Arbo Blog | Insights on Energy Infrastructure & Policy

Co-located generation capacity of power plants by industry sector, informing FERC large load interconnection analysis, per EIA-860 data

Large-Load Interconnection and NEPA Shifts: FERC’s June Commission Meeting

FERC issued show cause orders on large load interconnection to six RTOs and revised its NEPA cumulative impacts approach.

Summary of federal environmental rulemaking rollbacks: EPA air rules, ESA wildlife, and WOTUS jurisdiction through 2026

Digging at the Roots — Federal Environmental Rulemaking Rollbacks

Federal environmental rulemaking rollbacks are reshaping project permitting. Arbo tracks EPA’s Endangerment Finding, ESA harm definition, and WOTUS.

11_pcd9c1I.original.pngNESE pipeline litigation: Second Circuit at oral argument, Third Circuit briefed, D.C. Circuit briefing to July 2026

NESE Pipeline Litigation: Three Courts, Two Permits, One Timeline

NESE pipeline litigation spans three appellate courts and two Section 401 permits. Here’s what each case means for the 2027 in-service target.

Prior notice projects filed under temporary cost threshold waiver since June 2025: 54 projects by type (expansions, storage, abandonments, upgrades, reductions).

Bigger Blankets and Faster Steel: FERC’s May Commission Meeting

FERC’s May NOPR proposes blanket certificate reform: higher cost thresholds, Handy-Whitman indexing, incremental rates, and beneficiary disclosure.

Gas infrastructure litigation cases by stage: advancing (Rio Grande, CP2, NESE, Matterhorn), early-stage (Constitution, SESE, MVP Southgate, Commonwealth), and narrowing or resolved

Q2 Quarterly Gas Infrastructure Litigation Update

Tracking Q2 2026 gas infrastructure litigation: cases advancing to oral argument, new suits emerging, and disputes narrowing.

Map of the United States showing generator additions and retirements since June 2025, with blue dots marking additions and gold X markers marking retirements across regional power markets including ERCOT, PJM, MISO, SPP, CAISO, ISO-NE, NYISO, the Southeast, Southwest, and Northwest.

Grid Reliability Shifts in 2026: Where New Power Capacity and Gas Demand Are Emerging

NERC’s 2026 Summer Reliability Assessment reveals U.S. grid reliability and where new power and gas infrastructure will be needed.

A dark navy map titled “Gas Pipeline Systems Near Texas Data Centers” showing Texas with blue interstate and gold intrastate gas pipelines, two star markers labeled “Project Matador” and “GW Ranch,” and a legend identifying data centers and pipeline types.

Data Center Geography, Power Grids, and Permitting Risk

AI data center projects are facing very different permitting, pipeline, and transmission risks depending on geography, grid access, and local opposition. This post compares major projects in Texas, Utah, Ohio, and New Mexico.

From Paper to Pipe, What Recent Reforms Mean for Project Timelines

FERC’s removal of the rehearing construction bar, pending blanket certificate reforms, and DOE’s narrower LNG NEPA review reshape gas pipeline timelines.