The Latest
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PJM, others challenge large load interconnection filings at FERC
Power producer and data center trade groups, the PJM Interconnection and utilities urged the Federal Energy Regulatory Commission to reject calls for action on the grid operator’s large load rules.
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Sponsored by OATI
DTECH 2026: 5 observations ahead of the biggest grid event of the year
Ahead of DTECH 2026, power systems pioneers OATI share vision for taking utilities Into the Future with AI, DERMS and advanced controls.
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Corporate buyers have contracted for 20.4 GW of ‘clean’ energy so far this year: CEBA
Clean Energy Buyers Association members are willing to pay their “fair share” to get connected to the grid and have, in many cases, embraced a new class of large load tariffs, CEO Rich Powell said.
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NextEra aims to build up to 30 GW in data center power supply hubs by 2035
As part of that effort, NextEra Energy Resources and Basin Electric Power Cooperative are working on a 1.5-GW gas-fired project to serve data centers in North Dakota.
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Opinion
Certainty through transparency: A new planning paradigm for data center loads
To keep pace with accelerating digital demand, we need utility frameworks that are more transparent, more flexible and more responsive, Stack Infrastructure’s Tim Hughes writes.
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With antitrust settlement, Constellation set to become largest US wholesale power provider
The agreement is the first settlement consent decree the DOJ’s antitrust division has filed in an electricity merger in 14 years. It came days after the U.S. solicitor general urged the U.S. Supreme Court to allow a separate antitrust case against Duke Energy to proceed.
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Initial access brokers involved in more cyberattacks, including on critical infrastructure
A research firm also finds nation-states aligning their cyberattacks more closely with geostrategic goals.
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Trump wants ‘ONE’ national AI rule as states seek to curb impacts on energy costs
Florida Gov. Ron DeSantis unveiled a proposal last week that would, among other things, prohibit utilities from charging residents “more” to support data center development.
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US Energy Department offers $134M to boost rare earth recovery projects
Rare earths, a specific critical mineral group of metals, are vital components in advanced manufacturing, defense systems and high-performance magnets used in power generation and electric motors.
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Virginia data centers must pay ‘fair share,’ incoming lieutenant governor says
“There is new energy in this legislature, and with it a real opportunity to build new energy right here in the Commonwealth,” said Lt. Gov.-elect Ghazala Hashmi.
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Rein in CWIP to protect ratepayers from bloated infrastructure costs: report
When utilities use “construction work in progress” accounting, “cost overruns become profit opportunities rather than financial penalties,” the authors of a Manhattan Institute brief said. They pointed to Georgia Power’s Plant Vogtle nuclear expansion as a prime example.
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The week in 5 numbers: Wind and solar are what’s for dinner
In other news, the Trump administration has fired shots at “established monopolist” Duke Energy as officials test antitrust tools in power markets, and a fight over capacity auctions highlights the risk of phantom data centers.
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Opinion
The SPEED Act is an opportunity to align permitting policy with grid reality
Reform is overdue, and the House deserves credit for pushing it forward. But Congress should apply it to multistate transmission in its entirety, not in bits and pieces, says Christina Hayes, Grid Action executive director.
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US added 2 GW of solar in September, putting 2025 ahead of 2024 for new solar generation
Solar accounted for three-quarters of new generation installed so far this year, followed by wind at 13% and gas at 11%.
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US, allies urge critical infrastructure operators to carefully plan and oversee AI use
New guidance attempts to temper companies’ enthusiasm for the latest exciting technology.
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US solicitor general tells Supreme Court to reject Duke Energy antitrust appeal
“This appeal arises out of a campaign by an established monopolist to stop a more efficient rival from disturbing its long-dominant hold over a regional energy market,” U.S. Solicitor General John Sauer said.
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Flexible connections and BYOC could reduce data center burden: report
A flexible approach with “bring-your-own-capacity” could connect data centers faster and save hundreds of millions in system supply costs, says a report from Camus, encoord and Princeton University’s ZERO Lab.
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U.S. data center power demand could reach 106 GW by 2035: BloombergNEF
The forecast is 36% higher than its April estimate. Other experts warn that an AI bubble or speculative data center proposals could be fueling excessive load growth projections.
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Opinion
Google just backed carbon capture tech for data center energy providers. Will other tech giants follow?
The fast-growing electricity demands of data centers could be a game-changer for carbon capture technology in the U.S. power sector, say experts from the Payne Institute at the Colorado School of Mines.
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Retrieved from U.S. House Energy and Commerce Committee.
China seeks long-term vulnerabilities in US energy systems: House panelists
“Today's electricity grid is too often a hodgepodge of digital tools sitting atop an analog foundation, creating seams where adversaries can slip in,” Carnegie Mellon’s Harry Krejsa said.
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California issues enforcement advisory on climate disclosure law
The California Air Resources Board issued guidance on SB 261, which requires large companies to submit climate-related financial risk disclosures, after its implementation was halted by the Ninth Circuit last month.
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The image by Tikilucas is licensed under CC BY-SA 4.0
FERC urged to reject AEP waiver request for PJM capacity sale
It appears American Electric Power’s utilities want to offload capacity they acquired to serve data centers that didn’t materialize, Monitoring Analytics and the PJM Power Providers Group said.
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National Petroleum Council urges permitting reform
A new report from the council says the deepening interdependence of the gas and electric sectors necessitates more coordination between them, along with permitting reform from the government.
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Construction costs continue to climb as prices rise for steel, copper and switchgear
Price volatility is keeping procurement unpredictable for contractors, said Macrina Wilkins, senior research analyst at Associated General Contractors of America.
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California lawmakers say utilities must be accountable for interconnection delays
In a letter to state regulators, 18 legislators say that PG&E and SCE are “repeatedly missing state-mandated timelines to interconnect solar and storage.”
Updated Dec. 3, 2025 -
Opinion
Why wireless monitoring belongs in every utility’s security plan
Monitoring the radio frequency spectrum closes blind spots, supports critical infrastructure protection and speeds incident response, writes Brett Walkenhorst of Bastille, a security company for wireless communication.