US electric utilities entering investment ‘super-cycle,’ says Morningstar DBRS

U.S. electric utilities will spend $1.4 trillion from 2025 to 2030, the firm said. They face challenges around data center demand forecasting, rising rates and regulatory lag.

By Robert Walton • Oct. 27, 2025

PG&E avoids ‘big bets’ as data center demand softens

The company remains focused on improving its credit rating, CEO Patti Poppe said.

By Emma Penrod • Oct. 27, 2025

Explore the Trendline➔

Top 5 Stories from Utility Dive

Power demand is rising amid dramatic shifts in federal energy policy, but technology and markets continue to push the grid toward cleaner, more distributed resources. 

By Utility Dive staff

FirstEnergy expects peak load to grow 45% by 2035 on data centers

In the first nine months this year, electric sales grew 1% from the same period in 2024 but were essentially flat on a weather-adjusted basis. The company anticipates “more meaningful” increases starting in the fourth quarter.

By Ethan Howland • Oct. 24, 2025

The week in 5 numbers: The electricity price report everyone is talking about

Plus utility identity fraud, turbine backlogs and more.

By Meris Lutz • Oct. 24, 2025

GE Vernova bullish on electrical infrastructure as turbine backlog grows

GE Vernova is investing strategically in electrification, its fastest growing segment, despite “intense investor focus” on its gas turbine order ramp, said a Jefferies analyst. 

By Brian Martucci • Oct. 23, 2025

Houston peak load to grow nearly 50% in 6 years: CenterPoint

Industrial growth and the rise of data centers are fueling CenterPoint Energy's outlook and a $65 billion spending plan.

By Robert Walton • Oct. 23, 2025

State AGs probe Big Tech’s use of renewable energy certificates

Republican attorneys general from 16 states sent letters to Amazon, Google, Meta and Microsoft last month questioning claims the companies had made about their energy consumption and emissions reductions.

By Lamar Johnson • Oct. 20, 2025

California delays rulemaking timeline for climate disclosure laws to 2026

The state said the delay was due to the “large volume of public comments” it received. Many utilities were included on a “preliminary” list of covered entities published last month.

By Zoya Mirza • Updated Oct. 15, 2025

Losing power, losing billions: How offshoring grid materials weakens America

Critical materials are the United States’ Achilles’ heel in the race to expand, modernize and intelligently manage the electric grid, writes Peak Nano CEO Jim Welsh.

By Jim Welsh • Oct. 14, 2025

Transform risk into revenue: How to serve bitcoin miners and other energy-intensive customers profitably

OBM is fundamentally changing how power suppliers approach risk management for large-load customers.

Oct. 13, 2025

The week in 5 numbers: Utilities make it rain, wildfire costs rage on

Plus a closely watched acquisition gets the green light, the U.S. renewable outlook shrinks and more

By Meris Lutz • Oct. 10, 2025

Investor-owned utilities could spend $1.1T between 2025 and 2029: EEI

U.S electricity generation rose 3% in 2024 “and is expected to rise for the foreseeable future,” the Edison Electric Institute said Tuesday.

By Robert Walton • Oct. 9, 2025

‘Not a good sign’: Weak manufacturing demand continues amid tariff uncertainty

Of the six biggest manufacturing industries, petroleum and coal products were the only sectors that saw growth in September, according to the Institute for Supply Management’s latest Purchasing Managers’ Index.

By Sara Samora • Oct. 7, 2025

Bridging the skills gap and preparing tomorrow’s utility workforce

When veteran field techs understand how their data feeds analytics platforms or how remote inspections can save time, they don’t just adapt — they help optimize those systems, writes Dan Helman, CEO of Think Power Solutions.

By Dan Helman • Oct. 7, 2025

Minnesota PUC approves $6.2B Allete sale to private equity

The deal with Blackrock’s Global Infrastructure Partners and a Canadian pension fund will bring about $200 million in ratepayer benefits, according to Allete.

By Ethan Howland • Oct. 6, 2025

Modernizing with confidence: the secret to seamless tech migrations

Cut costs, boost CX and migrate without disruption.

Oct. 6, 2025

The week in 5 numbers: DOE slashes clean energy funding following coal ‘investment’

Plus PJM’s data center woes, record storage deployment and new generation additions.

By Meris Lutz • Oct. 3, 2025

Shutdown furloughing federal workers imperils business-critical data

Just hours before most U.S. federal agencies closed, the Bureau of Labor Statistics said it would not release highly anticipated jobs data on Friday.

By Jim Tyson • Oct. 2, 2025

Utility conferences to watch in 2026

See our annual list of notable power-sector conferences where industry leaders will share knowledge in a rapidly-changing landscape. 

By Meris Lutz • Oct. 1, 2025

North American energy professionals report slower hiring: AEE survey

North Americans also displayed more skepticism toward their infrastructure, with 83% saying their local grid could not handle rapid electrification within the next 10 years. 

By Diana DiGangi • Sept. 30, 2025

This week in 5 numbers: Rising demand, rising rates

A wildfire settlement and lengthy transmission timelines are also among the notable numbers in the electric utility sector this week.

By Meris Lutz • Sept. 26, 2025

2.1-GW SOO Green transmission project advances with Iowa agreement

The project developers aim to bring low-cost clean energy from the Midcontinent Independent System Operator into the PJM Interconnection while bolstering grid reliability.

By Ethan Howland • Sept. 25, 2025

Carbon markets are incomplete without nuclear

Major carbon standards do not allow nuclear projects to generate credits, distorting the market, writes Guido Núñez-Mujica, director of data science at the Anthropocene Institute.

By Guido Núñez-Mujica • Sept. 23, 2025

Mars signs solar PPAs with Enel to speed energy transition across supply chain

The confectionery company is teaming up with Enel North America on a trio of renewable purchase agreements estimated to annually generate 1.8 TWh from three Texas solar projects.

By Zoya Mirza • Sept. 22, 2025

Eversource faces financial risk over Trump administration’s offshore wind stop-work order: Fitch

At the same time, New Hampshire's governor signals that an Eversource Energy utility may face more regulatory challenges.

By Ethan Howland • Sept. 17, 2025