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Forecast uncertainty tempers a banner 2025 for US energy storage: reports
Uncertainty around future load growth, federal guidance on foreign-sourced battery materials and other policy issues could shift deployment up to 52 GW by 2031, Wood Mackenzie said last week.
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Sponsored by Bloom EnergyRedefining data center power strategies in the AI era
Data center campuses are scaling toward the gigawatt level, straining existing grid infrastructure.
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Expect retail electricity prices to rise further: LBNL/Brattle
Record investor-owned utility rate increase requests and approvals last year “suggest additional near-term price increases absent policy/market actions,” according to an analysis.
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PECO seeks $429M rate hike, partly to reduce power outages
PECO’s capital expenditure to net plant ratio is higher than that of 16 peer utilities, indicating a higher risk level, said a Brattle Group representative who testified in support of the rate request.
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OpinionRebuttal: Coal plants are reliable and cost-competitive
Michelle Bloodworth, president and CEO of America's Power, which represents the U.S. coal fleet and its supply chain, pushes back on assertions that coal power should be replaced by renewables.
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Large load tariffs proliferate as states take more active role in data center regulation
In 2025, state regulators approved 29 large load tariffs, and more are on the way. Experts say it’s too soon to know if the tariffs are working as intended, but utilities should prepare for tougher scrutiny amid affordability concerns.
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The image by Mr. Matté is licensed under CC BY-SA 4.0
ArcLight in deal to buy 2.2 GW from InfraBridge, mainly gas
The transaction would give the private equity firm an additional 1.1 GW in the PJM Interconnection, where it owns about 9.7 GW, according to an application at the Federal Energy Regulatory Commission.
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Oncor, LCRA propose up to 244 miles of 765-kV Texas transmission
The proposal supports Texas’ effort to build a network of high-voltage transmission lines to serve growing demand in the Permian Basin.
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Courtesy of New York State Energy Research and Development Authority
BofA upgrades Ørsted outlook, cites diminishing offshore wind risk from Trump
Bank of America analyst Peter Bisztyga said the risks facing Ørsted’s U.S. projects "have significantly diminished in the last few weeks."
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OpinionAI data centers are stressing power infrastructure. Storage is the answer.
No one wants to admit that a power system designed for normal data center behavior is struggling under AI behavior, writes TerraFlow Energy Chief Marketing Officer Amanda Simonian.
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AMP, ratepayer advocates oppose ROE, rates proposed for $1.1B AEP-FirstEnergy transmission project
The proposed rates fail to protect ratepayers from data center-driven transmission costs, the Office of the Ohio Consumers’ Counsel told the Federal Energy Regulatory Commission.
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Courtesy of Ameren
Ameren begins testing dynamic line rating technology
A pilot with Heimdall Power anticipates 30 sensor units that clamp directly onto transmission lines to monitor real-time conditions. Ameren said 15 have already been deployed to some of its most congested lines.
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Generation declined 0.7% year over year in January while prices went up 9.5%
In the Northeast, January generation increased 8.2% year over year due to cooler temperatures. But most of the country saw temperatures near average, above average, or — in the West — significantly above average.
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OpinionBefore we build more gas pipelines, we need better data
Building energy infrastructure takes years, billions of dollars and massive political capital. Better data costs a fraction of that, write researchers at three universities.
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Retrieved from U.S. Senate.
Winter Storm Fern highlighted need for expanded interregional transmission, Senate hears
Some regions saw prices of hundreds of dollars per megawatt-hour, while neighboring areas experienced negative power prices. “There was power not being used at all because the transmission was not available,” said Liza Reed of the Niskanen Center think tank.
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Diana DiGangi/Utility Dive
PJM data center colocation plan takes fire from Vistra, data center group, others
“Even a customer that brings sufficient co-located generation to meet its load cannot avoid curtailment risk,” the Data Center Coalition told the Federal Energy Regulatory Commission. “It is unclear why a customer would pursue this pathway at all.”
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Courtesy of Volvo Trucks
OpinionFleet electrification is running into the grid. Planning and operations need to catch up.
Thoughtfully planned, flexible load offers one answer to the grid’s present challenges, write experts from Synop and the Electric Power Research Institute.
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Diana DiGangi/Utility Dive
50 GW of data centers online at end of 2025, with MISO seeing strongest growth: FERC
ERCOT, the Southwest Power Pool and the Southeast also saw rapid growth, but not as much as the 43% annual growth in the Midcontinent Independent System Operator region since 2020, FERC said.
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Michigan, New York lawmakers consider virtual power plant bills
The proposals would prohibit utility ownership of participating distributed energy resources and require reasonable access for third-party aggregators.
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Coastal Virginia Offshore Wind begins delivering power
CVOW is the largest offshore wind project in the U.S., with 2.6 GW of planned capacity. For now, a single, 14.7-MW turbine is generating power, and transmission upgrades in the PJM Interconnection are needed for full deliverability.
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OpinionSoutheast, lower-cost PJM states offer model for affordable grid expansion
The vertically integrated utility model shows it is possible to build new generation and protect customers from steep rate increases, writes former FERC Commissioner Bernard McNamee.
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DOE offers $50M for tribal energy projects
The funding opportunity outlines program policy factors that can influence the selection of projects for awards, including “the degree to which the proposed project will support the supply of firm, reliable power.”
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Utility-scale solar and wind hit a record 17% of US generation in 2025: EIA
“Combining utility-scale and small-scale solar generation in 2025 increases the share of wind and solar to 19% of total net generation,” said the Energy Information Administration.
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Puget Sound’s vehicle-to-home charging pilot combines demand response, peak shaving, resilience
The test will use electric vehicle batteries for demand response and residential peak shaving while also making their storage capacity available during power outages.
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Permission granted by Pepco Holdings
Q&APepco Holdings CEO talks rising demand, affordability and PJM market reforms
Adding power supplies in PJM — including utility-owned generation — is one way to address affordability challenges, says Pepco Holdings CEO Tyler Anthony.
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Data center buildouts slowed late last year
“Power and electrical equipment is still the main driver of construction delays,” said Gordon Dolven, CBRE data center research director.
