FirstEnergy’s 5-year data center pipeline doubles to 3 GW

FirstEnergy shares fell nearly 10.5% in trading on Thursday after the company effectively lowered its earnings outlook, according to Jefferies analysts.

By Ethan Howland • Feb. 28, 2025

IRA tax credit repeal would drive up electricity prices, system costs: reports

Sharply lower deployments of new generating resources could lead to power shortfalls, studies commissioned by a conservative environmental nonprofit and an electricity buyers group found.

By Brian Martucci • Feb. 27, 2025

Explore the Trendline➔

The Energy Transition to Renewables

Rising demand for power is continuing to drive demand for renewables, but policy uncertainty and mixed signals from the Trump administration add to existing challenges.

By Utility Dive staff

New generation is a ‘better approach’ to energy security than interregional transmission: ERCOT

Texas can add new resources “significantly faster” than interregional transmission can be brought online, Electric Reliability Council of Texas officials said Wednesday.

By Robert Walton • Feb. 27, 2025

Grid equipment manufacturers anticipate 2% annual US load growth through 2050

Federal policy and incentives will play a key role in meeting the demand, according to National Electrical Manufacturers Association CEO Debra Phillips.

By Robert Walton • Feb. 26, 2025

PSE&G large load pipeline jumps to 4.7 GW as nuclear offtake talks continue: CEO LaRossa

At the same time, Ralph LaRossa said the future of PJM’s capacity market is unclear. “I don't know if there is a PJM market anymore,” he said Tuesday.

By Ethan Howland • Feb. 26, 2025

What if Bruce Lee had set federal transmission policy?

The Federal Energy Regulatory Commission could help unlock transmission development in three steps, including by repealing its Order 1000 on transmission planning. Enter the Dragon!

By Vincent Duane and Caitlin Shields • Feb. 25, 2025

NERC interregional transfer capability study lacks detail to drive transmission upgrades: EIPC

The Eastern Interconnection Planning Collaborative urged the Federal Energy Regulatory Commission to set metrics that could be used to determine whether more transmission is needed between regions.

By Ethan Howland • Feb. 25, 2025

Trump’s National Energy Dominance Council should appoint a ‘hydropower czar’

Federal hydropower can help meet load growth, onshore manufacturing of key defense components and help address burdensome regulations.

By Charles Yang • Feb. 25, 2025

Are utility demand response program costs outstripping their benefits in California?

California Public Utilities Commission policy has been pushing customers to choose utility-run supply-side DR programs over third-party options that face pressure to keep costs low.

By Collin Smith • Feb. 24, 2025

Zeldin begins remaking EPA amid workforce changes

Federal officials are beginning to implement executive orders related to workforce reduction. The administration also announced antitrust and climate updates.

By Jacob Wallace • Feb. 24, 2025

US governors press for infrastructure permitting reform

The governors also aim to ensure that the federal government meets its obligations for federally funded projects, the National Governors Association said.

By Ethan Howland • Feb. 24, 2025

Leveraging surplus interconnection could unleash 800 GW of energy the US needs today

By using existing interconnection sites to plug in low-cost clean energy sources, energy planners can increase grid reliability and lower costs.

By Cassady Craighill • Feb. 21, 2025

FERC launches colocation review, plus 6 other open meeting takeaways

Final colocation rules aren’t likely until 2026, creating uncertainty for Vistra, Talen Energy and other independent power producers, Capstone analysts said.

By Ethan Howland • Updated Feb. 21, 2025

FERC complies with major portions of Trump order on independent agencies: Christie

However, questions remain — such as how extensively the Office of Management and Budget will review agency actions, Federal Energy Regulatory Commission Chairman Mark Christi said.

By Ethan Howland • Feb. 21, 2025

The AI energy challenge is coming to a head

There must be a seismic shift in how the industry defines and measures AI advancement, pivoting our idea of technological evolution from raw computing power to energy efficiency.

By Krishna Rangasayee • Feb. 20, 2025

Uncertainty surrounds nuclear tax credit guidance, NRC changes: Morgan Lewis

It’s not yet clear what President Trump’s Feb. 18 order reining in executive-branch agencies means for the U.S. Nuclear Regulatory Commission, attorney Scott Clausen said.

By Brian Martucci • Feb. 20, 2025

Indiana regulators approve ‘large load’ interconnection rules

The decision affirms a pact offered by Indiana Michigan Power, Amazon Data Services, Google, Microsoft, the Indiana ratepayer advocate and Citizens Action Coalition of Indiana.

By Ethan Howland • Feb. 20, 2025

How to reduce large load speculation? Standardize the interconnection process.

We can haphazardly continue down the path of a fragmented and increasingly untenable approach to large load-side interconnection, or we can introduce rational standardization to the process.

By Peter Freed and Allison Clements • Feb. 19, 2025

White House claims authority over FERC, other independent agencies

Agencies must submit proposed regulations for White House review and agency policy must align with presidential priorities, according to an executive order.

By Ethan Howland • Feb. 19, 2025

Achieving energy dominance without leaving small customers behind

Addressing load growth must be done in a way that ensures rate stability for all and avoids an energy system that houses haves and have nots.

By Ray Gifford and Matt Larson • Feb. 18, 2025

EV nonprofit holds out hope for embattled IRA tax credits

Canceling incentives for the purchase of EVs would harm low-income Americans and cost the country jobs — but there's still reason to believe that might not happen, according to EV nonprofit Generation180.

By Emma Penrod • Feb. 18, 2025

Pennsylvania Gov. Shapiro sues Trump administration, citing frozen IRA funding

The state’s agencies have limited access to over $3.1 billion in funding for activities including distributed solar deployment, well plugging and weatherization, according to the lawsuit.

By Diana DiGangi • Feb. 13, 2025

New Jersey residential customers face 20% bill hikes, driven by PJM capacity prices: BPU

New Jersey regulators must carefully examine utility filings with an eye toward keeping electricity affordable, the state’s ratepayer advocate said.

By Ethan Howland • Updated Feb. 13, 2025

Exelon data center pipeline jumps to 17 GW as load forecast turns positive

CEO Calvin Butler called for new approaches to ensuring the PJM Interconnection has adequate power supplies. “A variety of solutions across regulated and merchant participants is necessary,” he said.

By Ethan Howland • Feb. 13, 2025

Transformer supply bottleneck threatens power system stability as load grows

Electric transformers are critical to managing power system reliability. Solutions to the bottleneck are emerging, but long wait times remain.

By Herman K. Trabish • Feb. 12, 2025