New EV sales fell 27 percent in Q1 2026 while used EV sales rose 12 percent to near price parity. 605 new high-speed stations opened, up 34 percent year over year.
PJM capacity auction cleared at $333.44 per megawatt-day. Data centers drove 40 percent of the cost. CRE owners in 13 states face NOI pressure starting June 2027.
FERC issues its final large-load interconnection rule by April 30. Virginia legislature returns April 22 on data center cost-shift amendments. These are twin policy inflection points that define the cost-allocation fight for the next decade.
Grassroots opposition, representing nearly 400 groups across 42 states, blocked or delayed $156 billion in data center projects in 2025.
Data center demand and shifting energy policies are driving grid costs to new highs. With the FERC large-load rule pending and state moratoriums rising, distributed energy is now the essential hedge for property owners and urban planners.
FERC's April 30 deadline for large-load interconnection rules will determine who pays for grid upgrades, who gets to the front of the queue, and why onsite generation is increasingly the rational choice.