FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter
Thursday, October 1, 2026 · 10 min

FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 GW Project Jupiter campus over gas pipeline delays. Plus a Korea-US-owned 6.47 GW gas campus in South Texas, Valar's 456-reactor Utah proposal, and Raskin's probe of data center NDAs.
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Show notes
FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 GW Project Jupiter campus over gas pipeline delays. Plus a Korea-US-owned 6.47 GW gas campus in South Texas, Valar's 456-reactor Utah proposal, and Raskin's probe of data center NDAs.
In this episode
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