On June 25, 2026, the U.S. Department of Agriculture (USDA) published a proposed rule that would significantly expand the scope and enforcement of the Agricultural Foreign Investment Disclosure Act (AFIDA), the federal law requiring foreign persons who acquire, transfer, or hold interests in U.S. agricultural land to report those transactions to USDA. If the rules go into effect as proposed, solar and wind generation will be, for the first time, explicitly addressed in AFIDA regulations, strict penalties will apply, exceptions will be more limited, and enforcement will be more likely. Comments on the proposed rule are due by August 10, 2026.

The nation’s six regional grid operators recently told FERC how they plan to keep the lights on as large loads reshape the grid. Their July 20, 2026 Informational Reports offer a rare, coast-to-coast snapshot of the regulatory landscape for data centers, AI campuses, and other large loads. They also signal what to expect when each grid operator files its Show Cause Response on August 17, 2026.

The Federal Energy Regulatory Commission (FERC) has taken a significant step toward addressing the growing demand for electricity from data centers, advanced manufacturing facilities, and other energy-intensive users. On June 18, 2026, FERC issued separate show cause orders to each of the six Regional Transmission Organizations (RTOs) and Independent System Operators (ISOs) under its jurisdiction, directing them to justify their existing large-load interconnection processes or propose reforms.

At a May 28, 2026 public hearing, fuel producers, agricultural stakeholders, and environmental credit companies testified before the U.S. Department of the Treasury (Treasury) and the Internal Revenue Service (IRS), calling for targeted fixes to proposed regulations affecting clean fuel production tax credit under Section 45Z of the Internal Revenue Code of 1986 (Section 45Z Credit).

Plug-in solar systems (also known as balcony solar or apartment solar) have been legalized by seven states this year. This opens up new markets to the sellers of small solar panels, microinverters, and their related equipment. Companies that look to take advantage of this opportunity should be mindful up front of the tax obligations that come with expansion into new states. This is an area where a little up-front work can reduce risk on the back end. But even where mistakes have been made, quick attention to them can reduce liability.

There is a lot of talk these days about how the artificial intelligence (AI) boom will revolutionize the economy. The electric power sector is no exception. All over the country, tech companies are developing hyperscale data centers to provide the computing power necessary for cloud-based services, large language model training, and other AI applications. These facilities consume an enormous amount of power—some even more than large cities or even entire states. In many areas, meeting this demand requires utilities to invest significant capital into new transmission lines and power plants.

Proposed “Computational Load Entity” Criteria Posted for Comments

Since North American Electric Reliability Corporation (NERC) launched Project 2026-02 to address reliability risks from computational loads, as discussed in our previous post, NERC has continued to manage the concerns raised by the emerging presence of large loads on the Bulk‑Power System (BPS).