ICC Investigates ComEd Data Center Tariff Changes

FOR IMMEDIATE RELEASE March 20, 2026 PRESS CONTACT Cayli Baker Office: (312) 793-8841 Cayli.Baker@illinois.gov ICC looks to develop consumer protection framework amid increase in large energy demand Chicago, Il – The Illinois Commerce Commission (ICC) plans to open an investigation into how ComEd, the state’s largest electric utility, should balance critical issues and cost risks associated with Large Demand Project Applicants or Customers (LDPAC), also known as data centers. This investigation stems from issues raised during review of ComEd’s newly approved tariff changes to add deposit protection for ComEd and its existing customers in the event a large demand project is canceled or abandoned. In recent years, ComEd and electric utilities nationwide have experienced an unprecedented increase in data center applications containing exceptionally large service requests, 50MW or more. According to ComEd, the utility currently has 75 customer applications in its pipeline that total a combined maximum demand that surpasses ComEd’s all-time system peak. Such projects present unique planning challenges that can impact other customers’ utility costs and ComEd’s ability to efficiently and affordably serve its customers. “The current surge in data centers and other customers with exceptionally high energy requirements pose a unique challenge for how utilities and energy regulators all over the country should be planning for an affordable and effective power grid,” said ICC Chairman Doug Scott. “The ICC’s directive in this docket is a first step toward investigating how Illinois’ largest electric utility can serve large load customers while preventing undue cost shifts.” The decision requires the ICC to initiate a docketed investigation by April 23, 2026, to meaningfully address: • Whether the unique requirements of LDPACs warrant a separate tariff structure; • The extent to which Rider Nonstandard Service (NS) and Rider Zero Standard Service (ZSS) may need modification to function as companions to, or substitutes for, Rider Distribution System Extension (DE); • Whether further refinements to Rider DE are needed to define standard service, collateral requirements, and methods for assignment of interconnection costs for LDPACs; and • Discussion of costs and benefits of infrastructure attributable to large load projects and facilities, including proper cost allocation, among other considerations. The forthcoming investigation should be completed within eight months of its initiation, although the Commission notes this should not limit any stakeholders from raising related issues in other future proceedings as they become relevant. Separately, the ICC directed ComEd to initiate a workshop process that addresses, at minimum, enhancements to transparency, timelines, and an overall process to quickly address the technical, grid, and interconnection needs related to LDPACs. ComEd will also be required to file an annual compliance

report, covering all related new customer studies completed through calendar year 2026, on February 1, 2027, and annually each year thereafter. More information regarding ComEd’s large load tariff filings that prompted the investigation detailed above can be found in consolidated Docket Nos. 25-0677/25-0679. ### About the Illinois Commerce Commission The Illinois Commerce Commission (ICC) is a quasi-judicial body made up of five Commissioners. Through its Public Utility Program, the Commission oversees the provision of adequate, reliable, efficient, and safe utility services at the least possible cost to Illinois citizens served by electric, natural gas, telecommunications, water, and sewer public utility companies. To learn more about the Commission, its offices, and bureaus, click here. If you are a consumer who needs help resolving a utility dispute call 800-524-0795 or file an online complaint here. For a complaint related to transportation, call 217-782-6448. Follow the Illinois Commerce Commission on social media @ILCommerceComm.