FERC June Ruling + PJM June BRA: A Two-Event Convergence That Will Set Federal Data Center Power Economics for 2029/2030
June 2026 contains two grid policy events with direct federal data center impact. First: FERC issues its large-load interconnection ruling (committed by Chair Swett in April). This determines the regulatory framework for all new grid connections -- federal preemption vs. state authority, participant-funding models, queue priority. Second: PJM's Base Residual Auction sets capacity prices for 2029/2030 under conditions the market monitor describes as inadequate supply. (more)