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December 15, 2025

load growth

FERC
FERC Focusing on Large Loads, Clearing the Decks Under Rosner
FERC focused on large loads and clearing out older proceedings during its September meeting, with two of three current members saying they hoped to move a pending proceeding on co-located loads in the near future.
CAISO
Calif. Energy Officials Ponder Interconnection Timelines, Load Uncertainty
California energy officials are recognizing the need to work together to prioritize a long list of transmission and distribution interconnection projects as the state’s load growth accelerates due to expected data center development.
Exelon
Exelon Continues to Explore Getting Back into Generation
Exelon's CEO said on an earnings call that the company remains interested in the possibility of utility-owned generation.
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Demand Growth Accelerating in the Northeast, Eversource Says
The pace of load growth has picked up across Eversource Energy’s service territories in the Northeast, the company said during its second-quarter earnings call.
Google
PG&E Data Center Proposals Nearly Double in 2025 to 10 GW

Data center applications are piling up in Pacific Gas and Electric’s territory, with some of the new load projected to come online in 2027.

WRA
WRA Data Center Report Proposes Mandatory Clean Transition Tariffs
With data centers contributing to surging load growth, a new report suggests that more Western utilities should adopt clean transition tariffs or even make the tariffs mandatory for certain large customers.
© RTO Insider LLC
CAISO Suggests CPUC Consider New Procurement Order for 2028

CAISO is asking the California Public Utilities Commission to consider issuing a new procurement order to meet the region’s electricity reliability needs from 2028-2032, citing significant forecasted load growth in those years.

IESO
IESO Planners Using ‘Adaptive Pathways’ to Address Load Growth Uncertainty
IESO transmission planners are using “adaptive pathways” to account for uncertainty over future load growth.
PGE
PGE Ponders Role of Batteries in Resource Plan Update
Portland General Electric’s need for new resources by 2030 has grown by 16%, largely because of a decreased capacity contribution from batteries, particularly in winter.
NREL
Doubt Cast from Different Angle on Data Center Load Demand
A new analysis concludes there will not be enough computer chips produced in the entire world to supply the data centers projected to be built just in the United States.

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