Generation
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Residential electricity prices continue rise, up 7.4% in September: EIA
Some industry sources say the rise in prices is a function of generation capacity constraints, while others cite transmission and fuel costs. No one sees a near-term solution.
By Meris Lutz • Nov. 26, 2025 -
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No more PJM data centers unless they can be reliably served: market monitor
The PJM Interconnection’s market monitor urged the Federal Energy Regulatory Commission to rule that large data centers can only come online if the grid operator can still meet reliability metrics.
By Ethan Howland • Nov. 26, 2025 -
Explore the Trendline➔
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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 -
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FERC urged to reject 370-MW NorthWestern Colstrip PPA
The Montana Environmental Information Center contends the power purchase agreement with Mercuria could harm NorthWestern Energy’s ratepayers.
By Ethan Howland • Nov. 25, 2025 -
Mario Tama via Getty Images
Natural gas sees ‘largest year-over-year drop’ in California as solar surges
For the first eight months of this year, utility-scale solar generation totaled 40.3 billion kilowatt hours in California, and natural gas accounted for 45.5 BkWh.
By Diana DiGangi • Nov. 25, 2025 -
Courtesy of Amazon
NIPSCO to supply 3 GW to Amazon data centers in northern Indiana
Northern Indiana Public Service Co. and an affiliate expect to spend about $7 billion on 2.6 GW of gas, 400 MW of storage and transmission — to be paid for by Amazon.
By Ethan Howland • Nov. 25, 2025 -
Megan Varner via Getty Images
Georgia Power’s large load pipeline shrinks by 6 GW
Georgia Public Service Commission staff testimony noted data centers are “underperforming expectations” due to lower materialization rates, project cancellations and delays.
By Diana DiGangi • Nov. 24, 2025 -
Mario Tama via Getty Images
DOE large load interconnection proposal sparks federal-state jurisdiction concerns
State regulators, lawmakers and ratepayer advocates voiced alarm over the department’s interconnection proposal, while the Data Center Coalition offered qualified support.
By Ethan Howland • Nov. 24, 2025 -
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FERC approves PECO-Amazon data center transmission agreement
The pact raises “significant questions” about how the agency and states will protect existing customers from the costs of adding large loads to the grid, FERC Commissioner Judy Chang warned.
By Ethan Howland • Nov. 24, 2025 -
Ron Jenkins via Getty Images
The week in 5 numbers: Power outages stretch, data center load overstated
Winter peak demand is rising faster than resource additions, and a bribery scandal ends with a massive payout.
By Meris Lutz • Nov. 21, 2025 -
Retrieved from Federal Energy Regulatory Commission.
New FERC commissioners say connecting data centers is key priority
The agency also will look at how to streamline permitting for certain liquefied natural gas and hydroelectric projects, per its open meeting on Thursday.
By Ethan Howland • Nov. 21, 2025 -
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Texas loan fund tops 3.5 GW of gas capacity secured with latest NRG deal
Greens Bayou is NRG’s third gas project to receive support from the Texas Energy Fund. The company has secured $1.15 billion in low-interest loans to develop about 1.5 GW of capacity.
By Robert Walton • Nov. 21, 2025 -
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OpinionTexas is winning the energy war by ignoring the politics
The Lone Star State is demonstrating an affordable and reliable path to achieving American energy resilience that prioritizes practicality over ideology, writes Amperon CEO Sean Kelly.
By Sean Kelly • Nov. 20, 2025 -
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PJM stakeholders fail to agree on data center interconnection rules
The PJM Interconnection’s board may develop a proposal for new rules to interconnect large loads to the grid, but the timing is unclear.
By Ethan Howland • Nov. 20, 2025 -
Chip Somodevilla via Getty Images
DOE loans Constellation $1B to restart Three Mile Island nuclear unit
The Baltimore-based company expects to spend about $1.6 billion — about $1,916 per kW — to restart the unit, possibly as soon as in 2027.
By Ethan Howland • Nov. 19, 2025 -
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Groups sue FERC over MISO, SPP fast-track interconnection programs
The groups contend the Midcontinent Independent System Operator and Southwest Power Pool’s processes give undue advantage to fast-tracked projects and will lead to higher residential ratepayer costs.
By Ethan Howland • Nov. 19, 2025 -
Julie Denesha via Getty Images
Winter peak demand is rising faster than resource additions: NERC
Batteries and demand response make up the bulk of new resources heading into this winter, the North American Electric Reliability Corp. said Tuesday. Following capacity changes in some markets, wind resources declined.
By Robert Walton • Nov. 19, 2025 -
Permission granted by Consumers Energy
OpinionMeeting America’s generation challenge: Why smarter permitting matters
Efficiency, predictability, transparency and meaningful stakeholder input should be the principles guiding energy permitting reform, writes American Public Power Association CEO Scott Corwin.
By Scott Corwin • Nov. 18, 2025 -
Permission granted by Consumers Energy
Consumers Energy to invest more than $13B in renewables, distribution by 2029
Executives said they expect the U.S. Energy Department to renew the emergency order to keep a coal plant online, emphasizing that the costs will be spread across the region.
By Brian Martucci • Nov. 18, 2025 -
Groups sue FERC over its approval of SPP’s capacity accreditation plan
The Natural Resources Defense Council and the Sierra Club contend the Southwest Power Pool’s accreditation methodologies improperly favor fossil-fueled power plants.
By Ethan Howland • Nov. 18, 2025 -
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NRG aims for 2026 next step in 5.4-GW gas deal with GE Vernova, Kiewit
The company is also set to acquire 12.9 GW of natural gas assets from LS Power early next year, following the Federal Energy Regulatory Commission’s approval of the deal.
By Diana DiGangi • Nov. 17, 2025 -
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Northeast grid operators confident facing winter demand as heating electrification rises
The New England Independent System Operator has said it expects electrification to turn the regional grid to a winter-peaking system sometime in the mid-2030s.
By Robert Walton • Nov. 17, 2025 -
FERC OKs NRG’s 19 GW purchase of LS Power gas-fired and demand response assets
The pending $12 billion transaction would roughly double NRG Energy’s generating fleet during a power market “supercycle.”
By Ethan Howland • Nov. 17, 2025 -
Mario Tama via Getty Images
The week in 5 numbers: Electricity prices extend rise, regulators rein in data centers
Meanwhile, new renewable generation projects continue to face delays and cancellations.
By Meris Lutz • Nov. 14, 2025 -
"TVA nuclear plant" by Tennessee Valley Authority is licensed under CC BY 2.0
TVA pursues ‘historic’ gas build-out, advanced nuclear
The Tennessee Valley Authority is “undertaking one of the largest new asset campaigns in our history,” CEO Don Moul said, with 3.7 GW of new generation currently under construction.
By Diana DiGangi • Nov. 13, 2025 -
Retrieved from U.S. Energy Information Administration.
Electricity prices to continue rise in 2026: EIA
Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,” said the U.S. Energy Information Administration.
By Meris Lutz • Nov. 13, 2025
