Energy market and regulatory updates for cannabis operators
Rate cases, grid events, incentive changes, and cannabis rule changes, written for the person who has to decide whether any of it changes their contract strategy. Newest first.
Texas HB 46 Expanded TCUP: 12 New Dispensing Organization Licenses and Building an ERCOT Energy Plan
Texas HB 46 added 12 TCUP dispensing licenses. New low-THC facilities need an ERCOT REP plan, Oncor delivery sizing, and 4CP-aware scheduling.
Updated 2026-09-12Read →Shapiro PJM Backstop Costs and Pennsylvania Data Centers
Gov. Shapiro ordered PA PUC rules so data centers pay PJM backstop auction costs, not other customers. What PA cannabis grows should track on capacity bills.
Updated 2026-09-12Read →RI Energy 2026 Annual Retail Rate Filing: Delivery Charges Behind Your Supply Rate
Docket 26-05-EL sets Rhode Island Energy delivery charges that apply even if you shop supply. How cultivators should read the filing and their bill.
Updated 2026-09-12Read →Rhode Island Energy Winter Last Resort Service: Docket 26-27-EL Rate Filing
RI Energy filed winter Last Resort Service rates near 17.7 cents for Oct 2026 through Mar 2027. What cultivators should compare before cold weather.
Updated 2026-09-12Read →Rhode Island's April 1 / October 1 LRS Windows: Beating the Winter Rate
Rhode Island Energy Last Resort Service resets April 1 and October 1. Cultivators should shop supply before winter LRS periods when rates spike.
Updated 2026-09-12Read →PURA May 2026 Rate Adjustment: Connecticut Public Benefits Credit
PURA's May 1, 2026 Connecticut electric adjustments cut public benefits charges 4.3–4.9¢/kWh. How much Eversource and UI commercial bills actually moved.
Updated 2026-09-12Read →PUCT 4CP to 12CP Proposal: Why Texas Growers Should Rethink Peak Management
Texas PUCT proposed moving from 4CP to 12CP transmission allocation by December 31, 2026. How the change affects ERCOT cultivators managing summer peaks.
Updated 2026-09-12Read →PPL June 2026 Business Price-to-Compare 12.745¢ and $275M Distribution Settlement
PPL Electric's June 2026 business price-to-compare is 12.745¢/kWh with a $275M distribution settlement filed March 2026. Central PA cultivator contract timing.
Updated 2026-09-12Read →PJM Capacity Price Cap Extended to December 2026 Auction: Why Suppliers Price Differently
PJM's capacity price cap and floor extend through the December 2026 auction for 2029/30. How collar rules change supplier capacity pricing for cannabis buyers.
Updated 2026-09-12Read →PJM 2028/29 Capacity Auction: Third Straight Year at the Price Cap
PJM's July 14, 2026 auction procured 138,318 MW at the $325/MW-day cap with a 6,831 MW shortfall. What lands on Mid-Atlantic grow supply bills June 2028.
Updated 2026-09-12Read →PG&E 2027 General Rate Case: $1.24B Request and What Commercial Ag Rates Look Like After
PG&E's 2027 GRC requests $1.24B more in electric revenue. What California cannabis cultivators on PG&E delivery should track in the rate case.
Updated 2026-09-12Read →Pepco DC Standard Offer Service: July 2026 Commercial Supply After May Auction
DC PSC approved Pepco Standard Offer Service rates effective July 1, 2026 after the May 20 auction. How DC cannabis operators compare SOS to third-party supply.
Updated 2026-09-12Read →Pepco DC Multiyear Rate Plan Vacated: FC1176 and the October 2026 Hearing
DC Court of Appeals vacated Pepco's multiyear rate plan in FC1176. What DC cannabis operators should expect on delivery charges after October hearings.
Updated 2026-09-12Read →PECO Resets Quarterly, PPL Semiannually: Pennsylvania Price-to-Compare Timing for Shoppers
PECO updates price to compare quarterly; PPL resets June 1 and December 1. Pennsylvania cannabis operators should shop supply before each benchmark change.
Updated 2026-09-12Read →Oncor April 2026 Base Rate Order and October TCRF Update: North Texas Delivery Changes
Oncor's April 17, 2026 base rate order and October 4 TCRF update changed North Texas delivery charges. What ERCOT cannabis cultivators pay on top of supply.
Updated 2026-09-12Read →Ohio SB 56 Took Effect March 20, 2026: Level III Cultivators Eliminated — What Survivors Should Do About Power Costs
Ohio SB 56 eliminated Level III cultivators effective March 20, 2026. Survivors should re-benchmark load and renegotiate supply contracts.
Updated 2026-09-12Read →NYSEG and RG&E Temporary Rates: Four Rate Cases and Sub-3% Bill Caps
NYSEG and RG&E temporary rates cap bill impacts under 3% while four rate cases are reviewed. What upstate New York cultivators should track.
Updated 2026-09-12Read →NYISO's May 1 / November 1 Capability Periods: Timing Contracts Around Summer Capacity Spikes
NYISO ICAP periods start May 1 and November 1. Time New York cultivation supply contracts around summer Zone J capacity spikes.
Updated 2026-09-12Read →NV Energy Daily Demand Pricing: April 1, 2026 Rate Change for Demand-Metered Accounts
NV Energy daily demand pricing started April 1, 2026. How the change affects demand-metered Nevada cannabis grows and peak management options.
Updated 2026-09-12Read →NRS 704B: Can a Nevada Cultivator Leave NV Energy, and What Do Impact Fees Cost?
NRS 704B lets large Nevada customers leave NV Energy with PUCN approval and impact fees. What 1 MW+ cultivators should know about exit costs.
Updated 2026-09-12Read →NJ's 2026 BGS Auction: PSE&G and JCP&L Supply Prices for June 1
New Jersey's February 2026 BGS auction set June 1 supply prices at 10.938¢ for PSE&G and 11.327¢ for JCP&L. What cultivators should compare before renewing.
Updated 2026-09-12Read →NH Utilities Under-Recovered $50M on Default Service August 2026 Reset
NH utilities under-collected ~$50M on default service by April 2026. Eversource $38M, Liberty $9M, Unitil $3M. August 1 reset hit harder for default customers.
Updated 2026-09-12Read →New Hampshire's February 1 / August 1 Default Service Resets: And the Under-Recovery That Makes Them Volatile
NH default service resets February 1 and August 1. Under-recovery true-ups made August 2026 volatile; shop supply before each reset.
Updated 2026-09-12Read →National Grid Massachusetts Gas Rate Case DPU 26-50
National Grid's $342M Massachusetts gas rate case DPU 26-50 decision due Nov 30, 2026, rates Jan 1, 2027. Impact on grows using gas CHP, boilers, or CO2 heat.
Updated 2026-09-12Read →MISO's June 1 Planning Year and Seasonal Capacity: When to Renew an Ameren-Territory Contract
MISO planning year starts June 1. Renew Ameren Illinois supply contracts in April-May with updated PLC before summer capacity tags set.
Updated 2026-09-12Read →Michigan Electric Choice Fully Subscribed in 2025: 5,101 Customers in Queue
Michigan electric choice stayed full in 2025 with 5,101 customers queued. How cannabis cultivators join the waitlist for competitive supply.
Updated 2026-09-12Read →Maryland PSC Cuts Pepco Multi-Year Rate Plan True-Up
Maryland PSC granted Pepco $13.36M of a $30.6M multi-year true-up, about 64 cents per month for average residential bills. Base rate case pending.
Updated 2026-09-12Read →Maryland OPC Rising PJM Transmission Costs
Maryland OPC March 2026 report: transmission is ~10% of bills, $5.4B new PJM projects allocated to Maryland. Line cultivators cannot shop away.
Updated 2026-09-12Read →Maine Medium and Large C&I Standard Offer Monthly Pricing
Maine medium and large C&I accounts default to monthly standard offer pricing, not the annual fixed rate. Budget certainty for grows that outgrow small C&I.
Updated 2026-09-12Read →Maine's January 1 Standard Offer Reset: Why Q4 Is the Shopping Window
Maine standard offer resets January 1. Shop competitive supply in Q4 before CMP, Versant, and MPD winter default rates lock in.
Updated 2026-09-12Read →Maine 2026 Standard Offer Rate Increases
Maine 2026 standard offer supply rose 20–28%: CMP 12.72¢, Versant BHD 12.95¢, MPD 14.87¢. Cultivators should shop before the next January 1 reset.
Updated 2026-09-12Read →Why June 1 Is the Most Important Date on a Mid-Atlantic Grow's Energy Calendar
June 1 resets PJM capacity, NJ BGS, and PA/DE/MD default supply. Mid-Atlantic cannabis grows should calendar contracts around this date.
Updated 2026-09-12Read →Illinois' 36 W/sq Ft and DLC-Listed Lighting Mandate: Retrofit Rebates That Line Up With the Law
How Illinois caps cultivation lighting at 36 watts per square foot, why fixtures must be DLC-listed, and which ComEd and Ameren rebates stack with compliance.
Updated 2026-09-12Read →FirstEnergy Ohio $275M Settlement and 13.1¢ Price-to-Compare
FirstEnergy Ohio's PUCO settlement and 13.1¢ price-to-compare vs AEP and Duke benchmarks. What Ohio Edison cultivators should know before shopping supply.
Updated 2026-09-12Read →Eversource NH Rate Hike Hearings and Unitil Request
NH PUC preps Eversource rate hike hearings; Unitil filed its own increase. What medical ATC operators should track on delivery vs default supply.
Updated 2026-09-12Read →Eversource and National Grid Basic Service August 2026 Increase
Eversource basic service hit 17.32¢/kWh and National Grid 17.19¢/kWh Aug 1, 2026. MA cultivators should compare supply before riding default.
Updated 2026-09-12Read →Eversource CT $727M Rate Increase Filing
Eversource Connecticut seeks $727M in annual delivery revenue. Supply is shoppable; distribution is not. What cultivators can and cannot change on their bills.
Updated 2026-09-12Read →The Evergreen Clause Calendar: How to Diary a 60-Day Notice Window So You Don't Auto-Renew at a Bad Price
Calendar 60-day notice windows on commercial electricity contracts so cannabis operators avoid bad evergreen auto-renewals at outdated rates.
Updated 2026-09-12Read →ERCOT 4CP Season (June–September): Scheduling Flower-Room Lights Around 3–6 PM Peaks
ERCOT 4CP season runs June-September. Shift Texas flower-room light schedules away from 3-6 PM system peaks to cut next-year transmission charges.
Updated 2026-09-12Read →EIA 2026-27 Outlook: Commercial Demand Growth and Contract Term Length
EIA STEO shows commercial power demand rising through 2027. Use gas and retail price paths to choose 12- vs 36-month cannabis supply contracts.
Updated 2026-09-12Read →DTE and Consumers Energy 2026 Rate Increases: Michigan Grows That Cannot Access Choice
MPSC approved $242.4M for DTE and $276.6M for Consumers Energy in 2026. With choice full, most Michigan cultivators pay regulated rate hikes.
Updated 2026-09-12Read →Delmarva SOS June 2026 Delaware Rate Increase
Delmarva Standard Offer Service supply rises 18–20% June 1, 2026. Delaware adult-use growers face higher SOS supply; delivery stays Delmarva. Shop vs default.
Updated 2026-09-12Read →Delmarva $67.8M Base Rate Case Docket 25-1555
Delmarva's $67.8M Delaware base rate case with interim rates July 9, 2026. What's in Docket 25-1555 for C&I cannabis accounts and delivery charges.
Updated 2026-09-12Read →Delaware Adult-Use Sales Launched August 2025: First-Year Utility and Supply Decisions for New DE Grows
Delaware adult-use sales began August 2025. New Delmarva growers face SOS increases, hourly default for large loads, and PJM capacity pass-throughs.
Updated 2026-09-12Read →Contract Before the Cold: Why New England Grows Should Lock Winter Supply Before November
ISO-NE winter prices spiked in 2025-26. Lock New England cultivation supply before November capability and basic service resets.
Updated 2026-09-12Read →Con Edison's $1.6B Electric Delivery Proposal: What NYC Zone J Cultivators Face
Con Edison proposed a 17.9% electric delivery revenue increase. What cannabis cultivators and dispensaries in NYC Zone J should track in the rate case hearings.
Updated 2026-09-12Read →ComEd's June–September Summer Price vs. October Non-Summer Price: Seasonal Timing for Illinois Cultivators
ComEd summer PTC is 10.399 cents/kWh June-Sept 2026. Illinois cultivators should time fixed supply contracts around seasonal default benchmarks.
Updated 2026-09-12Read →ComEd Summer 2026 Supply Price 10.399¢/kWh
ComEd's June–September 2026 supply price is 10.399¢/kWh. What PJM capacity costs mean for Chicago-area cannabis grows and when to shop supply.
Updated 2026-09-12Read →PG&E Direct Access Notice Timing for New Cannabis Buildouts
Align PG&E Form 79-1117, the June DA lottery, utility service lead times, and ESP supply starts for California cultivation new builds.
Updated 2026-09-12Read →PG&E Direct Access Lottery June 2026: 11,393 GWh Cap and NBC Increases
PG&E's June 2026 Direct Access lottery capped 11,393 GWh. DA customers also face a 19% NBC increase. What California cultivators should do for 2027.
Updated 2026-09-12Read →BGS-CIEP Explained: Why Large NJ Cannabis Facilities Get Hourly Default Supply
Large New Jersey commercial accounts default to BGS-CIEP with hourly PJM energy plus auction capacity. What cultivators above 500 kW should know before June 1.
Updated 2026-09-12Read →Ameren Illinois MISO Capacity $424.30/MW-day
MISO's 2026/27 capacity auction cleared at $424.30/MW-day for Ameren summer supply. What downstate Illinois cultivators pay and when to contract.
Updated 2026-09-12Read →AEP Ohio April 2026 PUCO Order: Distribution Down, Transmission Rider Up
PUCO approved an AEP Ohio settlement with a small base distribution increase but rising BTCR transmission costs. Net bill impact for Columbus cultivators.
Updated 2026-09-12Read →Schedule III Medical Marijuana April 2026: Utility Programs and Tax Credits
DOJ moved FDA-approved marijuana to Schedule III April 2026. Medical cultivators and utility program eligibility.
Updated 2026-09-11Read →PJM Reliability Backstop Auction: Who Pays for Data Center Shortfalls
PJM's backstop procurement and data-center cost allocation may add supply charges for cultivators in PJM states starting 2028.
Updated 2026-09-11Read →$329.17/MW-day PJM Capacity Started Hitting Bills June 1, 2026
PJM's $329/MW-day 2026/27 capacity price hit supply bills June 1. Convert RPM to cents per kWh for your grow.
Updated 2026-09-11Read →NYISO Demand Curve Reset: Why the 2-Hour Battery Reference Raised Capacity
NYISO reset the ICAP demand curve to a 2-hour battery reference for 2026-27, lifting NYC capacity reference prices.
Updated 2026-09-11Read →NYC Zone J Capacity Hit $32.6/kW-month Summer 2026: Zone J Grows and Retail
NYC Zone J capacity hit a record $32.6/kW-month for summer 2026. What Con Edison cannabis loads pay in ICAP.
Updated 2026-09-11Read →New York PowerScore Annual Report: Second Filing Due August 31
New York PowerScore annual energy and water reports are due August 31. Second-filing checklist for cultivators.
Updated 2026-09-11Read →New York OCM Energy Use Plan: Metering, Efficiency, and No Fossil Primary
NY OCM energy use plans require metering, efficient lighting and HVAC, and no fossil fuel as primary energy.
Updated 2026-09-11Read →MISO Cleared 9.1 GW of Demand Response: Can Cultivators Get Paid to Curtail?
MISO cleared 9.1 GW of demand response for summer 2026. Can cannabis cultivators enroll and get paid to curtail?
Updated 2026-09-11Read →MISO 2026/27 PRA: $424 Summer and $116 Annualized Capacity Explained
MISO 2026/27 PRA cleared summer at $424/MW-day and $116-$126 annualized. Seasonal capacity for Ameren Illinois grows.
Updated 2026-09-11Read →Massachusetts Cannabis Law April 2026: Cultivation Licensing Freeze and Energy
Massachusetts cultivation licensing freeze from June 16, 2026 under April cannabis law. Energy planning for expansions.
Updated 2026-09-11Read →Massachusetts 36 W/sq ft Lighting Cap and the 100% Renewable Waiver
Massachusetts 36 W/sq ft lighting cap and the 80% renewable waiver via the energy compliance letter explained.
Updated 2026-09-11Read →ISO-NE's Coldest Winter in 20 Years: LMP and Contract Lessons for Grows
ISO-NE's coldest winter in 20 years drove $6B in energy market costs. Contract lessons for Massachusetts grows.
Updated 2026-09-11Read →FERC Approved ISO-NE Prompt Capacity Market: What Suppliers Will Price Differently
FERC accepted ISO-NE prompt capacity reforms March 2026. First auction in 2028 changes how suppliers price FCM.
Updated 2026-09-11Read →ERCOT's 91,308 MW Peak and 2027 4CP Transmission Charges for Texas Grows
ERCOT's 91,089 MW July 2026 peak sets a 2027 4CP transmission candidate for Texas commercial cannabis facilities.
Updated 2026-09-11Read →DEA Rescheduling Hearings June-July 2026: Schedule III and Energy Programs
DEA rescheduling hearings ran June-July 2026. What Schedule III could change for grow rebates, ITC, and supply contracts.
Updated 2026-09-11Read →Title 24 2025 Horticultural Lighting Rules for Permits After Jan 1, 2026
Title 24 2025 code requires 2.3 µmol/J horticultural lighting on permits after Jan 1, 2026 for CEH spaces.
Updated 2026-09-11Read →California DCC Dropped Electricity Reporting at Renewal July 1, 2026
DCC dropped electricity reporting and carbon offsets at renewal effective July 1, 2026. What rules still apply.
Updated 2026-09-11Read →CAISO 2026 Summer Assessment: 2,547 MW Surplus and 16 GW of Batteries
CAISO's 2026 summer assessment shows 2,547 MW surplus and 16 GW of batteries. Why delivery charges still rise.
Updated 2026-09-11Read →