On April 24, 2026, FERC issued a Final Rule establishing a Producer Price Index for Finished Goods (PPI-FG) minus 0.55% for oil pipelines. The Commission set the revised PPI-FG for a five-year period, July 1, 2026 through June 30, 2031. In setting the revised index, FERC “trimmed” the utilized cost data to the middle 80% of cost changes, declined to incorporate certain Form 6 cost data that was resubmitted in 2025, and adjusted the page 700 data set to reflect the Commission’s return on equity (ROE) policy changes based on the 2020 index review. The Final Rule is effective June 29, 2026.

On April 28, 2026, FERC accepted PJM Interconnection, L.L.C.’s (PJM) Open Access Transmission Tariff (Tariff) revisions to establish a price cap and floor for all Reliability Pricing Model (RPM) auctions for the 2028/2029 and 2029/2030 Delivery Years, finding that the price cap and floor will allow PJM to signal the…

Host Bill Derasmo sits down with Jonathan Tan, CEO and co‑founder of Coreshell, for a deep dive into how U.S.-made silicon anodes could reshape the global battery industry. Their conversation unpacks Coreshell’s approach to producing low‑cost, domestically sourced silicon anodes designed to replace Chinese‑sourced graphite — an innovation with major implications for supply chain security, national competitiveness, and the future of electrification. For anyone tracking the next wave of battery technology or the geopolitics of energy storage, this episode offers insight you won’t want to miss.

On April 17, 2026, staff of the Federal Energy Regulatory Commission (FERC or Commission) released a draft revised Section 9.0 of its Security Program for Hydropower Guidance addressing cybersecurity for hydropower projects. FERC staff explains that the revisions are intended to modernize the existing guidance to reflect technological advancements, lessons learned from inspections and audits, and evolving practices for protecting cyber and control-system assets. Comments on the draft are due Monday, May 18, 2026.

On April 16, 2026, FERC issued a civil penalty assessment order, directing American Efficient and affiliated companies (together, American Efficient or Company) to pay $1.1 billion in disgorgement and civil penalties for what FERC called “one of the largest and most brazen frauds in the history of the [] Commission.”…

On April 16, 2026, FERC accepted in part and rejected in part PJM Interconnection, L.L.C.’s (PJM) compliance filing proposing changes to PJM’s Open Access Transmission Tariff (Tariff). FERC accepted PJM’s clarification of procedures for using new generating facilities to serve Co-Located Load but rejected revisions to the definition of “Co-Located Load” and PJM’s incorporation of such definition in specific Tariff sections. FERC ordered PJM to submit a further compliance filing by May 18, 2026.

On April 16, 2026, FERC announced that it will move forward with reforms to govern how large loads interconnect to the interstate transmission system, committing to take action in its pending rulemaking in Docket No. RM26‑4‑000 by the end of June 2026. In its order, FERC stated that it will address the rapid growth of large loads, including data centers, by establishing a framework to ensure that such loads can connect to the transmission system in a timely, orderly, and non‑discriminatory manner, and that it intends to do so in a way that is “quick, efficient, and legally durable.”

Host Vaughn Morrison sits down with Darin Green of Array Technologies to explore how “engineered simplicity” in solar trackers is reshaping the economics of utility‑scale solar and storage. They discuss how smarter tracking hardware and controls can make repowering older projects faster and more cost‑effective, the growing trend of pairing batteries with solar in the repowering context, and what developers should know about domestic content, FEOC, and IRA incentives as they plan their next generation of projects.

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 American Electric Reliability Corporation’s (NERC) Glossary of Terms Used in Reliability Standards (NERC Glossary). FERC asserted that the new and revised definitions and new CIP Reliability Standards will support entities’ adoption of virtualization, which will improve the reliability of the Bulk-Power System against cyber security threats. NERC’s revisions will become effective the first day of the first calendar quarter that is 24 months after Order No. 919’s May 26, 2026, effective date, or April 1, 2028.

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 Spindletop Expansion Project (“Spindletop” or “Project”) in Jefferson County, Texas, subject to detailed engineering and environmental conditions.  In the same order, FERC reaffirmed Golden Triangle’s authority to charge market-based rates for storage and hub services and granted associated waivers of cost-based accounting and reporting requirements.