Last Update: 06/03/2026 at 6:25 AM EST

Mid-day Briefing: Data Centers

Wednesday, May 20, 2026 · 8:13 PM EDT

Key developments

OREGON CUB

Oregon orders PGE guardrails on data centers

The Oregon Public Utility Commission directed Portland General Electric to add new guardrails for data-center growth and to create a separate customer category so large users are billed for their own energy use. The order, tied to the 2025 POWER Act, also requires more reporting transparency and says data centers using more than 100 MW must pay a surcharge that funds low-income energy-efficiency upgrades. Regulators further said new projects can connect only when enough emissions-free electricity is available, and they created an interconnection queue for new data centers.

Why it matters

It is a concrete state-level framework for assigning data-center grid costs and limiting bill impacts on other customers.

Sources & driving stories

UTILITY DIVE

PJM moves backstop auction over data centers

PJM Interconnection said it will move its planned backstop reliability auction from March to September as it responds to rising data-center demand across its 13-state territory and Washington, D.C. The board warned states to put cost-allocation rules in place quickly, saying it is unclear who would pay if the auction happens before frameworks exist to charge new large loads instead of existing residential customers. PJM's revised plan keeps a bilateral contracting phase between September and March and folds the auction review together with new connect-and-manage rules for large loads.

Why it matters

The schedule change could shape how reliability costs tied to data-center growth are assigned across a large regional grid.

Sources & driving stories

SPECTRUM NEWS ST. LOUIS

St. Charles bans data center proposals

St. Charles, Missouri, approved an ordinance amendment on Tuesday, May 19, by a 7-1 vote that prohibits data-center proposals from further consideration. The city had already imposed a one-year moratorium last year, turning the pause into a full ban. The reporting says the action is the first data-center ban in the Midwest and the fourth in the United States.

Why it matters

It adds to a small but growing set of outright municipal bans on data-center development.

Sources & driving stories

SPECTRUM NEWS ST. LOUIS

Spectrum News St. Louis coverage

Worth noting

WORTH NOTING

Little Rock weighs tiered data-center zoning

The mayor's proposal would create accessory, major, and hyperscale categories with setbacks, water-use limits, and noise monitoring ahead of a June 2 board vote.

WORTH NOTING

North Carolina bill shifts costs to hyperscalers

Draft legislation would make large data centers pay incremental grid costs and would restrict local incentives and eminent domain.

Still unclear

OPEN QUESTION

Can states allocate data-center costs before PJM's auction?

PJM says the cost split is still unclear, and the September auction could still land on existing customers without state rules.

OPEN QUESTION

Will Arkansas law constrain Little Rock's regulations?

City officials flagged Act 851 as a possible limit on how far the proposed zoning, water, and noise rules can go.