Whatchanged

Official information

CMS issued final rule CMS-1849-F on July 31, 2026, updating Medicare inpatient and long-term care hospital payment policies and rates for fiscal year 2027. It was published in the Federal Register on August 4, 2026.

Potential supplier impact — Nexis Hub analysis

Hospital operating and capital planning for the new fiscal year follows from this rule, which can influence procurement timing. A consideration, not a determined outcome.

Official information

The CPUC issued an Order Instituting Rulemaking on California Advanced Electric Rate Design (R.26-04-009), filed April 9, 2026, to establish policies updating residential and non-residential rate structures and their underlying cost inputs.

Potential supplier impact — Nexis Hub analysis

Non-residential rate structure changes can affect facility and fleet operating costs and customer investment decisions. Effects depend on rate schedule and load profile.

Official information

In D.26-02-057, the CPUC ordered jurisdictional electricity providers to contract for their load share of 2,000 MW of net qualifying capacity by June 2030 and an additional 2,000 MW in each of June 2031 and June 2032, from clean generation or storage, with one quarter from clean firm power or long-duration storage.

Potential supplier impact — Nexis Hub analysis

Solicitations, interconnection work, and construction generally precede such deadlines, which may create earlier activity for storage, clean firm, and balance-of-plant suppliers.