The Latest
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The week in 5 numbers: DOJ ramps up antitrust action, Texas’ grid growth may slow
Plus, the turbine backlog that isn’t going away.
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Sponsored by West Monroe
What’s ahead for utilities: Navigating demand, AI and customer affordability
Discover the trends reshaping utilities and what to expect in 2026.
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Duke University launches power sector ‘competitiveness’ dashboard for Southeast
The Southern states ranked most “competitive” all participated in regional transmission organizations or independent system operators, researchers noted.
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New York targets power sector carbon allowances in proposed climate regulations
The amendments would reduce the annual budget of CO2 allowances through 2037, including the number of voluntary renewable energy purchases.
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Opinion
CCS generation projects are coming. New ways to track and claim their emissions must follow.
Clean energy buyers need a mechanism to claim the low-carbon attributes of carbon capture and storage to advance this method of reducing CO2 emissions from electric generation, NorthBridge Group experts write.
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GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029
CEO Scott Strazik said he expects gas turbine reservations to be sold out through 2030 by the end of 2026. Wind remains the weakest of the company’s three business lines.
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Bill to expand weatherization programs passes through House committee
The bill would raise the average subsidy per housing unit from $6,500 to $12,000 for low-income households. It comes as the federal government and some states cut back on efficiency programs.
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California releases draft text for climate disclosure regulations
Entities covered by SB 253 — which mandates emissions reporting from companies generating over $1 billion in revenue — would need to submit their Scope 1 and Scope 2 emissions by Aug. 10, 2026.
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DHL adds Tesla Semi to California fleet
The logistics company said the electric truck is traveling approximately 100 miles per day and requires charging once per week.
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Opinion
To power the AI revolution, we need a grid built for speed
Advancing AI requires utility incentive reforms that value digital upgrades like advanced metering and distributed energy resource management systems, Schneider Electric’s Jeannie Salo writes.
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EIA cuts 2026 power generation forecast by more than a percentage point
The Energy Information Administration revised down its projection based on how much large load electricity demand has come online so far this year, particularly in Texas, “and its implications for near-term growth.”
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NYPA adopts 5.5-GW renewables plan amid concerns over affordability, policy changes
Developers with major solar, wind and storage projects in the New York Power Authority’s updated plan include AES, EDF Renewable Energy, Forward Power and Orenda.
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Opinion
Permitting reform is critical to meeting our AI moon shot
Congress can either deliver durable permitting reform or continue outsourcing America’s future to Moscow and Beijing, writes Tim Tarpley, president of the Energy Workforce & Technology Council.
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Batteries to provide grid support in transmission-constrained Pacific Northwest: BrightNight
The 200-MW/800-MWh Greenwater Energy Storage Project near Tacoma, Washington, will help integrate renewables and alleviate grid congestion along the Interstate 5 corridor, its developer says.
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Amazon to scale AI-enabled efficiency tool after pilot shaves 15% from energy use
The e-commerce giant plans to deploy Trane Technologies’ BrainBox AI platform across more than 30 sites within its grocery fulfillment and distribution network in the U.S.
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Colorado regulators approve extending life of Comanche 2 coal unit
Xcel’s 750-MW, coal-fired Comanche 3 is offline until at least June, and Colorado peak demand forecasts are rising quickly.
Updated Dec. 10, 2025 -
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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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.