Managing the Surge: The Debate over FERC’s Large-Load Interconnections

As data centers continue to put stress on the nation’s electricity grid, federal regulators are moving quickly to stave off overwhelming it. The Federal Energy Regulatory Commission (FERC) is now considering major reforms for large-load interconnections and has launched an advanced notice of proposed rulemaking. Final comments were due on December 5, and final action is expected by April 30, 2026. But conflict is threatening the process, as developers, utilities, state commissions, and other major players remain sharply divided over jurisdiction, cost allocation, reliability, and the pace of interconnection.

What themes are emerging from the comments on FERC’s large-load interconnection rulemaking? How should FERC set guidelines that respect state jurisdiction while still ensuring consistency and transparency? And how is the large-load interconnection landscape likely to evolve in the near term?

In the tenth episode of Accelerating Energy, host and Sidley partner Ken Irvin is joined by Jessica Hogle, head of government relations and regulatory affairs at GridCARE, a startup accelerating speed-to-power for AI data centers by unlocking spare capacity on the existing grid. Together, they dig into the key takeaways from the comment record, the federal-state jurisdictional tensions, the risks of stranded costs, and how affordability and technology trends may inform FERC’s next steps.

Executive Producer: John Metaxas, WallStreetNorth Communications, Inc.