Generation
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The image by Michael Barera is licensed under CC BY-SA 4.0
Vistra CEO says excess capacity in PJM, ERCOT can accommodate flexible loads
Data centers and other large load customers can use on-site backup generation as well as demand response during “super peak” hours, said Jim Burke.
By Ethan Howland • Nov. 10, 2025 -
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Kansas, Michigan regulators approve large load rules for Evergy, Consumers Energy
The new rules, plus proposed legislation in Delaware, aim to ensure that existing utility customers don’t pay costs related to interconnecting data centers and manufacturers.
By Ethan Howland • Nov. 10, 2025 -
Explore the Trendline➔
Nathan Howard/Getty Images via Getty Images
TrendlineElectricity Supply and Demand
After nearly two decades of flat demand, U.S. electricity consumption reached an all-time high in 2024 and is expected to continue rising. This trendline brings together the best of Utility Dive’s coverage of emerging trends in supply and demand and the decisions being made today that will impact the power system for years to come.
By Utility Dive staff -
The image by Dlthwave is licensed under CC BY-SA 4.0
Brookfield sees opportunities for nuclear, hydropower
Strong corporate procurements and U.S. government interest support the company’s “clean firm” investments as renewables remain strong, executives said this week.
By Brian Martucci • Nov. 7, 2025 -
Brandon Bell via Getty Images
The week in 5 numbers: Gas valuations soar, but solar leads new capacity
Other figures show a continued contraction in manufacturing, rising wind prices and interest in 765-kV power lines.
By Meris Lutz • Nov. 7, 2025 -
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US manufacturing dips despite improved demand: PMI
Production deteriorated after expanding in September as tariffs and policy uncertainty continue to raise concerns and weigh on manufacturers across industries.
By Nathan Owens • Nov. 6, 2025 -
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PSEG could offer lower rates to New Jersey’s incoming governor: equity analysts
Public Service Enterprise Group is ready to work with the new administration to keep rates down and find ways to add power supplies in the state, PSEG CEO Ralph LaRossa said.
By Ethan Howland • Nov. 6, 2025 -
Brandon Bell via Getty Images
US installed nearly 26 GW of new generating capacity from January to August
Solar dominated capacity additions, according to FERC's monthly report, while a controversial gas pipeline project from New Jersey to New York got a green light.
By Meris Lutz • Nov. 6, 2025 -
Nathan Howard via Getty Images
Exelon’s advanced data center pipeline grows to 18 GW
The PJM Interconnection’s market monitor continues to call for a review of how a PECO Energy-Amazon data center agreement would affect power costs and reliability.
By Ethan Howland • Nov. 5, 2025 -
Diana DiGangi/Utility Dive
Deep DiveWhat the last gas boom (and bust) says about today’s rush to build
Gas power M&A valuations have doubled since 2024, but new generation remains a risky investment, analysts say.
By Diana DiGangi , Meris Lutz • Nov. 4, 2025 -
Permission granted by Dominion Energy
Dominion says largest US offshore wind project on track
The 2.6-GW Coastal Virginia Offshore Wind project is set for completion by the end of 2026 despite vessel delays, the utility company said Friday.
By Brian Martucci • Nov. 4, 2025 -
Brandon Bell via Getty Images
SPP proposes landmark merger of transmission planning, interconnection processes
The “consolidated planning process” it proposed at the Federal Energy Regulatory Commission will make it easier to bring new power supplies online, the Southwest Power Pool said.
By Ethan Howland • Nov. 4, 2025 -
Gas continues to dominate Entergy plans as data center pipeline grows
The company has agreements for several notable large load projects with Google and Meta and expects substantial load growth from commercial and industrial customers through 2029.
By Brian Martucci • Nov. 3, 2025 -
Courtesy of Holy Cross Energy
NextEra aims to restart Iowa nuclear plant by early 2029
The company’s deal with Google to reopen the 615-MW Duane Arnold nuclear plant, which stopped operating in 2020, is still subject to regulatory approval.
By Emma Penrod • Nov. 3, 2025 -
Scott Olson via Getty Images
The week in 5 numbers: Rising power prices amid a utility ‘super-cycle’ spending spree
Plus the federal government makes moves on nuclear development and large load interconnection.
By Meris Lutz • Oct. 31, 2025 -
Nathan Howard via Getty Images
Bloom Energy says it’s on track for 2 GW annual production capacity
The California-based fuel cell company sees opportunity in serving AI data centers looking for on-site power.
By Brian Martucci • Oct. 30, 2025 -
David McNew via Getty Images
OpinionA hydrogen ‘do-over’ for California
Getting hydrogen to work as an energy resource will require broadening the type of hydrogen we can live with, writes Melanie Davidson, former head of clean fuels strategy at San Diego Gas & Electric.
By Melanie Davidson • Oct. 30, 2025 -
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AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’
Even with the increasing spending, American Electric Power expects it can limit residential rate hikes to 3.5% a year over the next five years, company officials said during an earnings call.
By Ethan Howland • Oct. 30, 2025 -
Courtesy of City of Cheyenne, Wyoming
FERC rejects Tri-State’s large load tariff over retail jurisdiction issues
The decision comes as the Federal Energy Regulatory Commission is considering a U.S. Department of Energy proposal for interconnecting data centers and other large loads to the grid.
By Ethan Howland • Oct. 29, 2025 -
Andrew Harnik via Getty Images
US partners with Westinghouse, Cameco and Brookfield on $80B nuclear deployment
Westinghouse AP1000 reactors will be utilized in a national deployment that will create more than 100,000 construction jobs, the companies said.
By Robert Walton • Oct. 28, 2025 -
Kevin Frayer via Getty Images
OpenAI warns White House of China’s energy dominance
China will account for nearly 60% of global renewables growth in the next five years, according to the International Energy Agency.
By Diana DiGangi • Oct. 28, 2025 -
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OpinionMaryland should resist rewriting utility monopoly laws
The state should embrace competition, innovation and accountability from power distributors, generators and utility regulators, writes Adam Dubitsky, state director for the Land & Liberty Coalition of Maryland.
By Adam Dubitsky • Oct. 28, 2025 -
The image by AsNuke is licensed under CC BY-SA 4.0
Google-NextEra, Santee Cooper announcements signal new life for defunct nuclear projects
“Restarting a once fully operational plant is the fastest path to unlock large-scale nuclear power to meet AI growth in the near-term,” Google said Monday.
By Robert Walton • Oct. 28, 2025 -
Kentucky utility, AG challenge PJM’s regional cost allocation plan for DOE ‘emergency’ orders
Load-serving entities shouldn’t be required to pay for costs they didn’t cause, East Kentucky Power Cooperative and Kentucky’s attorney general told the Federal Energy Regulatory Commission.
By Ethan Howland • Oct. 28, 2025 -
Brandon Bell via Getty Images
Residential electricity prices up more than 6% in August: EIA
Developers, analysts and policy professionals see growing cause for concern as costs rise.
By Meris Lutz • Oct. 27, 2025 -
Retrieved from WIRES Group.
Surging load growth requires flexibility, new approaches: FERC’s See
“There's a pretty broad range, in my view, of what ‘just and reasonable’ can be, especially when we have new situations and urgency,” FERC Commissioner Lindsay See said.
By Ethan Howland • Oct. 27, 2025
