Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite
Tuesday, August 25, 2026 · 6 min
FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-center interconnection bottlenecks.
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FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-center interconnection bottlenecks.
In this episode
- Six ISOs Push Large-Load Reform to November — Enverus
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- How Heron Power plans to scale first transformer factory to 40 GW — Latitude Media
The power conversion tech company Heron Power is putting steel in the ground for its first commercial factory, just miles from its Silicon Valley engineering hub. The startup, which in February closed a $140 million Series B to fund the build-out, aims to start production in the second half of 2027 and eventually ramp up to 40 gigawatts of capacity, or about 10,000 of its “Heron Link” systems.…
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