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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

New Problem for Cal-ISO: Interruptible Contracts Used Up

LCG, Jan. 23, 2001The California Independent System Operator, whenever it calls a "Stage 2" electricity emergency, orders the state's investor-owned electric utilities to shed load by shutting off power to industrial customers who have signed interruptible contracts in exchange for lower prices.

The move can reduce demand by almost 3,000 megawatts and help Cal-ISO avoid ordering rolling blackouts to protect California's shaky transmission grid. The agency declared more than 20 such emergencies last summer and since last fall has kept the state on what seems to be a perpetual Stage 2 alert.

Interruptible contracts, it turns out, aren't forever. Companies that signed them didn't agree to send their workers home every day. Permanente Cement Co. on the San Francisco Peninsula, for example, can be asked to interrupt its electric service for only 100 hours per year, a mark that could be exceeded today.

Yesterday, Pacific Gas & Electric Co. warned Cal-ISO that it has exhausted the entire allowance for the program in its service territory for this year. That includes most of Central and Northern California.

"Many times during this crisis, the interruptible program has made the difference between keepingthe lights on and having rotating outages," said Jeff Butler, a PG&E vice president. "Without these customers voluntarily serving as a buffer, the CAISO may have to implement the rotating block outage program much sooner if they are not able to buy enough power to meet the needs of our customers."

PG&E has about 170 interruptible customers who can be asked to take 400 megawatts of demand off the grid under a stage 2. The problem will get worse as Southern California Edison Co. nears exhaustion of its interruptible allowances. It has something like 1,500 customers representing 1,200 megawatts of interruptible load. Figures from San Diego Gas & Electricity Co. were not available this morning.

The state's power picture improved yesterday as some plants, shut down for repairs after last year's non-stop service, were put back to work. Cal-ISO said 7,600 megawatts of generation was still off line yesterday, but that was a vast improvement over last week when 10,500 megawatts was out of action.

The Los Angeles Department of Water and power, the largest municipal utility in the U.S. and unaffected by California's power woes, has been helping Cal-ISO out by selling it surplus power at market rates. Yesterday, the LADWP furnished the state with 550 megawatts and this morning said it has up to 1,000 megawatts for sale today.

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