US Data Center Briefing · August 07, 2026

D.C. Circuit upholds FERC Order 2023 — the study-delay fees are rate terms, not penalties

D.C. Circuit denies petitions, upholds FERC Order 2023 interconnection reforms Study-delay late fees ruled Section 206 rate terms, not civil penalties India MeitY reports data-center capacity 375 MW to 1,575 MW since 2020 Fluence secured ~$850M data-center orders vs $649.8M Q3 FY26 revenue

On July 31, 2026, the D.C. Circuit denied the petitions for review in Advanced Energy United v. FERC and upheld FERC’s Order No. 2023 as a lawful exercise of the agency’s remedial authority. The rule forced every jurisdictional transmission provider off serial, project-by-project interconnection studies and onto a clustered process backed by withdrawal fines and firm study deadlines. The court held that the study-delay late fees are not civil penalties but rate terms FERC could adopt under Section 206. The opinion reviewed here does not turn Order No. 2023 into a data-center or load-serving holding; co-location language in the rule governs multiple generating facilities sharing a point of interconnection.

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