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Hdata | Energy Insight: What FERC’s PJM Co-Location Order Means for AI Data Centers
Inside Docket EL25-49: The Order, Parties, and Procedural State in Under Two Minutes
On December 18, 2025, the Federal Energy Regulatory Commission (FERC) issued one of the most consequential orders of the year for grid operators, generation developers, hyperscalers, and large industrial customers. The order in Docket No. EL25-49 directs PJM Interconnection to rewrite how its tariff treats large loads, most notably AI-driven data centers, that co-locate with generating facilities behind the point of interconnection. Four months later, on April 16, 2026, FERC accepted in part and rejected in part PJM’s compliance filing and ordered yet another round of revisions.
The docket now spans more than 300 filings, multiple stakeholder coalitions, and a compliance phase. For energy professionals tracking resource adequacy, data center demand, and federal-state jurisdiction, that volume is a huge undertaking. HData’s Regulatory AI shows how energy professionals could handle such volume in minutes rather than weeks. That payoff starts with understanding what’s actually in the docket.
What is FERC Docket No. EL25-49?
The case started with a complaint from Constellation Energy that PJM’s tariff was unjust and unreasonable. FERC took the concern seriously, issuing a February 20,…
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