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OpinionThe physics of reliability: Why gas peakers alone can’t save the modern grid
Most outages don’t start as a multihour energy shortage; they start as a frequency crisis. If you only have gas, you’re trying to stop a bullet with a shield that takes 10 minutes to lift, writes Arun Muthukrishnan from Arevon Energy.
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Sponsored by Hitachi EnergyThe hidden capacity in field crews
Digital tools help field teams work safer, faster and smarter to strengthen grid reliability.
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Data centers remain standout industry for Schneider Electric
Data center orders accelerated toward the end of 2025 and will likely remain strong through 2026 as projects planned for the next 18 to 24 months take shape, Schneider Electric Chief Financial Officer Hilary Maxson said.
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Public takeover of Tucson Electric Power would cost $4B, Brattle finds
A city-run utility would increase electric bills by $5.8 billion over 20 years, according to a study commissioned by the utility. “No one believes TEP’s accounting,” public power proponents countered.
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CARB approves California’s climate disclosure regulations
The California Air Resources Board, tasked with enforcing the state’s climate disclosure laws, will require companies to report Scope 1 and Scope 2 emissions by August this year.
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OpinionFrom labor to components, America must bring grid modernization home
If the U.S. does not reshore every layer of the grid, it will never be able to power the AI economy it intends to lead, writes Peak Nano CEO Jim Welsh.
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California orders utilities to add 6 GW of non-fossil capacity by 2032
“Eligible new resources must be either zero-emitting or otherwise eligible under the [renewables portfolio standard] program,” according to the California Public Utility Commission order.
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PSEG sees investment opportunity as NJ eyes adding in-state generation
A bill was introduced this week in the New Jersey Legislature that would require a solicitation for gas-fired generation.
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OpinionEfficiency first: A fast track to capacity in the era of hyperscalers
Prioritizing demand-side management before committing billions to new infrastructure mitigates risks for utilities and their customers, according to a pair of efficiency experts.
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Illinois’ new renewables plan compensates for OBBBA losses
The Illinois Commerce Commission approved a long-term renewable resources procurement plan with contract-level provisions aimed at reducing financial barriers to development.
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More interregional transmission could save consumers billions: study
However, East Coast generators would see reduced revenue, giving them an incentive to oppose new transmission lines, researchers said.
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House passes bills to weaken DOE’s appliance efficiency program, repeal home rebates
Consumer advocates lamented the votes. “Efficiency rules are incredibly popular because they save families money on their utility bills,” said Dylan Jaff at Consumer Reports.
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Xcel must begin pole replacement in Texas as court weighs Smokehouse Creek fire lawsuit
An injunction requires Xcel Energy to inspect no fewer than 35,000 poles per year and replace those considered a fire risk within a court-mandated time frame while the litigation proceeds. A trial is scheduled for April 2027.
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Courtesy of Georgia Power
DOE loans Southern $26.5B for 5 GW of new gas, other grid investments
Calling it the largest loan in the agency’s history, DOE said it aims to deliver over $7 billion in cost savings for Georgia Power and Alabama Power customers.
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OpinionGovernors are promising lower power bills. Here’s the only credible path to deliver.
If we treat every new megawatt like it must be served with new poles, wires, substations and peakers, we will lock in another decade of rate shock, write Jigar Shah and Arnab Pal from Deploy Action.
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Massachusetts’ least-cost 2050 peak power mix is combustion-free: report
But a top official with a regional independent power producer group said the focus now, amid rising demand, should be on “energy addition, not retirement or replacement.”
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Solar and wind PPA prices up 9% in 2025, set to continue rising with energy demand
Meanwhile, energy storage agreements have emerged as a fast-growing new product category.
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Constellation Energy sees surging power, capacity prices in 2025
Average day-ahead electricity prices in the PJM West region, for example, jumped 49% in 2025, Constellation Energy said in its earnings report.
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NRG has ‘zero interest’ in speculative new capacity build: CEO
“We are not going to do anything that doesn't meet our unlevered [12-15%] hurdle rate that we've announced, full stop,” said CEO Larry Coben.
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Courtesy of Rivian
Rivian partners with EnergyHub on managed EV charging
Rivian drivers will be able to participate in passive and active managed utility charging programs, company officials told Utility Dive.
Updated Feb. 25, 2026 -
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PJM proposes behind-the-meter reforms in data center colocation effort
The planned reform threatens the economic viability of new combined heat and power generation at industrial facilities in the PJM Interconnection, according to trade groups.
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OpinionThe New England grid passed one winter test, but market reforms are still needed
Constructive collaboration across business and government should be celebrated while the region works to fine-tune its market to sustain existing investments and drive new ones, writes NEPGA President Dan Dolan.
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Courtesy of Georgia Power/Mitsubishi Power
Natural gas equipment bottleneck is easing: Jefferies
“We expect at least 19 GW of total available equipment capacity by 2028, increasing to 49 [GW] and 76 GW by 2029 and 2030,” Jefferies said.
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Permission granted by Dominion Energy
Dominion Energy details its $65B, 5-year spending plan
Data center demand is driving load forecasts and robust capital spending plans as Coastal Virginia Offshore Wind nears the finish line, company executives said Monday.
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Entergy Texas seeks gas generation to meet 1 GW of new demand
The utility issued a request for proposals seeking gas-fired resources capable of being online by 2032 to meet “significant industrial and residential growth.”
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ConEd eyes $38B in capital spending through 2030
The downstate New York utility company sees robust demand growth from electric vehicles and buildings amid heightened reliability challenges and affordability concerns.
