Generation
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Trump plans to use emergency powers to fast-track generation co-located with AI
President Donald Trump’s comments on building power plants for data centers appears to align with the views of FERC Chairman Mark Christie, ClearView Energy Partners said.
By Ethan Howland • Jan. 24, 2025 -
State utility regulators, 4 governors urge FERC to lower PJM capacity price cap
However, lowering the cap could stifle efforts to bring new electric supplies to the PJM region, according to Constellation Energy and the Electric Power Supply Association.
By Ethan Howland • Jan. 23, 2025 -
Trendline
Top 5 Stories from Utility Dive
The U.S. energy transition is facing challenges around grid interconnections, project permitting and power system reliability, but state, federal and other solutions are emerging.
By Utility Dive staff -
Lack of Northeast gas pipeline capacity poses ‘severe threats to reliability’ in cold weather: NERC
A report from the Northeast Power Coordinating Council concludes New York and New England natural gas infrastructure is “fully utilized” during extreme winter weather.
By Robert Walton • Jan. 23, 2025 -
Trump freezes IRA funding
The White House issued a memo to clarify the funding pause, specifying that it pertains only to aspects of the law mentioned in Section 2 of the executive order.
By Kate Magill • Updated Jan. 23, 2025 -
Advanced reactors, interstate cooperation part of New York’s nuclear future: Gov. Hochul
The state will support Constellation Energy’s study of a potential advanced reactor build at one of its operational plants in New York, Gov. Kathy Hochul said Jan. 14.
By Brian Martucci • Jan. 22, 2025 -
DOE nominee Wright aims to boost power supplies to lower costs
“I'm 100% committed to growing our electricity grid and our energy production and removing those barriers that are standing in the way,” said Chris Wright, President-elect Donald Trump’s pick to lead the Department of Energy.
By Ethan Howland • Jan. 16, 2025 -
Deep Dive
2025 FERC, DOE Outlook: Surging demand growth to drive power-sector agenda
The Federal Energy Regulatory Commission and the departments of Energy and Interior will play key roles in the Trump administration’s efforts to spur new power supplies and cut energy costs.
By Ethan Howland • Jan. 16, 2025 -
PJM’s proposal to unlock unused interconnection capacity gains broad support
The PJM Interconnection’s plan to revise its Surplus Interconnection Service rules could free up 26 GW for a July capacity auction, clean energy trade groups said Monday.
By Ethan Howland • Jan. 14, 2025 -
Biden orders Energy, Defense departments to lease sites for AI data centers, clean energy generation
The executive order calls for using “categorical exclusions” to rapidly site data centers and power generation.
By Robert Walton • Jan. 14, 2025 -
PJM’s capacity market proposal faces pushback from market monitor, generators
The PJM Power Providers Group, Advanced Energy United and ratepayer advocates are among those opposing proposed revisions to the grid operator’s must-offer and market seller offer cap rules.
By Ethan Howland • Jan. 13, 2025 -
2025 could be a banner year for natural gas plant acquisitions: Enverus
Gas plant acquisitions exceeded $3.1 billion in 2023 and $4.3 billion in 2024. Deals struck in 2025 will likely eclipse those totals, according to Enverus.
By Emma Penrod • Jan. 13, 2025 -
Constellation’s $16.4B purchase of Calpine would create largest US power generator
The combined entity would have almost 60 GW of generating capacity from zero- and low-emission sources, including nuclear, natural gas, geothermal, hydro, wind, solar and batteries.
By Robert Walton • Jan. 10, 2025 -
PJM ‘shovel-ready’ interconnection plan draws mixed reviews at FERC
State utility regulators and power plant owners told the Federal Energy Regulatory Commission they support PJM’s Reliability Resource Initiative, but renewable developers and others oppose it.
By Ethan Howland • Jan. 9, 2025 -
9 US electric power sector issues to watch in 2025
From rising electricity prices and demand to emerging opportunities and challenges around nuclear energy, virtual power plants, renewables and more, we’ve highlighted nine of the most important issues for the year ahead.
By Robert Walton, Ethan Howland, Diana DiGangi, Larry Pearl, Brian Martucci • Jan. 8, 2025 -
Data centers drive growth, risk for PG&E, Constellation, NorthWestern: BofA
Electric utilities that can increase earnings related to data center energy demand should see their share prices rise in 2025, according to Bank of America Global Research.
By Robert Walton • Jan. 8, 2025 -
FERC approves Shell purchase of 600-MW gas-fired plant in Rhode Island
The deal, expected to close this quarter, gives Shell “valuable trading opportunities” in the New England power markets, according to the company.
By Ethan Howland • Jan. 8, 2025 -
Virginia to get world’s first commercial fusion power plant
Commonwealth Fusion Systems announced it will build the multibillion-dollar project in Chesterfield County.
By Zachary Phillips • Jan. 7, 2025 -
Texas, Utah, Last Energy challenge NRC’s ‘overburdensome’ microreactor regulations
The Nuclear Regulatory Commission’s “incredibly costly” licensing process hinders the U.S. nuclear industry, the two states and nuclear developer said in a federal lawsuit filed Dec. 30 in Texas.
By Brian Martucci • Jan. 6, 2025 -
National Grid, Con Edison urge FERC to adopt gas pipeline reliability requirements
To bolster the gas system during cold weather, the federal agency should set pipeline reporting requirements, adopt enforcement mechanisms and tighten the use of “force majeure,” the utilities said.
By Ethan Howland • Jan. 6, 2025 -
Pennsylvania asks FERC to lower PJM capacity price cap to prevent ‘runaway’ costs
The complaint at the Federal Energy Regulatory Commission adds to the turmoil surrounding PJM’s capacity market since its auction in July produced record high prices.
By Ethan Howland • Jan. 2, 2025 -
Texas scraps $1B performance credit mechanism proposal as reliability benefits questioned
"We’ve spent countless hours evaluating the PCM — up until, literally, my last open meeting,” Commissioner Lori Cobos said Thursday. She announced her retirement in December.
By Robert Walton • Dec. 20, 2024 -
FERC floats ‘ride-through’ reliability standards for wind, solar, batteries, plus 5 other open meeting takeaways
The standards are the first in what is expected to be a suite of NERC rules for inverter-based resources, which can trip offline during grid disturbances.
By Ethan Howland • Dec. 20, 2024 -
Biden raises GHG emissions goal, but climate experts say Trump ‘hellbent’ on reversing course
“Even though the Trump administration may not lift a finger to deliver on this plan, it sets a north star for what the U.S. should be aiming for,” said World Resources Institute's Debbie Weyl.
By Robert Walton • Dec. 19, 2024 -
Ameren Missouri will spend $61M to mitigate Clean Air Act violations from Missouri power plant
The agreement resolves litigation around the utility’s 1,178-MW, coal-fired Rush Island power plant, which Ameren Missouri shuttered in mid-October.
By Ethan Howland • Dec. 19, 2024 -
Oklo inks 12-GW advanced reactor supply agreement with data center developer Switch
Initial deployments of the 50-MWe Aurora powerhouse reactor could begin as early as 2029, Oklo said today.
By Brian Martucci • Dec. 18, 2024