The Latest
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Courtesy of GE Vernova
GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029
CEO Scott Strazik said he expects gas turbine reservations to be sold out through 2030 by the end of 2026. Wind remains the weakest of the company’s three business lines.
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Bill to expand weatherization programs passes through House committee
The bill would raise the average subsidy per housing unit from $6,500 to $12,000 for low-income households. It comes as the federal government and some states cut back on efficiency programs.
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California releases draft text for climate disclosure regulations
Entities covered by SB 253 — which mandates emissions reporting from companies generating over $1 billion in revenue — would need to submit their Scope 1 and Scope 2 emissions by Aug. 10, 2026.
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Courtesy of DHL
DHL adds Tesla Semi to California fleet
The logistics company said the electric truck is traveling approximately 100 miles per day and requires charging once per week.
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OpinionTo power the AI revolution, we need a grid built for speed
Advancing AI requires utility incentive reforms that value digital upgrades like advanced metering and distributed energy resource management systems, Schneider Electric’s Jeannie Salo writes.
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EIA cuts 2026 power generation forecast by more than a percentage point
The Energy Information Administration revised down its projection based on how much large load electricity demand has come online so far this year, particularly in Texas, “and its implications for near-term growth.”
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NYPA adopts 5.5-GW renewables plan amid concerns over affordability, policy changes
Developers with major solar, wind and storage projects in the New York Power Authority’s updated plan include AES, EDF Renewable Energy, Forward Power and Orenda.
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OpinionPermitting reform is critical to meeting our AI moon shot
Congress can either deliver durable permitting reform or continue outsourcing America’s future to Moscow and Beijing, writes Tim Tarpley, president of the Energy Workforce & Technology Council.
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Permission granted by BrightNight
Batteries to provide grid support in transmission-constrained Pacific Northwest: BrightNight
The 200-MW/800-MWh Greenwater Energy Storage Project near Tacoma, Washington, will help integrate renewables and alleviate grid congestion along the Interstate 5 corridor, its developer says.
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Amazon to scale AI-enabled efficiency tool after pilot shaves 15% from energy use
The e-commerce giant plans to deploy Trane Technologies’ BrainBox AI platform across more than 30 sites within its grocery fulfillment and distribution network in the U.S.
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Colorado regulators approve extending life of Comanche 2 coal unit
Xcel’s 750-MW, coal-fired Comanche 3 is offline until at least June, and Colorado peak demand forecasts are rising quickly.
Updated Dec. 10, 2025 -
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PJM, others challenge large load interconnection filings at FERC
Power producer and data center trade groups, the PJM Interconnection and utilities urged the Federal Energy Regulatory Commission to reject calls for action on the grid operator’s large load rules.
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Corporate buyers have contracted for 20.4 GW of ‘clean’ energy so far this year: CEBA
Clean Energy Buyers Association members are willing to pay their “fair share” to get connected to the grid and have, in many cases, embraced a new class of large load tariffs, CEO Rich Powell said.
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NextEra aims to build up to 30 GW in data center power supply hubs by 2035
As part of that effort, NextEra Energy Resources and Basin Electric Power Cooperative are working on a 1.5-GW gas-fired project to serve data centers in North Dakota.
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OpinionCertainty through transparency: A new planning paradigm for data center loads
To keep pace with accelerating digital demand, we need utility frameworks that are more transparent, more flexible and more responsive, Stack Infrastructure’s Tim Hughes writes.
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Courtesy of McDermott International
With antitrust settlement, Constellation set to become largest US wholesale power provider
The agreement is the first settlement consent decree the DOJ’s antitrust division has filed in an electricity merger in 14 years. It came days after the U.S. solicitor general urged the U.S. Supreme Court to allow a separate antitrust case against Duke Energy to proceed.
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Initial access brokers involved in more cyberattacks, including on critical infrastructure
A research firm also finds nation-states aligning their cyberattacks more closely with geostrategic goals.
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Trump wants ‘ONE’ national AI rule as states seek to curb impacts on energy costs
Florida Gov. Ron DeSantis unveiled a proposal last week that would, among other things, prohibit utilities from charging residents “more” to support data center development.
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US Energy Department offers $134M to boost rare earth recovery projects
Rare earths, a specific critical mineral group of metals, are vital components in advanced manufacturing, defense systems and high-performance magnets used in power generation and electric motors.
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Virginia data centers must pay ‘fair share,’ incoming lieutenant governor says
“There is new energy in this legislature, and with it a real opportunity to build new energy right here in the Commonwealth,” said Lt. Gov.-elect Ghazala Hashmi.
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Courtesy of Bechtel
Rein in CWIP to protect ratepayers from bloated infrastructure costs: report
When utilities use “construction work in progress” accounting, “cost overruns become profit opportunities rather than financial penalties,” the authors of a Manhattan Institute brief said. They pointed to Georgia Power’s Plant Vogtle nuclear expansion as a prime example.
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The week in 5 numbers: Wind and solar are what’s for dinner
In other news, the Trump administration has fired shots at “established monopolist” Duke Energy as officials test antitrust tools in power markets, and a fight over capacity auctions highlights the risk of phantom data centers.
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OpinionThe SPEED Act is an opportunity to align permitting policy with grid reality
Reform is overdue, and the House deserves credit for pushing it forward. But Congress should apply it to multistate transmission in its entirety, not in bits and pieces, says Christina Hayes, Grid Action executive director.
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Brandon Bell via Getty Images
US added 2 GW of solar in September, putting 2025 ahead of 2024 for new solar generation
Solar accounted for three-quarters of new generation installed so far this year, followed by wind at 13% and gas at 11%.
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Brandon Bell via Getty Images
US, allies urge critical infrastructure operators to carefully plan and oversee AI use
New guidance attempts to temper companies’ enthusiasm for the latest exciting technology.
