BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Pallara Research//Watch//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Pallara Watch X-WR-CALDESC:Every US energy market deadline Pallara Research tracks\, wit h its docket. REFRESH-INTERVAL;VALUE=DURATION:PT12H X-PUBLISHED-TTL:PT12H BEGIN:VEVENT UID:2026-10-29-last-day-for-pjm-to-refile-its-backstop-auction-@research.p allara.xyz DTSTAMP:20261029T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261029 DTEND;VALUE=DATE:20261030 SUMMARY:PJM’s conditional refiling window ends DESCRIPTION:FERC put PJM's one-time auction for new supply on hold on Sept ember 29. FERC anticipated granting a motion for abeyance if PJM submitte d a new section 205 filing within 30 days. This is not a bar on later fil ings\, and filing alone does not pause briefing.\n\nSource: FERC docket E R26-3380\, order 196 FERC ¶ 61\,245 (accession 20260929-3099)\, p. 9\nht tps://elibrary.ferc.gov/eLibrary/filelist?accession_number=20260929-3099& optimized=false\n\nAnalysis: https://research.pallara.xyz/articles/pjm-is -6831-megawatts-short-ferc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-11-01-cutoff-for-ercot-s-next-stability-study-of-large@research.p allara.xyz DTSTAMP:20261101T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261101 DTEND;VALUE=DATE:20261102 SUMMARY:ERCOT’s scheduled stability assessment cutoff DESCRIPTION:The August presentation lists November 1 as a prerequisite dea dline and associates the assessment with projected Q2 2027 energization. Inclusion does not grant approval to energize. Data center approvals rem ain a separate verification and community-review question.\n\nSource: ERC OT\, Batch Zero Verification and Audit\, presented to the Texas PUC Aug 2 0\, 2026\, slides 5 and 8\nhttps://www.ercot.com/files/docs/2026/08/20/Ba tch-Zero-Verification-and-Audit-PUCT-Presentation.pdf\n\nAnalysis: https: //research.pallara.xyz/articles/texas-paused-17-data-centers-at-the-last- step URL:https://research.pallara.xyz/articles/texas-paused-17-data-centers-at- the-last-step TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-11-09-pjm-files-its-revised-large-load-registry-rules@research.pa llara.xyz DTSTAMP:20261109T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261109 DTEND;VALUE=DATE:20261110 SUMMARY:PJM files its revised large-load registry rules DESCRIPTION:FERC kept PJM's 50 megawatt large-load definition and registry \, in effect since October 12\, and ordered a compliance filing within 30 days of October 9. Day 30 is a Sunday\, so FERC's rules move it to Monda y.\n\nSource: FERC docket ER26-3515\, order 197 FERC ¶ 61\,019 (accessio n 20261009-3055)\, ordering paragraph (B)\; 18 CFR 385.2007\nhttps://elib rary.ferc.gov/eLibrary/filelist?accession_number=20261009-3055&optimized= false\n\nAnalysis: https://research.pallara.xyz/articles/pjm-is-6831-mega watts-short-ferc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-11-20-spp-answers-ferc-on-its-rules-for-big-power-user@research.p allara.xyz DTSTAMP:20261120T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261120 DTEND;VALUE=DATE:20261121 SUMMARY:SPP answers FERC on its rules for big power users DESCRIPTION:FERC told SPP in June to justify or change how it connects dat a centers and other large loads. FERC extended the deadline to November 2 0.\n\nSource: FERC docket EL26-68\, letter order 20260814-3060\; FERC Off ice of Public Participation deadline explanation\nhttps://ferc.gov/cost-t ransparency-customer-protection\n\nAnalysis: https://research.pallara.xyz /articles/washington-told-spp-to-explain-its-data-center-rules URL:https://research.pallara.xyz/articles/washington-told-spp-to-explain-i ts-data-center-rules TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-11-30-comments-due-on-pjm-s-revised-backstop-cost-split@research. pallara.xyz DTSTAMP:20261130T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261130 DTEND;VALUE=DATE:20261201 SUMMARY:Comments due on PJM’s revised backstop cost split DESCRIPTION:PJM asked FERC to set November 30 for comments on its October 29 filing\, which sets each zone's share from utility reports and fixes it for 15 years. The date holds only if FERC grants PJM's motion.\n\nSou rce: PJM transmittal letter\, FERC docket ER27-330 (accession 20261029-52 27)\, p. 63\nhttps://elibrary.ferc.gov/eLibrary/filelist?accession_number =20261029-5227&optimized=false\n\nAnalysis: https://research.pallara.xyz/ articles/pjm-filed-backstop-cost-split-each-zone-share-fixed-15-years URL:https://research.pallara.xyz/articles/pjm-filed-backstop-cost-split-ea ch-zone-share-fixed-15-years TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-12-09-pjm-s-capacity-auction-for-2029-to-2030-opens@research.pall ara.xyz DTSTAMP:20261209T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261209 DTEND;VALUE=DATE:20261210 SUMMARY:PJM’s scheduled capacity auction opening DESCRIPTION:December 9 is the planned opening in the timetable described b y FERC’s September order\; it remains subject to subsequent scheduling changes. The last two came up 6\,623 and 6\,831 megawatts short of the r eliability requirement.\n\nSource: FERC docket ER26-3380\, order 196 FERC ¶ 61\,245 (accession 20260929-3099)\, pp. 2\, 8\nhttps://elibrary.ferc. gov/eLibrary/filelist?accession_number=20260929-3099&optimized=false\n\nA nalysis: https://research.pallara.xyz/articles/pjm-is-6831-megawatts-shor t-ferc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-12-10-ercot-reports-which-batch-zero-projects-passed-v@research.p allara.xyz DTSTAMP:20261210T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261210 DTEND;VALUE=DATE:20261211 SUMMARY:ERCOT’s planned Batch Zero verification report DESCRIPTION:ERCOT’s August presentation planned the eligibility report f or December 10. Projects that couldn't back up their filings with documen ts are at risk.\n\nSource: ERCOT\, Batch Zero Verification and Audit\, pr esented to the Texas PUC Aug 20\, 2026\nhttps://www.ercot.com/files/docs/ 2026/08/20/Batch-Zero-Verification-and-Audit-PUCT-Presentation.pdf\n\nAna lysis: https://research.pallara.xyz/articles/unverifiable-now-costs-the-s ame-as-false URL:https://research.pallara.xyz/articles/unverifiable-now-costs-the-same- as-false TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-12-17-texas-utility-regulator-meets-after-the-batch-ze@research.p allara.xyz DTSTAMP:20261217T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20261217 DTEND;VALUE=DATE:20261218 SUMMARY:Texas utility regulator meets after the Batch Zero report DESCRIPTION:The Public Utility Commission of Texas has a scheduled open me eting after ERCOT’s planned report. This listing establishes neither th e agenda nor a decision on energization approvals.\n\nSource: ERCOT calen dar\, PUCT Meeting\, December 17\, 2026\nhttps://www.ercot.com/calendar/1 2172026-PUCT-Meeting\n\nAnalysis: https://research.pallara.xyz/articles/u nverifiable-now-costs-the-same-as-false URL:https://research.pallara.xyz/articles/unverifiable-now-costs-the-same- as-false TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2026-11-13-briefs-due-in-the-hearing-on-pjm-s-backstop-auct@research.p allara.xyz DTSTAMP:20261027T000000Z SEQUENCE:1 DTSTART;VALUE=DATE:20270111 DTEND;VALUE=DATE:20270112 SUMMARY:Initial briefs due on PJM’s backstop procurement DESCRIPTION:FERC’s October 23 notice moved initial briefs from November 13 to January 11\, 2027 at 5 p.m. The notice responds to PJM’s abeyanc e motion and establishes new briefing dates.\n\nSource: FERC notice\, ER2 6-3380 and EL26-108\, accession 20261023-3114\, October 23\, 2026\nhttps: //www.pjm.com/-/media/DotCom/documents/ferc/filings/2026/20261023-notice- extending-deadlines-for-initial-briefs-reply-briefs-in-el26-108-000-et-al .pdf\n\nAnalysis: https://research.pallara.xyz/articles/pjm-is-6831-megaw atts-short-ferc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:pjm-backstop-reply-briefs@research.pallara.xyz DTSTAMP:20261027T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20270126 DTEND;VALUE=DATE:20270127 SUMMARY:Reply briefs due on PJM’s backstop procurement DESCRIPTION:FERC’s October 23 notice moved reply briefs from December 3 to January 26\, 2027 at 5 p.m.\n\nSource: FERC notice\, ER26-3380 and EL 26-108\, accession 20261023-3114\, October 23\, 2026\nhttps://www.pjm.com /-/media/DotCom/documents/ferc/filings/2026/20261023-notice-extending-dea dlines-for-initial-briefs-reply-briefs-in-el26-108-000-et-al.pdf\n\nAnaly sis: https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-fe rc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2027-01-29-pjm-asks-ferc-to-rule-on-its-backstop-cost-split@research.p allara.xyz DTSTAMP:20270129T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20270129 DTEND;VALUE=DATE:20270130 SUMMARY:PJM asks FERC to rule on its backstop cost split DESCRIPTION:PJM asked FERC to act on all of its October 29 filing by this date\, the day the utility reporting rule would take effect. FERC is not bound by the requested date.\n\nSource: PJM transmittal letter\, FERC do cket ER27-330 (accession 20261029-5227)\, pp. 1-2\nhttps://elibrary.ferc. gov/eLibrary/filelist?accession_number=20261029-5227&optimized=false\n\nA nalysis: https://research.pallara.xyz/articles/pjm-filed-backstop-cost-sp lit-each-zone-share-fixed-15-years URL:https://research.pallara.xyz/articles/pjm-filed-backstop-cost-split-ea ch-zone-share-fixed-15-years TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2027-02-28-pjm-s-suspended-backstop-auction-rules-take-effe@research.p allara.xyz DTSTAMP:20270228T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20270228 DTEND;VALUE=DATE:20270301 SUMMARY:PJM’s ordered backstop effective date DESCRIPTION:FERC accepted the backstop auction and suspended it for five m onths\, subject to refund and further Commission proceedings. This is an ordered tariff date\, not a confirmed auction date.\n\nSource: FERC dock et ER26-3380\, order 196 FERC ¶ 61\,245 (accession 20260929-3099)\, orde ring paragraph (A)\nhttps://elibrary.ferc.gov/eLibrary/filelist?accession _number=20260929-3099&optimized=false\n\nAnalysis: https://research.palla ra.xyz/articles/pjm-is-6831-megawatts-short-ferc-stopped-both-fixes URL:https://research.pallara.xyz/articles/pjm-is-6831-megawatts-short-ferc -stopped-both-fixes TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2027-03-01-pjm-s-backstop-auction-for-new-supply-would-open@research.p allara.xyz DTSTAMP:20270301T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20270301 DTEND;VALUE=DATE:20270302 SUMMARY:PJM's backstop auction for new supply would open for bids DESCRIPTION:Proposed. PJM’s October 22 member presentation shows a March 1 to March 22\, 2027 bid window. This is a proposed procurement timetabl e\, not an approved auction date.\n\nSource: PJM\, Special Members Commit tee consultation on the backstop filing\, Oct 22\, 2026\, slide 16\nhttps ://www.pjm.com/-/media/DotCom/committees-groups/committees/mc/2026/202610 22-special/item-01---1-tariff-section-92b-stakeholder-consultation-of-upc oming-205-filing-on-reliability-backstop-procurement---presentation.pdf\n \nAnalysis: https://research.pallara.xyz/articles/pjm-backstop-bill-follo ws-data-centers-fixed-for-15-years URL:https://research.pallara.xyz/articles/pjm-backstop-bill-follows-data-c enters-fixed-for-15-years TRANSP:TRANSPARENT END:VEVENT BEGIN:VEVENT UID:2027-05-03-pjm-would-post-its-backstop-auction-results@research.pallar a.xyz DTSTAMP:20270503T000000Z SEQUENCE:0 DTSTART;VALUE=DATE:20270503 DTEND;VALUE=DATE:20270504 SUMMARY:PJM would post its backstop auction results DESCRIPTION:Proposed. PJM's October 22 timeline sets the final target and supply on April 21\, 2027 and posts results May 3. Contracts run up to 1 5 years.\n\nSource: PJM\, Special Members Committee consultation on the b ackstop filing\, Oct 22\, 2026\, slide 16\nhttps://www.pjm.com/-/media/Do tCom/committees-groups/committees/mc/2026/20261022-special/item-01---1-ta riff-section-92b-stakeholder-consultation-of-upcoming-205-filing-on-relia bility-backstop-procurement---presentation.pdf\n\nAnalysis: https://resea rch.pallara.xyz/articles/pjm-backstop-bill-follows-data-centers-fixed-for -15-years URL:https://research.pallara.xyz/articles/pjm-backstop-bill-follows-data-c enters-fixed-for-15-years TRANSP:TRANSPARENT END:VEVENT END:VCALENDAR