United States: Utilities

President Trump's Executive Order 14420 prohibits the acquisition and installation of foreign-produced bulk-power system electric equipment from countries like China, Russia, Iran, and North Korea, citing national security risks from potential digital backdoors and remote sabotage capabilities. The Order grants the Secretary of Energy broad authority to restrict equipment transactions and may require removal or replacement of previously installed foreign equipment, with implementing regulations expected by

Trillions of dollars in AI capital are competing for approximately 100 gigawatts of electric power, creating an unprecedented challenge for the nation's electric grid. This analysis explores how regulators can facilitate a critical connection between data center developers seeking capacity and the untapped potential of demand-side resources—particularly household-level energy efficiency measures and distributed energy resources that could unlock substantial grid capacity without building new generatio

The Federal Energy Regulatory Commission has issued six tailored show cause orders directing regional grid operators and transmission owners to justify their current tariffs or propose changes to accommodate large load customers, including data centers and co-location arrangements. With tight 60-day deadlines, these orders address the urgent need for clear, consistent provisions to integrate large energy users onto the transmission system in a timely and non-discriminatory manner.