Generation
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The image by Peretzp is licensed under CC BY-SA 3.0
PSEG sees investment opportunity as NJ eyes adding in-state generation
A bill was introduced this week in the New Jersey Legislature that would require a solicitation for gas-fired generation.
By Ethan Howland • Feb. 27, 2026 -
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More interregional transmission could save consumers billions: study
However, East Coast generators would see reduced revenue, giving them an incentive to oppose new transmission lines, researchers said.
By Ethan Howland • Feb. 26, 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 -
NRG has ‘zero interest’ in speculative new capacity build: CEO
“We are not going to do anything that doesn't meet our unlevered [12-15%] hurdle rate that we've announced, full stop,” said CEO Larry Coben.
By Diana DiGangi • Feb. 25, 2026 -
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Constellation Energy sees surging power, capacity prices in 2025
Average day-ahead electricity prices in the PJM West region, for example, jumped 49% in 2025, Constellation Energy said in its earnings report.
By Ethan Howland • Feb. 25, 2026 -
Courtesy of Georgia Power
DOE loans Southern $26.5B for 5 GW of new gas, other grid investments
Calling it the largest loan in the agency’s history, DOE said it aims to deliver over $7 billion in cost savings for Georgia Power and Alabama Power customers.
By Robert Walton • Feb. 25, 2026 -
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OpinionThe New England grid passed one winter test, but market reforms are still needed
Constructive collaboration across business and government should be celebrated while the region works to fine-tune its market to sustain existing investments and drive new ones, writes NEPGA President Dan Dolan.
By Dan Dolan • Feb. 25, 2026 -
ConEd eyes $38B in capital spending through 2030
The downstate New York utility company sees robust demand growth from electric vehicles and buildings amid heightened reliability challenges and affordability concerns.
By Brian Martucci • Feb. 24, 2026 -
Entergy Texas seeks gas generation to meet 1 GW of new demand
The utility issued a request for proposals seeking gas-fired resources capable of being online by 2032 to meet “significant industrial and residential growth.”
By Robert Walton • Feb. 24, 2026 -
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PJM proposes behind-the-meter reforms in data center colocation effort
The planned reform threatens the economic viability of new combined heat and power generation at industrial facilities in the PJM Interconnection, according to trade groups.
By Ethan Howland • Feb. 24, 2026 -
Mark Wilson via Getty Images
OpinionThe false promise of cheap and reliable coal
Colorado’s youngest coal-fired generating unit will not produce power, or savings, anytime soon. The problems with Comanche Unit 3 highlight the hazards of relying on coal, write clean energy advocates Anna Adamsson and Leslie Glustrom.
By Anna Adamsson and Leslie Glustrom • Feb. 24, 2026 -
Courtesy of Georgia Power/Mitsubishi Power
Natural gas equipment bottleneck is easing: Jefferies
“We expect at least 19 GW of total available equipment capacity by 2028, increasing to 49 [GW] and 76 GW by 2029 and 2030,” Jefferies said.
By Diana DiGangi • Feb. 24, 2026 -
Aaron Schwartz/Getty Images via Getty Images
What the Supreme Court tariff ruling means for construction
The court decision could drive a modest reduction in price escalation for electrical systems and fixtures, but materials-specific tariffs on steel, aluminum and copper products remain in place, experts said.
By Sebastian Obando • Feb. 23, 2026 -
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OpinionThe electricity paradox: Driving affordability means infrastructure investment
Energy abundance, AI competitiveness and consumer affordability are not in conflict, but the power sector needs to show that growth can lower bills, not raise them, write Ray Gifford and Matt Larson from Wilkinson Barker Knauer.
By Ray Gifford and Matt Larson • Feb. 23, 2026 -
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PPL spending plan jumps 15%, to $23B, on transmission, grid hardening
A PPL-Blackstone Infrastructure joint venture is in talks with hyperscalers to supply their data centers with generation, including options that could be built quickly, a company official said.
By Ethan Howland • Feb. 23, 2026 -
Courtesy of Panasonic Corp.
Evergy’s capital spending plan jumps 24%, to $21.6B, driven by generation
Evergy this month signed electric service contracts totaling 1.9 GW with Google, Meta and Beale Infrastructure, with at least one more contract expected this year, company officials said.
By Ethan Howland • Feb. 20, 2026 -
Diana DiGangi/Utility Dive
As load grows, Southern raises spending plan to $81B
The utility company’s large load pipeline now sits at 75 GW, with 10 GW fully contracted.
By Diana DiGangi • Feb. 20, 2026 -
Scott Olson via Getty Images
OpinionThe ghosts of nuclear past, present, and future: Can you tell them apart?
There’s a lot of chatter about nuclear energy these days, but we need to sort the category to make sense of what is feasible, writes University of Oregon Professor of Practice Joshua Skov.
By Joshua Skov • Feb. 20, 2026 -
Retrieved from Federal Energy Regulatory Commission.
DOE ‘emergency’ power plant orders help grid reliability: NERC official
However, the Midcontinent Independent System Operator's reliability remains at “high risk,” NERC’s John Moura said, and it's unclear whether its fast-track interconnection process will help.
By Ethan Howland • Feb. 20, 2026 -
Jon Cherry via Getty Images
Health, environmental groups sue EPA over repeal of endangerment finding
California will challenge EPA’s “endangerment finding” repeal in court. The U.S. Conference of Mayors pledges to "fight for policy that addresses climate change with the seriousness that it requires."
By Robyn Griggs Lawrence • Feb. 19, 2026 -
Courtesy of FirstEnergy
FirstEnergy 5-year spending plan jumps 30%, to $36B, driven by transmission
FirstEnergy is seeking a U.S. Department of Energy loan to pay half of a $2.5 billion gas-fired power plant planned for West Virginia.
By Ethan Howland • Feb. 19, 2026 -
The image by Pacific Power is licensed under CC BY-ND 2.0
PGE in $1.9B deal to buy PacifiCorp’s Washington utility operations
The deal could yield system resilience, transmission and clean energy investment opportunities as well as new large load customers, Portland General Electric officials said.
By Ethan Howland • Feb. 18, 2026 -
Mario Tama via Getty Images
Entergy sees traditional and high-tech industrials driving sales growth
The New Orleans-based company’s five regional utilities expect 8% annual sales growth through 2029 as data centers and new heavy industrial projects come online.
By Brian Martucci • Feb. 17, 2026 -
Diana DiGangi/Utility Dive
PJM board approves $11.8B transmission expansion plan
Dominion Energy utility lands $4.8-billion, high-voltage, direct-current underground project in Virginia as NextEra Energy-Exelon is awarded a $1.7-billion project in Pennsylvania.
By Ethan Howland • Feb. 17, 2026 -
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DTE Energy’s 5-year spending plan jumps 20% on data center, reliability investments
The company's 2026-2030 investment plan clocks in at $36.5 billion, up from $30 billion it identified in its 2025-2029 outlook.
By Robert Walton • Feb. 17, 2026 -
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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.
By Ethan Howland • Feb. 13, 2026
