The Latest
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Southern Co. contracted large load rises to 17 GW
Recently announced projects include a 3.2-GW OpenAI data center near Savannah, Georgia. The contract includes 1 GW of “flexible demand response” for peak shaving — the first such flexibility provision the company has codified with a data center customer.
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Shutterstock/ Leszek Glasner
Sponsored by OracleHow PG&E scaled home energy reports into wide-ranging energy reduction and bill savings
Learn how this approach can support savings, affordability and peak flexibility.
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Eversource Q2 income plunges on transmission ROE, offshore wind charges
Jefferies analysts cast doubt on Connecticut Light and Power’s $1 billion advanced metering infrastructure proposal, which has a negative benefit-to-cost ratio.
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Permission granted by Base Power
OpinionAmerica’s permitting crisis lives at City Hall
Every month a city spends re-reviewing a battery it has already certified safe is time wasted when that resource could be adding capacity to the grid or lowering a family's bill, writes Base Power COO Justin Lopas.
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AEP secures 13 GW of gas turbines as generation ‘central’ to growth plans
Turbines are “a scarce resource and will become increasingly more valuable,” AEP’s Bill Fehrman said. “We're going to continue to be aggressive in our positions on this.”
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Permission granted by Dominion Energy
Dominion offshore wind project cost rises nearly $300M
The increase is due to revised network upgrade costs assigned by the PJM Interconnection, tariffs imposed by the Trump administration in April and updated turbine installation projections, executives said.
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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.
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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.
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Courtesy of Meta
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 -
Retrieved from Xcel Energy.
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.
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Justin Sullivan via Getty Images
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.
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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.
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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.
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Justin Sullivan/Getty Images via Getty Images
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.
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Nathan Howard via Getty Images
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 Aug. 3, 2026 -
Sean Gallup via Getty Images
OpinionA 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.
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Courtesy of General Motors
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.
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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.
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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.
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Permission granted by Lincoln Electric System
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.
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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 -
Bryan Steffy via Getty Images
Deep DiveUtility 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 -
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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.
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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.
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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.
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Mario Tama/Getty Images via Getty Images
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.
