Corporate News
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AI, ICE protests and karaoke: DistribuTECH comes to San Diego
“As an industry, we’ve gone from ‘Keep the lights on and stay out of the news,’ to now being the lead story for energy independence, national security and AI development,” said Del Misenheimer, GE Vernova’s VP and CEO of grid automation and software.
By Robert Walton • Feb. 4, 2026 -
TVA pursues 6.2 GW of new generation, citing data centers, population growth
Data center demand “climbed to 18% of our industrial load in 2025, and we are projecting data center growth to double in our region by 2030,” said CEO Don Moul.
By Diana DiGangi • Feb. 4, 2026 -
Tesla sets battery storage deployment record in Q4 as EV sales slump
Tesla CEO Elon Musk said “energy will have very high growth for as far into the future as we can imagine.”
By Brian Martucci • Feb. 3, 2026 -
2026 US power sector outlook
Read Utility Dive's road map to the year ahead for FERC, affordability, renewable energy, distributed energy resources and more.
By Meris Lutz • Jan. 30, 2026 -
GE Vernova Q4 gas turbine orders surge 74%
Wind turbine orders increased 8% in 2025 — mainly outside the U.S. — despite the Trump administration’s efforts to stifle offshore wind development.
By Brian Martucci • Jan. 30, 2026 -
NextEra bets on gas as data center pipeline remains steady at about 15 GW
The company touted gas supply and pipeline acquisitions. “We expect more gas-fired generation ... so having the ability to move molecules around the country is a critical skill set,” said CEO John Ketchum.
By Emma Penrod • Jan. 29, 2026 -
Sponsored by 1898 & Co.
Horizontal vs vertical AI solutions: ROI requires going deep, not wide
The transformative value and measurable ROI of AI come from the implementation of vertical AI.
Jan. 20, 2026 -
Talen in deal to buy 2.6 GW of gas plants in PJM for $3.5B
The announcement comes amid a surge in power sector consolidation, as generators jockey to meet growing demand from data centers and electrification efforts.
By Ethan Howland • Jan. 16, 2026 -
Judge grants (another) injunction to offshore developer amid Trump’s war on wind
Some analysts predicted a similar outcome on Jan. 16 in a separate case that would allow Dominion to continue construction on its 2.6-GW Coastal Virginia Offshore Wind project.
By Meris Lutz • Jan. 13, 2026 -
MISO selects AEP-Berkshire JV to build $1.2B, 765-kV transmission project
The Midcontinent Independent System Operator also tapped Viridon to build a $350 million project in Wisconsin on the strength of the developer’s cost containment commitments.
By Ethan Howland • Jan. 8, 2026 -
Opinion
The next-gen retail energy mix: Aligning supply portfolios with customer expectations
Retail energy providers must move beyond managing kilowatt-hours and toward orchestrating portfolios that reflect both the realities of modern supply and the values of modern customers, writes Tamara Grose of VertexOne.
By Tamara Grose • Jan. 7, 2026 -
US manufacturing activity in December was the lowest in 2025: PMI
Weak demand and tariff effects are weighing on companies as the U.S.’ recent military operation in Venezuela adds more uncertainty to the mix.
By Nathan Owens • Jan. 7, 2026 -
Dominion seeks higher ROE, rate hike in South Carolina starting in July
Dominion Energy has proposed raising residential customer bills in South Carolina by about 12.7%. The utility is expecting electric demand to grow 1.2% annually for the next two decades.
By Robert Walton • Jan. 7, 2026 -
Vistra to buy Cogentrix Energy’s 5.5 GW of gas plants in $4B deal
Cogentrix is indirectly owned by Quantum Capital Group, which purchased it from Carlyle for $3 billion in 2024.
By Diana DiGangi • Jan. 6, 2026 -
Alphabet acquires clean energy developer Intersect for $4.75B
The acquisition follows a prior partnership between Google and Intersect and represents a new tactic the tech giant’s parent company is adopting in its decarbonization strategy.
By Lamar Johnson • Jan. 6, 2026 -
Energy industry dealmaking soared in 2025 on large utility, IPP mergers
The dollar value of energy industry mergers and acquisitions increased fivefold since 2024, driven by several large mergers that reshaped the utility and energy industries, according to PwC.
By Emma Penrod • Dec. 23, 2025 -
Texas sues Xcel over Panhandle fires
The state is asking for monetary compensation, as well as court orders preventing Xcel from recovering fire costs from customers and from marketing its equipment as safe.
By Emma Penrod • Updated Dec. 22, 2025 -
Manufacturers prefer price hikes over reshoring to combat tariff effects
A survey revealed 86% of manufacturers plan to pass on at least some of their cost increases. Raw material price increases averaged 5.4% for 2025 but are projected to see an overall increase of 4.4% in 2026.
By Shefali Kapadia • Dec. 18, 2025 -
SBTi opens pilot for power sector net-zero standard
The Science Based Targets initiative is looking for companies in the energy industry to test the practicality and usefulness of the draft framework.
By Lamar Johnson • Dec. 17, 2025 -
The week in 5 numbers: DOJ ramps up antitrust action, Texas’ grid growth may slow
Plus, the turbine backlog that isn’t going away.
By Meris Lutz • Dec. 12, 2025 -
GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029
CEO Scott Strazik said he expects gas turbine reservations to be sold out through 2030 by the end of 2026. Wind remains the weakest of the company’s three business lines.
By Brian Martucci • Dec. 11, 2025 -
Batteries to provide grid support in transmission-constrained Pacific Northwest: BrightNight
The 200-MW/800-MWh Greenwater Energy Storage Project near Tacoma, Washington, will help integrate renewables and alleviate grid congestion along the Interstate 5 corridor, its developer says.
By Brian Martucci • Dec. 9, 2025 -
NextEra aims to build up to 30 GW in data center power supply hubs by 2035
As part of that effort, NextEra Energy Resources and Basin Electric Power Cooperative are working on a 1.5-GW gas-fired project to serve data centers in North Dakota.
By Ethan Howland • Dec. 9, 2025 -
Corporate buyers have contracted for 20.4 GW of ‘clean’ energy so far this year: CEBA
Clean Energy Buyers Association members are willing to pay their “fair share” to get connected to the grid and have, in many cases, embraced a new class of large load tariffs, CEO Rich Powell said.
By Meris Lutz • Dec. 9, 2025 -
With antitrust settlement, Constellation set to become largest US wholesale power provider
The agreement is the first settlement consent decree the DOJ’s antitrust division has filed in an electricity merger in 14 years. It came days after the U.S. solicitor general urged the U.S. Supreme Court to allow a separate antitrust case against Duke Energy to proceed.
By Ethan Howland • Dec. 8, 2025