US to Fast-Track 60-Day Grid Access for AI and Bitcoin
US Energy Secretary Chris Wright has urged FERC to fast-track grid access for large power users, particularly AI data centers and Bitcoin miners. Under the proposal, FERC would standardize high-voltage interconnection reviews and cap approvals at 60 days, down from the current multi-year timetable.
Applicants must cover required network upgrades to secure direct transmission connections. Wright’s letter sets a response deadline of April 30, 2026. The plan targets rising energy demand and aims to boost grid resilience.
CleanSpark CEO S. Matthew Schultz praised fast-track rules. He noted that flexible loads like Bitcoin mining can support stable electricity networks and enhance resilience.
Traders should watch for reduced barriers to entry, shifts in energy costs, and potential growth in Bitcoin mining capacity. Improved grid access and sustainable electricity could attract more institutional investment and strengthen BTC’s market outlook.
Bullish
Fast-tracking grid access lowers barriers for new Bitcoin mining operations and AI centers, reducing interconnection delays and potentially cutting electricity costs. In the short term, miners may increase capacity quickly, boosting demand for BTC infrastructure services. Over the long term, standardized procedures and improved network resilience can attract institutional investment in sustainable electricity, strengthening market confidence and supporting a bullish outlook for Bitcoin.