The Workshop
Professional Briefing

πŸ’ΌProfessional Briefing - Monday, June 22, 2026

Good morning. Back after a stretch off - here's where the industry sits.

⚑Energy & Compliance

πŸ“‹Building Performance Standards

  • Washington CBPS Tier 2 - EMP / O&M plan operational by Wednesday, July 1 (9 days out). Tier 2 buildings need an Energy Management Plan and an Operations & Maintenance program up and running by that date. The full Tier 2 compliance filing isn't due until July 1, 2027 - what lands in 9 days is the documentation deliverable, not the EUI target. Tier 1 (220,000+ sq ft) has been in effect since June 1.
  • Oregon ODOE Early Compliance Action & Planning - Round 2 applications due 5:00 PM PT Friday, July 10 (18 days out). Per ODOE's own posting, the round is roughly $1.2M total (~$950K for Tier 1, ~$250K for Tier 2), with per-building incentive caps of $10,000–$50,000 by building type and size. Eligible costs include benchmarking, reporting, and energy audits. Oregon's earliest BPS compliance is still 2028 - this is early-planning money, awarded competitively. (Note: this is a smaller pool than the figure circulating earlier; ODOE's blog is the authoritative number.)
  • Idaho - still on the 2018 IECC with state amendments (the 2020-edition rules don't change that core). No state BPS. The state is reviewing the 2024 IECC for potential future incorporation by the Building Code Board, but nothing adopted.
  • Facilities Dive's running 2026 map still tracks 40+ cities with active BPS programs alongside the state-level standards (WA, CO, OR, plus NYC LL97, etc.).

πŸ”ŒUtilities & Programs

Idaho Power PCA (Case IPC-E-26-10) - rates took effect on schedule June 1; as of this week the IPUC press-release archive shows no final order posted yet. Any later commission action applies retroactively. This stacks on the 9.74% general increase in effect since January.

Avista - on its settled multi-year trajectory. The next visible step is the +4.5% (~$14.7M) base-rate increment effective September 1, 2026 from the 2025 all-party settlement. No new Idaho general rate case is open beyond the AVU-E-26-01 energy-efficiency program adjustment that took effect May 1.

Avista–Ford Hydro PPA - IPUC review continues on the modified-procedure track. The PPA replaces the agreement expiring June 30, 2026 with a new three-year term (July 1, 2026 β†’ June 30, 2029).

NEEA Q2 Board Meeting - Helena, MT, June 23–24 (tomorrow). Hybrid; public attendance welcome. Q2 market-transformation deck updates typically land here. (NEEA also hosted Efficiency Exchange / EFX26 in Boise earlier this season.)

πŸ›οΈIdaho Energy Policy

The data-center-and-load story is still the through-line for Idaho energy:

  • Pocatello - Lex Developments' appeal (filed June 1) sits with City Council; no hearing date set as of mid-June. The reconsideration process does not include a new public hearing - the council decides on the existing record. BoiseDev pegs the former-Hoku-site project at roughly $2.6 billion. The Hearing Examiner denied the conditional-use permit under PMC 17.02.130(D) (failure to prove no detriment to public health/safety/welfare); the appeal argues a CUP shouldn't have been required at all and that the denial was "arbitrary and capricious." Watch Idaho State Journal / East Idaho News for the agenda placement.
  • Meta's Kuna data center is under construction - ~960,000 sq ft, $800M–$1B, potentially up to ~200 MW. This is the load reality behind the rate pressure.
  • Large-load cost allocation. HB 911 (new loads of 50 MW+ at a single service entrance need IPUC approval) is in effect; the policy fight is over making large customers fund their own infrastructure (any 20 MW+ customer already must enter a commission-reviewed service agreement). The 2026 session also moved on data-center water use (HB 895), limiting large direct withdrawals. Idaho Capital Sun has documented large loads pushing up rural/farm electric bills.
  • Net metering - keep using post-September-2025 rates (Idaho Power residential solar export credits were cut ~31%, frozen through 2028) for any 2026–2027 residential PV modeling.

πŸŽ“Industry Events

  • NEEA Q2 Board Meeting - June 23–24 (tomorrow), Helena, MT. Hybrid.
  • ASHRAE Annual Conference - June 27–July 1 (5 days out), JW Marriott Austin, TX. Program leans into AI in building management, decarbonization, and retrofit-for-resilience.
  • Washington CBPS Tier 2 EMP/O&M deadline - Wednesday, July 1 (9 days out).
  • Oregon ODOE Round 2 application deadline - Friday, July 10 (18 days out), 5:00 PM PT.
  • ASHRAE Idaho chapter - no meetings currently scheduled (summer hiatus); the fall calendar typically resumes in September. Watch idahoashrae.starchapter.com.

πŸ’ΌProfessional & Networking

Quiet stretch on the Boise calendar - the chapter circuit is on summer break and most listings this week are the recurring groups rather than marquee events.

πŸ€–AI Brief

πŸ”§Tools & Models

  • Anthropic Claude Fable 5 (Mythos-class) - public around June 9. Available to paid subscribers and enterprise customers. New safeguards block responses in specific high-risk domains (cybersecurity, biology); on some benchmarks it reportedly scored more than 10% above Claude Opus 4.8. This is the "Mythos" the last briefing said was weeks out - it's here. Opus 4.8 remains the default for production API work ($5/$25 per million tokens).
  • xAI Grok Imagine Video 1.5 - GA June 16. Now tops the Image-to-Video Arena leaderboard (ahead of Sora 2, Veo 3.1, Kling), priced around $0.14/sec at 720p - roughly 86% below Sora 2 Pro. Worth a look if you do any video generation.
  • DeepSeek V4 - a ~1.6T-parameter mixture-of-experts model aimed at heavyweight reasoning and coding has been positioned as the latest Chinese frontier entrant. Treat benchmark claims as vendor-reported until independent evals land.

πŸ“ˆBusiness & Market

  • SpaceX IPO - completed Friday, June 12 (Nasdaq: SPCX). Priced at $135, opened ~$150 (+11%), closed ~$161 (+19%); valuation crossed $2 trillion and made Musk the first trillionaire. The ~$75B raise is the largest IPO ever, more than doubling Saudi Aramco's 2019 record. This is the deal underneath the AI compute story - Anthropic and Google are both large xAI/Colossus compute customers.
  • Anthropic IPO - confidential S-1 filed June 1, Nasdaq debut targeted for October 2026, ~$965B valuation off the Series H. Revenue run rate reported in the mid-$40Bs.
  • OpenAI - confidential S-1 filed in late May; listing expected H2 2026 at roughly the same scale. Anthropic moving first remains the strategic signal.

πŸ’‘Worth Knowing

  • MCP final spec ships July 28 (36 days out). The 2026-07-28 release candidate is published - stateless core, Tasks, MCP Apps, and the new Mcp-Method / Mcp-Name header requirements plus ttlMs / cacheScope cache directives. New since the last briefing: CircleCI shipped an MCP server (June 12) wiring Cursor / Claude Code / Windsurf / VS Code into pipeline and log data, and the ecosystem crossed 200 server implementations. If you run MCP behind a gateway, plan the proxy-config updates before July 28.
  • Anthropic Agent SDK credit metering - in effect since June 15. Subscription usage routed through the Claude Agent SDK now draws from a separate monthly Agent SDK credit. If you run production against a Pro/Max plan via an outside harness, confirm you're not silently capping - or move to API billing.
  • Washington CBPS reminder. If you advise any covered Tier 2 building owners in WA, the EMP/O&M documentation deliverable is 9 days out (July 1) - it's the documentation, not the performance target, but it's a hard date.

πŸ”—Worth Reading

Generated on Monday, June 22, 2026