The catalyst for the power sector is here! The Federal Energy Regulatory Commission (FERC) in the U.S. issued a historic order today, requiring the six major Regional Transmission Organizations (RTOs) and Independent System Operators (ISOs) across the country to either prove their current large-load interconnection rules are 'just and reasonable' within 60 days or submit reform proposals. The core principle of the new regulation: the speed of power access for data centers must be tied to national security and economic competitiveness. In simple terms, the U.S. government has issued a 'non-negotiable order' to solve the problem of AI data centers struggling to get electricity: the six major national grids must come up with new plans within 60 days to give data centers the 'green light' for power access. But this 'green light' doesn’t come for free—data centers must meet three conditions: 1. Bring some 'supplies' of their own (e.g., building solar power, energy storage, or small power plants, which will speed up their connection). 2. Be able to 'eat less' during grid stress (proactively reduce power consumption). 3. Pay for grid upgrades caused by their own electricity use—ordinary citizens won’t foot the bill. Bullish for power generation and energy storage sectors. vst tln aeis be fcel