Regulation & Policy
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OpinionEnergy evolution: Meeting the demands of an AI-powered world
By pairing human expertise with AI-driven insights and forging collaborations across industries, we can build an energy ecosystem that is reliable and affordable for all, EPRI’s Remi Raphael writes.
By Remi Raphael • Dec. 19, 2025 -
The image by Peretzp is licensed under CC BY-SA 3.0
FERC orders PJM to craft large load colocation rules
The decision is a win for independent power producers with gas-fired and nuclear power plants in the PJM Interconnection, according to Capstone analysts.
By Ethan Howland • Dec. 19, 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 -
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California PUC lowers utilities’ return on equity by 0.3 percentage points
During a hearing to vote on the proposal, commissioners discussed the difficulty of balancing affordability for ratepayers with the need for utilities to access capital as they manage wildfire risk.
By Diana DiGangi • Updated Dec. 19, 2025 -
Retrieved from Federal Energy Regulatory Commission.
FERC members raise alarms about PJM failure to meet reliability target
PJM says several factors could close the capacity shortfall, including a new load forecast next month that could be significantly lower than the last due to stricter vetting of potential large loads and a reduced economic outlook.
By Ethan Howland • Dec. 19, 2025 -
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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 -
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OpinionHybrid heating: A bridge to decarbonization or a road to obsolescence for gas utilities?
Combining heat pumps with gas furnaces can help manage winter peaks, lower energy costs and cut carbon emissions. But this approach requires well-structured regulatory frameworks and cost-recovery mechanisms, West Monroe experts write.
By Andrew Biondi, Margaret Oloriz and Estelle Mangeney • Dec. 18, 2025 -
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PJM capacity prices hit record high as grid operator falls short of reliability target
A 6.6-GW shortfall could trigger a backstop procurement to bolster PJM’s reserve margin, according to Jefferies analysts.
By Ethan Howland • Dec. 18, 2025 -
Diana DiGangi/Utility Dive
Large load tariffs could streamline interconnection by shrinking queues: Enverus
“Anyone with an acre of land they think they could put a data center on is putting in an interconnection request,” said energy research analyst Adam Robinson.
By Emma Penrod • Dec. 18, 2025 -
The image by Steven Baltakatei Sandoval is licensed under CC BY-SA 4.0
DOE orders 730-MW TransAlta coal plant in Washington to keep running
The Department of Energy could issue similar emergency orders for at least five other coal-fired power plants set to shutter at the end of the month, according to Earthjustice.
By Ethan Howland • Dec. 17, 2025 -
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OpinionNew role for nuclear power emerges in New York energy plan
New York’s recently-approved energy plan indicates that new nuclear power plants could lower the cost of reaching a carbon-free power system by 2040, Clean Air Task Force advocates write.
By Kasparas Spokas and John Carlson • Dec. 17, 2025 -
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OpinionCoordinating short-, ultra-long-duration storage unlocks maximum clean energy value
The United States needs to integrate short-duration energy storage with multi-day storage to build a secure, reliable grid, Noon Energy’s Aric Saunders writes.
By Aric Saunders • Dec. 16, 2025 -
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Power producers ask FERC to reverse MISO’s $280M capacity auction ‘adjustment’
The Midcontinent Independent System Operator faces two complaints over its handling of a software error that affected the results of its last planning resource auction.
By Ethan Howland • Dec. 16, 2025 -
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Deep DiveTribal nations regroup after loss of federal funding for clean energy
“We know the demand for energy is only going to continue in the coming years,” said Clara Pratte, founder of the solar company Navajo Power. “And in terms of tribal communities, we have to be players in this world.”
By Diana DiGangi • Updated Dec. 16, 2025 -
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ISO-NE opposes refund to BP Energy Retail Co. for $6M in billing errors
Eversource Energy and the Retail Energy Supply Association urged the Federal Energy Regulatory Commission to approve a resettlement for all affected power suppliers.
By Ethan Howland • Dec. 15, 2025 -
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OpinionCCS generation projects are coming. New ways to track and claim their emissions must follow.
Clean energy buyers need a mechanism to claim the low-carbon attributes of carbon capture and storage to advance this method of reducing CO2 emissions from electric generation, NorthBridge Group experts write.
By Iain Kaplan and Gustaf Michaelsen • Dec. 12, 2025 -
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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 -
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FERC poised to issue decision on colocating large loads in PJM
The agency’s plan to issue an order at its Dec. 18 open meeting is likely a boon for nuclear and gas-fired power plant owners that want to sell electricity to colocated data centers, analysts said.
By Ethan Howland • Dec. 12, 2025 -
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California releases draft text for climate disclosure regulations
Entities covered by SB 253 — which mandates emissions reporting from companies generating over $1 billion in revenue — would need to submit their Scope 1 and Scope 2 emissions by Aug. 10, 2026.
By Lamar Johnson • Dec. 11, 2025 -
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OpinionPermitting reform is critical to meeting our AI moon shot
Congress can either deliver durable permitting reform or continue outsourcing America’s future to Moscow and Beijing, writes Tim Tarpley, president of the Energy Workforce & Technology Council.
By Tim Tarpley • Dec. 10, 2025 -
OpinionCertainty through transparency: A new planning paradigm for data center loads
To keep pace with accelerating digital demand, we need utility frameworks that are more transparent, more flexible and more responsive, Stack Infrastructure’s Tim Hughes writes.
By Tim Hughes • Dec. 9, 2025 -
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PJM, others challenge large load interconnection filings at FERC
Power producer and data center trade groups, the PJM Interconnection and utilities urged the Federal Energy Regulatory Commission to reject calls for action on the grid operator’s large load rules.
By Ethan Howland • Dec. 9, 2025 -
Courtesy of McDermott International
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 -
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US Energy Department offers $134M to boost rare earth recovery projects
Rare earths, a specific critical mineral group of metals, are vital components in advanced manufacturing, defense systems and high-performance magnets used in power generation and electric motors.
By Antone Gonsalves • Dec. 8, 2025 -
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OpinionThe SPEED Act is an opportunity to align permitting policy with grid reality
Reform is overdue, and the House deserves credit for pushing it forward. But Congress should apply it to multistate transmission in its entirety, not in bits and pieces, says Christina Hayes, Grid Action executive director.
By Christina Hayes • Dec. 5, 2025 -
Courtesy of Bechtel
Rein in CWIP to protect ratepayers from bloated infrastructure costs: report
When utilities use “construction work in progress” accounting, “cost overruns become profit opportunities rather than financial penalties,” the authors of a Manhattan Institute brief said. They pointed to Georgia Power’s Plant Vogtle nuclear expansion as a prime example.
By Ethan Howland • Dec. 5, 2025
