Tracked forecast · watch-06-2
FERC RM26-4 progression.
Resolved: missed
- Chokepoint
- Grid Connections & Local Approval — Interconnection queues, siting fights, and the regulatory dockets (FERC, state PUCs, SCCs) that decide them. (Mostly price, occasionally an outright no)
- Kill condition
- Advancing from advance notice to a notice of proposed rulemaking by mid-2026 federalizes cost-assignment and preempts patchwork state outcomes.
- Horizon
- Quarterly docket check
- Source
- Issue 6 — The New Utility · full issue
Why it is on the watchlist
Issue 6’s version of the RM26-4 test: advancing from advance notice to a proposed rule by mid-2026 would federalize cost assignment and preempt patchwork state outcomes.
How it resolved
Missed 2026-08-20. FERC did not issue the proposed rulemaking by mid-2026. It acted June 18, 2026 through §206 show-cause orders to all six RTOs instead — arguably a faster federal lever, but not the rulemaking this item forecast.
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