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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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Press Release

New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook

LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.

In our latest study, we found:

  • ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.

  • Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.

  • Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.

  • Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.

  • Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.


The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.

We've summarized our key findings in the image below.

Summary graphic of key findings: demand growth, locational siting, battery opportunities, weather impact, and seasonal stress

For the full report, email us at info@energyonline.com.
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