• THE GRID
Four Days
Four days.
That's all the time left for six grid operators to answer the biggest question in American energy.
On June 18, FERC dropped show cause orders on every Regional Transmission Organization and Independent System Operator in the country. Not a polite request. An order.
Justify your rules for connecting data centers to the grid — or rewrite them. Six organizations. Sixty days.
The deadline is August 17. This Monday.
Under Section 206 of the Federal Power Act, FERC declared existing tariffs presumptively unjust for large loads. Any commercial site drawing 50 megawatts or more qualifies. That's nearly every major data center in the queue.
FERC Deadline
Aug 17
| Grid Ops Ordered
6
|
Large Load Floor
50 MW
| MISO DC Growth
43% CAGR
|
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Data center demand hit 132 gigawatts globally this year. Up 27% from 2025. Gartner projects 290 gigawatts by 2030.
The load is growing faster than grid operators can build for. And they know it.
The MISO region saw data center capacity grow at a 43% compound annual rate since 2020 — faster than any other grid in North America. MISO itself admitted its tariff lacks adequate rules for connecting large loads.
"Surging demand for compute-intensive AI workloads is driving unprecedented electricity consumption growth."
SPP moved first. Its High Impact Large Load framework can approve interconnection in 90 days. PJM created an Expedited Track — but caps it at 10 projects a year. Each needs full site control and a $15,000-per-megawatt deposit.
Those reforms cover a fraction of the demand. Hundreds of gigawatts still sit in queue.
The real fight isn't about speed. It's about cost. Every grid upgrade — new substations, new lines, new switchgear — has to land on someone's bill.
Who pays?
FERC Commissioner Chang warned that bilateral deals between utilities and tech giants may not protect ratepayers from unjust cost shifts. The timing couldn't be worse.
The average US electricity rate hit 18.44 cents per kilowatt-hour this month. Up 22.6% in four years. Household bills are at record levels. And every new data center that comes online demands billions more in grid investment.
Someone has to fund that buildout. FERC's new rules will decide who.
Get it wrong one way and families absorb Silicon Valley's power costs. Get it wrong the other way and the data centers move overseas.
Monday's deadline isn't paperwork. It's the moment that decides who pays for the AI power surge — and the bills are already arriving.
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• BLACKOUT WATCH
Priced for Perfection
Half the 2026 pipeline is already stalled. Bloomberg reported that about half of US data centers planned for this year face delays or outright cancellations. Sightline Climate pegged expected new capacity at roughly 12 gigawatts. The bottleneck isn't demand. It's power infrastructure and strained supply chains. Grid builders priced for nonstop growth should take note.
Hyperscaler cash cushions are almost gone. Capital spending consumed 33% of Big Tech's operating cash flow in 2023. JP Morgan estimates that number will hit 90–100% in 2026. Goldman Sachs expects capex growth to slow from 84% this year but still reach 45% or higher in 2027 — far above the 22% consensus estimate. When the cash buffer disappears, the next data center doesn't get built.
MISO is growing fastest — with no rulebook. MISO projects data center energy demand compounding at 103% per year through 2030. Its 2046 outlook calls for a 63% total demand rise. Yet FERC just flagged MISO's tariff as potentially unjust. The fastest-growing grid region in America is building without finalized rules for its biggest customers.
The energy infrastructure trade is priced for a decade of unbroken buildout. The cash flow math and the cancellation data say the cracks are already forming.
• RESISTANCE
August 1
Two of New England's biggest utilities raised rates on the same day. August 1.
National Grid went up 11.8% — from 15.37 cents to 17.19 cents per kilowatt-hour. Eversource climbed 10.8%, from 15.63 cents to 17.32 cents.
They're not alone.
57 utilities across 48 states have filed rate increase requests in 2026. Average request: 13.2%. Combined total: $32.2 billion. More than 125 million customers affected.
The national average residential rate now sits at 18.44 cents per kilowatt-hour. Up 6.2% from a year ago. Up 22.6% since 2022. The average monthly bill: $163.
And data centers are drawing the blame.
The Washington Post reported Monday that the data center backlash is arriving "just in time for the midterm elections." Brookings called it "a proxy for broader public anxiety about AI." A recent poll found 70% of Americans oppose data centers near their homes.
That anger has teeth. In Q1 alone, local opposition blocked or delayed 75 data center projects worth $130 billion — matching all of 2025 in just three months.
Both parties now treat energy bills as a campaign weapon. State regulators feel the heat. When those 57 pending rate cases come to a vote, commissioners will weigh ratepayer anger alongside grid investment.
The feedback loop is tightening. Rising rates fuel resentment. Resentment drives moratoriums. Moratoriums stall the projects that promised tax revenue and jobs.
Voters don't think in gigawatts. They think in the number on their bill. And that number just went up.
*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.
