Industry Insights

Understanding US Electricity Grid Regulation

Navigate the complex landscape of energy regulation and discover why comprehensive document access is essential for modern energy professionals

15 min read Updated December 2025

The US electricity grid is one of the most complex engineered systems in the world, serving over 330 million people and countless businesses. Behind the scenes, a sophisticated regulatory framework ensures this critical infrastructure operates reliably, affordably, and sustainably. For energy professionals, understanding this regulatory landscape—and having access to the right documents—isn't just helpful. It's essential.

01 The Regulatory Structure

Key Insight: US electricity regulation operates on a dual federal-state system, creating a complex web of overlapping jurisdictions and regulatory requirements.

Federal vs. State Jurisdiction

The regulatory landscape is fundamentally shaped by the Federal Power Act of 1935, which established a crucial distinction:

Federal Regulation (FERC)

  • Interstate transmission of electricity
  • Wholesale electricity sales
  • Interstate natural gas pipelines
  • Hydroelectric licensing
  • Reliability standards enforcement

State Regulation (PUCs)

  • Retail electricity rates
  • Local distribution systems
  • Resource planning and procurement
  • Utility franchises and service territories
  • Renewable energy standards

This division creates a regulatory environment where a single electricity transaction can touch multiple jurisdictions. A renewable energy project, for example, might face:

  • FERC oversight for interconnection to the transmission grid
  • State PUC approval for power purchase agreements
  • ISO/RTO market participation requirements
  • NERC reliability standards compliance
  • EPA environmental regulations
  • Local zoning and permitting requirements

02 Key Players and Their Roles

FERC

Federal Energy Regulatory Commission

The primary federal regulator overseeing interstate electricity transmission and wholesale markets. FERC ensures just and reasonable rates, approves major transmission projects, and enforces market rules.

10,000+ Annual filings
$1T+ Market oversight

ISOs/RTOs

Grid Operators

Seven regional grid operators manage electricity markets and ensure grid reliability across two-thirds of the US. They operate wholesale markets, manage transmission, and coordinate system operations.

7 Regional operators
~200M People served

NERC

North American Electric Reliability Corporation

The electric reliability organization responsible for developing and enforcing reliability standards. NERC oversees the bulk power system across North America.

1,500+ Registered entities
100+ Reliability standards

State PUCs

Public Utility Commissions

State regulators overseeing retail electricity markets, distribution utilities, and local resource planning. Each state has unique rules, processes, and priorities.

50+ State commissions
Varies Regulatory approach

Important Context

Unlike many countries with centralized energy regulation, the US system reflects its federal structure. This creates opportunities for state-level innovation (like California's renewable energy leadership) but also challenges for interstate projects and market coordination.

03 How Electricity Markets Work

Understanding electricity markets is crucial because market design fundamentally shapes how the grid operates and how regulatory decisions impact stakeholders.

The Two-Settlement System

Day-Ahead Market

Generators submit supply offers and load entities submit demand bids for the next day. The ISO clears the market, establishing schedules and prices for each hour.

  • Runs approximately 36 hours before delivery
  • Provides financial certainty and scheduling
  • Optimizes system-wide efficiency

Real-Time Market

As actual conditions deviate from day-ahead schedules, the real-time market balances supply and demand every 5 minutes.

  • Handles forecast errors and unexpected outages
  • Sets real-time prices (LMPs)
  • Ensures instantaneous grid balance

Settlement

Market participants are settled based on differences between their day-ahead schedules and real-time performance.

  • Day-ahead settlements provide baseline revenue
  • Real-time deviations result in additional charges/payments
  • Complex settlement calculations account for losses, congestion, and reserves

Locational Marginal Pricing (LMP)

Most US wholesale markets use LMP, which sets prices at thousands of locations across the grid. LMPs reflect:

LMP = Energy + Congestion + Losses
  • Energy component: Marginal cost of generation
  • Congestion component: Cost of transmission constraints
  • Loss component: Cost of electrical losses during transmission

Why this matters: LMPs can vary dramatically across a region—from $20/MWh in low-demand areas to $1,000+/MWh during constraints. Understanding LMP patterns is crucial for siting generation, evaluating transmission investments, and managing market risk.

Capacity Markets

Several ISOs operate capacity markets to ensure long-term resource adequacy:

ISO/RTO Market Type Commitment Period Key Feature
PJM Capacity auction 3 years forward Variable Resource Requirement (VRR) curve
ISO-NE Forward Capacity Market 3 years forward Sloped demand curve
NYISO Installed Capacity Market 6 months forward Locational capacity zones
CAISO Resource Adequacy 1 month to 1 year Bilateral contracting

04 The Regulatory Process

Regulatory proceedings follow established processes, but understanding the nuances is critical for effective participation.

FERC Proceedings

1

Filing or Notice

Utility, ISO, or other entity files proposal (rate change, tariff amendment, etc.)

2

Public Comment

21-day comment period; interventions and protests filed

3

Staff Analysis

FERC staff reviews, may request additional information

4

Commission Decision

Order issued approving, modifying, or rejecting proposal

5

Rehearing/Appeal

Parties may seek rehearing or appeal to federal court

~15,000
Annual FERC filings
60-120
Days typical proceeding
100+
Stakeholders per major case

ISO Stakeholder Processes

ISOs operate extensive stakeholder processes to develop and modify market rules. These processes are:

  • Consensus-based: Typically require sector-weighted voting (generators, load, transmission, etc.)
  • Iterative: Proposals go through multiple committee and board reviews
  • Transparent: Extensive documentation of proposals, comments, and decisions
  • Time-consuming: Major changes can take 1-2 years from concept to FERC approval

Case Study: PJM Capacity Market Reform

In 2018, PJM proposed changes to its capacity market to address state subsidies. The process included:

  • 18+ months of stakeholder discussions
  • Multiple competing proposals
  • Hundreds of pages of analysis and comments
  • Board approval in 2019
  • FERC rejection and remand
  • Additional stakeholder process and re-filing
  • Final FERC approval in 2020

Total time: Nearly 3 years. Documents generated: Thousands of pages across filings, comments, testimony, and orders.

05 The Document Landscape

The regulatory process generates an enormous volume of documents. Understanding what's available—and where to find it—is essential.

Document Types

FERC Orders & Notices

  • Commission orders (final decisions)
  • Notices of proposed rulemaking (NOPR)
  • Technical conferences
  • Policy statements
~2,000 orders/year

Tariffs & Agreements

  • Open Access Transmission Tariffs (OATT)
  • Market tariffs and operating agreements
  • Interconnection agreements
  • Rate schedules
Thousands of pages per ISO

Stakeholder Materials

  • Comments and protests
  • Initial and reply briefs
  • Expert testimony
  • Data responses
100+ per major proceeding

Market Reports & Data

  • State of the Market reports
  • Reliability assessments
  • Capacity auction results
  • Historical market data
Monthly, quarterly, annual

Manuals & Guides

  • Market operation manuals
  • Business practice manuals
  • Training materials
  • Technical specifications
1,000+ pages per ISO

Committee Materials

  • Meeting agendas and minutes
  • Presentation materials
  • Working group documents
  • Vote results
Weekly for active committees

The Information Challenge

50,000+ New documents annually across all ISOs and FERC
Multiple Formats: PDF, Word, Excel, HTML, databases
Scattered Across dozens of websites and filing systems
Dense Technical language requiring domain expertise

06 Why Document Access Matters

In an industry where a single regulatory decision can impact billions of dollars in investments and affect millions of consumers, access to comprehensive, searchable regulatory documents isn't a luxury—it's a necessity.

For Different Stakeholders

Energy Developers & Generators

Need to understand:

  • Interconnection queue procedures and timelines
  • Capacity market rules and auction parameters
  • Ancillary services requirements
  • Market design changes affecting revenue streams
Impact: A misunderstood tariff provision can delay a project by years or eliminate revenue opportunities worth millions.

Load-Serving Entities & Utilities

Need to understand:

  • Resource adequacy requirements
  • Transmission cost allocation methodologies
  • Demand response programs
  • Reliability standards compliance
Impact: Procurement decisions worth hundreds of millions depend on understanding market rules and regulatory precedents.

Investors & Financiers

Need to understand:

  • Regulatory risk and policy trends
  • Market fundamentals and price formation
  • Interconnection queue dynamics
  • State policy impacts on markets
Impact: Investment theses for multi-billion dollar funds depend on accurate regulatory analysis.

Legal & Regulatory Professionals

Need to understand:

  • FERC precedents and legal standards
  • Procedural requirements for interventions
  • Tariff interpretation and compliance
  • Appeal opportunities and timing
Impact: Effective advocacy requires comprehensive knowledge of relevant orders, tariff provisions, and stakeholder positions.

Researchers & Academics

Need to understand:

  • Historical evolution of market rules
  • Comparative market design across regions
  • Policy effectiveness and outcomes
  • Regulatory innovation and experimentation
Impact: Evidence-based policy research requires comprehensive historical document access.

Consumer Advocates & NGOs

Need to understand:

  • Rate impacts on residential consumers
  • Environmental justice implications
  • Clean energy transition policies
  • Grid reliability and resilience
Impact: Effective representation requires technical understanding of complex regulatory proposals.

Real-World Scenarios

Scenario 1: Renewable Energy Developer

A solar developer is planning a 200 MW project in PJM territory. They need to understand:

  1. Interconnection process: Review PJM OATT Schedule 6 and recent FERC orders on queue reform → 500+ pages across tariff, manuals, and orders
  2. Capacity market rules: Understand Effective Load Carrying Capability (ELCC) for solar → Multiple technical conferences, tariff revisions, and modeling documents
  3. Revenue opportunities: Analyze ancillary services markets and energy arbitrage → Market manuals, historical data reports, and stakeholder presentations
  4. Recent changes: Track ongoing market design changes affecting renewables → Active dockets with dozens of filings and comments
Without comprehensive document access: The developer might miss critical interconnection requirements, miscalculate capacity value, or overlook recent rule changes—any of which could make the project financially infeasible.

Scenario 2: Load-Serving Entity

A utility must procure capacity for its 5,000 MW load obligation. They need to:

  1. Understand requirements: Review resource adequacy rules and planning parameters → Tariff sections, manual updates, and seasonal filings
  2. Evaluate options: Compare capacity market participation vs. bilateral contracts → Historical auction results, price formation analysis, and expert testimony
  3. Assess risk: Understand penalty structures and compliance requirements → FERC enforcement orders, tariff penalty provisions, and compliance manuals
  4. Monitor changes: Track proposed rule changes affecting procurement strategy → Active stakeholder processes with weekly updates
Without comprehensive document access: The utility risks over-procurement (wasting ratepayer money), under-procurement (facing penalties), or pursuing strategies based on outdated rules.

The Cost of Information Gaps

⏱️

Time Waste

Energy professionals spend 20-40% of their time searching for and reviewing regulatory documents across multiple sources.

Missed Opportunities

Critical filings, deadlines, or market opportunities are missed because relevant information is scattered or difficult to find.

💰

Financial Risk

Decisions based on incomplete information can lead to multi-million dollar mistakes in project development or procurement.

⚖️

Compliance Risk

Overlooking tariff requirements or regulatory changes can result in violations, penalties, or legal disputes.

07 PowerNOVA's Solution

PowerNOVA addresses the document access challenge by providing a comprehensive, AI-powered platform that makes regulatory information accessible, searchable, and actionable.

Comprehensive Document Coverage

FERC Documents

  • Commission orders and notices
  • Technical conference materials
  • Stakeholder comments and testimony
  • Rate filings and tariff amendments

ISO/RTO Materials

  • Market tariffs and operating agreements
  • Stakeholder meeting materials
  • Market manuals and guides
  • State of the Market reports

Interconnection Documents

  • Queue status and studies
  • Generator interconnection agreements
  • Transmission service requests
  • Network upgrade requirements

Market Data & Analysis

  • Historical market reports
  • Capacity auction results
  • Reliability assessments
  • Regulatory compliance reports

AI-Powered Intelligence

Natural Language Search

Ask questions in plain English: "What are PJM's current capacity market rules for solar?" or "Show me FERC orders on transmission cost allocation from the past year."

Benefit: No need to know specific docket numbers, document titles, or search syntax. PowerNOVA's AI understands context and finds relevant information.

Semantic Understanding

PowerNOVA doesn't just match keywords—it understands concepts. Searching for "renewable energy rules" will find relevant content even if the exact phrase doesn't appear.

Benefit: Discover relevant documents you wouldn't find with traditional keyword search, including related concepts and similar precedents.

Cross-Document Analysis

Connect information across multiple sources: link FERC orders to ISO tariff changes, trace policy evolution across years, compare approaches across different RTOs.

Benefit: See the full picture—how regulatory decisions cascade through tariffs, market rules, and operational procedures.

Historical Context

Track how rules have evolved over time. Understand the policy debate behind current requirements by accessing historical filings, comments, and decisions.

Benefit: Make better predictions about future changes by understanding historical patterns and regulatory reasoning.

Built for Energy Professionals

Daily Operations

  • Quick answers to tariff interpretation questions
  • Verify compliance requirements before filing
  • Research precedents for similar situations
  • Stay current on rule changes affecting your operations

Strategic Planning

  • Analyze regulatory trends and policy direction
  • Compare market rules across different ISOs
  • Identify potential opportunities or risks
  • Support investment decisions with regulatory analysis

Regulatory Proceedings

  • Research relevant precedents and legal standards
  • Review stakeholder positions and arguments
  • Draft comments informed by comprehensive analysis
  • Monitor active proceedings and filing deadlines

Training & Education

  • Onboard new team members with guided learning
  • Explain complex regulatory concepts with examples
  • Build institutional knowledge base
  • Support professional development

Experience the Difference

See how PowerNOVA can transform your regulatory research workflow. Access comprehensive energy documents with the power of AI.

The Bottom Line

US electricity regulation is complex, document-intensive, and constantly evolving. Whether you're developing renewable energy projects, managing utility procurement, advising on regulatory strategy, or researching energy policy, comprehensive access to regulatory documents isn't optional—it's fundamental to doing your job effectively.

PowerNOVA provides that access, combining comprehensive document coverage with AI-powered intelligence to help energy professionals find answers faster, make better decisions, and stay ahead of regulatory changes.

The grid is transforming. Regulatory frameworks are adapting. The documents are multiplying. PowerNOVA helps you navigate it all.