title: Feb. 13 - FEOC, finally! | AEP’s contracted large load doubles
author: Utility Dive
content_type: newsletter
publication: divenewsletter.com
published: 2026-02-13T12:58:06-05:00
source_url: gmail://19c582748fb60b93
word_count: 1147
Daily Dive
Feb. 13, 2026 | Today’s news and insights for utility leaders
Into the Future with DERMS
What DTECH revealed about grid flexibility, DER growth and load management. See how DERMS is shaping the future. Read the takeaways.
NOTE FROM THE EDITOR
Utility Dive will not publish Monday, Feb. 16, in observance of Presidents Day.
As always, thank you for reading.
Meris Lutz
Senior Editor, Utility Dive
Treasury issues FEOC guidance, clarifies material assistance cost ratio
The notice offers interim safe harbor guidance for calculating a project or component’s material assistance cost ratio, or MACR, and provides relevant MACR thresholds.
AEP contracted large load pipeline doubles to 56 GW
American Electric Power’s data center pipeline in Texas surged to 36 GW by the end of December, from 13 GW in the third quarter.
Transmission drives Exelon’s capital spending plan to $41.3B
Exelon has a “line of sight” on $12 billion to $17 billion of transmission buildout over the next 10 years that isn’t included in its current capital plan, a company official said.
AI’s power surge: 5 ways AI could make the grid more reliable, efficient and flexible
While AI is accelerating energy demand, it also holds the potential to manage the grid more efficiently. Learn the five ways AI could make the grid more reliable, efficient and flexible.
DOE ‘does not have a plan’ for oversight of billions in energy funds: GAO
Since the IIJA appropriated about $21.5 billion of “no-year appropriations” for clean energy demonstration projects, DOE will “have an ongoing need to solicit and review applications for additional projects,” the U.S. Government Accountability Office said.
Data centers pursue on-site power as affordability tops utility concerns: BofA
Hyperscalers are looking to secure power fast, “firm and smooth with storage, then layer in solar as the lowest-cost marginal energy,” wrote Bank of America Securities analyst Dimple Gosai.
CISA seeks critical infrastructure sector input on cyber-incident reporting rule
CISA announced a series of town hall meetings with affected industries about the pending rule. The one for the energy and nuclear sectors is scheduled for March 9.
Opinion
The rate case for grid resilience: Why climate change isn’t just about storms
Utilities that delay resilience investments hoping that global climate mitigation efforts will reduce the need for local hardening are taking a dangerous gamble, writes Kai Karlstrom, director of solutions engineering at Repath.
How AI Is Reshaping the Energy Landscape
Soaring demand, severe weather, and volatile energy policies are putting pressure on the grid. Learn how energy leaders are leveraging AI to be more flexible in this playbook.
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