Who's intern just walked into the JPM building with a Brunson jersey over his suit 😭

Absolutely massive scoop by @emilypont: The Trump administration is giving up defending the president's offshore wind permitting freeze in court heatmap.news/sparks/trump-of…

"You're allowed to think about the worst case scenario, but you gotta do something about it"

Renewable energy groups asked a federal judge to order the US Defense Department to lift its freeze on approvals of wind energy projects that has threatened billions of dollars of investments. bloomberg.com/news/articles/…

@FERC Chairman @LauraSwettFERC at the @POLITICO Energy Summit offered a preview of what's ahead at the Commission. "We've got a few more days and we're going to deliver. Stay tuned and buckle up." The June Commission Meeting is June 18 | 🔗 ferc.gov/news-events/events/…

This was a problem a decade ago as solar and wind were being built (i.e., away from demand centers) and is now a problem due to expansive load growth. And we’ve sabotaged the deployment of capital here bc merchant (long-range) transmission can’t outcompete clusters of smaller, local projects with little oversight that PUCs utilities overwhelmingly build, due to (mostly valid!) reliability concerns in their footprint. A lot of competing and conflicting signals

What speed to power is worth. New @FERC: QTS Data Centers is paying ITC Transmission $55 million to accelerate construction of a transmission line needed for its Cedar Rapids site by four months, from September 2027 to May 2027 (via @halcyon)

FERC OKs Temporary Process To Fast-Track Large Capacity Projects “The electrical grid needs new generation as quickly as possible to keep up with the electricity demand. FERC’s approval of PJM’s Expedited Interconnection Track creates an important pathway for bringing qualified, shovel-ready generation projects of any kind to connect onto the grid within the next three years.” -- PJM President and CEO David Mills "insidelines.pjm.com/ferc-oks…

While PJM's governance has serious problems, the solution is not to break it up but make all regional transmission organizations more public Further, wholesale electricity markets, as presently designed, cannot deliver both reasonable rates and greater investment in generation

A utility industry schism -- FirstEnergy breaks with its peers and tells FERC that data centers should pay for transmission upgrades they impose and be billed the standard transmission rate paid by everyone.

4 large new data centers coming online in Texas this month failed their voltage test, which ensures that when they disconnect from the grid, they don't unbalance the power and cause more disruptions and outages. reuters.com/business/energy/…

The initial agenda for FERC's conference on PJM is out! If you don't pay close attention (yet) to RTO/ISO governance, this shows a few of the most common pain points raised by stakeholders: 1) the Board is always opaque and often slow (or perceived as slow, given that it can take unilateral action at its own pace); 2) burdensome bureaucracy re: committee voting structure and/or arbitrary vote thresholds; 3) failing to emulate other RTO/ISO approaches to move quicker on emergent issues. Should be a good bit of theater next month. And while I'm not quite on the "PJM will be broken up" bandwagon, the messaging out of this conference will play a big role in how that shakes out ferc.gov/news-events/news/fe…

New transmission projects planned since 2021 Of the projects only 10 have begun construction, enabling ~20 GW of new generation as of 2023 This is just a small fraction of what is needed for a fully electrified economy

Transmission lines are the ultimate data center bottleneck "Since 2020, the US has averaged 370 miles of new high voltage transmission ~46% of grid-connected data centers require transmission upgrades Timelines range from 3 to 7 years for a new higher-voltage line"

The art of the deal: pay billions of dollars to take offshore wind farms offline then pay hundreds of millions of more to prop up coal plants x.com/jenniferjjacobs/status…

Bad weather forecasts don't just affect your picnic plans. Bad weather forecasts impact power demand forecasts. Missed power forecasts have been partly implicated for recent power outages in the US. It's literally a life or death situation.

7 states sue Trump administration over TotalEnergies offshore wind lease buyout The lawsuit calls the deal a “sham settlement agreement to unlawfully cancel an offshore wind lease and redirect the money paid for the lease to a separate, unauthorized use." utilitydive.com/news/states-…

State Attorneys General Sue Trump Administration Over Payment Ending Offshore Wind Projects on.wsj.com/4ufgSUG

Science gasps for breath. They are removing all the ocean monitors to understand changes in currents and climate, and the excuse is a master class in obfuscation & double speak . (1/2) nytimes.com/2026/06/01/clima…

Friday afternoon 🍨👇 About $50 billion in onshore wind investments and 150,000 jobs are at risk from the Trump administration's halt of approvals for new projects, according to a document prepared by @USCleanPower obtained by @business. bloomberg.com/news/articles/…