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

Explore the Trendline➔

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

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

AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’

Even with the increasing spending, American Electric Power expects it can limit residential rate hikes to 3.5% a year over the next five years, company officials said during an earnings call.

By Ethan Howland • Oct. 30, 2025

DTE inks first data center deal to grow electric load 25%

The utility has a five-year, $30 billion investment pipeline to potentially serve 8.4 GW of data center load, officials said Thursday.

By Robert Walton • Oct. 30, 2025

Mainstreaming AI data center flexibility

Software solutions can protect AI workload service-level agreements and still allow data centers to respond to grid needs, writes Arushi Sharma Frank, adviser to Emerald AI.

By Arushi Sharma Frank • Oct. 29, 2025

FERC rejects Tri-State’s large load tariff over retail jurisdiction issues

The decision comes as the Federal Energy Regulatory Commission is considering a U.S. Department of Energy proposal for interconnecting data centers and other large loads to the grid.

By Ethan Howland • Oct. 29, 2025

Google-NextEra, Santee Cooper announcements signal new life for defunct nuclear projects

“Restarting a once fully operational plant is the fastest path to unlock large-scale nuclear power to meet AI growth in the near-term,” Google said Monday.

By Robert Walton • Oct. 28, 2025

What utilities need to get right to scale generative AI

To use artificial intelligence safely and at scale, utilities need to start with the right architecture, define a data strategy and build the right compliance foundations, write Vijay Narayan and Syama Sundar Peesapati of Cognizant.

By Vijay Narayan and Syama Sundar Peesapati • Oct. 27, 2025

Residential electricity prices up more than 6% in August: EIA

Developers, analysts and policy professionals see growing cause for concern as costs rise. 

By Meris Lutz • Oct. 27, 2025