approach” to implementing the law that allows the state’s investor-owned utilities to join the new Regional Organization for Western Energy and include a basic utility withdrawal process. https://www.rtoinsider.com/150458-stakeholders-weigh-in-cpuc-ab-825-rulemaking/ • Generational Change in Texas Politics Could Affect 765-kV Lines, Data Centers (RTO Insider) Election night's blue wave has swept Republicans from power in Texas, giving the Democrats their first opportunity to govern in more than a generation. https://www.rtoinsider.com/150672-blue-wave-swamps-gop-in-texas/ • Making Energy Data Count: From Industry Investment to Customer Action (RTO Insider commentary) Smart meters, increasingly detailed electricity use data, sophisticated forecasting models and advanced grid management systems have transformed what utilities know about their networks and customers. https://www.rtoinsider.com/150397-making-energy-data-count-from-industry-investment-to-customer-action/ • Exelon Asks FERC for Prompt Capacity Auction in PJM (RTO Insider) Exelon has filed a complaint with FERC arguing that PJM’s three-year forward Base Residual Auction no longer is just and reasonable and is requesting that it order the RTO to hold a prompt auction just two months before the delivery year. https://www.rtoinsider.com/150688-exelon-ask-ferc-prompt-capacity-auction-pjm/ • What Democrats’ Blue Wave Means for Permitting and Energy Policy (RTO Insider) Democrats’ blowout performance in midterm elections increases the likelihood that Senate permitting legislation under consideration will not make it into law. https://www.rtoinsider.com/150687-what-democrats-blue-wave-means-for-permitting-and-energy-policy/ • Election Breaks GOP Hold on Georgia PSC (RTO Insider) Democrats have gained majority control of the Georgia Public Service Commission for the first time in decades, a landmark win that could lead to heightened regulatory scrutiny of Georgia Power and its corporate parent, Southern Co. https://www.rtoinsider.com/150663-democrats-will-control-georgia-psc-for-the-first-time-since-the-1990s/ • Data Centers Lose Big in Local Referenda (RTO Insider) Of the 47 data center ballot measures in cities, towns and counties, 38 were approved by voters, according to a tracker. Votes are still being counted on six, while one was rejected by voters in the city of Harwood, N.D. https://www.rtoinsider.com/150698-2026-midterms-data-centers-lose-big-in-local-elections/ • Midterms Signal Looming Data Center Bans in Western States (RTO Insider) The data center industry can expect to see the pace of development slow dramatically, as several Western states are expected to consider statewide moratoriums after the midterm elections that saw Democrats win numerous governor’s races. https://www.rtoinsider.com/150665-big-electoral-wins-for-governors-pushing-data-center-bans/ • BPA, Earthjustice Reach Settlement to Reduce $250M Rate Hike (RTO Insider) Bonneville Power Administration has reached a settlement with conservation and clean energy groups that would decrease a $250 million rate hike the agency proposed after being ordered to increase water spills over dams to protect migrating salmon. https://www.rtoinsider.com/150709-bpa-earthjustice-reach-settlement-reduce-rate-hike/ • Global Cyber Threats Growing, Security Consultant Warns SERC (ERO Insider) A speaker at SERC's Fall Reliability and Security Seminar highlighted the biggest cyber threats from nation-state actors. https://www.rtoinsider.com/150684-global-cyber-threats-growing-serc-speaker-warns/ • Republicans’ Red Wall Holds Up in Regulatory Elections (RTO Insider) The Democrats’ blue wave affected some of the elections for state regulatory commissions, but not all. https://www.rtoinsider.com/150693-republicans-red-wall-holds-up-in-regulatory-elections/ • Stakeholders Advance ISO-NE Capacity Accreditation, Seasonal Market Revisions (RTO Insider) The NEPOOL Markets Committee has approved a suite of ISO-NE tariff changes intended to overhaul capacity accreditation and divide annual capacity commitment periods into winter and summer periods with separate auctions. https://www.rtoinsider.com/150671-stakeholders-advance-iso-ne-capacity-accred/ • FERC Rejects PacifiCorp’s Financing Bid for B2H Line (RTO Insider) In two orders, FERC rejected PacifiCorp’s proposed financing arrangement for the 290-mile Boardman-to-Hemingway line, saying the company failed to show the proposals would not lead to increased rates and did not include enough details. https://www.rtoinsider.com/150572-ferc-rejects-pacificorps-financing-bid-for-b2h-line/ • Pew-Brattle Report Urges Wider Use, Easier Path for DERs (RTO Insider) An analysis presents distributed energy resources as a value proposition that can save time and money in building up the U.S. grid while benefiting the environment. https://www.rtoinsider.com/150667-pew-brattle-report-presses-wider-use-easier-path-ders/ Chapters: 00:07 Introduction 00:14 Commentary: Democrats Sweep into Power Across the U.S.; What Next for Energy Policy? 00:34 Mich. Voters Ban Political Spending by Utilities, Others; Conservative Group Sues 00:50 Stakeholders Weigh in as CPUC Set to Kick off AB 825 Rulemaking 01:09 Generational Change in Texas Politics Could Affect 765-kV Lines, Data Centers 01:26 Commentary: Making Energy Data Count: From Industry Investment to Customer Action 01:43 Exelon Asks FERC for Prompt Capacity Auction in PJM 02:02 What Democrats’ Blue Wave Means for Permitting and Energy Policy 02:15 Election Breaks GOP Hold on Georgia PSC 02:32 Data Centers Lose Big in Local Referenda 02:49 Midterms Signal Looming Data Center Bans in Western States 03:06 BPA, Earthjustice Reach Settlement to Reduce $250M Rate Hike 03:27 Global Cyber Threats Growing, Security Consultant Warns SERC 03:39 Republicans’ Red Wall Holds Up in Regulatory Elections 03:48 Stakeholders Advance ISO-NE Capacity Accreditation, Seasonal Market Revisions 04:07 FERC Rejects PacifiCorp’s Financing Bid for B2H Line 04:24 Pew-Brattle Report Urges Wider Use, Easier Path for DERs 04:39 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. 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RTO Insider Daily Headlines for November 4, 2026. In this episode: • CAISO Battery Capacity Increased 42% in 2025, Report Finds (RTO Insider) Batteries are supplying more energy than ever to CAISO’s grid — almost twice as much in 2025 compared with the year before. https://www.rtoinsider.com/150407-caiso-battery-capacity-increased-2025-dmm-report/ • Grid Operators Need an AI Incident Protocol Before Agents Touch the Energy Market (RTO Insider commentary) For the operators of regional electricity markets, if an autonomous agent changes a consequential record or submits an unauthorized instruction, who can reconstruct and stop the transaction before it spreads? https://www.rtoinsider.com/150255-grid-operators-need-ai-incident-protocol-before-agents-touch-energy-market/ • MISO Foresees Low-risk Winter 2026/27 (RTO Insider) MISO said it should have almost 25 GW of spare capacity even on the most challenging day of winter 2026/27, with an El Niño weather pattern giving rise to a relatively warm season. https://www.rtoinsider.com/150544-miso-foresees-low-risk-26-27-winter/ • Shoulder Season Scarcity a Deeper Issue than Typical Outage Season Dynamics (RTO Insider commentary) Abnormally hot fall weather hit the Midwest and East Coast this October, sending energy prices above $1,000/MWh in PJM and MISO. https://www.rtoinsider.com/150301-high-shoulder-season-pricing-pjm-miso-result-of-deeper-issue/ • NEPOOL Technical Committees Approve ISO-NE Large Load Proposal (RTO Insider) NEPOOL technical committees supported ISO-NE’s proposed treatment of large loads Nov. 3 despite opposition from the generation sector. https://www.rtoinsider.com/150555-nepool-technical-committees-approve-iso-ne-large-load-proposal/ • NextEra, Dominion Agree to More Conditions in Va. Merger Case (RTO Insider) Dominion Energy and NextEra Energy agreed to more conditions in an effort to win approval for their merger in Virginia, but pushed back on some requests that they said would place too many limits on accessing NextEra's capital or were just outside the scope of the merger review. https://www.rtoinsider.com/150556-nextera-dominion-agree-more-conditions-rebuttal-testimony-scc/ • Data Center Devs Struggle with Conflicting Desires: Speed to Power and ‘Five 9s’ (RTO Insider) Data center developers and financiers express the desire for near constant availability from their facilities using terms that may not be as well known to the electricity industry: “three” or “five 9s.” https://www.rtoinsider.com/150291-with-rapid-advances-in-ai-future-data-center-load-profile-uncertain/ • Florida Regulators Deal Setback to Duke Energy on Large Load Tariff (RTO Insider) The Florida Public Service Commission has unanimously denied Duke Energy Florida’s proposed large load tariff in a first test of a state law intended to shield state residents from the cost of meeting hypescale data centers’ electricity demands. https://www.rtoinsider.com/150581-florida-regulators-deal-setback-duke-energy-large-load-tariff/ • AESO/AUC Briefs: Nov. 3, 2026 (RTO Insider) AESO issued a formal rebuttal to Alberta’s Market Surveillance Administrator over its findings that the ISO inadequately monitored generator primary frequency response compliance and failed to refer suspected violations. https://www.rtoinsider.com/150402-aeso-auc-briefs-110326/ Chapters: 00:07 Introduction 00:14 CAISO Battery Capacity Increased 42% in 2025, Report Finds 00:26 Commentary: Grid Operators Need an AI Incident Protocol Before Agents Touch the Energy Market 00:45 MISO Foresees Low-risk Winter 2026/27 01:01 Commentary: Shoulder Season Scarcity a Deeper Issue than Typical Outage Season Dynamics 01:19 NEPOOL Technical Committees Approve ISO-NE Large Load Proposal 01:32 NextEra, Dominion Agree to More Conditions in Va. Merger Case 01:53 Data Center Devs Struggle with Conflicting Desires: Speed to Power and ‘Five 9s’ 02:10 Florida Regulators Deal Setback to Duke Energy on Large Load Tariff 02:29 AESO/AUC Briefs: Nov. 3, 2026 02:47 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 3, 2026. In this episode: • Consumer Groups File FERC Complaint Against SPP (RTO Insider) Two consumer groups focused on power costs have filed a complaint with FERC under the Federal Power Act, challenging SPP’s decision to exempt nearly $3.8 billion in transmission projects from competitive bidding. https://www.rtoinsider.com/150239-consumer-groups-file-ferc-complaint-against-spp/ • NYISO Large Load Proposal Passes with ‘State Exempt’ Provision (RTO Insider) The NYISO Management Committee approved proposed tariff revisions intended to satisfy FERC’s Order to Show Cause on large load interconnections after the ISO added a “State Exempt Large Load” category to account for to-be-issued rules by New York state. https://www.rtoinsider.com/150139-nyiso-large-load-proposal-passes-mc/ • The Grid is not Half Empty (RTO Insider commentary) We have built a large electricity system that, for many hours of the year, carries well below its full capacity. Using more of it would be beneficial, but it is not as simple as it sounds, says Arshad Mansoor of EPRI. https://www.rtoinsider.com/150258-the-grid-is-not-half-empty/ • Analyses Find Senate Permitting Bill Would Benefit Consumers (RTO Insider) The Bipartisan American Affordability and Jobs Act would benefit electricity consumers by having data centers pay for upgraded and expanded transmission infrastructure, which in turn would allow for more generation resources to interconnect, according to two analyses. https://www.rtoinsider.com/150395-grid-strategies-rhodium-finds-consumer-benefits-from-baaja/ • FERC Revokes Tucson Electric Power's MBRA Within its Own BAA (RTO Insider) FERC revoked Tucson Electric Power’s market-based rate authority within the TEP balancing authority area following the addition of generating capacity from two projects. https://www.rtoinsider.com/150410-ferc-revokes-tucson-electric-powers-mbra/ • N.J. Solar Sector Sees Opportunity in State’s Energy Straits (RTO Insider) Solar developers say New Jersey’s extensive untapped roof space and the potential for installing storage on existing solar sites means the sector could be a key solution to the state’s effort to rapidly create new electricity generation sources. https://www.rtoinsider.com/150152-nj-solar-sector-sees-opportunity-states-energy-straits/ • ISO-NE Argues Transitional Cluster Costs Fair, Cites Shrinking Headroom (RTO Insider) ISO-NE defended its cluster study methodology and argued that the high network upgrade cost estimates stemmed from shrinking headroom on its transmission system. https://www.rtoinsider.com/150393-iso-ne-argues-transitional-cluster-costs-fair/ • FERC Approves $544K in NERC Penalties (ERO Insider) FERC commissioners approved penalties against utilities in the territories of SERC, RF, WECC and MRO. https://www.rtoinsider.com/150400-ferc-approves-544k-nerc-penalties/ Chapters: 00:07 Introduction 00:14 Consumer Groups File FERC Complaint Against SPP 00:29 NYISO Large Load Proposal Passes with ‘State Exempt’ Provision 00:49 Commentary: The Grid is not Half Empty 01:04 Analyses Find Senate Permitting Bill Would Benefit Consumers 01:24 FERC Revokes Tucson Electric Power's MBRA Within its Own BAA 01:38 N.J. Solar Sector Sees Opportunity in State’s Energy Straits 01:57 ISO-NE Argues Transitional Cluster Costs Fair, Cites Shrinking Headroom 02:11 FERC Approves $544K in NERC Penalties 02:23 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.

RTO Insider Daily Headlines for November 2, 2026. In this episode: • EDAM Skepticism is Not a Scare, It's About its Record (RTO Insider commentary) Four of the five inaugural ROWE board nominees have substantial California or CAISO ties. Knowledge was never the test. Independence was, writes Holt Edwards, in response to a previous op-ed piece. https://www.rtoinsider.com/150027-edam-skepticism-is-not-a-scare-its-a-record/ • Data Centers’ Futures Hinge on What Governors Will Do (RTO Insider commentary) The midterm elections could leave Democrats leading a majority of states and potentially heating up tensions between the party’s left and center over data center and AI development. https://www.rtoinsider.com/data-centers-futures-hinge-on-what-governors-will-do/ • PJM Refiles Reliability Backstop Procurement (RTO Insider) PJM has refiled its Reliability Backstop Procurement a month after FERC recommended the RTO submit a revised proposal or face a five-month paper hearing. https://www.rtoinsider.com/150274-pjm-refiles-reliability-backstop-procurement/ • BPA to Issue Draft Day-ahead Market Decision in Early December (RTO Insider) The Bonneville Power Administration expects to issue a draft decision on its day-ahead market choice in early December and a final record of decision in February 2027. https://www.rtoinsider.com/150279-bpa-to-issue-draft-day-ahead-market-decision-in-early-december/ • DOE Offers $237M to Boost Domestic Supply of Grid Components (RTO Insider) DOE is offering $237 million to boost the domestic supply of key grid components. https://www.rtoinsider.com/150270-doe-offers-237m-boost-domestic-supply-grid-components/ • Oregon PUC Rejects Penalty Waiver for PGE, PacifiCorp as EDAM RA Program Develops (RTO Insider) The Oregon Public Utility Commission declined granting Portland General Electric and PacifiCorp penalty waivers from the state’s resource adequacy program, saying development of a new program aligned with CAISO’s Extended Day-Ahead Market is too far from being finished. https://www.rtoinsider.com/150024-oregon-puc-rejects-penalty-waiver-pge-pacificorp/ • Dominion Holds Earnings Call as Merger Review in Virginia Ramps Up (RTO Insider) Dominion's third quarter earnings call focused on its proposed merger with NextEra Energy as the regulatory review in Virginia ramps up. https://www.rtoinsider.com/150267-dominion-holds-earnings-call-as-merger-review-ramps-up/ • MISO Initiates 2 More Tx Reviews as ATC and Xcel Face Delays, Cost Overruns (RTO Insider) MISO has opened two more reviews into long-range transmission projects in Wisconsin that developers are struggling to complete on their original terms. https://www.rtoinsider.com/150108-miso-initiates-2-more-tx-reviews-atc-xcel-face-delays-cost-overruns/ • PJM's Tx Owners Would Lock In What a Data Center Pays (RTO Insider commentary) The plan secures a minimum payment on behalf of each large load. It leaves the local upgrades built for that load in the zone's shared rate, with no test of whether the payment covers them. https://www.rtoinsider.com/150118-pjm-transmission-owners-would-lock-in-what-data-center-pays/ • Xcel Joins Industry’s Capital Investment Binge (RTO Insider) Xcel Energy updated its five-year capital expenditure plan to $70B as it joins America's energy renaissance building out and modernizing the electric grid to meet ever-growing demand. https://www.rtoinsider.com/150235-xcel-energy-3q-earnings-call/ • BPA Reveals RA Position Not as Long as ‘Many Might Assume’ (RTO Insider) BPA Administrator Travis Kavulla revealed the agency is not as long on capacity as many in the industry might expect. https://www.rtoinsider.com/150303-bpa-reveals-ra-position-not-as-long-as-might-assume/ • With Rapid Advances in AI, Future Data Center Load Profile Uncertain (RTO Insider) Grid operators, utilities and regulators have been grappling for years with the question of just how much data center load will come online, and when, but the question of how that load will behave is just as complex and uncertain. https://www.rtoinsider.com/150289-with-rapid-advances-ai-future-data-center-load-profile-uncertain/ • Ameren Mo. Exec Advises Responsible Growth While Adding 5 St. Louises’ Worth of Demand to Territory (RTO Insider) Melda told MISO state regulators to approach load growth responsibly as Ameren Missouri prepares to serve 30% more load within four years. https://www.rtoinsider.com/150272-ameren-mo-exec-advises-responsible-growth/ • N.Y. Gives AES Final Siting Permits to Repower 6 Wind Farms (RTO Insider) The six repowered wind farms would contribute up to 672 MW to the grid and help move the state closer to its elusive decarbonization goals. https://www.rtoinsider.com/150265-ny-gives-aes-final-siting-permits-repower-wind-farms/ • State Regulators Displeased with MISO Large Load Cost-shifting Plan (RTO Insider) MISO state regulators said MISO’s plan to prevent cost shifts from data centers onto existing customers isn’t up to scratch, with states in the dark on key aspects. https://www.rtoinsider.com/150245-state-regulators-displeased-miso-large-load-cost-shifting-plan/ • MISO, SPP Commit to Improve Joint Study (RTO Insider) MISO and SPP have told their stakeholders they are committed to improving their Coordinated System Plan process after yet another joint study was unable to agree upon joint transmission projects. https://www.rtoinsider.com/150237-miso-spp-commit-improve-joint-study/ Chapters: 00:07 Introduction 00:14 Commentary: EDAM Skepticism is Not a Scare, It's About its Record 00:31 Commentary: Data Centers’ Futures Hinge on What Governors Will Do 00:46 PJM Refiles Reliability Backstop Procurement 00:59 BPA to Issue Draft Day-ahead Market Decision in Early December 01:15 DOE Offers $237M to Boost Domestic Supply of Grid Components 01:26 Oregon PUC Rejects Penalty Waiver for PGE, PacifiCorp as EDAM RA Program Develops 01:50 Dominion Holds Earnings Call as Merger Review in Virginia Ramps Up 02:02 MISO Initiates 2 More Tx Reviews as ATC and Xcel Face Delays, Cost Overruns 02:17 Commentary: PJM's Tx Owners Would Lock In What a Data Center Pays 02:33 Xcel Joins Industry’s Capital Investment Binge 02:49 BPA Reveals RA Position Not as Long as ‘Many Might Assume’ 03:01 With Rapid Advances in AI, Future Data Center Load Profile Uncertain 03:21 Ameren Mo. Exec Advises Responsible Growth While Adding 5 St. Louises’ Worth of Demand to Territory 03:36 N.Y. Gives AES Final Siting Permits to Repower 6 Wind Farms 03:51 State Regulators Displeased with MISO Large Load Cost-shifting Plan 04:05 MISO, SPP Commit to Improve Joint Study 04:21 Subscribe Read these stories and more at W-W-W dot R-T-O Insider dot com. Music provided by BreakzStudios.