Generation
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Electric sector needs firm gas supply to protect grid reliability, gas industry report says
The report, prepared for the Natural Gas Council, applauded reforms introduced following Winter Storm Uri in 2021 but said better coordination between the gas and electric sectors is still needed.
By Marlene Wilden • June 4, 2026 -
Retrieved from Wikimedia Commons.
MISO’s resource outlook improves as forecast generation additions outpace demand growth
The Midcontinent Independent System Operator is expected to have growing capacity surpluses over the next five years, according to the OMS-MISO survey.
By Ethan Howland • June 4, 2026 -
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TrendlineTop 5 Stories from Utility Dive
Power demand is rising amid dramatic shifts in federal energy policy, but technology and markets continue to push the grid toward cleaner, more distributed resources.
By Utility Dive staff -
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Constellation’s Three Mile Island nuclear restart gets boost with FERC waiver
Constellation Energy will be able to transfer capacity interconnection rights, enabling the nuclear unit to potentially deliver all its power when it restarts, possibly before the end of 2027.
By Ethan Howland • June 3, 2026 -
Meris Lutz/Utility Dive
What’s on the mind of EEI conference attendees? Labor, AI, affordability and more.
Utility Dive talked to registrants before the conference to hear how industry changes are impacting their work.
By Meris Lutz • June 2, 2026 -
The image by AsNuke is licensed under CC BY-SA 4.0
OpinionWhat does it take to restore a nuclear power plant?
Restarting previously closed nuclear plants could be one of the most cost-effective ways to supply large amounts of firm, clean electricity, writes Patrick White at Clean Air Task Force.
By Patrick White • June 2, 2026 -
Courtesy of Fortress Transportation and Infrastructure Investors
PJM monitor urges FERC to condition Mara power plant buy for data center complex
FERC should only approve the $1.5 billion deal if Mara agrees to keep the Long Ridge power plant in the PJM Interconnection, Monitoring Analytics said.
By Ethan Howland • June 1, 2026 -
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Entergy’s gas projects are one-third of MISO’s fast-track interconnection process
Roughly 70% of Entergy’s proposed capacity additions would serve planned data centers in Louisiana and Mississippi.
By Ethan Howland • May 29, 2026 -
Mario Tama via Getty Images
OpinionHyperscalers didn’t set out to be power companies. The grid left them no choice.
The power gap left hyperscalers with no alternative but to take on utility-scale obligations and lock up gigawatts of generation, writes Peak Nano CMO Shaun Walsh.
By Shaun Walsh • May 28, 2026 -
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.
By Ethan Howland • May 27, 2026 -
Justin Sullivan via Getty Images
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.
By Marlene Wilden • May 26, 2026 -
Michael Ciaglo via Getty Images
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.
By Meris Lutz • May 26, 2026 -
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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.
May 26, 2026 -
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.
By Ethan Howland • May 22, 2026 -
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.
By Edison Avilés • May 22, 2026 -
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.
By Ethan Howland • May 22, 2026 -
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.”
By John Donelson • May 21, 2026 -
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.
By Ethan Howland • May 20, 2026 -
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.
By Ethan Howland • May 19, 2026 -
Permission granted by Consumers Energy
DOE exceeded its authority with coal retirement delay, states tell appeals court
A decision in the Consumers Energy case could set a precedent for legal challenges to Department of Energy orders keeping fossil-fueled power plants from retiring.
By Ethan Howland • May 18, 2026 -
Anna Moneymaker via Getty Images
Combined NextEra-Dominion would have 130-GW large-load pipeline
Analysts said the deal, which could create the largest regulated electric utility in the world, marks a shift back toward an integrated utility model. The combined business would be “anchored by a more than 80% regulated business mix,” the companies said.
By Robert Walton • May 18, 2026 -
Permission granted by Erock
Sponsored by ERockData center’s onsite generation strategy could be the key to accelerating growth while supporting communities and the grid
Community resistance to data centers is intensifying. Residents and local officials cite concerns: noise, emissions, water consumption, visual impact, land use and the fear that large new loads will require costly new grid infrastructure.
By Joel Yu • May 18, 2026 -
Kent Nishimura / Stringer via Getty Images
DOJ may intervene in NAACP lawsuit over xAI’s data center gas turbines
It is “the policy of the United States to sustain and enhance America’s global AI dominance,” a deputy assistant attorney general at the Department of Justice wrote in a court notice suggesting it might intervene.
By Diana DiGangi • May 15, 2026 -
Mario Tama via Getty Images
OpinionSecurity beyond CIP: When ‘low impact’ doesn’t mean low risk
Today’s power grid was built to handle an outage at a major facility. But there is a growing risk from many smaller resources failing at once, writes Anirban Ghosh at Black & Veatch.
By Anirban “Sunny” Ghosh • May 14, 2026 -
Retrieved from Federal Energy Regulatory Commission.
PJM may be ‘too big to function’: FERC Chairman Swett
Each of the 13 states in PJM, and the District of Columbia, have “fundamentally different regulatory structures, resource portfolios and politics,” FERC Chairman Laura Swett said. FERC will host a conference in July to identify potential reforms to PJM’s governance structure.
By Ethan Howland • May 13, 2026 -
Mario Tama via Getty Images
2026 Q1 roundup: Utilities divided on data centers as affordability looms large
Physics, policy and politics are beginning to constrain some of the electric utility industry’s highest aspirations for data center-driven growth, Utility Dive learned in first quarter earnings calls.
By Meris Lutz • May 13, 2026
