
New Jersey’s landmark Energy Affordability Package and a new FERC computational load rulemaking are fundamentally restructuring how hyperscale data centers connect to the grid and pay for capacity. Governor Cheryl’s signing of the Data Center Fair Share Act isolates loads over 50 megawatts into a separate ratepayer class, while FERC's July 9th Sunshine Notice initiates mandatory reliability standards to address the sub-second, inverter-based voltage ride-through challenges of digital computational demands. Utility executives and regulatory planners must immediately adapt their transmission filings and rate-case strategies to navigate state-level stripping of voluntary ROE adders, new state oversight on local supplemental projects, and the threat of hyperscalers bypassing public systems entirely through multi-billion-dollar private SMR and gas-hybrid microgrids. Current Events: The Electric Utility Today provides clinical, data-driven intelligence for professionals navigating the operational limits of the bulk power system.
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2026.07.28 | DOE Section 202(c) SPP Order & PJM’s 3GW Data Center Drop

2026.07.21 | FERC’s Computational Load Entity & PJM’s 168GW Peak

2026.07.07 | DOE Section 202(c) Emergency Orders & PJM’s $12K LMP Spike

2026.06.30 | DOE 202(c) Coal Orders & The HR 9340 Cost Causation Mandate
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