The Latest
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Winter peak demand could hit new highs, prompting DOE emergency orders
Grid operators that sought permission to run generators at maximum capacity said they have adequate power supplies, but they made their requests in light of potentially record-high winter peak demand this week.
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MISO regulators seek stakeholder review for DOE ‘emergency’ orders cost allocation
The U.S. Department of Energy has failed to show there are reliability benefits from keeping power plants from retiring in the Midcontinent region, state utility regulators told FERC.
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Opinion
The new equation for energy security in 2026
Energy systems will be shaped by those who build resilient, diversified portfolios that balance reliability, policy, emissions, cost and independence, writes Honeywell Process Technology CEO Ken West.
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Moody’s sees $3T in data center spending by 2030
The financial services company says costlier builds and power constraints could stretch out completion timelines, but demand remains strong.
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DOE orders diesel generators to be ready as electric sector prepares for Winter Storm Fern
Secretary of Energy Chris Wright asked grid operators to be prepared to utilize up to 35 GW of backup generation. A consumer advocate warned the plan is unworkable.
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DOE funding bill ignores some of Trump’s requested cuts
The White House asked that Congress zero out the solar and wind energy programs of the Office of Energy Efficiency and Renewable Energy, but Congress provided $320 million to those two Energy Department programs.
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The week in 5 numbers: DOE axes or alters $83B in loans, NJ governor comes out swinging
U.S. Energy Secretary Chris Wright and Democratic Gov. Mikie Sherrill of New Jersey used their respective bully pulpits to push their energy priorities. Plus, transmission and, of course, PJM news.
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Deep Dive
Can power demand boost renewables above policy obstacles in 2026?
The industry is navigating new FEOC rules and steeling itself for the end of some IRA credits. But load growth and rising electricity bills present opportunity, according to experts in our renewable energy outlook.
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Retrieved from Federal Energy Regulatory Commission.
FERC commissioners see progress in PJM data center, power supply plans
Federal Energy Regulatory Commission Chairman Laura Swett said she is “encouraged that PJM and its stakeholders are working cooperatively now, much more so than they have in the recent past.”
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FERC upholds MISO, SPP fast-track generator reviews
The agency also approved a 1.2-GW pumped storage project planned by Rye Development in Washington.
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Retrieved from Tennessee Valley Authority/Wikimedia Commons.
Lawsuits target EPA rollback of coal plant water pollution standards
The plants need flexibility to meet rising electricity demand, the EPA says. Environmental groups argue that undermines Clean Water Act protections for rivers and drinking water sources.
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Gas sector takes furnace efficiency fight to Supreme Court
Advocates say stricter efficiency rules can be met with proven, energy-saving technologies. The gas industry says the rules ban non-condensing furnaces and other products.
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PJM cost concerns bleed into transmission planning
A proposed $1.7-billion, 765-kV power line across central Pennsylvania by NextEra Energy and Exelon could become the “poster child” for overbuilding new transmission infrastructure, according to that state’s ratepayer advocate.
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Managed EV charging can save utilities and ratepayers money: report
By optimizing electric vehicle charging around peak times, utilities can delay costly distribution grid upgrades while cutting per-vehicle charging costs by 25% or more, Brattle Group said this month.
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Acting CISA chief defends workforce cuts, declares agency ‘back on mission’
Madhu Gottumukkala said the Trump administration supports a long-term renewal of the 2015 Cybersecurity and Infrastructure Security Act. The agency is also working on finalizing regulation under the Cyber Incident Reporting for Critical Infrastructure Act.
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Opinion
Massachusetts can make ‘bottom-up’ distribution reforms for a better grid
Adopting a distribution system operator, or DSO, structure would make the grid cleaner, more flexible and more affordable, writes Corrin Moss.
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New Jersey governor orders state to accelerate solar, storage and virtual power plants
Gov. Mikie Sherrill, who was sworn in Tuesday, also ordered regulators to study how to “modernize” the traditional electric utility business model, including by making utility profits “less dependent on capital spending.”
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Utilities under pressure: 6 power sector trends to watch in 2026
Facing rising demand and aggressive load growth projections, utilities are rolling out massive spending plans. Now they'll have to walk a fine line with regulators and ratepayers.
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Labor, tariffs collide with data center boom
Contractors report booming demand for certain types of builds, particularly data centers and power projects to support them. But outside those sectors, workforce shortages and tariffs weigh on construction.
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Opinion
Project finance is the missing link for the nuclear buildout we need
This model fuels nearly every major energy infrastructure investment and should be applied to nuclear, too, writes Ruhani Arya of Bank of America.
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Google sees CO2 batteries as large-scale way to store renewable energy
The tech giant is working with a Milan-based company called Energy Dome, which has built a model facility in Ottana, Sardinia, Italy. As part of the partnership, Google has made an equity investment in the company.
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PJM board calls for backstop auction in data center interconnection plan
The PJM Interconnection’s board also called on stakeholders to consider extending a price collar on capacity auctions to limit their effect on ratepayers.
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Opinion
A PJM backstop auction could fill the large load supply gap: Talen CEO
Reliability backstop auctions should not be a permanent, ongoing market feature, but they are the answer to today’s problem, writes Talen CEO Mac McFarland.
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Xcel-led coalition proposes Minnesota-North Dakota transmission expansion
All new infrastructure for the line would be within the right-of-way of an existing 345-kV line that faces thermal and voltage issues, the five utilities said.
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Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers
Capstone analysts said the proposal lacks binding authority, “reinforcing that this is policy signaling, not an imminent market reform.”