CMS Energy plans to sell renewable assets to focus on regulated utilities

The Jackson, Michigan-based company said the move would simplify its corporate structure, net about $500 million and set it up to generate nearly all of its earnings from its regulated utilities after 2027.

By Brian Martucci • July 29, 2026

Behind the New York data center pause is legislation that could impact existing facilities

Legislation that’s been put on the back burner while the moratorium is in effect would require large data centers to procure at least a third of their electricity from renewable sources by 2030 and might impact those with water-intensive cooling, analyses show.

By Joe Burns • July 28, 2026

Explore the Trendline➔

Top 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

PJM board proposes backstop capacity auction, data center curtailment plans

FERC’s response to the proposals will likely “influence utility capital investment, data center development timelines and the allocation of reliability risks and costs,” ClearView Energy Partners said.

By Ethan Howland • Updated July 28, 2026

BNEF chip-based model pegs US data center demand at 207 GW by 2033

A base model anticipates U.S. data center demand of about 118 GW by 2030. As potential demand and proposed data center size both grow, so does the complexity in forecasting, analysts said.

By Robert Walton • July 28, 2026

CenterPoint says 14 GW likely eligible for Texas’ ‘Batch Zero’ large-load interconnection

The utility expects 50% load growth by the end of 2029, largely driven by data centers navigating Texas’ new large-load interconnection process, company officials said Tuesday.

By Robert Walton • July 28, 2026

Utility profits in the crosshairs amid affordability concerns

As states target utilities’ return on equity, Pepco’s rate case in Maryland, where the consumer advocate is arguing for an ROE cut, is being closely watched.

By Herman K. Trabish • Updated 2 hours ago

NextEra on track to close Dominion merger by late 2027, executives say

The Virginia State Corporation Commission has scheduled the first public hearing on the proposal for this November. Separately, NextEra is also working to sign final agreements with the U.S. and Japan for 9.5 GW of gas-fired “hubs” in Texas and Pennsylvania.

By Emma Penrod • July 27, 2026

FERC will impose reforms if PJM fails to adopt changes by September, chairman warns

There appears to be broad support for strengthening the independence of the grid operator’s board, possibly by moving to an advisory stakeholder process, and giving states more influence. Some also called for codifying the public interest in PJM’s mission.

By Ethan Howland • July 24, 2026

Renewables, storage can meet one-third of US industrial heat demand: report

The UC Berkeley analysis should be welcome news for a manufacturing industry that is heavily reliant on natural gas, with its volatile prices, said Jose Dominguez, one of the report’s authors.

By Meris Lutz • July 23, 2026

GE Vernova gas turbine backlog climbs to 116 GW

GE Vernova is taking reservations for 2031 deliveries now, said CEO Scott Strazik. He spoke of an increasingly diverse customer base, including data centers.

By Brian Martucci • July 23, 2026

People are critical infrastructure, too. Utilities must do more or lose talent to tech.

With so much riding on America's AI ambitions, utility workforce strategy must have a place alongside generation, transmission and capital planning, writes Stefan Hirniak, president of Specialist Staffing Group US.

By Stefan Hirniak • July 23, 2026

DOE’s new power export rule at odds with ‘energy emergency’ findings: Public Citizen

“Any export of power ... necessarily makes that power unavailable to domestic customers,” potentially contributing to inadequate supplies for a region, Public Citizen said. 

By Ethan Howland • July 23, 2026

FERC eyes ‘grid-enhancing technology’ incentives: Chairman Swett

Data centers, competition in the transmission sector and PJM Interconnection governance reform were other key topics at the Senate Energy and Natural Resources Committee hearing.

By Ethan Howland • July 23, 2026

Don’t gut the utility model just as we need it most

Cutting utility returns won't lower electric bills and will leave us with a more fragile power grid, writes Scott Aaronson, former secretary of the Electricity Subsector Coordinating Council.

By Scott Aaronson • July 22, 2026

Wisconsin gas plant proposals test state review process

Integrated resource planning would give regulators a clearer long-term picture of electricity needs before major energy investments are approved, advocates say.

By Marlene Wilden • July 22, 2026

SRP to propose up to 1.7-GW mixed-resource project to its board in September

The Marigold Energy Center, about 45 miles south of Phoenix, would include 400 MW of battery storage, 600 MW of solar generation, up to 675 MW of gas generation and a new substation.

By Robert Walton • July 21, 2026

CO2 emissions from US power sector rose 4% last year

The rise in emissions was linked to increased electricity generation and coal use, the U.S. Energy Information Administration said. 

By Meris Lutz • Updated July 23, 2026

US data center electricity use could more than double by 2030: report

Policy responses “reflect a tension between furthering state-level economic development interests and balancing local community health and environmental concerns,” the Kansas Health Institute report states.

By Robert Walton • July 21, 2026

Data centers drove $6.3B in PJM capacity auction costs: market monitor

In the PJM’s last four capacity auctions, data center-related capacity charges were nearly half of the $63.6 billion in total charges, Monitoring Analytics says.

By Ethan Howland • July 20, 2026

AI data center growth could force US utilities to rethink generation plans, BofA says

Data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on on-site gas generation and battery storage, Bank of America analysts project.

By Marlene Wilden • July 17, 2026

PJM capacity auction results compound ‘alarm bells’: FERC Chairman Swett

At its monthly meeting, FERC set data center reliability standard deadlines, ordered CAISO and SPP to report on “seams” issues and advanced a complaint over cost recovery for a New Jersey power line.

By Ethan Howland • July 17, 2026

Renewables remain cheapest, but their LCOE is rising: Lazard

Utility-scale solar’s levelized cost of electricity ranges between $40/MWh and $98/MWh, while combined cycle gas ranges between $51/MWh and $129/MWh, said a report from Lazard.

By Diana DiGangi • July 16, 2026

Google inks deal for massive Arkansas solar and storage project

With a target completion date of 2029, the project is expected to deliver 2.5 GW of generation and 2.9 GWh of battery storage to the regional grid, the tech giant said.

By Lamar Johnson • July 16, 2026

Indiana regulators investigate utility ROEs, ‘trackers’ in affordability review

AES, American Electric Power, CenterPoint Energy, Duke Energy and NiSource could be affected under a “more consumer-oriented utility commission policy,” Paul Patterson, a Glenrock Associates equity analyst, told Utility Dive.

By Ethan Howland • July 16, 2026

PJM capacity prices hit price cap, reserve shortfall grows

“The outcome demonstrates that the current system doesn’t work to bring online new capacity or stimulate demand response, the two things we need the most,” Aurora Energy’s Julia Hoos told Utility Dive, warning of “an intervention doom loop.”

By Ethan Howland • July 15, 2026