Tracked forecast · watch-09-7
NextEra-Dominion ($67B).
Open
- Chokepoint
- Financing — Not a physical constraint — who's exposed if one of the physical chokepoints bites harder than expected. (Moves financial risk downstream)
- Kill condition
- Whether cost-allocation or queue conditions attach to the Virginia review — regulated consolidation moving under the cost lens.
- Horizon
- One-time at the Q3 2026 filing, then the 2027 decision
- Source
- Issue 9 — The Grid Bill Comes Due · full issue
Why it is on the watchlist
A merger review is an unusual place for cost-allocation policy to get made, which is exactly why it is worth watching: conditions attached here bind a utility without any rulemaking having to survive.
How Aroko tracks forecasts
Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.
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