Generation: Page 2
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Exelon’s advanced data center pipeline grows to 18 GW
The PJM Interconnection’s market monitor continues to call for a review of how a PECO Energy-Amazon data center agreement would affect power costs and reliability.
By Ethan Howland • Nov. 5, 2025 -
Deep Dive
What the last gas boom (and bust) says about today’s rush to build
Gas power M&A valuations have doubled since 2024, but new generation remains a risky investment, analysts say.
By Diana DiGangi , Meris Lutz • Nov. 4, 2025 -
Explore the Trendline➔
Nathan Howard/Getty Images via Getty Images
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 -
Dominion says largest US offshore wind project on track
The 2.6-GW Coastal Virginia Offshore Wind project is set for completion by the end of 2026 despite vessel delays, the utility company said Friday.
By Brian Martucci • Nov. 4, 2025 -
SPP proposes landmark merger of transmission planning, interconnection processes
The “consolidated planning process” it proposed at the Federal Energy Regulatory Commission will make it easier to bring new power supplies online, the Southwest Power Pool said.
By Ethan Howland • Nov. 4, 2025 -
Gas continues to dominate Entergy plans as data center pipeline grows
The company has agreements for several notable large load projects with Google and Meta and expects substantial load growth from commercial and industrial customers through 2029.
By Brian Martucci • Nov. 3, 2025 -
NextEra aims to restart Iowa nuclear plant by early 2029
The company’s deal with Google to reopen the 615-MW Duane Arnold nuclear plant, which stopped operating in 2020, is still subject to regulatory approval.
By Emma Penrod • Nov. 3, 2025 -
The week in 5 numbers: Rising power prices amid a utility ‘super-cycle’ spending spree
Plus the federal government makes moves on nuclear development and large load interconnection.
By Meris Lutz • Oct. 31, 2025 -
Bloom Energy says it’s on track for 2 GW annual production capacity
The California-based fuel cell company sees opportunity in serving AI data centers looking for on-site power.
By Brian Martucci • Oct. 30, 2025 -
Opinion
A hydrogen ‘do-over’ for California
Getting hydrogen to work as an energy resource will require broadening the type of hydrogen we can live with, writes Melanie Davidson, former head of clean fuels strategy at San Diego Gas & Electric.
By Melanie Davidson • Oct. 30, 2025 -
AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’
Even with the increasing spending, American Electric Power expects it can limit residential rate hikes to 3.5% a year over the next five years, company officials said during an earnings call.
By Ethan Howland • Oct. 30, 2025 -
FERC rejects Tri-State’s large load tariff over retail jurisdiction issues
The decision comes as the Federal Energy Regulatory Commission is considering a U.S. Department of Energy proposal for interconnecting data centers and other large loads to the grid.
By Ethan Howland • Oct. 29, 2025 -
US partners with Westinghouse, Cameco and Brookfield on $80B nuclear deployment
Westinghouse AP1000 reactors will be utilized in a national deployment that will create more than 100,000 construction jobs, the companies said.
By Robert Walton • Oct. 28, 2025 -
OpenAI warns White House of China’s energy dominance
China will account for nearly 60% of global renewables growth in the next five years, according to the International Energy Agency.
By Diana DiGangi • Oct. 28, 2025 -
Opinion
Maryland should resist rewriting utility monopoly laws
The state should embrace competition, innovation and accountability from power distributors, generators and utility regulators, writes Adam Dubitsky, state director for the Land & Liberty Coalition of Maryland.
By Adam Dubitsky • Oct. 28, 2025 -
The image by AsNuke is licensed under CC BY-SA 4.0
Google-NextEra, Santee Cooper announcements signal new life for defunct nuclear projects
“Restarting a once fully operational plant is the fastest path to unlock large-scale nuclear power to meet AI growth in the near-term,” Google said Monday.
By Robert Walton • Oct. 28, 2025 -
Kentucky utility, AG challenge PJM’s regional cost allocation plan for DOE ‘emergency’ orders
Load-serving entities shouldn’t be required to pay for costs they didn’t cause, East Kentucky Power Cooperative and Kentucky’s attorney general told the Federal Energy Regulatory Commission.
By Ethan Howland • Oct. 28, 2025 -
Residential electricity prices up more than 6% in August: EIA
Developers, analysts and policy professionals see growing cause for concern as costs rise.
By Meris Lutz • Oct. 27, 2025 -
Retrieved from WIRES Group.
Surging load growth requires flexibility, new approaches: FERC’s See
“There's a pretty broad range, in my view, of what ‘just and reasonable’ can be, especially when we have new situations and urgency,” FERC Commissioner Lindsay See said.
By Ethan Howland • Oct. 27, 2025 -
US electric utilities entering investment ‘super-cycle,’ says Morningstar DBRS
U.S. electric utilities will spend $1.4 trillion from 2025 to 2030, the firm said. They face challenges around data center demand forecasting, rising rates and regulatory lag.
By Robert Walton • Oct. 27, 2025 -
The week in 5 numbers: The electricity price report everyone is talking about
Plus utility identity fraud, turbine backlogs and more.
By Meris Lutz • Oct. 24, 2025 -
Opinion
Gas reliance will worsen the energy affordability crisis
Utilities and regulators should consider other options before investing in gas plants and making customers pay the inflated price, writes Cassady Craighill, technical education director at GridLab.
By Cassady Craighill • Oct. 23, 2025 -
Retrieved from FERC.
NERC president warns of ‘five-alarm fire’ for grid reliability
“The reliability of the power grid remains extremely high, but, paradoxically, the risks to reliability continue to mount,” the North American Electric Reliability Corp.’s Jim Robb told federal regulators.
By Ethan Howland • Oct. 22, 2025 -
FERC rejects NV Energy plan to allow free exit from interconnection study
Geothermal projects have surged to 3.3 GW in NV Energy’s interconnection queue, which grew 30% in the last three months.
By Ethan Howland • Oct. 21, 2025 -
NorthWestern plans ‘large load’ tariff for Montana data centers
Advocates say the utility plans to serve at least three data centers that could scale up to a load of 2,250 MW — nearly twice its current peak. NorthWestern said it is in talks with potential data center customers but has no agreements.
By Ethan Howland • Oct. 21, 2025 -
Residential electricity prices surge ahead of C&I rates: Berkeley Lab
State behind-the-meter policies and renewable portfolio standards appear to increase electricity prices, Lawrence Berkeley National Laboratory researchers said.
By Ethan Howland • Oct. 20, 2025