Generation
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OpinionReliability risk isn’t just about capacity anymore
Winter Storm Fern showed that the integration of flexible resources paired with improved weatherization and better market structures can materially reduce risk during extreme weather, writes Tapas Peshin of PCI Energy Solutions.
By Tapas Peshin • March 6, 2026 -
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OpinionAI is outpacing America’s power grid. Nuclear must become a national priority.
Nuclear power can scale with the needs of AI, writes Amentum’s Mark Whitney. Companies and communities relying on renewables will risk outages, higher costs and missed opportunities.
By Mark Whitney • March 5, 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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PJM market monitor opposes Maryland power plant sale to data center company
TeraWulf’s plan to buy a power plant from GenOn faces opposition at the Federal Energy Regulatory Commission as hyperscalers at White House meeting pledge to bring their own generation.
By Ethan Howland • March 5, 2026 -
Bennett Raglin via Getty Images
NRC approves construction of advanced nuclear reactor in Wyoming
The construction permit to a subsidiary of Bill Gates’ TerraPower for a 345-MW commercial nuclear power plant project is the NRC’s first commercial reactor construction approval in nearly 10 years.
By Diana DiGangi • March 5, 2026 -
Coal plant DOE ordered to stay online unlikely to run given ‘flush’ power supplies: CEO
The Department of Energy claimed “emergency” conditions in the Pacific Northwest required TransAlta to continue running Washington’s last coal plant past its planned retirement. The company plans to convert it to run on gas.
By Ethan Howland • March 4, 2026 -
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OpinionThe physics of reliability: Why gas peakers alone can’t save the modern grid
Most outages don’t start as a multihour energy shortage; they start as a frequency crisis. If you only have gas, you’re trying to stop a bullet with a shield that takes 10 minutes to lift, writes Arun Muthukrishnan from Arevon Energy.
By Arun Muthukrishnan • March 3, 2026 -
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Tariffs drove construction input prices up to start 2026
January’s cost increases amounted to a “blistering” annualized rate of 7.1% for nonresidential input prices, according to Associated Builders and Contractors. Copper was up 80% year over year, iron and steel 58% and switchgear 67%.
By Sebastian Obando • March 3, 2026 -
Courtesy of Dominion Energy
Virginia, Indiana lawmakers pass surplus interconnection bills
Using existing surplus interconnection, such as at rarely-used peaker plants, can get generation and storage resources online faster and more cheaply than seeking new interconnection rights. PJM lags behind other grid operators in pursuing this.
By Ethan Howland • Updated March 3, 2026 -
Joe Raedle via Getty Images
PJM proposes fast-track interconnection plan, capacity auction price collar
The PJM Interconnection says it is taking steps to bring new generation online as fast as possible while protecting ratepayers from high capacity prices.
By Ethan Howland • March 2, 2026 -
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 -
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 -
Chip Somodevilla via Getty Images
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
