Hull Street Energy (HSE) agreed to acquire two peaking gas-fired power plants totaling 1,267 MW from Rockland Capital, including the 677-MW Lee County generating station in Dixon, Illinois, and the 590-MW Tait generating station near Dayton, Ohio. The Federal Energy Regulatory Commission (FERC) received the application for approval under Section 203 of the Federal Power Act, with HSE and Rockland Capital requesting a June 2 deadline for FERC's decision. Monitoring Analytics, PJM Interconnection’s market monitor, filed a formal opposition to the deal on April 24, 2026, arguing that the transaction could enable HSE to redirect the plants' capacity away from PJM’s market to exclusively serve data centers, exacerbating supply-demand imbalances. The market monitor warned that removing these resources from PJM’s capacity market could increase energy and capacity prices for all other customers by creating a withholding scenario. HSE currently owns two other gas plants in PJM—the 65-MW Forked River facility in New Jersey and the 600-MW Elwood plant in Illinois—which it plans to retire by June 1, 2026, further tightening the grid operator’s reserve margins. The deal’s approval hinges on whether FERC will require HSE to commit to keeping the acquired plants available for PJM’s capacity market rather than allocating them solely to data center demand.