The Latest
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Data center firm DigitalBridge in $1.1B deal to buy ArcLight
The deal reflects the “convergence of power, AI, and digital infrastructure,” the companies said. ArcLight owned about 20.8 GW as of June.
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Sponsored by Bloom EnergyHow fuel cells turn BYOP into a win for utilities and hyperscalers
BYOP is increasingly evolving into a collaborative utility-customer model for serving large load growth.
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Courtesy of NextEra Energy
Competitive transmission projects come online faster than incumbent projects in 4 regions: R Street
Completed competitive transmission projects are also about 30% less expensive than comparable incumbent utility projects, according to a report from the think tank.
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Permission granted by Sanjay Suchak/Lightshift Energy
US energy storage installations hit Q1 record, up 32% year over year: SEIA
The clean energy trade group projects 613 GWh of deployment by 2030 thanks to robust data center demand. But federal policy gridlock threatens the industry’s trajectory, it said.
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OpinionWhat the streaming wars can teach utilities about the AI data center boom
Utilities can avoid making the same mistakes major studios made in the Netflix era, but only if they view the AI boom as a systemwide modernization challenge rather than an overflowing queue of individual projects, writes Abbey O’Brien at Ulteig.
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Net electricity generation jumped 4.5% in March as the West baked under record heat
Residential sales fell 0.1% year over year while residential prices soared 10.2% in the same period, to 18.8 cents/kWh, the U.S. Energy Information Administration said.
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CAISO recommends 38 transmission projects costing around $6.7B
More than half of the projects are driven by forecasted load growth, marking an evolution in transmission planning from an emphasis on accessing low-cost renewables to “now also reliably meeting growing customer demand,” CAISO said.
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New Mexico regulators approve SPS’ $9B, gas-heavy resource plan
The approved portfolio includes about 3.8 GW of new capacity, anchored by 2,088 MW of gas generation, along with 1,100 MW of wind, 189 MW of solar and 472 MW/1.9 GWh of battery storage.
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OpinionHow Illinois’ energy policy blueprint can address affordability, reliability
By betting on efficiency, storage, long-term energy planning and grid flexibility, the Illinois’ Clean and Reliable Grid Affordability Act offers a blueprint for the state’s energy future, Vote Solar’s John Delurey writes.
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Retrieved from GE Hitachi.
AEP, other Ohio utilities could own nuclear power plants under state bill
The Ohio Manufacturers’ Association opposes the bill, saying it would give utilities a path back into the generation business with customers bearing the financial risks.
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Courtesy of Clayco
Enbridge, Meta to build 365-MW solar/200-MW storage project
Enbridge expects to invest $1.2 billion into the Wyoming project’s construction and anticipates that it will enter service by the end of 2027.
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Retrieved from Federal Energy Regulatory Commission.
US summer generating capacity increases by 75 GW since 2025: FERC
Capacity additions include about 26 GW in Texas, 13 GW in the Western Electric Coordinating Council region and 11 GW in the Midcontinent Independent System Operator market, FERC said.
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Angel Valentin/Getty Images via Getty Images
OpinionPuerto Rico’s power grid is ‘suspended between two realities,’ top utility regulator says
Affordability, reliability and the need to restore public confidence almost a decade after Hurricane Maria are top concerns, writes PREB Chairman Edison Avilés.
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Permission granted by WIRES
FERC Commissioner Chang is ‘not thinking about’ breaking up PJM
“I'm interested in the successful continued operation of PJM, but definitely I want to help them get through this period,” FERC Commissioner Judy Chang told Utility Dive. She called the proposed NextEra-Dominion merger “interesting.”
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New Mexico regulators scrutinize Blackstone-TXNM stock trade in merger review
Consumer and renewable energy advocates say the stock transaction gave Blackstone an early stake in TXNM Energy before regulators could negotiate acquisition-related conditions or customer protections. The companies deny wrongdoing.
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76% of Americans want stronger utility oversight
A poll from consumer advocacy group PowerLines found broad distrust of elected officials and limited understanding of utilities’ business models. Experts told Utility Dive the disconnect could worsen.
Updated May 21, 2026 -
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Financing for California’s signature virtual power plant remains uncertain
Gov. Gavin Newsom proposed funding the Demand Side Grid Support program through this year before moving participants to a separate, utility-run framework. Clean energy groups call the proposal costly and counterproductive.
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Chip Somodevilla via Getty Images
OpinionNuclear fuel is the weak link in US energy security: Centrus CMO
America must rebuild its nuclear fuel supply chain to reduce geopolitical risk, writes Centrus Energy CMO John Donelson. “No one company can do it alone.”
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Mario Tama via Getty Images
In-state geothermal could save California $44B annually: CATF
The Clean Air Task Force estimates that enhanced geothermal deployment could reduce the state’s need to expand interregional transmission by as much as 53%.
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Diana DiGangi/Utility Dive
PJM accelerates backstop auction amid uncertainty over data center cost allocation
The grid operator urged states to develop rules to shield other ratepayers from data center-driven costs, but analysts said it remains unclear how a reliability auction’s costs could be allocated only to hyperscalers.
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Data center interconnection delays complicate demand forecasting: NERC
The U.S. power grid should have sufficient resources to meet typical summer demand, but risk is growing in the shoulder seasons, the North American Electric Reliability Corp. said Tuesday.
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Permission granted by Fervo Energy
OpinionCommon‑sense state action can unlock a geothermal revolution in Utah and beyond
Pairing geothermal with accelerated transmission development and stronger regional coordination can help the West access its gigawatt-scale geothermal potential, write Clean Air Task Force colleagues.
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Nathan Howard via Getty Images
PJM gets emergency approval to curtail data centers, large loads during hot weather
Under the Department of Energy order, the PJM Interconnection can curtail power to data centers with backup generation as a last resort before instituting rolling blackouts.
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The image by FirstEnergy is licensed under CC BY-ND 2.0
FirstEnergy utilities seek West Virginia rate increase
Mon Power and Potomac Edison proposed two rate hike pathways, including one that would increase its revenue in a two-part process that aims to ease its impact on customers.
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Justin Sullivan via Getty Images
Deep DiveNew cybersecurity industry coalition aims to lead US critical infrastructure protection
The new Alliance for Critical Infrastructure wants to change how the nation plans for a major cybersecurity crisis. Founding members include Berkshire Hathaway Energy, Consolidated Edison, Southern Co. and Xcel Energy.
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ISO New England sees marginal winter benefit from behind-the-meter batteries
The grid operator’s first 10-year forecast to incorporate small, customer-sited energy storage systems finds considerable uncertainty about their role on a changing grid.
