The Latest
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CISA seeks critical infrastructure sector input on cyber-incident reporting rule
CISA announced a series of town hall meetings with affected industries about the pending rule. The one for the energy and nuclear sectors is scheduled for March 9.
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Unsplash / Jaël Vallée
Sponsored by TS Conductor5 congested markets, 1 ready-to-scale solution
From ERCOT to PJM and beyond, America’s biggest grid operators contend with billions in grid congestion costs — but advanced conductors can provide urgent relief.
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AEP contracted large load pipeline doubles to 56 GW
American Electric Power’s data center pipeline in Texas surged to 36 GW by the end of December, from 13 GW in the third quarter.
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DOE ‘does not have a plan’ for oversight of billions in energy funds: GAO
Since the IIJA appropriated about $21.5 billion of “no-year appropriations” for clean energy demonstration projects, DOE will “have an ongoing need to solicit and review applications for additional projects,” the U.S. Government Accountability Office said.
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Transmission drives Exelon’s capital spending plan to $41.3B
Exelon has a “line of sight” on $12 billion to $17 billion of transmission buildout over the next 10 years that isn’t included in its current capital plan, a company official said.
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Data centers pursue on-site power as affordability tops utility concerns: BofA
Hyperscalers are looking to secure power fast, “firm and smooth with storage, then layer in solar as the lowest-cost marginal energy,” wrote Bank of America Securities analyst Dimple Gosai.
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Melissa Sue Gerrits via Getty Images
OpinionThe rate case for grid resilience: Why climate change isn’t just about storms
Utilities that delay resilience investments hoping that global climate mitigation efforts will reduce the need for local hardening are taking a dangerous gamble, writes Kai Karlstrom, director of solutions engineering at Repath.
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At $103B, Duke claims largest spending plan of any regulated US utility
The company is already deploying more than $1 billion in capital every month, CEO Harry Sideris said. Its North Carolina utility has a rate case pending.
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Anna Moneymaker via Getty Images
TVA board, remade by Trump, votes to keep coal plants open
There has been a “significant change in the regulatory outlook, particularly for coal, and that creates both the opportunity and the need for us to revisit these decisions,” said TVA CFO Tom Rice.
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300-MW Ameren fast-track project hits snag on DOE transmission funding uncertainty
It’s unclear if the U.S. Department of Energy will help fund a set of 345-kV projects in the Great Plains region, leaving Ameren Missouri in doubt about potential interconnection costs for its project.
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New Mexico VPP bill would allow third-party aggregators to participate
If the bill becomes law, the state’s three investor-owned utilities would need to offset 15% of peak demand and allow customers to lock in rates for five years.
Updated Feb. 12, 2026 -
Retrieved from U.S. Department of Energy.
OpinionMinnesota’s distributed capacity procurement decision could shape the grid far beyond its borders
The Minnesota Public Utilities Commission should approve a framework that supports open, competitive participation, writes Coalition for Community Solar Access CEO Jeff Cramer.
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Retrieved from Janet Butler/U.S. Fish and Wildlife Service.
FERC rejects AEP request to sell capacity in upcoming auction
Critics argued AEP utilities were trying to offload capacity they acquired to serve data centers that didn’t materialize. FERC appeared to echo that rationale, saying AEP’s “problem” is simply excess capacity resulting from “its own business decisions.”
Updated Feb. 11, 2026 -
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Growing demand will be met mainly by solar: EIA
The Energy Information Administration expects solar generation to jump 17% this year and an additional 23% in 2027.
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Brandon Bell via Getty Images
OpinionElectrification is outpacing investment. A federal trust fund could close the gap.
A federal trust fund for energy infrastructure could facilitate grid expansion and maintenance, writes Zane Kinsky, a Clean Energy Leadership Institute 2025 Fellow.
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Justin Sullivan via Getty Images
CAISO shifts transmission focus to reliability to meet peak demand growth
The California Independent System Operator detailed this shift in a report prepared for the governor and legislature as part of preparations for launching a new Western regional organization to oversee electricity markets.
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Data centers can tap batteries, microgrids for faster interconnection: NEMA
Battery systems are “increasingly critical” for data center operators willing to pay a premium for resilience and faster time to power, industry analysts say.
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Mario Tama via Getty Images
Polish power grid hack offers lessons for critical infrastructure operators, CISA says
The targeted Polish wind and solar farms used OT control devices from multiple companies, including Hitachi, Mikronika and Moxa, but all of the devices used default passwords.
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EPA extends coal ash landfill monitoring, cleanup deadlines
The Environmental Protection Agency’s action is part of a broad push by the Trump administration to support fossil-fueled power plants.
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New York City adopts 2025 energy codes with focus on electrification, efficiency
The NYC Energy Conservation Code enhances requirements for backup electric heating, mandates air-leak testing for all buildings and places demand response requirements for commercial water heating and lighting.
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Opinion
The coming age of compact fusion: local power for a data-hungry world
The question now is not whether fusion will matter, but how we build it small, fast and local, writes Itay Gissis, vice president of R&D for nT-Tao: “The goal is not to build a bigger star, but to bring the power of the stars within reach.”
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New Jersey utilities begin to develop virtual power plants
The New Jersey Board of Public Utilities asked for information from utilities on distributed energy resource hosting constraints and how new interconnections can be accelerated.
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The image by chaddavis.photography is licensed under CC BY-SA 2.0
Natural gas installations more than doubled in 2025: FERC
The U.S. installed around 4.2 GW of natural gas capacity last year from January through November, more than double the 1.9 GW installed in the same period in 2024.
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Courtesy of Basin Electric
Basin Electric Power Cooperative awards contract for $4B North Dakota gas plant
PCL Construction says it expects to finish the first unit of the power plant in early 2029 and the second unit about one year later in 2030.
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OpinionCongressional ‘grid reliability’ bill is like duct tape on a cracked dam
Propping up expensive, dirty power plants threatens consumers with higher prices while punting systemic solutions further into the future, write colleagues from Energy Innovation.
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Manufacturers say AEP Ohio still inflating data center demand after halving forecast
AEP cut its large load forecast by more than 50% after regulators approved a new large load tariff. But the trade group said it does not reflect PJM’s load forecast methodology.
