Corporate News
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Trade, policy ‘headwinds’ push First Solar to boost US production
The Arizona-based solar module manufacturer commissioned its newest facility in August and plans to add 3.7 GW in annual finishing capacity by next December.
By Brian Martucci • Nov. 3, 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 -
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TrendlineTop 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 -
Courtesy of Holy Cross Energy
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 -
Michael Ciaglo via Getty Images
Xcel Energy rolls out $60 billion capital spending plan
The utility is planning 7.5 GW of renewable generation, 3 GW of gas generation, 1.9 GW of energy storage, 1,500 miles of high-voltage transmission and $5 billion for wildfire mitigation.
By Emma Penrod • Updated Nov. 1, 2025 -
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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 -
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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 on Wednesday.
By Ethan Howland • Oct. 30, 2025 -
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DTE inks first data center deal to grow electric load 25%
The utility has a five-year, $30 billion investment pipeline to potentially serve 8.4 GW of data center load, officials said Thursday.
By Robert Walton • Oct. 30, 2025 -
Courtesy of Public Service Electric and Gas
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 -
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PG&E avoids ‘big bets’ as data center demand softens
The company remains focused on improving its credit rating, CEO Patti Poppe said.
By Emma Penrod • Oct. 27, 2025 -
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FirstEnergy expects peak load to grow 45% by 2035 on data centers
In the first nine months this year, electric sales grew 1% from the same period in 2024 but were essentially flat on a weather-adjusted basis. The company anticipates “more meaningful” increases starting in the fourth quarter.
By Ethan Howland • Oct. 24, 2025 -
Courtesy of Georgia Power/Mitsubishi Power
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 -
Ilya S. Savenok via Getty Images
GE Vernova bullish on electrical infrastructure as turbine backlog grows
GE Vernova is investing strategically in electrification, its fastest growing segment, despite “intense investor focus” on its gas turbine order ramp, said a Jefferies analyst.
By Brian Martucci • Oct. 23, 2025 -
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Houston peak load to grow nearly 50% in 6 years: CenterPoint
Industrial growth and the rise of data centers are fueling CenterPoint Energy's outlook and a $65 billion spending plan.
By Robert Walton • Oct. 23, 2025 -
Michael Ciaglo via Getty Images
State AGs probe Big Tech’s use of renewable energy certificates
Republican attorneys general from 16 states sent letters to Amazon, Google, Meta and Microsoft last month questioning claims the companies had made about their energy consumption and emissions reductions.
By Lamar Johnson • Oct. 20, 2025 -
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California delays rulemaking timeline for climate disclosure laws to 2026
The state said the delay was due to the “large volume of public comments” it received. Many utilities were included on a “preliminary” list of covered entities published last month.
By Zoya Mirza • Updated Oct. 15, 2025 -
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OpinionLosing power, losing billions: How offshoring grid materials weakens America
Critical materials are the United States’ Achilles’ heel in the race to expand, modernize and intelligently manage the electric grid, writes Peak Nano CEO Jim Welsh.
By Jim Welsh • Oct. 14, 2025 -
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Sponsored by OBMTransform risk into revenue: How to serve bitcoin miners and other energy-intensive customers profitably
OBM is fundamentally changing how power suppliers approach risk management for large-load customers.
Oct. 13, 2025 -
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The week in 5 numbers: Utilities make it rain, wildfire costs rage on
Plus a closely watched acquisition gets the green light, the U.S. renewable outlook shrinks and more
By Meris Lutz • Oct. 10, 2025 -
The image by FirstEnergy is licensed under CC BY-ND 2.0
Investor-owned utilities could spend $1.1T between 2025 and 2029: EEI
U.S electricity generation rose 3% in 2024 “and is expected to rise for the foreseeable future,” the Edison Electric Institute said Tuesday.
By Robert Walton • Oct. 9, 2025 -
Courtesy of ExxonMobil
‘Not a good sign’: Weak manufacturing demand continues amid tariff uncertainty
Of the six biggest manufacturing industries, petroleum and coal products were the only sectors that saw growth in September, according to the Institute for Supply Management’s latest Purchasing Managers’ Index.
By Sara Samora • Oct. 7, 2025 -
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OpinionBridging the skills gap and preparing tomorrow’s utility workforce
When veteran field techs understand how their data feeds analytics platforms or how remote inspections can save time, they don’t just adapt — they help optimize those systems, writes Dan Helman, CEO of Think Power Solutions.
By Dan Helman • Oct. 7, 2025 -
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Minnesota PUC approves $6.2B Allete sale to private equity
The deal with Blackrock’s Global Infrastructure Partners and a Canadian pension fund will bring about $200 million in ratepayer benefits, according to Allete.
By Ethan Howland • Oct. 6, 2025 -
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Sponsored by KrakenModernizing with confidence: the secret to seamless tech migrations
Cut costs, boost CX and migrate without disruption.
Oct. 6, 2025 -
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The week in 5 numbers: DOE slashes clean energy funding following coal ‘investment’
Plus PJM’s data center woes, record storage deployment and new generation additions.
By Meris Lutz • Oct. 3, 2025 -
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Shutdown furloughing federal workers imperils business-critical data
Just hours before most U.S. federal agencies closed, the Bureau of Labor Statistics said it would not release highly anticipated jobs data on Friday.
By Jim Tyson • Oct. 2, 2025
