The Workshop
Professional Briefing

πŸ’ΌProfessional Briefing - Thursday, June 25, 2026

Good morning. Here's your industry read.

⚑Energy & Compliance

πŸ“‹Building Performance Standards

Quiet stretch on new adoptions - no fresh state or city BPS announcements this cycle. What matters this week are two hard dates already on the calendar:

  • Washington CBPS Tier 2 - EMP / O&M program operational by Wednesday, July 1 (6 days out). Tier 2 buildings need an Energy Management Plan and an Operations & Maintenance program up and running by that date. This is the documentation deliverable, not the EUI performance target (the full Tier 2 compliance filing isn't due until July 1, 2027). 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 (15 days out). Roughly $1.2M total (~$950K Tier 1, ~$250K Tier 2), per-building caps $10,000–$50,000 by type/size; eligible costs include benchmarking, reporting, and energy audits. Oregon's earliest BPS compliance is still 2028 - this is competitively awarded early-planning money.
  • Idaho - no change. Still on the 2018 IECC with state amendments; no state BPS. The Building Code Board's review of the 2024 IECC for possible future incorporation continues, but nothing is adopted. (Recall the House Business Committee rejected a new code package in February.)
  • Facilities Dive's running tracker still puts 40+ cities with active BPS programs alongside the state standards (WA, CO, OR, plus NYC LL97, etc.).

πŸ”ŒUtilities & Programs

Idaho Power PCA (Case IPC-E-26-10) - still no final order. The IPUC press archive shows the May 4 filing notice but no commission decision as of this week; rates took effect on schedule June 1, and any later action applies retroactively. This stacks on the 9.74% general increase in effect since January.

Avista - large-load MOU (early-June reporting). Avista signed a nonbinding memorandum of understanding to serve an unnamed large-load customer in its Washington territory - 125 MW starting in 2029, with a path to 500 MW by 2032 (about 16% of Avista's current ~3,000 MW peak, or roughly half of all Spokane County usage). The structure is the one to note for the region's data-center debate: the large-load customer pays for all added infrastructure - generation, transmission upgrades, the works - and Avista says costs won't shift to existing ratepayers. The Washington UTC still has to approve. Widely assumed to be a data center; Avista won't confirm.

Avista–Ford Hydro PPA - still on the IPUC modified-procedure track; no final order in the June releases. The replacement PPA picks up where the expiring agreement ends: old term lapses June 30, new three-year term runs July 1, 2026 β†’ June 30, 2029.

NEEA - Q2 program direction. NEEA's emerging-tech pipeline this quarter is leaning into Luminaire Level Lighting Controls (LLLC) integrated with HVAC controls (new field sites being selected, with load-flexibility evaluation) and a Power Index metric for variable-speed motors developed with The Motors Coalition. Heat-pump field work continues on tri-mode residential systems and dual-fuel water heaters. Upcoming: an Advanced Heat Pump Coalition webinar Tuesday, June 30 (5 days out). (The Q2 Board meeting in Helena wrapped this week.)

πŸ›οΈIdaho Energy Policy

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

  • Pocatello - Lex Developments' appeal of the denied ~$2.6B former-Hoku-site data center still sits with City Council on the existing record (no new public hearing in the reconsideration process). No new agenda placement reported since the last edition - watch Idaho State Journal / East Idaho News.
  • Large-load cost allocation remains the live policy fight statewide. HB 911 (new 50 MW+ loads at a single service entrance need IPUC approval) is in effect; HB 895 limits large direct water withdrawals for data centers. The Avista MOU above is the same theme playing out on the Washington side - make the big new customer fund its own infrastructure.
  • Net metering - keep using post-September-2025 Idaho Power residential export credits (cut ~31%, frozen through 2028) for any 2026–2027 residential PV modeling.

πŸŽ“Industry Events

  • ASHRAE Annual Conference - June 27–July 1 (opens Saturday, 2 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 (6 days out).
  • NEEA Advanced Heat Pump Coalition webinar - Tuesday, June 30 (5 days out).
  • Oregon ODOE Round 2 application deadline - Friday, July 10 (15 days out), 5:00 PM PT.
  • ASHRAE Idaho chapter - still on summer hiatus; fall calendar typically resumes in September. Watch idahoashrae.starchapter.com.

πŸ’ΌProfessional & Networking

Still a quiet stretch on the Boise calendar - the chapter circuit is on summer break, and the listings this week are the recurring groups rather than marquee events.

πŸ€–AI Brief

πŸ”§Tools & Models

  • Fable 5 and Mythos 5 are still offline - globally - and have been since June 12. A US government export-control directive (citing national-security authorities) ordered Anthropic to suspend all access to both models by any foreign national, anywhere, including its own foreign-national employees. To comply, Anthropic disabled the models for everyone at 5:21 PM ET on June 12. As of June 24 they remained down for all users with no official restoration date, though an Anthropic exec said in Seoul the company is "very confident" access returns "in the coming days." Anthropic's updated privacy policy (effective July 8) will collect government ID and biometrics - the likely mechanism for a US-verified-users-only return while the export block stays in place. Bottom line: Opus 4.8 ($5/$25 per M tokens) is the model you can actually use today for production work; don't build anything around Fable 5 availability yet.
  • Claude Tag - launched June 23. Anthropic shipped a team-collaboration feature that lets you tag @Claude into channels to delegate tasks and connect tools, data, and codebases - in beta for Claude Enterprise and Team customers. Worth a look if your team already lives in a shared channel workflow.

πŸ“ˆBusiness & Market

  • Anthropic accuses Alibaba of the "largest known distillation attack" against it (June 24). Anthropic told lawmakers (a letter to the US Senate Banking Committee) that operators tied to Alibaba's Qwen lab ran ~28.8 million exchanges through roughly 25,000 fraudulent accounts between April 22 and June 5, using adversarial distillation to extract Claude's most valuable capabilities - software engineering and agentic reasoning. The framing matters: it's the IP/national-security argument underneath the export-control regime now hitting Fable 5.
  • Google's AI talent drain (June 18–19). Two marquee departures in one week: Noam Shazeer - "Attention Is All You Need" co-author and Gemini co-lead - is heading to OpenAI, and John Jumper - AlphaFold co-creator and a 2024 Nobel laureate (shared with Demis Hassabis and David Baker) - is leaving DeepMind for Anthropic (a fit with Anthropic's AI-for-science push). Alphabet shares slid ~5–6% on June 22 on retention concerns.
  • SpaceX signs a $6.3B compute deal with Reflection AI (June 22). The open-source AI startup gets Nvidia GB300 capacity at SpaceX's Colossus complex - $150M/month from July 1 through 2029. It stacks on prior multi-billion-dollar SpaceX compute commitments from Anthropic and Google. Notably, SPCX still fell ~16.5% that day - its worst session since the June 12 debut - a reminder the post-IPO trade is volatile even on revenue news.
  • Funding watch (June 24): agent-governance startup Runlayer raised a $30M Series A (Felicis) for an enterprise "control layer" over AI agents - a tell that as agents proliferate, the money is moving to oversight and guardrails, not just capability.

πŸ’‘Worth Knowing

  • Model-availability hygiene. With Fable 5/Mythos 5 dark, confirm your stack doesn't silently depend on them; pin to Opus 4.8. If/when access returns for US users, expect an ID + biometric verification step (policy effective July 8) before you can re-enable.
  • MCP final spec ships Tuesday, July 28 (33 days out). The release candidate is published - stateless core, Tasks, MCP Apps, and the Mcp-Method / Mcp-Name header requirements plus ttlMs / cacheScope cache directives. If you run MCP behind a gateway, line up the proxy-config updates before the date.

πŸ”—Worth Reading

Generated on Thursday, June 25, 2026