Generation
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Justin Sullivan via Getty Images
Hitachi’s nuclear revenue rises as SMR delivery date approaches
The bulk of the Japanese conglomerate’s Energy segment business is in electrical grid equipment. Sales are strong, but inflation and long delivery timelines bear watching, company executives said.
By Brian Martucci • Oct. 30, 2026 -
Courtesy of Duke Energy
OpinionStates must take a critical eye to gas plants proposed over clean energy
The key question for regulators is no longer whether utilities can simply find a reason to install another gas turbine, write experts from Environmental Defense Fund and Minnesota’s CURE.
By Hudson Kingston and Will Scott • Oct. 30, 2026 -
Explore the Trendline➔
Brandon Bell via Getty Images
TrendlineData Centers and the US Grid
A look at how data centers are affecting the U.S. grid today and how new technologies and rate structures could affect that trajectory in the years to come.
By Utility Dive staff -
Courtesy of GE Vernova
GE Vernova in $9B deal to buy high-voltage manufacturer as gas turbine orders slow
The acquisition of Trench Group will help GE Vernova capitalize on rising electricity demand, company executives said.
By Brian Martucci • Oct. 29, 2026 -
Brandon Bell via Getty Images
AEP increases investment plan 30% on generation, transmission spending
American Electric Power’s contracted large loads jumped 22%, to 84 GW, mainly on a 10.4-GW data center in Ohio being developed by SB Energy, company officials said Wednesday.
By Ethan Howland • Oct. 29, 2026 -
Brandon Bell via Getty Images
Chinese-linked solar developer loses appeal over Texas grid interconnection
The U.S. Court of Appeals for the 5th Circuit said Texas has a “free lane” to enforce restrictions on foreign-owned companies’ access to the state’s electric grid in a ruling that could have implications for other states and market participants.
By Meris Lutz • Oct. 29, 2026 -
Getty Images
FirstEnergy data center pipeline increases to 26 GW in Q3
Two FirstEnergy utilities reserved combined-cycle turbines for a 1.2-GW data center-focused project in West Virginia and issued a solicitation for an additional 3 GW, company officials said.
By Ethan Howland • Oct. 29, 2026 -
Bill Pugliano via Getty Images
CMS Energy CEO predicts data center ‘progress’ after midterms
Garrick Rochow blamed political “spin” for permitting setbacks in an earnings call. He did not address the more than $300 million the utility says it has spent to keep an aging coal plant running under DOE ‘emergency’ orders.
By Brian Martucci • Oct. 28, 2026 -
DOE announces $10.1B in loans to Constellation, Alliant, for 3.7 GW
Both loan packages could be used to finance uprates at existing generation facilities, which Energy Secretary Chris Wright called “commonsense” energy policy.
By Robert Walton • Oct. 28, 2026 -
Getty Images
OpinionCapacity, clarity, cash and compliance: the 4 C’s of electric co-op funding success
Compliance is where cooperative utilities tend to struggle the most, and the latest federal funding programs have introduced even tougher terms, writes Fedsprout CEO Aalap Shah.
By Aalap Shah • Oct. 27, 2026 -
PJM urges FERC to dismiss Mon Power ‘fishing expedition’ seeking to recoup $145M
FirstEnergy’s Monongahela Power contends that the PJM Interconnection’s advanced scheduling of gas-fired power plants during Winter Storm Fern may have violated the grid operator’s rules.
By Ethan Howland • Oct. 27, 2026 -
Brandon Bell via Getty Images
CenterPoint expands 10-year capital plan by $4B to handle load growth
The Houston-based utility’s investment plan through 2035 stands at almost $71 billion, and the company is accelerating some investments to support growing customer demand.
By Robert Walton • Oct. 27, 2026 -
Kathleen Flynn via Getty Images
Clean energy groups, states oppose MISO’s large load-generation study plan
The grid operator’s proposed fast-track study process for large loads with generation lacks ratepayer protections and favors vertically integrated utilities over independent power producers, critics said.
By Ethan Howland • Updated Oct. 26, 2026 -
Joe Raedle via Getty Images
Trump eschews tariffs for trade talks on wind turbine imports
Following a Section 232 probe, the president tasked cabinet officials to engage in negotiations and report on their progress within 180 days.
By Phil Neuffer • Oct. 23, 2026 -
Getty Images
OpinionThe capacity market crisis is a design problem, not a verdict on competition
PJM's capacity price spikes are a symptom of a market that drifted too far toward spot-price dependence, not an indication that competition itself does not work, write Atlantic Council experts.
By Stephen Greene and Frank Willey • Oct. 21, 2026 -
Courtesy of LS Power
Q&ALS Power COO sees sweeping power sector investing needs: gas, renewables, transmission and more
“The demand growth we're experiencing today is real,” LS Power’s Darpan Kapadia said. “The supply side is going to take time to catch up, and the markets are screaming that.”
By Ethan Howland • Oct. 20, 2026 -
Getty Images
AEP signs 960-MW Indiana nuclear pact with Amazon, X-energy
If the project is developed, Amazon would purchase the power under a long-term contract that covers the cost of the facility and its operations, the companies said.
By Robert Walton • Oct. 19, 2026 -
Canva / Science Photo Library
Sponsored by ScottMaddenAI in nuclear operations: The shift from adoption to operating value
Nuclear utility AI results have been mixed across the industry, but there are clear trends among those finding value.
By Luke Martin, Alex Tylecote • Oct. 19, 2026 -
Getty Images
FERC proposes easing regulatory pathway for gas pipeline, LNG projects
“The only current restriction on getting American gas is our ability to get the gas to market and the infrastructure bottlenecks,” FERC Chairman Laura Swett said.
By Ethan Howland • Oct. 16, 2026 -
OpinionUtilities can use AI to solve grid backlogs: AWS energy lead
The utilities moving first on AI-powered grid planning are delivering faster approvals, fewer outages and lower costs, writes Amazon Web Services’ head of energy and utilities, Joseph Santamaria.
By Joseph Santamaria • Oct. 15, 2026 -
Courtesy of Mainspring Energy
AEP in deal to buy up to 1.6 GW of Mainspring linear generators
Separately, American Electric Power expects to spend about $4 billion on a 702-MW Bloom Energy fuel cell project in Wyoming that is under contract to Google.
By Ethan Howland • Oct. 15, 2026 -
Getty Images
Fossil fuel generation pipeline rebounds while new clean generation slows: EDF
However, “rising gas turbine costs and supply shortages are already making new gas plants more expensive and slower to build,” David Villagrana, EDF’s lead counsel for clean energy tax solutions, told Utility Dive.
By Diana DiGangi • Oct. 14, 2026 -
Andrew Harnik via Getty Images
PJM plans to study SoftBank’s Ohio AI project under state agreement approach
The project, dubbed “Flagship,” includes 765-kV transmission lines to be built by AEP Ohio, roughly 10 GW in data center load and about 10.2 GW in gas-fired generation.
By Ethan Howland • Oct. 14, 2026 -
Diana DiGangi/Utility Dive
FERC rejects most of PJM’s large load interconnection plan
The PJM Interconnection’s plan for curtailing large loads that don’t have matching new generation intrudes on state jurisdiction and appears to be discriminatory, the Federal Energy Regulatory Commission said.
By Ethan Howland • Oct. 12, 2026 -
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PJM approves fast-track interconnection for 2.1 GW from Engie, LS Power
The grid operator expects Engie’s two storage projects totaling nearly 1.7 GW and LS Power’s 455-MW gas-fired uprate will be online by mid-2029.
By Ethan Howland • Oct. 9, 2026 -
Permission granted by Intersect Power
4-hour storage cheaper than gas peakers across global markets: WoodMac
In North America, data centers are boosting the long-term investment case for energy storage and renewables as gas turbine backlogs and rising fuel volatility drive up peaking costs, according to a note from Wood Mackenzie.
By Robert Walton • Oct. 8, 2026
