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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

CAISO Finds Duke Did Not Withhold Power

LCG, Oct. 28, 2001--An analysis of generators' available capacity during May 8, 2001, a day on which rolling blackouts were ordered in California, has found that while earlier California Public Utilities Commission (CPUC) conclusions concerning generators' withholding of power were substantially correct, Duke Energy did not withhold capacity on that day.

The California Independent System Operator (ISO) issued a report Friday in response to a request from state Sen. Joe Dunn (D-Santa Ana), who is investigating last year's energy crisis. The grid operator said that outage data provided by the ISO, which was used as the basis for a report last month by the CPUC, may have led the commission to make conclusions about specific generators' reasons for outages which may or may not be correct. The ISO stated in its report that Unit 3 of Duke's Morrow Bay plant was on scheduled outage on May 8, 2001, and that the ISO had asked some of Duke's other generators to reduce output, meaning no remaining capacity was available from the company.

According to the ISO, generators did have power available that was not bid into the market and were not always responsive to the grid operators' emergency orders. These behaviors did contribute to a difficult situation when the ISO required power in particular areas, according to its report. The ISO said however, that in discussing the usage of its outage data with the CPUC that the commission "may have used outage data that was useful for depicting outages on a macro level but which was not appropriate for investigation of unit-specific behavior during a specific subset of hours."

Among the considerations that the ISO said were not explicitly accounted for in the earlier CPUC report were generating units' ability to increase output at a certain rate, the units' actual capacity as opposed to their rated capacities, and the need to have units back down their output to provide more power later if necessary. Transmission constraints and ISO's need to maintain stable conditions on the grid were also cited by the ISO as not appearing in the CPUC findings.
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