Tariffs continue to weigh on manufacturing as PMI index shows contraction

“We do not see anything on the horizon that’s going to turn the ship until there is more certainty ... with the legality of the tariffs,” said Susan Spence, chair of the ISM’s Manufacturing Business Survey Committee.

By Sara Samora • Dec. 1, 2025

[Podcast] How Utilities Are Planning for Demand

This podcast explores how utilities are meeting rising power demand with smart planning and strategies for the grid of tomorrow.

By Utility Dive's studioID • Updated Dec. 1, 2025

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AI in the Power Sector

Artificial intelligence is uniquely positioned to impact the electricity industry from both ends: as the technology driving large load demand growth and as a tool with the potential to make the power system more efficient. 

By Utility Dive staff

Residential electricity prices continue rise, up 7.4% in September: EIA

Some industry sources say the rise in prices is a function of generation capacity constraints, while others cite transmission and fuel costs. No one sees a near-term solution. 

By Meris Lutz • Nov. 26, 2025

Data centers are breaking the old grid. Let AI build the new one.

Utilities that embrace artificial intelligence will set reliability and affordability standards for decades to come, writes Hari Vasudevan, founder and CEO of KYRO AI.

By Hari Vasudevan • Nov. 26, 2025

No more PJM data centers unless they can be reliably served: market monitor

The PJM Interconnection’s market monitor urged the Federal Energy Regulatory Commission to rule that large data centers can only come online if the grid operator can still meet reliability metrics.

By Ethan Howland • Nov. 26, 2025

NIPSCO to supply 3 GW to Amazon data centers in northern Indiana

Northern Indiana Public Service Co. and an affiliate expect to spend about $7 billion on 2.6 GW of gas, 400 MW of storage and transmission — to be paid for by Amazon.

By Ethan Howland • Nov. 25, 2025

DOE large load interconnection proposal sparks federal-state jurisdiction concerns

State regulators, lawmakers and ratepayer advocates voiced alarm over the department’s interconnection proposal, while the Data Center Coalition offered qualified support.

By Ethan Howland • Nov. 24, 2025

FERC approves PECO-Amazon data center transmission agreement

The pact raises “significant questions” about how the agency and states will protect existing customers from the costs of adding large loads to the grid, FERC Commissioner Judy Chang warned.

By Ethan Howland • Nov. 24, 2025

Planning smarter: How utilities are rewriting the next decade of grid reliability

Utilities are using automation to do the impossible: more studies, same resources.

By Chris Ariante, CEO @ Nira Energy • Nov. 17, 2025

Former FERC commissioners urge Supreme Court to uphold agency independence

“Overturning Humphrey’s Executor would bulldoze the structural supports that Congress built into ratemaking commissions to protect its price-setting power from abuse,” former FERC commissioners said.

By Ethan Howland • Nov. 14, 2025

The week in 5 numbers: Electricity prices extend rise, regulators rein in data centers

Meanwhile, new renewable generation projects continue to face delays and cancellations.

By Meris Lutz • Nov. 14, 2025

FERC dismisses cost allocation complaint over ‘self-planned’ AEP transmission projects

Kentucky Power is part of a broader transmission network of American Electric Power utilities and therefore benefits from those utilities’ local transmission projects, FERC said.

By Ethan Howland • Nov. 12, 2025

Kansas, Michigan regulators approve large load rules for Evergy, Consumers Energy

The new rules, plus proposed legislation in Delaware, aim to ensure that existing utility customers don’t pay costs related to interconnecting data centers and manufacturers.

By Ethan Howland • Nov. 10, 2025

After rate case, Con Edison Q3 electric revenues up 10.6% on flat sales

New York City’s electric and gas utility has proposed a $17 billion, three-year spending plan that includes new substations, transmission lines and storm resiliency measures.

By Robert Walton • Nov. 10, 2025

Southwest Power Pool to develop 765-kV regional transmission ‘backbone’

SPP's board of directors approved $8.6 billion in projects, including some of the highest-voltage power lines in the United States. “Simply adding new generation will not resolve the challenges” facing the grid, it said. 

By Robert Walton • Nov. 7, 2025

Our laws must catch up to data centers’ rising power

Data center power demand could bring about a transformation in the U.S. energy system, or it could spike prices as polluting emissions rise, write energy scholars Alexandra Klass and Dave Owen.

By Alexandra Klass and Dave Owen • Nov. 7, 2025

US manufacturing dips despite improved demand: PMI

Production deteriorated after expanding in September as tariffs and policy uncertainty continue to raise concerns and weigh on manufacturers across industries.

By Nathan Owens • Nov. 6, 2025

Making flexibility work: A concrete framework for the DOE large load proposal

The proposal for interconnecting data centers to the grid calls for load flexibility but gives few details. Former FERC Commissioner Allison Clements and Miles Farmer and Sam Walsh of Roselle LLP fill in the blanks.

By Allison Clements, Miles Farmer and Sam Walsh • Nov. 6, 2025

PSEG could offer lower rates to New Jersey’s incoming governor: equity analysts

Public Service Enterprise Group is ready to work with the new administration to keep rates down and find ways to add power supplies in the state, PSEG CEO Ralph LaRossa said.

By Ethan Howland • Nov. 6, 2025

Exelon’s advanced data center pipeline grows to 18 GW

The PJM Interconnection’s market monitor continues to call for a review of how a PECO Energy-Amazon data center agreement would affect power costs and reliability.

By Ethan Howland • Nov. 5, 2025

Schneider Electric sees energy management demand drive strong quarter

Data center, hotel and retail customers snapped up Schneider’s software, systems and services as it readies new energy technology market positioning.

By Brian Martucci • Nov. 4, 2025

SPP proposes landmark merger of transmission planning, interconnection processes

The “consolidated planning process” it proposed at the Federal Energy Regulatory Commission will make it easier to bring new power supplies online, the Southwest Power Pool said.

By Ethan Howland • Nov. 4, 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

Southern inks 7 GW of large load contracts, eyes 50 GW more

The company saw sales growth across all customer classes in the third quarter. Data center usage up was up 17% year over year, according to a Thursday earnings presentation.

By Robert Walton • Oct. 31, 2025

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