News & Analysis as of

Power Infrastructure

White & Case LLP

Investment in next-gen power assets is a boon for leveraged investors

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M&A dealmaking in the US power industry is surging, with investors moving to consolidate a fragmented industry and scale as power demand increases. The total value of all M&A activity in the US energy sector exceeded...more

Butler Snow LLP

Speed to Power for Islanded Data Centers in ERCOT: Location Matters, for a Reason You Might Not Think About

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Data center developers love Texas. Speed to power is the name of the game. Consequently, many developers focus on available acreage, proximity to gas pipelines, access to water, transmission grid availability, and nearby...more

Pillsbury - Gravel2Gavel Construction & Real...

Introducing the Updated 2026 Pillsbury Guide to Data Centers

Since the initial publication of the Pillsbury Guide to Data Centers in 2025, the market has continued to evolve—most notably with respect to power availability, energy strategy, tax and incentives planning, and investment...more

Haynes Boone

Mexico Issues Second Call for Priority Power Generation and Grid Interconnection Projects

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The Ministry of Energy (“SENER”) published the Second Call for Priority Applications for Generation Permits and Interconnection to the National Electric System (the “Second Call”) on May 11, 2026. The aim is to increase...more

Sheppard

Natural Gas: The Power Fueling Today’s Data Centers

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Why Data Centers Are Turning to Natural Gas- Reliability Compared to Renewable Energy Sources- Natural gas is one of the most reliable energy sources as it is consistently available and can be transported in an...more

Seyfarth Shaw LLP

ERCOT’s Batch Zero Proposal and What It Means for Large-Load Projects in Texas

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Texas has become a focal point for large-load growth, driven in meaningful part by hyperscale data centers, artificial intelligence infrastructure, and other electricity-intensive digital infrastructure projects. That growth...more

Cozen O'Connor

Southeast US Wildfires: Drought Fuels Damage in South Georgia and North Florida

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Highway 82 Fire - Affected Zip Codes: 31513, 31566, 31553, 31523, and 31525- The “Highway 82” fire began in Brantley County, Georgia on April 20, 2026. Early investigation has determined the cause of this fire was...more

Troutman Pepper Locke

Power Couple: The Strengthening Bond Between Data Centres and Battery Storage

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Special Report: Insights into data centre opportunities for the battery storage sector in the U.S. and Europe from a panel of experts convened by Tamarindo, in partnership with Troutman Pepper Locke- Data centres’ soaring...more

Seyfarth Shaw LLP

Contracting for Delivery Certainty in Data Center Power

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Rapid development of hyperscale data centers and AI infrastructure is driving a quiet but significant shift in how power is generated, structured, and delivered. This alert focuses on privately developed, behind-the-meter,...more

White & Case LLP

Summary of FERC Meeting Agenda for April 2026

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Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on April 16, 2026, pursuant to the sunshine notice released on April 9, 2026....more

Troutman Pepper Locke

FERC Approves Golden Triangle’s Spindletop Expansion Project, Reaffirms Market-Based Rates

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On March 19, 2026, the Federal Energy Regulatory Commission (“FERC”) granted Golden Triangle Storage, LLC (“Golden Triangle”) a certificate of public convenience and necessity under section 7(c) of the Natural Gas Act for its...more

Troutman Pepper Locke

FERC Approves Virtualization CIP Reliability Standards and Definitions

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On March 19, 2026, FERC issued Order No. 919, which approved eleven proposed Critical Infrastructure Protection (CIP) Reliability Standards, four new definitions, and eighteen proposed revised definitions to the North...more

Troutman Pepper Locke

FERC Approves Tariff Revisions for ISO-NE Prompt Capacity Market

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On March 30, 2026, FERC accepted to ISO New England Inc.’s (ISO-NE) Transmission, Markets and Services Tariff (Tariff) that primarily replaces the existing Forward Capacity Market (FCM) with a prompt capacity market in which...more

White & Case LLP

FERC approves SPP consolidated generator interconnection and transmission planning process

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On March 13, 2026, the Federal Energy Regulatory Commission (FERC) issued an order accepting tariff revisions filed by the Southwest Power Pool (SPP) establishing the Consolidated Planning Process (CPP), a fundamental...more

Latham & Watkins LLP

Data Center Insights — Navigating Data Center Power Supply

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In this Latham Data Center Insights video, Natasha Gianvecchio, Global Chair of the firm’s Energy Regulatory & Markets Practice, explores the key power considerations for data center development — from sourcing and economics...more

White & Case LLP

Japan Renewable Energy Update – Tightening Regulations on Solar Power

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The Japanese government is taking steps to strengthen oversight of solar projects, aiming to promote their responsible and efficient development....more

Troutman Pepper Locke

FERC Issues Long-Awaited New England ROE Order and Backdates Lower Returns Twelve Years

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On March 19, 2026, in Opinion No. 594, FERC issued a long-awaited decision in litigation about the base Return on Equity (ROE) to be earned by the New England Transmission Owners (NETOs). Previous iterations of the Commission...more

Troutman Pepper Locke

FERC Approves SPP “System Support Resource” Program to Manage Generator Retirements

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On March 19, 2026, FERC approved Southwest Power Pool, Inc.’s (SPP) System Support Resource (SSR) program to allow SPP, under specified conditions, to keep certain generating units that plan to retire temporarily online when...more

Troutman Pepper Locke

FERC Approves SPP’s Consolidated Planning Process

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On March 19, 2026, FERC approved Southwest Power Pool, Inc.’s (SPP) proposal to establish a Consolidated Planning Process (CPP) framework to streamline its regional transmission planning and generator interconnection process....more

Herbert Smith Freehills Kramer

Political risk and the UK energy sector: Protections for long-term investment

Reform UK’s proposal to strike down existing Contracts for Difference is a reminder that long-term energy investment in advanced economies requires careful assessment and awareness of the legal tools available when...more

ArentFox Schiff

The Future of Data Center Power: Federal Policy Trends

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The federal government is reshaping the rules for how data centers obtain power. In the past four months, the White House, Federal Energy Regulatory Commission (FERC), and US Congress have each taken significant action on...more

Perkins Coie

DOE Launches $1.9 Billion SPARK Funding Opportunity To Modernize the Grid

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The U.S. Department of Energy (DOE) has issued a $1.9 billion Notice of Funding Opportunity (NOFO) under the SPARK program (DE-FOA-0003580) to fund transmission upgrades using reconductoring and advanced transmission...more

White & Case LLP

Summary of FERC Meeting Agenda for March 2026

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Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on March 19, 2026, pursuant to the sunshine notice released on March 12, 2026....more

Perkins Coie

FERC Meeting Agenda Summaries for March 2026

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The summaries below are based on publicly available information in the dockets listed on the FERC agenda at the time of publication. For ease of reference, a link to each lead docket on the meeting agenda has been included....more

Troutman Pepper Locke

Off-Grid Data Centers: A Potential Power Solution For AI

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This report explores five key dynamics affecting the rollout of off-grid data centers in the U.S., and considers what this means for hyperscalers, energy project developers, and financiers. The focus is predominantly on Texas...more

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