Plain-English framing. Oregon's PUC issued Order 26-154 on May 7, with a 34-day countdown to today's effective date. The new Schedule 96 tariff applies to data centers and other loads above 20 MW. Contract length scales with load size: 10 years at 20 MW, climbing to 30 years for loads of 220 MW or more. Minimum demand charges are 90% of contracted capacity (the customer pays for at least 90% of what they requested every month no matter what they consume). Customers pay 100% of distribution-network upgrade costs upfront. And the kicker: loads above 100 MW pay an additional 1¢/kWh surcharge on every kilowatt-hour they consume. That 1¢/kWh surcharge is the most aggressive single dial in any US tariff. At a 100 MW data center running at 100% load factor, it works out to roughly $9M per year in incremental cost on top of energy and demand charges. At 500 MW it's $45M per year. Separately, the rate impact on PGE's specific customer classes (the headline-grabbing '26% data center rate increase / 1.3% residential decrease') is still pending. PUC staff requested more time; the decision now slides from June 10 to July 7. So today is the framework activation, not the dollar-impact resolution.
Primary source · Utility Dive / Oregon PUC / Yahoo News (PGE delay) ↗
Why it matters
Oregon now anchors the upper bound on the regulated-path severity axis. The other end is Minnesota Xcel/Google (the bilateral electric service agreement template covered June 6) where the hyperscaler funds everything directly and avoids the surcharge entirely. Cliff's tariff exposure scoring needs Oregon as the explicit 'maximum cost' calibration point — any state PUC adopting >75% of Oregon's dials counts as 'tariff-hostile' for underwriting.
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