Trump ban on foreign grid components sparks industry concern over cost, practicality

Stakeholders applauded the order’s intent to secure the grid but said restrictions based on geography, rather than function and capability, miss the point and threaten investment.

By Herman K. Trabish • Nov. 4, 2026

Electric utilities join industries urging renewal of cybersecurity information-sharing law

CISA 2015, as the law is often called, provides liability protections for companies sharing cyber threat indicators amongst themselves and with federal agencies. It is set to expire next month.

By Eric Geller • Nov. 4, 2026

Explore the Trendline➔

Data Centers and the US Grid

A look at how data centers are affecting the U.S. grid today and how new technologies and rate structures could affect that trajectory in the years to come.

By Utility Dive staff

The Senate permitting bill holds promise but needs amendments

Targeted changes can minimize the most negative consequences of the permitting bill’s overreaching provisions, writes former FERC Chairman Mark Christie.

By Mark Christie • Nov. 3, 2026

Can ‘BattMan’ secure the US battery manufacturing supply chain?

The Energy Department’s Battery Manufacturing Accelerator aims to plug gaps in domestic material and component supplies over the next few years as U.S. battery demand looks set to quadruple.

By Brian Martucci • Nov. 3, 2026

Energy affordability tops voter concerns in election set to shake up Congress

“History shows us that energy crises create policy openings, and we think the conditions are probably in place for a window of policymaking,” Hasan Nazar, head of policy at Crux, told Utility Dive.

By Diana DiGangi • Nov. 3, 2026

PSEG Power plans 200-MW nuclear uprate as company eyes data center deals

But one of the units at the Salem plant in New Jersey, which is jointly owned with Constellation Energy, faces an extended outage to deal with degraded equipment, according to federal filings.

By Ethan Howland • Nov. 3, 2026

PJM’s revised data center backstop procurement plan reduces utility risks: ICF

The planned procurement could be for as little as 630 MW, down from an initial 6,800-MW target, after utilities in the PJM Interconnection’s footprint lowered their large-load forecasts, Jefferies analysts said.

By Ethan Howland • Updated 20 hours ago

Dominion sees $137M net income boost from rate increase

Chairman, President and CEO Bob Blue said during a third-quarter earnings call that the company “benefited from better-than-budgeted sales, better-than-normal weather” and “strong overall financial and operational execution.”

By Diana DiGangi • Nov. 2, 2026

Exelon eyes $8B in energy storage, in part to address PJM supply crunch

President and CEO Calvin Butler said the grid operator isn’t adding generation fast enough, but the utility’s plan to invest in energy storage and transmission can help address the issue.

By Ethan Howland • Nov. 2, 2026

Lack of wildfire reform is having ‘dire and escalating impacts’: SCE

“While we remain confident that California policymakers will ultimately take action, delay into 2027 will have significant and costly consequences,” said Edison International CEO Pedro Pizarro.

By Diana DiGangi • Oct. 30, 2026

States must take a critical eye to gas plants proposed over clean energy

The key question for regulators is no longer whether utilities can simply find a reason to install another gas turbine, write experts from Environmental Defense Fund and Minnesota’s CURE.

By Hudson Kingston and Will Scott • Oct. 30, 2026

Chinese-linked solar developer loses appeal over Texas grid interconnection

The U.S. Court of Appeals for the 5th Circuit said Texas has a “free lane” to enforce restrictions on foreign-owned companies’ access to the state’s electric grid in a ruling that could have implications for other states and market participants.

By Meris Lutz • Oct. 29, 2026

CMS Energy CEO predicts data center ‘progress’ after midterms

Garrick Rochow blamed political “spin” for permitting setbacks in an earnings call. He did not address the more than $300 million the utility says it has spent to keep an aging coal plant running under DOE ‘emergency’ orders.

By Brian Martucci • Oct. 28, 2026

FERC approves tougher MISO penalties for nonperforming demand-side resources

Two Federal Energy Regulatory Commission members urged parties to monitor the rules in case they drive well-performing demand response and behind-the-meter resources out of the Midcontinent grid operator’s market.

By Ethan Howland • Oct. 28, 2026

Capacity, clarity, cash and compliance: the 4 C’s of electric co-op funding success

Compliance is where cooperative utilities tend to struggle the most, and the latest federal funding programs have introduced even tougher terms, writes Fedsprout CEO Aalap Shah.

By Aalap Shah • Oct. 27, 2026

PJM urges FERC to dismiss Mon Power ‘fishing expedition’ seeking to recoup $145M

FirstEnergy’s Monongahela Power contends that the PJM Interconnection’s advanced scheduling of gas-fired power plants during Winter Storm Fern may have violated the grid operator’s rules.

By Ethan Howland • Oct. 27, 2026

CISA promises proactive critical infrastructure defense in new strategic plan

Supply-chain security receives special attention in the plan, with CISA promising to “develop data-driven guidance and best practices” related to third-party dependencies. AI is mentioned only briefly.

By Eric Geller • Oct. 26, 2026

Clean energy groups, states oppose MISO’s large load-generation study plan

The grid operator’s proposed fast-track study process for large loads with generation lacks ratepayer protections and favors vertically integrated utilities over independent power producers, critics said.

By Ethan Howland • Updated Oct. 26, 2026

When does a BI value stop being the right number?

For energy companies, the assumptions behind a BI value can change materially during the policy period.

Oct. 26, 2026

Trump eschews tariffs for trade talks on wind turbine imports

Following a Section 232 probe, the president tasked cabinet officials to engage in negotiations and report on their progress within 180 days.

By Phil Neuffer • Oct. 23, 2026

Utilities turn to AI to manage rising power demand — from AI

Applications include maintenance prioritization and demand forecasting, but AI outputs that are uneven, or those that can’t be audited, constrain broader deployment. “Most utilities could not reconstruct what an AI system read, what it did and why,” one expert told Utility Dive.

By Marlene Wilden • Oct. 22, 2026

The capacity market crisis is a design problem, not a verdict on competition

PJM's capacity price spikes are a symptom of a market that drifted too far toward spot-price dependence, not an indication that competition itself does not work, write Atlantic Council experts.

By Stephen Greene and Frank Willey • Oct. 21, 2026

Virginia governor seeks 6-year rate freeze if Dominion-NextEra merger is approved

Gov. Abigail Spanberger, D, also wants regulators to increase the debt share of Dominion’s capital structure from 48% to 60% to lower its rate of return. Separately, regulatory staff and the attorney general have proposed their own conditions for the deal.

By Charles Paullin • Oct. 20, 2026

FERC approves ISO-NE ‘asset condition’ transmission review process

Commissioners David Rosner and Judy Chang said other regions should adopt similar review processes for local transmission projects, which states and consumer advocates say need more oversight.

By Ethan Howland • Oct. 19, 2026

Grading the grid: How ISOs stack up against FERC’s large-load mandate

Utilities, developers and investors are all left asking the same question: how close is each grid operator to meeting FERC’s mandate?

Oct. 19, 2026