FERC Takes Further Action on Co-Located Load, Behind-the-Meter Generation, and Large Load Integration

Short summary

FERC issued June 2026 orders requiring regional transmission operators to establish new tariff services for large loads including data centers and manufacturing facilities with behind-the-meter generation. The PJM order sets a 50 MW materiality threshold for netting and requires all six US regional grid operators to demonstrate compliance or propose tariff reforms. Directly affects operations planning and costs for infrastructure-heavy companies.

• •FERC orders PJM and other RTOs/ISOs to create new transmission service options (Interim NITS, FCD, NFCD) for co-located large loads
• •50 MW materiality threshold limits behind-the-meter generation netting; exemptions for tightly integrated cogeneration facilities
• •All six US regional transmission operators must demonstrate tariff adequacy or propose reforms; affects data centers, large manufacturing, and energy infrastructure

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