Utility Tariff Analysis · Updated September 2026

New York's Energize NY Development Initiative: What It Means for AI Data Centre Siting in New York

Large loads connecting to New York's transmission and distribution grid are the subject of a new proceeding the New York Public Service Commission launched in February 2026 to execute Governor Hochul's Energize NY Development initiative — reviewing interconnection processes, cost-allocation mechanisms and tariff structures so that large loads pay their fair share of grid upgrade costs rather than shifting them to other ratepayers.

New York's Energize NY Development Initiative — AI data centre infrastructure

New York's Energize NY Development Initiative

NY

Con Edison / National Grid / NYSEG (statewide PSC proceeding)

Case 26-E-0045 (large loads proceeding)

Regulatory docket / filing reference

Large loads connecting to New York's transmission and distribution grid

Who the tariff applies to

Large loads connecting to New York's transmission and distribution grid are the subject of a new proceeding the New York Public Service Commission launched in February 2026 to execute Governor Hochul's Energize NY Development initiative — reviewing interconnection processes, cost-allocation mechanisms and tariff structures so that large loads pay their fair share of grid upgrade costs rather than shifting them to other ratepayers.

Also active in New York: As of January 2026, NYISO's interconnection queue held 48 large-load projects totalling more than 11 GW of new demand. In June 2026, FERC directed NYISO to show cause why its tariff should not be found unjust and unreasonable for failing to adequately address large-load interconnection — with tariff revisions targeted for NYISO Board approval and FERC filing by December 2026.

Named Projects Already Underway

CustomerLocationDetails
MicronClay, NY (National Grid)$100 billion semiconductor manufacturing facility for memory chips; National Grid approved construction of a two-mile, 345-kilovolt transmission line

Figures compiled from the Edison Electric Institute's "Large Load Projects and Tariffs" (September 2026) member-company summary and public regulatory filings. Confirm current tariff terms directly with Con Edison / National Grid / NYSEG (statewide PSC proceeding) and the relevant state public utility commission before relying on any figure for a capital decision.

Weighing New York against another state or a Canadian province with a different rate and interconnection picture entirely? Run both sides of the comparison through our licensed AI data centre cost configurator — it applies each jurisdiction's actual power rate, tax treatment and large-load tariff rules to the same seven build configurations.

Model This State on Your Own Site

Every figure above comes from the same power-cost and tariff dataset behind the SCR AI Build Configurator — a licensed, embeddable widget that models seven data centre build configurations against all nine Canadian provinces and all 50 US states plus DC, returning capital expenditure by line item, energy cost, revenue by commercial structure, EBITDA and payback.

LicencePrice (CAD)Who it suits
Standard$4,000 / domain / yearAdvisors who need three lease-model configurations and a clipboard summary
Pro$10,000 / domain / yearConsultants who send CSV deliverables to clients and want all seven configurations
EnterpriseFrom $25,000 / year, up to 3 domainsDevelopers and EPC firms who want the model on their own cost basis with attribution removed

Not ready for an annual licence? A one-time Site Screening Report ($950, one site) runs the same model for a single build without embedding anything.

Frequently Asked Questions

What is New York's Energize NY Development Initiative?

Large loads connecting to New York's transmission and distribution grid are the subject of a new proceeding the New York Public Service Commission launched in February 2026 to execute Governor Hochul's Energize NY Development initiative — reviewing interconnection processes, cost-allocation mechanisms and tariff structures so that large loads pay their fair share of grid upgrade costs rather than shifting them to other ratepayers.

Why did Con Edison / National Grid / NYSEG (statewide PSC proceeding) introduce this large-load structure?

To ensure the cost of new generation, transmission and distribution infrastructure built to serve very large customers, chiefly hyperscale data centres, is paid for by those customers rather than spread across the general rate base of residential and small commercial ratepayers.

What large data centre projects are already active in New York?

As of January 2026, NYISO's interconnection queue held 48 large-load projects totalling more than 11 GW of new demand. In June 2026, FERC directed NYISO to show cause why its tariff should not be found unjust and unreasonable for failing to adequately address large-load interconnection — with tariff revisions targeted for NYISO Board approval and FERC filing by December 2026.

Does this tariff replace New York's standard commercial and industrial rates?

No. New York's Energize NY Development Initiative sits above Con Edison / National Grid / NYSEG (statewide PSC proceeding)'s standard commercial and industrial rate schedules and applies specifically to customers that meet or exceed the large-load threshold described above. Smaller commercial and industrial loads continue to be billed under existing rate schedules.

How can I model a New York data centre build against this tariff and other states?

The SCR AI Build Configurator applies New York's power cost, tax treatment and large-load tariff rules alongside all other US states and Canadian provinces, so a New York scenario can be compared line-by-line against any alternative site.