Infrastructure Expansion and Capacity Reforms

North American wholesale power markets during the week ending February 27, 2026, focused on long-term infrastructure planning and regulatory changes to support rapid load growth driven by data centers and the energy transition. PJM and ERCOT took the lead with significant efforts to speed up interconnection processes and introduce new reliability reserve services, respectively. Federal regulators continued to advocate for more aggressive market restructuring to address capacity cost issues, especially in the Mid-Atlantic region.