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OpinionAI is outpacing America’s power grid. Nuclear must become a national priority.
Nuclear power can scale with the needs of AI, writes Amentum’s Mark Whitney. Companies and communities relying on renewables will risk outages, higher costs and missed opportunities.
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Addressing utility payment delinquencies amid rising energy burden
Rising payment delinquencies are putting pressure on utility revenue cycles. Utilities are adopting preventive strategies to stabilize cash flow and support customers.
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Coal plant DOE ordered to stay online unlikely to run given ‘flush’ power supplies: CEO
The Department of Energy claimed “emergency” conditions in the Pacific Northwest required TransAlta to continue running Washington’s last coal plant past its planned retirement. The company plans to convert it to run on gas.
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Utilities’ spending spree continues, according to their Q4 2025 reports
Companies highlighted their efforts to address affordability concerns through large load tariffs and other means when speaking about their fourth-quarter earnings.
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EPA delays greenhouse gas reporting as it moves to shut down program
Covered entities for the Greenhouse Gas Reporting Program will not be required to submit 2025 emissions data until October. By then, the agency may have repealed the requirement.
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600+ GWh of US energy storage expected by 2030: Benchmark/SEIA
The U.S. saw record battery deployments in 2025 and likely will again in 2026, propelled by utility-scale installations, according to a report prepared for the Solar Energy Industries Association.
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OpinionLocal control with reasonable county ordinances can support renewable energy deployment
The right regulations and permitting processes can help facilitate renewable resources facing county-level opposition, writes Claire Burch from the Oklahoma Renewable Energy Council.
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Declining solar, storage valuations drive increased M&A: Mercom
“When there is uncertainty, there are good deals to be had,” said Mercom CEO Raj Prabhu. “People are looking for late-stage, low-risk projects that are ready to go, and those are hot commodities.”
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PJM proposes fast-track interconnection plan, capacity auction price collar
The PJM Interconnection says it is taking steps to bring new generation online as fast as possible while protecting ratepayers from high capacity prices.
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Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
Executives with the largest provider of residential solar and battery subscriptions in the U.S. said regulatory uncertainty and a business model shift impacted 2025 volumes and its 2026 outlook.
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Tariffs drove construction input prices up to start 2026
January’s cost increases amounted to a “blistering” annualized rate of 7.1% for nonresidential input prices, according to Associated Builders and Contractors. Copper was up 80% year over year, iron and steel 58% and switchgear 67%.
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Courtesy of Dominion Energy
Virginia, Indiana lawmakers pass surplus interconnection bills
Using existing surplus interconnection, such as at rarely-used peaker plants, can get generation and storage resources online faster and more cheaply than seeking new interconnection rights. PJM lags behind other grid operators in pursuing this.
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OpinionThe physics of reliability: Why gas peakers alone can’t save the modern grid
Most outages don’t start as a multihour energy shortage; they start as a frequency crisis. If you only have gas, you’re trying to stop a bullet with a shield that takes 10 minutes to lift, writes Arun Muthukrishnan from Arevon Energy.
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Data centers remain standout industry for Schneider Electric
Data center orders accelerated toward the end of 2025 and will likely remain strong through 2026 as projects planned for the next 18 to 24 months take shape, Schneider Electric Chief Financial Officer Hilary Maxson said.
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Public takeover of Tucson Electric Power would cost $4B, Brattle finds
A city-run utility would increase electric bills by $5.8 billion over 20 years, according to a study commissioned by the utility. “No one believes TEP’s accounting,” public power proponents countered.
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CARB approves California’s climate disclosure regulations
The California Air Resources Board, tasked with enforcing the state’s climate disclosure laws, will require companies to report Scope 1 and Scope 2 emissions by August this year.
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OpinionFrom labor to components, America must bring grid modernization home
If the U.S. does not reshore every layer of the grid, it will never be able to power the AI economy it intends to lead, writes Peak Nano CEO Jim Welsh.
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California orders utilities to add 6 GW of non-fossil capacity by 2032
“Eligible new resources must be either zero-emitting or otherwise eligible under the [renewables portfolio standard] program,” according to the California Public Utility Commission order.
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PSEG sees investment opportunity as NJ eyes adding in-state generation
A bill was introduced this week in the New Jersey Legislature that would require a solicitation for gas-fired generation.
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OpinionEfficiency first: A fast track to capacity in the era of hyperscalers
Prioritizing demand-side management before committing billions to new infrastructure mitigates risks for utilities and their customers, according to a pair of efficiency experts.
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Illinois’ new renewables plan compensates for OBBBA losses
The Illinois Commerce Commission approved a long-term renewable resources procurement plan with contract-level provisions aimed at reducing financial barriers to development.
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More interregional transmission could save consumers billions: study
However, East Coast generators would see reduced revenue, giving them an incentive to oppose new transmission lines, researchers said.
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House passes bills to weaken DOE’s appliance efficiency program, repeal home rebates
Consumer advocates lamented the votes. “Efficiency rules are incredibly popular because they save families money on their utility bills,” said Dylan Jaff at Consumer Reports.
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Xcel must begin pole replacement in Texas as court weighs Smokehouse Creek fire lawsuit
An injunction requires Xcel Energy to inspect no fewer than 35,000 poles per year and replace those considered a fire risk within a court-mandated time frame while the litigation proceeds. A trial is scheduled for April 2027.
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Courtesy of Georgia Power
DOE loans Southern $26.5B for 5 GW of new gas, other grid investments
Calling it the largest loan in the agency’s history, DOE said it aims to deliver over $7 billion in cost savings for Georgia Power and Alabama Power customers.
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OpinionGovernors are promising lower power bills. Here’s the only credible path to deliver.
If we treat every new megawatt like it must be served with new poles, wires, substations and peakers, we will lock in another decade of rate shock, write Jigar Shah and Arnab Pal from Deploy Action.
