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FERC Proposes NEPA Revisions to Streamline Air Quality Analyses and Accelerate Natural Gas Projects

LCG, October 16, 2026--The Federal Energy Regulatory Commission (FERC) announced on Thursday its new proposal to revise and accelerate its review of air quality effects for proposed natural gas projects under the National Environmental Policy Act (NEPA). The draft policy statement highlights revisions designed to (i) avoid unnecessary delays and duplicative analysis and (ii) deliver greater regulatory certainty and a streamlined path forward for project applicants.

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AEP Announces 702-MW Bloom Fuel Cell Project to Serve Google in Wyoming

LCG, October 14, 2026--American Electric Power (AEP) today announced plans for a 20-year power purchase agreement (PPA) with Google, under which AEP will invest approximately $4 billion to advance a new 702-MW fuel cell generation project located near Cheyenne, Wyoming. Google will acquire power from Cheyenne Fuel Cell, LLC, which is approximately 92 percent owned and controlled by AEP and 8 percent owned by funds advised by Basalt Infrastructure Partners, LLP. AEP and its partners plan to start construction this year and to be fully operational by the end of 2028.

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Industry News

California ISO Declares a Stage 3 Alert – No Outages Yet

LCG, Jan. 16, 2001The California Independent System Operator, still struggling to come up with enough power to meet a forecast demand of 32,315 megawatts in its control area, declared a Stage 3 Electricity Emergency at 7:20 this morning, pacific time.

The ISO said that a total of 10,700 megawatts of generation was off line because of planned maintenance or forced outages. The 1,190 megawatt San Onofre Unit 3 nuclear power plant was among that, having shut down for refueling. Another 1,600 megawatts worth of generation tripped off line over the weekend when something broke.

On the best day in spring, with all plants operating and the state's rivers in full flow, Cal-ISO would have a little more than 44,000 megawatts of power at its disposal. That is a far cry from the 53,000 megawatts of generating capacity some state officials say the state has.

The discrepancy is the one that accompanies comparisons of apples with oranges. Cal-ISO is responsible only for that portion of the transmission network owned by the state's three investor-owned utilities. The ISO can draw on the power generated only by plants owned by those utilities or the ones sold by them to independent power producers.

The state officials, on the other hand, look at total in-state generation, which includes power generated in plants owned by municipal utilities, irrigation districts and rural electric cooperatives. The last time we looked, the Los Angeles Department of Water and Power, a municipal utility, owned about 6,500 megawatts of capacity.

Today, about 33,000 megawatts are available to Cal-ISO, and Cal-ISO is going to need all of it.

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