Greenhouse Gas Protocol changes can bring trust back to climate accounting

Common claims of 100% reliance on wind and solar are clearly at odds with the physical reality of companies’ electricity supply, writes Wilson Ricks at the Clean Air Task Force.

By Wilson Ricks • April 6, 2026

PECO seeks $429M rate hike, partly to reduce power outages

PECO’s capital expenditure to net plant ratio is higher than that of 16 peer utilities, indicating a higher risk level, said a Brattle Group representative who testified in support of the rate request.

By Ethan Howland • April 1, 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

ArcLight in deal to buy 2.2 GW from InfraBridge, mainly gas

The transaction would give the private equity firm an additional 1.1 GW in the PJM Interconnection, where it owns about 9.7 GW, according to an application at the Federal Energy Regulatory Commission.

By Ethan Howland • March 31, 2026

Fervo geothermal plant gets $421M in debt financing from Barclays, HSBC

Such non-recourse financing “has historically been considered out of reach for first-of-a-kind projects,” Fervo’s chief financial officer said.

By Lamar Johnson • March 19, 2026

LS Power strikes deal to buy 4.4 GW in PJM from Constellation

The transaction is the latest in a series of gas-fired power plant sales in the PJM Interconnection market, where growing demand for electricity is cutting into available supply.

By Ethan Howland • March 19, 2026

Utilities have made $200B+ in profit since 2021, new report says

Investor-owned utilities criticized the Energy and Policy Institute report’s methodology, which shows utilities earning above the allowed returns on equity.

By Brian Martucci • March 17, 2026

PPL Electric reaches $275M rate case settlement, including data center tariff

Under the proposal, average residential customer bills would increase 4.9%. Data centers and other large loads would need to sign agreements of not less than 10 years with provisions intended to protect other customers.

By Ethan Howland • March 16, 2026

Germany’s RWE plans nearly $20B US investment, including gas peakers

RWE had put U.S. investment decisions on hold, in part due to tariff uncertainty, but officials credit the One Big Beautiful Bill Act last year with jump-starting its plans to build fossil plants.

By Robert Walton • March 12, 2026

EPA delays greenhouse gas reporting as it moves to shut down program

Covered entities for the Greenhouse Gas Reporting Program will not be required to submit 2025 emissions data until October. By then, the agency may have repealed the requirement.

By Jacob Wallace • March 4, 2026

Utilities’ spending spree continues, according to their Q4 2025 reports

Companies highlighted their efforts to address affordability concerns through large load tariffs and other means when speaking about their fourth-quarter earnings.

By Meris Lutz • March 4, 2026

Declining solar, storage valuations drive increased M&A: Mercom

“When there is uncertainty, there are good deals to be had,” said Mercom CEO Raj Prabhu. “People are looking for late-stage, low-risk projects that are ready to go, and those are hot commodities.”

By Emma Penrod • March 3, 2026

Sunrun installation volumes fall in Q4 2025 as VPP capacity grows

Executives with the largest provider of residential solar and battery subscriptions in the U.S. said regulatory uncertainty and a business model shift impacted 2025 volumes and its 2026 outlook.

By Brian Martucci • March 2, 2026

From labor to components, America must bring grid modernization home

If the U.S. does not reshore every layer of the grid, it will never be able to power the AI economy it intends to lead, writes Peak Nano CEO Jim Welsh.

By Jim Welsh • March 2, 2026

Public takeover of Tucson Electric Power would cost $4B, Brattle finds

A city-run utility would increase electric bills by $5.8 billion over 20 years, according to a study commissioned by the utility. “No one believes TEP’s accounting,” public power proponents countered.

By Robert Walton • March 2, 2026

The hidden capacity in field crews

Digital tools help field teams work safer, faster and smarter to strengthen grid reliability.

March 2, 2026

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

Xcel must begin pole replacement in Texas as court weighs Smokehouse Creek fire lawsuit

An injunction requires Xcel Energy to inspect no fewer than 35,000 poles per year and replace those considered a fire risk within a court-mandated time frame while the litigation proceeds. A trial is scheduled for April 2027.

By Emma Penrod • Feb. 26, 2026

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

Dominion Energy details its $65B, 5-year spending plan

Data center demand is driving load forecasts and robust capital spending plans as Coastal Virginia Offshore Wind nears the finish line, company executives said Monday.

By Brian Martucci • Feb. 24, 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

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

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

Southern California Edison expects ‘muted’ 2026 growth as wildfire costs roll in

Chief Financial Officer Maria Rigatti told investors the company sees mounting wildfire costs as a one-time setback that won't impact future growth.

By Emma Penrod • Feb. 20, 2026

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

FirstEnergy 5-year spending plan jumps 30%, to $36B, driven by transmission

FirstEnergy is seeking a U.S. Department of Energy loan to pay half of a $2.5 billion gas-fired power plant planned for West Virginia.

By Ethan Howland • Feb. 19, 2026