Three structurally different state-level outcomes in one week, all in the ratepayer-protection family. Oklahoma is the cleanest version: statute-only, no PUC tariff layer, 75 MW threshold, effective July 1, and the 60-day pre-acquisition notice provision is...
KGOU / OKCFOX / Fox23 / Oklahoma House / Oklahoma Voice / The Gazette CO / Colorado Newsline / Westword / Virginia Mercury / WYDaily / Office of the Governor of Virginia ↗
PJMVirginiaColoradoWisconsinMoratoriumRatepayer protection
Read why it matters →HB 2992 is structurally different from the other four state-level ratepayer-protection actions in the May cluster. Pennsylvania's May 8 PUC model tariff is regulator-issued guidance (binding on the four PA investor-owned utilities only after...
Oklahoma House of Representatives / Oklahoma Senate / KGOU / OKCFOX / Fox23 / Oklahoma Energy Today ↗
PJMFERCWisconsinFloridaMoratoriumInterconnectionRatepayer protection
Read why it matters →PJM's 'Powering Reliability Through Market Design' paper is the most significant single regulatory-process document in the PJM footprint since FERC's December 18, 2025 order on co-located generation (which Cliff has been tracking via the pjm-er26-1088 page)....
PJM Inside Lines / Utility Dive / Modo Energy / PR Newswire / ROI-NJ / Daily Caller (yournews) ↗
PJMFERCVirginiaWisconsinInterconnectionBehind-the-meterCapacity market
Read why it matters →The North Carolina cluster has reached critical mass through the May 4-10 window in three layered ways. Layer 1 (local moratoria): Harnett County's unanimous 1-year approval on May 4 — driven by Sen. Jim Burgin's disclosure that a developer was 'earnestly...
NC Newsline / Sanford Herald / Axios Charlotte / WBTV / Spring Hope Enterprise / NCleg ↗
VirginiaNorth CarolinaWisconsinMaineMoratoriumRatepayer protection
Read why it matters →Pending-item resolution for May 11. Colorado SB 102 (Sen. Cathy Kipp, March 18 introduction): the bill would have banned utility economic agreements incentivizing data centers and required 100% new-renewable sourcing by 2031. Per Colorado Politics ('Despite...
Colorado Politics / CPR / Seehafer News / 9News Denver / WBTV / ERCOT ↗
ERCOTPJMFERCColoradoMoratoriumInterconnectionRatepayer protection
Read why it matters →Three regulatory events in the same 24-hour window on May 8 — Pennsylvania PUC's model-tariff vote, PPL Electric's pending rate-case settlement (filed March 13, ALJ recommendation April 17, effective July 1), and Oregon PUC's PGE Schedule 96 directive —...
WHYY / WESA / Utility Dive / KGW / KOIN / Beaver County Radio / RTO Insider ↗
ERCOTPJMFERCWisconsinMoratoriumInterconnectionBehind-the-meter
Read why it matters →Four ongoing local-level developments tracked into May 9-10. (1) Box Elder UT referendum filing: data-center opponents in Box Elder County applied this week (reported by CNN May 9 syndication, KSL May 7 reporting) for a November 2026 ballot referendum to...
CNN / KSL / WVPE / 95.3 MNC / Seehafer News / WBTV ↗
North CarolinaWisconsinOhioGeorgiaMoratoriumRatepayer protectionHyperscaler
Read why it matters →HB 1030 was Colorado's primary 2026 attempt to attract data-center investment via tax incentives — the bill was first introduced in January and modeled loosely on the sales-and-use exemption regimes that Texas, Virginia, Georgia, Ohio, Iowa, Nebraska, and...
KUNC / CPR News / The Colorado Sun / The Durango Herald ↗
ERCOTPJMMISOTexasMoratoriumTax incentiveRatepayer protection
Read why it matters →Four jurisdictions moved on data-center moratoria in the May 4-8 window. (1) Durham NC city council unanimously approved a 60-day moratorium May 4. The 60-day duration is *not* the council's policy preference — Council member Nate Baker explicitly stated 'I...
WRAL / Indy Week / Axios Charlotte / Capitol Hill Seattle News / Lakeland Times / Northwoods River News ↗
North CarolinaWisconsinGeorgiaWashingtonMoratoriumRatepayer protection
Read why it matters →Three distinct state-level instruments and their May status: (1) Ohio Prohibition of Data Center Construction Amendment — a citizen-initiated state constitutional amendment that would write a 25 MW cap into Ohio's constitution. AG Dave Yost certified the...
Ballotpedia / Ohio Capital Journal / 13abc / Indiana General Assembly / Maine Governor's Office ↗
WisconsinOhioFloridaIndianaMoratoriumRatepayer protectionBallot initiative
Read why it matters →WRAL and Data Center Knowledge confirm North Carolina lawmakers have moved HB 1004, the Ratepayer and Resource Protection Act, into the 2025-2026 General Assembly. Filed April 27, 2026. Threshold: facilities with peak electricity demand of ≥40 MW...
Data Center Knowledge ↗
ERCOTPJMFERCTexasMoratoriumInterconnectionBehind-the-meter
Read why it matters →Joule Capital Partners, Caterpillar, and Wheeler Machinery (the Cat dealer for Utah/Idaho/Nevada/Wyoming/Montana) announced an agreement to power Joule's 'super-compute-ready' campus in Millard County, UT — 4,000 acres, gigawatt-scale operational launch in...
Caterpillar press release ↗
UtahMoratoriumAir permitInterconnection
Read why it matters →Related Digital announced Apr 25 financing close on the $16B / 1.4 GW 'The Barn' campus in Saline Township, Michigan. Capital stack: equity from Related Digital + Blackstone funds; long-dated fixed-rate debt anchored by PIMCO-managed funds and accounts. DTE...
Bank of America newsroom (Related Digital announcement) ↗
Behind-the-meterRatepayer protectionHyperscaler
Read why it matters →The Data Center Consumer Ratepayer Protection Act of 2026 cleared the OK Senate unanimously and now returns to the House. Bill defines 'large load customers' as new facilities ≥75 MW grid demand; requires those customers cover their share of electricity +...
Oklahoma Farm Report ↗
ERCOTTexasOklahomaMoratoriumInterconnectionRatepayer protection
Read why it matters →DTE Energy filed a $474.3M rate-increase request, with a conditional commitment to pause subsequent rate-increase requests for two years if the 1.4 GW Oracle/OpenAI 'The Barn' Saline Township campus energizes by 2027 and DTE wins other unspecified data center...
Bridge Detroit ↗
MoratoriumRatepayer protectionHyperscaler
Read why it matters →