The Latest

  • DTE Energy's coal-fired Belle River power plant.
    Image attribution tooltip
    "Belle River Power Plant East China, Mich." by Tom is licensed under CC BY-ND 2.0
    Image attribution tooltip

    DTE ties rate stability to data center projects as large-load pipeline remains steady

    The company’s $30 billion electric utility capital investment plan was unchanged from the first quarter, officials said during the second-quarter earnings call.

  • A bunch of cubes
    Image attribution tooltip

    Adobe Stock / Angus.YW

    Image attribution tooltip
    Sponsored by West Monroe

    Leading the agentic grid transformation

    The strategic priorities shaping the future of intelligent utility operations.

  • An aerial view of house near large warehouse-like buildings.
    Image attribution tooltip
    Nathan Howard via Getty Images
    Image attribution tooltip

    PJM files backstop auction plan at FERC to meet capacity shortfall

    The proposal aims to fill a capacity shortfall driven by surging data center demand, which could grow by 70 GW by 2038, according to the PJM Interconnection. The success of the plan depends on states taking steps to protect their retail customers from cost shifts, it said.

  • An aerial view of a large building.
    Image attribution tooltip
    Courtesy of Meta
    Image attribution tooltip

    Exelon ‘high probability’ data center load falls 40%

    The drop to 11 GW reflects Exelon’s ability to weed out speculative projects through “transmission security agreements,” said CFO Jeanne Jones.

    Updated July 31, 2026
  • Xcel Energy nuclear power plant in Monticello, Minnesota
    Image attribution tooltip
    Retrieved from Xcel Energy.
    Image attribution tooltip

    Xcel Energy on track for 3% retail sales growth this year, executives say

    The company has a 2026-2030 base capital investment plan of $60 billion and line of sight to an additional $10 billion that includes transmission and generation for data center load.

  • A man in wildfire gear stands near a fire.
    Image attribution tooltip
    Justin Sullivan via Getty Images
    Image attribution tooltip

    Edison CEO: California utilities face credit downgrades without wildfire reforms

    With four weeks left in the legislative session, CEO Pedro Pizarro acknowledged the possibility California lawmakers will not pass wildfire liability reforms this year.

  • An electric substation next to an industrial building.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Texas approves AI data center co-location next to wind farm, with curtailment caveats

    A final order in the case could offer an early template for other large behind-the-meter loads, requiring rapid curtailment during grid emergencies while limiting participation in demand response programs.

  • A brightly lit power plant next to a road.
    Image attribution tooltip
    The image by Chad Davis is licensed under CC BY 2.0
    Image attribution tooltip

    Under pressure, Entergy looks to mitigate cost of $1.8B Texas gas plant purchase

    “We know that Cottonwood isn't the shiniest new plant out there,” Entergy CEO Drew Marsh told analysts. The deal is “increasingly in doubt,” one says.

  • New electrical transformers at a Pacific Gas & Electric storage facility.
    Image attribution tooltip
    Justin Sullivan/Getty Images via Getty Images
    Image attribution tooltip

    DOE mulls changes to Biden-era transformer rule, raising utility concerns

    Utility associations supported the 2024 efficiency requirements for distribution transformers and oppose their repeal. The rule may threaten national security, DOE says.

  • A large warehouse-like building with homes in the background.
    Image attribution tooltip
    Nathan Howard via Getty Images
    Image attribution tooltip

    FirstEnergy data center contracts surge 50% in Q2

    Mon Power, a FirstEnergy subsidiary, plans to assess a surcharge on its customers to help finance $2.7 billion in generation it is building in West Virginia, mainly for a data center.

    Updated 21 hours ago
  • Solar panels attached to an apartment balcony
    Image attribution tooltip
    Sean Gallup via Getty Images
    Image attribution tooltip
    Opinion

    A plug-in solar solution that utilities and lawmakers can agree on

    To ensure both household safety and grid reliability, the next wave of plug-in solar state legislation should adopt tiered wattage definitions and export limits, writes CraftStrom CEO Stephan Scherer.

  • GM Factory Zero Detroit
    Image attribution tooltip

    Courtesy of General Motors 

    Image attribution tooltip

    V2G could deliver 15 times more value than one-way managed EV charging: report

    The U.S. fleet of bidirectional-capable electric vehicles is growing, and regulatory reforms could help utilities unlock $7 billion in potential value, according to an E3 analysis.

  • A person bikes past a power plant
    Image attribution tooltip
    Mario Tama via Getty Images
    Image attribution tooltip

    California’s carbon-pricing program generated $36.2B for climate initiatives: report

    The Cap-and-Invest program deployed $15.5 billion for projects focused on clean air, energy efficiency and emissions reductions. Covered entities, including power plants, are required to surrender a tradeable permit for every metric ton of carbon they emit.

  • Aerial close up of wind turbine in Ohio with a wind farm and substation in the background.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CMS Energy plans to sell renewable assets to focus on regulated utilities

    The Jackson, Michigan-based company said the move would simplify its corporate structure, net about $500 million and set it up to generate nearly all of its earnings from its regulated utilities after 2027.

  • A battery system installed by Lincoln Electric System in Nebraska.
    Image attribution tooltip
    Permission granted by Lincoln Electric System
    Image attribution tooltip

    30-MW Nebraska microgrid gets a non-lithium battery boost

    Lincoln Electric System is energizing a 3-MW/12-MWh zinc-based battery to support the Nebraska state Capitol complex and other critical infrastructure.

  • A crane being used to build a data center.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    PJM board proposes backstop capacity auction, data center curtailment plans

    FERC’s response to the proposals will likely “influence utility capital investment, data center development timelines and the allocation of reliability risks and costs,” ClearView Energy Partners said.

    Updated July 28, 2026
  • A person talks into a megaphone while holding a sign reading "They're stealing from us."
    Image attribution tooltip
    Bryan Steffy via Getty Images
    Image attribution tooltip
    Deep Dive

    Utility profits in the crosshairs amid affordability concerns

    As states target utilities’ return on equity, Pepco’s rate case in Maryland, where the consumer advocate is arguing for an ROE cut, is being closely watched.

    Updated July 29, 2026
  • Service technicians work to install transmission towers.
    Image attribution tooltip
    Brandon Bell via Getty Images
    Image attribution tooltip

    CenterPoint says 14 GW likely eligible for Texas’ ‘Batch Zero’ large-load interconnection

    The utility expects 50% load growth by the end of 2029, largely driven by data centers navigating Texas’ new large-load interconnection process, company officials said Tuesday.

  • A man gestures while speaking
    Image attribution tooltip
    Anna Moneymaker via Getty Images
    Image attribution tooltip

    NextEra on track to close Dominion merger by late 2027, executives say

    The Virginia State Corporation Commission has scheduled the first public hearing on the proposal for this November. Separately, NextEra is also working to sign final agreements with the U.S. and Japan for 9.5 GW of gas-fired “hubs” in Texas and Pennsylvania.

  • Transmission towers with flowers in the foreground
    Image attribution tooltip
    Justin Sullivan via Getty Images
    Image attribution tooltip

    PG&E says it has 12.7 GW in data center pipeline as it courts smaller loads

    The company’s data center pipeline has fluctuated over the past year. Executives attributed the changes to stricter vetting of potential projects and expressed confidence that its efforts to attract the right kind of customer are paying off.

  • data center under construction in Vernon, Calif.
    Image attribution tooltip
    Mario Tama/Getty Images via Getty Images
    Image attribution tooltip

    BNEF chip-based model pegs US data center demand at 207 GW by 2033

    A base model anticipates U.S. data center demand of about 118 GW by 2030. As potential demand and proposed data center size both grow, so does the complexity in forecasting, analysts said.

  • A row of solar panels in a field.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip
    Opinion

    Community solar can bridge California’s energy affordability gap

    Regulatory complexities are thwarting innovation and keeping electricity bills for the majority of Californians far too high, writes Ardi Arian, CEO of Renewable America.

  • New York State Capitol Albany, New York StateU.S.A.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Behind the New York data center pause is legislation that could impact existing facilities

    Legislation that’s been put on the back burner while the moratorium is in effect would require large data centers to procure at least a third of their electricity from renewable sources by 2030 and might impact those with water-intensive cooling, analyses show.

  • Joshua Fisher, White House Executive Residence Office, East Wing
    Image attribution tooltip
    Chip Somodevilla via Getty Images
    Image attribution tooltip

    Trump’s ‘vindictive’ use of energy, other grants sparks backlash

    The administration nixed $7.6 billion in clean energy grants last year “based solely on the political identity of the grant recipient’s state,” the U.S Department of Energy said in court documents.

  • Men sit at desks with computer screens.
    Image attribution tooltip
    Permission granted by PJM Interconnection
    Image attribution tooltip
    Opinion

    States cannot be granted filing rights under Section 205 of the Federal Power Act

    The Federal Energy Regulatory Commission should reject a proposal that states share “filing rights” with the PJM Interconnection and its transmission owners, former FERC Chairman Joseph Kelliher writes.

  • A man sits at a desk in front of a sign that says "David Mills president and CEO, PJM Interconnection."
    Image attribution tooltip
    Retrieved from Federal Energy Regulatory Commission.
    Image attribution tooltip

    FERC will impose reforms if PJM fails to adopt changes by September, chairman warns

    There appears to be broad support for strengthening the independence of the grid operator’s board, possibly by moving to an advisory stakeholder process, and giving states more influence. Some also called for codifying the public interest in PJM’s mission.