Every claim resolves to a primary source — tap a mark to verify■ 3 briefs
RM21-17:Order 1920 compliance filings due Feb 12, 2027
Story queue 2026-07-09
CALIBRATIONj/k move · a keep · s kill · u uncertain · m must-cover · r reveal · 1–5 rank
SELECTED QUEUE
#1federal
DOE opens comment period on draft 2026 National Transmission Needs Study
unverified skeleton DOE opens comment period on draft 2026 National Transmission Needs Study — a chance to weigh in before the findings guide federal transmission policy.
sig 7 · 25 min
· thread doe-nietc · doe-nietc-2026
Federal Register notice member is itself the primary document resolving the previously trade-reported NIETC episode (tip_only flag is a family artifact — one member is a DOE notice, not a tip); episode outranks the tied single-item pick per the episode>single rule.
#2ercot
DOE closed a $3.26B transmission loan to AEP Texas
unverified skeleton DOE closed a $3.26B transmission loan to AEP Texas — ERCOT-relevant financing, needs primary DOE/LPO sourcing before facts are confirmed.
sig 7 · 20 min
· single:48141589-2ca1-5f3e-83a9-2cb710803780 · PRIMARY NEEDED
Sizable ERCOT-relevant DOE/LPO financing close; trade-press tip only, so primary DOE/LPO documentation must be sourced before the claim can be carried.
unverified skeleton PJM Operating Committee reviews Manual 14D Revision 71 redline, summary, and presentation — sets up the expected vote to adopt the revision.
sig 6 · 25 min
· thread pjm-manual-14d-revision-71 · pjm-manual-14d-revision-71
Full three-document package (redline, presentation, executive summary) lands at OC for the actively-tracked open-watch thread, ahead of the anticipated endorsement vote.
WATCH RAIL — outside the story budget
open az-2035-grid-snapshotwestPrimary 2035 resource-adequacy/reliability 'Snapshot' planning report or its filing source
open ferc-large-load-standardsfercPrimary FERC show-cause order / large-load interconnection directive
open pjm-computational-load-oc-2026-07pjmProblem statement or manual revision proposal for computational/data-center load (Project 2026-02) — PJM stakeholder outreach on Project 2026-02 computational/data-center load surfaces at OC, ahead of the anticipated problem statement.
open pjm-computational-load-pc-2026-07pjmProblem statement or manual revision proposal for computational/data-center load (Project 2026-02) — Status presentation on Project 2026-02 computational/data-center load, delivered to PC
open pjm-computational-load-projectpjmProblem statement or manual revision proposal for computational load
open pjm-gen-deactivation-updatepjmNext generation deactivation notification status update / newly noticed retirement filings
open pjm-interregional-planning-updatepjmNext interregional planning coordination update / joint study results
open pjm-manual-14d-revision-71pjmOC endorsement/vote on Manual 14D Revision 71
open pjm-manual-14h-eit-revisionpjmPC endorsement/vote on Manual 14H EIT revision — Redline text of proposed Manual 14H EIT revisions
open pjm-manual-14h-ids-revisionpjmPC endorsement/vote on Manual 14H IDS revision — Redline text of proposed Manual 14H IDS revisions
open pjm-manual-21b-periodic-reviewpjmPC vote on Manual 21B periodic review revisions — Executive summary of Manual 21B periodic (mandatory) review
open pjm-oc-day-ahead-surveypjmNext PJM day-ahead survey results
open pjm-oc-dlr-updatespjmNext DLR status update / deployment findings
open pjm-oc-fuel-inventory-surveypjmNext fuel inventory data request survey results
open pjm-oc-hot-weather-updatepjmNext hot weather operational status update
open pjm-oc-operating-metricspjmNext OC operating metrics presentation
open pjm-oc-reliability-compliance-updatepjmNext OC reliability compliance status update
open pjm-oc-security-updatepjmNext OC security status update
open pjm-oc-winter-prep-visit-updatepjmNext winter generator site preparedness visit update
open pjm-pc-reliability-compliancepjmNext reliability compliance status update/report to PC
open pjm-regulation-redesign-phase2pjmNPRR or market-rule filing/vote on Regulation Market Redesign Phase 2 — Status update on Regulation Market Redesign Phase 2 at OC, precursor to the anticipated NPRR/vote.
open pjm-teac-5034-immediate-needpjmTEAC solution selection/vote for Immediate Need Project 5034
open pjm-teac-reliability-analysis-updatepjmNext TEAC reliability analysis update / substantive findings report
open tva-clinch-river-hearingfederalNRC hearing outcome / construction-permit licensing decision — NRC has noticed a hearing for the Clinch River Unit 1 construction-permit review
open tva-clinch-river-unit1-licensingsoutheastNRC hearing outcome / construction-permit licensing decision for Clinch River Unit 1
NEEDS ENRICHMENT — cannot be judged from metadata; N3's research step is the route
tip-ans-newswireIndustry Update—July 2026Opaque ANS 'Industry Update' bundle; generic title gives no derivable content, needs context.
tip-federal-register-doeZero-Based RegulatingAmbiguous Federal Register notice title; cannot assess substance without more context.
CANDIDATES — KEPT & JUDGEABLE (56)
Dates on non-tip candidates are derived from URL paths (tips carry real published dates).
cover_now7ercotDOE Closes $3.26 Billion Transmission Loan to AEP Texastip-power-magazine 2026-07-09
DOE closes $3.26B transmission loan to AEP Texas; trade-press tip, needs primary DOE/LPO source-hunt. · single:48141589-2ca1-5f3e-83a9-2cb710803780 · this_week · medium
unverified skeleton DOE closed a $3.26 billion transmission loan to AEP Texas — watch for the primary DOE/LPO filing confirming terms.
cover_now7federalDOE Study Finds Significant U.S. Transmission Expansion Needed to Meet Growing Electricity Demandtip-t-d-world 2026-07-09
Trade press covers DOE transmission-needs study already primary-sourced under the doe-nietc episode. · doe-nietc-2026 · this_week · medium
unverified skeleton Trade press covers DOE transmission-needs study — already primary-sourced under the DOE/NIETC episode.
cover_now7federalNotice of Availability of Draft 2026 National Transmission Needs Study and Request for Commenttip-federal-register-doe 2026-07-09
Primary DOE FR notice of the Draft National Transmission Needs Study — fulfills the actively hunted NIETC primary source. · doe-nietc-2026 · monitor · high
unverified skeleton DOE opens comment on draft 2026 National Transmission Needs Study — the primary notice behind the NIETC push.
Progress update on watched regulation-market redesign thread; substantive but not yet the filing/vote. · pjm-regulation-redesign-phase2 · monitor · medium
unverified skeleton PJM advances phase 2 of its regulation-market redesign — a substantive step in a market-design change worth tracking.
Outreach step on the actively watched data-center-load interconnection thread; problem statement still pending. · pjm-computational-load-oc-2026-07 · monitor · medium
Recurring reliability-compliance status series at OC (distinct from PC's); watch per series rule. · pjm-oc-reliability-compliance-update · monitor · medium
watch4pjmitem 04 hot weather update presentationpjm-oc · url-date 2026-07-09
Seasonal ops-status update in a scarcity summer; recurring-series rule (v0.2) now watches rather than discards. · pjm-oc-hot-weather-update · monitor · medium
unverified skeleton PJM's hot-weather grid status update — worth watching this summer given tight supply margins.
watch4pjmitem 14 pjm day ahead survey resultspjm-oc · url-date 2026-07-09
Recurring survey-results series (day-ahead market survey) — watch per series rule. · pjm-oc-day-ahead-survey · monitor · medium
Recurring OC security status update — substantive series, not pure housekeeping; watch. · pjm-oc-security-update · monitor · medium
unverified skeleton PJM's Operating Committee posted its recurring security status update — a substantive series worth tracking, not routine housekeeping.
watch3pjmitem 13 fuel inventory data request resultspjm-oc · url-date 2026-07-09
Recurring survey-results series (fuel inventory data request) at OC; watch per series rule, not discard. · pjm-oc-fuel-inventory-survey · monitor · medium
Recurring operating-metrics presentation at OC — routine ops report, watch per series rule. · pjm-oc-operating-metrics · monitor · medium
unverified skeleton PJM Operating Committee's recurring operating-metrics presentation — routine report to watch for anomalies.
discard3Ohio Power Siting Board asks court to punt on high-stakes solar casetip-canary-media 2026-07-09
State siting-board litigation deferral on a solar case; state siting dispute, tangential to ISO/FERC beat. · single:7a99b881-9973-50b1-a881-5167963dfe7d · monitor · medium
unverified skeleton Ohio Power Siting Board asks court to punt on a high-stakes solar case — state siting dispute, tangential to ISO/FERC oversight.
discard2pjmitem 01b 2026 oc work planpjm-oc · url-date 2026-07-09
Annual OC work plan — administrative scoping document, not a story. · single:1786f940-f607-530d-acef-36ae05726a3f · monitor · high
unverified skeleton PJM Operating Committee sets 2026 work plan — administrative scoping document, not yet a substantive decision.
discard2pjmitem 11 system operations subcommittee charter updatepjm-oc · url-date 2026-07-09
Subcommittee charter update — pure housekeeping, explicit discard exception to series rule. · single:19b8ca8b-8e7d-5912-ade4-f92aee14db63 · monitor · high
unverified skeleton PJM System Operations Subcommittee charter updated — committee housekeeping, no market impact.
discard2World Bank and IAEA partnership at one yeartip-ans-newswire 2026-07-09
World Bank/IAEA international partnership anniversary — out of scope, not US power-market governance. · single:6e335552-eb3a-5c2f-85bc-8c7a263edb79 · monitor · high
unverified skeleton World Bank and IAEA mark one year of partnership — international news, not US power-market governance.
discard2pjmagenda docpjm-oc · url-date 2026-07-09
Meeting agenda document (docx) — routine, low tier per rubric. · single:719efeef-f7dd-54eb-8792-c93e813b90cb · monitor · high
discard2pjmitem 07 edart auto ticket creation presentationpjm-oc · url-date 2026-07-09
eDART ticketing tool automation announcement — internal IT feature, not a recurring governance series. · single:74cf4e13-2fd9-5fa0-a55f-0f67387f7771 · monitor · high
unverified skeleton PJM eDART auto-ticketing presentation — internal IT tooling update, not a governance action to track.
discard2Avantus Secures $525 Million to Support Major California Solar-Plus-Storage Projecttip-power-magazine 2026-07-09
Corporate project-financing announcement, no docket/regulatory angle — out of governance beat. · single:7854dc91-5f0c-5dbd-af37-2bb13e1de13c · monitor · high
unverified skeleton Avantus secures $525M for a California solar-plus-storage project — financing news, no docket or regulatory angle.
discard2Can Growing Community Backlash Quiet the AI Data Center Boomtip-data-center-knowledge 2026-07-09
Trend/op-ed aggregation on data-center backlash, no docket or primary source tied to it. · single:b5cefd2a-3847-585f-a286-5493411bca42 · monitor · high
unverified skeleton Community backlash against the AI data-center boom — trend piece, no specific proceeding or filing.
discard2Meta’s First Canadian AI Campus Was Planned Around the Gridtip-data-center-knowledge 2026-07-09
Canadian data-center grid-planning story; outside US power-market scope. · single:bfbf3a20-003c-572d-9c20-800b9fa01045 · monitor · high
unverified skeleton Meta's first Canadian AI campus was built around grid access — outside Gridlight's U.S. market scope.
discard2New Trump rules make it more costly to electrify North Carolina homestip-canary-media 2026-07-09
Federal electrification-cost rule for NC homes; retail/consumer story, not wholesale market governance. · single:e3dfff85-6ded-53e3-b6cc-2598368cf118 · monitor · medium
unverified skeleton New federal rules raise the cost of electrifying North Carolina homes — a retail energy-cost story, not wholesale market governance.
discard2pjmagendapjm-oc · url-date 2026-07-09
Meeting agenda (pdf) — routine, low tier per rubric. · single:e82523ef-cc47-5ba9-a311-aa90a749490c · monitor · high
unverified skeleton Routine PJM committee meeting agenda — procedural, no new substantive action for readers to track.
discard2Criticality safety standard from ANS open for public commenttip-ans-newswire 2026-07-09
Nuclear-industry standard open for comment; ANS trade item, not power-market governance. · single:f17f3ebe-a6d6-5591-b053-4a0ea00d6097 · monitor · high
unverified skeleton American Nuclear Society opens a criticality safety standard for public comment — a nuclear-engineering standard, not power-market governance.
discard2Hawaiʻi committed to 100% clean energy. Now it’s flirting with natural gas.tip-canary-media 2026-07-09
Trade-press narrative on Hawaii's gas pivot; no specific filing or docket identified. · single:ffaa7f9b-814b-5c29-9719-b884b7db37c1 · monitor · medium
unverified skeleton Hawaii's 100%-clean-energy push is reportedly bending toward natural gas, per trade coverage — no specific filing or docket yet identified.
discard1Savannah River implements new approach to H Canyon maintenancetip-ans-newswire 2026-07-09
DOE Savannah River site maintenance-procedure detail — no market-governance relevance. · single:018a6825-a7e8-560d-9e9e-9b30a14ea5a9 · monitor · high
discard1federalRenewal of the Electricity Advisory Committeetip-federal-register-doe 2026-07-09
DOE Electricity Advisory Committee charter renewal; routine administrative FACA notice. · single:104ba962-e665-5779-aec6-954c4645e825 · monitor · high
unverified skeleton DOE renews Electricity Advisory Committee charter — routine administrative renewal, not a policy change to track.
discard1Sizewell B lifetime extension terms agreed to 2055tip-world-nuclear-news 2026-07-09
UK Sizewell B lifetime-extension terms; international nuclear, out of scope. · single:1d1c71d4-9380-53f2-85ec-5e823c7bf00f · monitor · high
unverified skeleton UK agrees Sizewell B nuclear lifetime extension to 2055 — international nuclear matter, outside US market governance.
discard1Opdenergy closes US$227 million financing for Chile renewables and BESS portfoliotip-energy-storage-news 2026-07-09
Foreign (Chile) project financing — out of beat, not US governance. · single:2009a675-f656-5abf-a616-6c3847770af1 · monitor · high
unverified skeleton Opdenergy closes $227 million financing for a Chile renewables and battery portfolio — foreign project finance, not US governance.
discard1Interview: Dr Sun Yixian on his new database tracking Chinese climate ‘leadership’tip-carbon-brief 2026-07-09
International China-climate interview; unrelated to US power-market governance. · single:2281071f-ce7a-5d16-b3d1-9a836ab928bc · monitor · high
unverified skeleton Interview on a new database tracking China's climate leadership — international climate research, unrelated to US power markets.
Revised procedural schedule notice for an unrelated entity; routine procedural filing. · single:32ff5018-949c-5e3d-b0f7-fa84c139e854 · monitor · high
unverified skeleton GR Catalyst Two files a revised procedural schedule — routine scheduling notice, not a substantive filing.
discard1The United States produced more crude oil than any other country in 2025tip-eia 2026-07-09
EIA blog on global crude oil output; oil production, not electricity governance. · single:3f69b8ac-a601-5fc0-9a7d-de075adf8a81 · monitor · high
unverified skeleton EIA: the U.S. led global crude oil production in 2025 — oil-supply data, outside Gridlight's electricity-governance beat.
discard1UK ROUNDUP: Field closes financing on 1GWh portfolio; Pulse Clean Energy selects Envision for 310MWh projecttip-energy-storage-news 2026-07-09
UK battery-storage financing roundup; outside US scope. · single:51974acc-3c03-59ba-afb3-2e66616435f5 · monitor · high
unverified skeleton UK battery-storage financing roundup (Field, Pulse Clean Energy) — outside Gridlight's US electricity-governance scope.
discard1Data Center Frontier Trends Summit 2026 Previewtip-datacenter-frontier 2026-07-09
Conference/podcast preview; promotional content, not news. · single:5e8542ba-2cd3-5d1b-b018-9069e7c1b3c4 · monitor · high
unverified skeleton Preview of the Data Center Frontier Trends Summit 2026 — promotional conference content, not governance news.
discard1Frontier Power USA picks four sites to deploy 920MWh of Eos zinc hybrid-cathode BESStip-energy-storage-news 2026-07-09
Commercial BESS site-selection announcement; vendor news, not governance. · single:636d3f52-614a-5d32-9106-df48750eef40 · monitor · high
unverified skeleton Frontier Power USA picked four sites for 920MWh of Eos zinc-hybrid battery storage — vendor deployment news, not governance.
discard1Leadership Updates: Key Data Center & Cloud Appointments (Q3 2026)tip-data-center-knowledge 2026-07-09
Data-center personnel/leadership appointments; no governance content. · single:6a590e1e-42d4-5ee9-81ef-e85087bb878a · monitor · high
unverified skeleton Q3 2026 data-center and cloud leadership appointments roundup — personnel news, no governance content.
discard1China Briefing 9 July 2026: Guangxi floods | ‘Beautiful China’ plan | New EU-China mechanismtip-carbon-brief 2026-07-09
Carbon Brief China policy roundup; out of US power-market scope. · single:770c2655-8ba4-542a-b3f9-6006bd22c79c · monitor · high
unverified skeleton China Briefing: Guangxi floods, 'Beautiful China' plan, new EU-China mechanism — outside US power-market governance scope.
discard1Urban Utility Poles Face Growing Challengestip-t-d-world 2026-07-09
Distribution/pole infrastructure trend piece, not market-governance material. · single:79a4a94a-cd35-5819-a3b9-58963c8c55ed · monitor · high
discard1Interview: Dr Sun Yixian on his new database tracking Chinese climate ‘leadership’tip-carbon-brief 2026-07-09
Duplicate feed entry of the Carbon Brief China-climate interview; out of scope. · single:8d88e778-61a9-5b8e-a5df-5497d96d0c62 · monitor · high
discard1Australia agrees to export uranium to Indiatip-world-nuclear-news 2026-07-09
Australia-India uranium export deal; international nuclear trade, out of scope. · single:92006f51-ddc5-59ea-b792-24515946eb7f · monitor · high
unverified skeleton Australia agrees to export uranium to India — international nuclear trade deal, outside US power-market scope.
discard1In the age of AI data centres and electrification, the grid is the real bottlenecktip-energy-storage-news 2026-07-09
Generic trend/op-ed on AI-electrification, no primary source or specific proceeding — aggregator noise. · single:9ef7199e-e890-562e-bb03-8e9f7ff28338 · monitor · high
discard1The State of BESS Analytics: Three Views from The Smarter E 2026tip-energy-storage-news 2026-07-09
Trade-press industry conference recap on BESS analytics — no docket, filing, or decision. · single:a799d81e-a3f1-50f3-93a4-c92c2de2b0ab · monitor · high
unverified skeleton Three views on BESS analytics from a trade conference — industry recap, no docket or filing behind it.
discard1Reactor vessel installed in El Dabaa's second unittip-world-nuclear-news 2026-07-09
Egyptian reactor construction milestone — international, out of U.S. market-governance beat. · single:c9119687-afd3-544f-9764-22936bb89b08 · monitor · high
unverified skeleton A reactor vessel was installed at Egypt's El Dabaa plant — international news, outside U.S. market governance.
discard1Battery storage business models explored for AI data centres with Nordic reserve market revenues and US household computing powertip-energy-storage-news 2026-07-09
Global battery-storage business-model analysis; not US governance-specific. · single:d496a211-590e-56a3-a18b-e363e35b353d · monitor · high
unverified skeleton Battery storage business models for AI data centers spanning Nordic reserve markets — not U.S.-governance specific.
discard1Benton REA Taps Landis+Gyr to Support Next-Gen Metering Solutions for Grid Visibilitytip-t-d-world 2026-07-09
Vendor metering product press release — consumer/trade noise, no governance angle. · single:e06660e0-4b12-52e6-bd84-f830d2985c50 · monitor · high
unverified skeleton Benton REA picked Landis+Gyr for next-gen metering — vendor press release, no governance angle.
discard1NSF’s $20M Quantum Push: What It Could Mean for Future Data Centerstip-data-center-knowledge 2026-07-09
NSF quantum-computing funding; tangential science story, not power-market governance. · single:faabe6a7-109a-56f3-b589-367b361ecdc8 · monitor · high
unverified skeleton NSF commits $20M to quantum computing research, eyed for future data centers — a science-funding story, not power-market governance.
discard1Transwestern Pipeline Company, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Planned Desert Southwest Expansion Project, and Notice of Public Scoping Sessionstip-federal-register-doe 2026-07-09
Gas-pipeline NEPA scoping notice; pipeline expansion, not electricity market governance. · single:fad9f1a6-ec7f-584c-9521-e7f7d1d435fb · monitor · high
unverified skeleton Transwestern Pipeline opens public scoping on its Desert Southwest gas expansion — a gas-pipeline NEPA notice, not an electricity filing.