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

Customers, don’t expect electric bill relief in 2026: ‘The cake is baked.’

Energy affordability has long been a problem for the poorest Americans, but now middle-income families are starting to feel the squeeze.

By Robert Walton • Jan. 30, 2026

PJM prepares to call on data center, large load backup generation to avoid blackouts

However, it is unclear how much generation could be available, and the grid operator doubts it will be needed during the ongoing bitter cold.

By Ethan Howland • Updated 23 hours ago

NERC forecasts peak demand to rise 24% on new data center loads

“The system is changing faster than the infrastructure needed to support it,” said John Moura, NERC's director of reliability assessments and performance analysis.

By Robert Walton • Jan. 30, 2026

Lessons from launching New Jersey’s largest utility-led EV program

Growing PSE&G’s electric vehicle initiative from a pilot to a full-scale program required flexibility and persistence, writes Dawn Neville, the utility’s senior manager of electric transportation.

By Dawn Neville • Jan. 29, 2026

Republican, Democratic senators call for project certainty at permitting reform hearing

Sen. Sheldon Whitehouse, D-R.I., said permitting talks could resume if the Trump administration stops its moves to thwart wind and solar projects.

By Ethan Howland • Jan. 29, 2026

FERC in 2026: Rising costs cloud regulators’ options on data centers, transmission and more

DOE’s colocation proposal and transmission planning reforms will set FERC’s agenda this year against a backdrop of rising concern over affordability, former commission chairmen and experts say in our 2026 outlook.

By Ethan Howland • Jan. 29, 2026

Ratemaking innovation key to meeting data center demand, experts say

The unprecedented scale and speed of AI data center demand requires institutional rather than technical innovation, University of Texas at Austin's Michael Webber said.

By Emma Penrod • Jan. 27, 2026

GHG Protocol proposal risks slowing clean energy expansion

Proposed changes to the Greenhouse Gas Protocol would make it more difficult for companies to report renewables use and could discourage procurement, according Lesley Hunter and Jeffrey Gorham of the American Council on Renewable Energy.

By Lesley Hunter and Jeffrey Gorham • Jan. 27, 2026

In 2026, virtual power plants must scale or risk being left behind

The AI data center frenzy is shifting utilities’ focus to large-scale generation. But advocates say flexible, distributed energy resources still provide the biggest bang for the buck, according to our 2026 DER outlook.

By Herman K. Trabish • Jan. 27, 2026

MISO regulators seek stakeholder review for DOE ‘emergency’ orders cost allocation

The U.S. Department of Energy has failed to show there are reliability benefits from keeping power plants from retiring in the Midcontinent region, state utility regulators told FERC.

By Ethan Howland • Jan. 26, 2026

Winter peak demand could hit new highs, prompting DOE emergency orders

Grid operators that sought permission to run generators at maximum capacity said they have adequate power supplies, but they made their requests in light of potentially record-high winter peak demand this week.

By Robert Walton • Jan. 26, 2026

Get AI ready: A practical path for electric and water utilities

Why AI readiness is critical for utilities—and how to build data trust to get there

By Phil Schwarz, Industry Strategist for Energy and Resources, OpenText • Jan. 26, 2026

Lawsuits target EPA rollback of coal plant water pollution standards

The plants need flexibility to meet rising electricity demand, the EPA says. Environmental groups argue that undermines Clean Water Act protections for rivers and drinking water sources.

By Robyn Griggs Lawrence • Jan. 23, 2026

The week in 5 numbers: DOE axes or alters $83B in loans, NJ governor comes out swinging

U.S. Energy Secretary Chris Wright and Democratic Gov. Mikie Sherrill of New Jersey used their respective bully pulpits to push their energy priorities. Plus, transmission and, of course, PJM news. 

By Meris Lutz • Jan. 23, 2026

FERC upholds MISO, SPP fast-track generator reviews

The agency also approved a 1.2-GW pumped storage project planned by Rye Development in Washington.

By Ethan Howland • Jan. 23, 2026

FERC commissioners see progress in PJM data center, power supply plans

Federal Energy Regulatory Commission Chairman Laura Swett said she is “encouraged that PJM and its stakeholders are working cooperatively now, much more so than they have in the recent past.”

By Ethan Howland • Jan. 23, 2026

Massachusetts can make ‘bottom-up’ distribution reforms for a better grid

Adopting a distribution system operator, or DSO, structure would make the grid cleaner, more flexible and more affordable, writes Corrin Moss. 

By Corrin Moss • Jan. 22, 2026

Gas sector takes furnace efficiency fight to Supreme Court

Advocates say proven energy-saving technologies can meet the stricter efficiency rules. The gas industry says the rules ban non-condensing furnaces and other products.

By Robert Walton • Jan. 22, 2026

PJM cost concerns bleed into transmission planning

A proposed $1.7-billion, 765-kV power line across central Pennsylvania by NextEra Energy and Exelon could become the “poster child” for overbuilding new transmission infrastructure, according to that state’s ratepayer advocate. 

By Ethan Howland • Jan. 22, 2026

Project finance is the missing link for the nuclear buildout we need

This model fuels nearly every major energy infrastructure investment and should be applied to nuclear, too, writes Ruhani Arya of Bank of America.

By Ruhani Arya • Jan. 21, 2026

New Jersey governor orders state to accelerate solar, storage and virtual power plants

Gov. Mikie Sherrill, who was sworn in Tuesday, also ordered regulators to study how to “modernize” the traditional electric utility business model, including by making utility profits “less dependent on capital spending.”

By Robert Walton • Jan. 21, 2026

A PJM backstop auction could fill the large load supply gap: Talen CEO

Reliability backstop auctions should not be a permanent, ongoing market feature, but they are the answer to today’s problem, writes Talen CEO Mac McFarland.

By Mac McFarland • Jan. 20, 2026

Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers

Capstone analysts said the proposal lacks binding authority, “reinforcing that this is policy signaling, not an imminent market reform.”

By Ethan Howland • Jan. 16, 2026

Tariffs push construction input prices higher

The latest PPI report presents “plenty of cause for concern,” according to Associated Builders and Contractors. Switchgear, switchboard and industrial controls equipment was up 11.1% from last year; copper wire and cable were up 11.7% and unprocessed energy materials were down 4.9%.

By Sebastian Obando • Jan. 15, 2026