I think big question is how far reaching is language on interpretation of law, which I think could be read to include nearly everything FERC does… but we will have to see how implemented and what happens next. Interested in @azevin.bsky.social or @aripeskoe.bsky.social thoughts if they agree!

Also, in terms of defending positions in court - as I understand in past FERC could elect not to use DOJ and use own attorneys and take positions that DOJ potentially didn’t agree. Doesn’t seem like that would be an option under the EO.

(Caveat of not a lawyer) - but I think the short answer is Yes. It depends on how you interpret its application. Looks like any rulemakings would need to be approved by OIRA - not clear how far that extends/ if other orders are “significant regulatory actions” since many are in terms of $ impact…

So what does this mean for markets? There is obviously a lot of power imported from Canada - and important for reliability/resilience in northeast for sure… do we have any sense of potential price impact and will we need RTO tariff changes to update prices for least cost dispatch ?

While a MAJOR win, the work is far from over. Now we must ensure effective compliance nationwide! Strong and proactive infrastructure development are critical not just for meeting energy demand but for securing dominance in AI and other energy-intensive industries. Let’s rise to the occasion!

This effort began with Rich Glick, the architect of the initiative, and Liz Salerno, who skillfully led the proposed rule. Chairman Phillips advanced it to the final stages, and the newest Commissioners brought creativity and compromise for a unanimous order. 🙌

I agree - of course any organization can stand to cut dead weight but the folks I’ve been hearing from are among the best and brightest / 100% a concerning brain drain… but also huge opportunity if looking to pickup some talented folks!