Generator, advanced nuclear stocks reel as low-cost DeepSeek chills AI load growth outlook

Among the hardest hit were companies with large existing gas and nuclear fleets, along with advanced nuclear technology providers expected to benefit from rising demand for firm power.

By Brian Martucci • Jan. 28, 2025

FERC in Focus: Consumers, reliability and states are FERC’s top priorities, Chairman Christie says

The Federal Energy Regulatory Commission will tackle the “huge” issue of colocation, newly named Chairman Mark Christie said in an interview.

By Ethan Howland • Jan. 28, 2025

Explore the Trendline➔

Top 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

US wholesale power prices to rise about 7% in most regions in 2025: EIA

The agency expects that the average cost of natural gas will rise 24% from last year’s average, returning to prices last seen in 2023.

By Diana DiGangi • Jan. 28, 2025

Achieving AI dominance through competitive power markets

The solution lies in allowing data centers directly into the competitive markets — a lightly regulated market superstructure that gives the U.S. a strategic advantage over our international competitors.

By Todd Glass • Jan. 27, 2025

PG&E, other electric utilities call for Senate to pass forest management bill

The Fix Our Forests Act would make it easier for utilities to perform vegetation management on federal lands to reduce wildfire risks. The bill passed the House on Thursday.

By Robert Walton • Jan. 27, 2025

‘Interconnection processes must evolve’ to handle DER influx: DOE

The DER interconnection roadmap issued in the last days of the Biden administration envisions interconnection wait times under one day for <50-kW systems and 25% shorter power outage durations by 2030.

By Brian Martucci • Jan. 24, 2025

Trump freezes IRA funding

The White House issued a memo to clarify the funding pause, specifying that it pertains only to aspects of the law mentioned in Section 2 of the executive order.

By Kate Magill • Updated Jan. 23, 2025

AI improvements, DERs and new generation needed to meet power demand: USEA panel

“Serving data center load is absolutely a national security challenge,” said NERC President and CEO Jim Robb.

By Robert Walton • Jan. 22, 2025

Appeals court directs FERC to strip ROE transmission adder from Duke, FirstEnergy Ohio utilities

The Sixth Circuit appeals court also upheld FERC's decision ending the extra return on equity in the state for American Electric Power and Dayton Power.

By Ethan Howland • Jan. 21, 2025

FERC approves SPP’s Markets+ Western power market, plus 3 other open meeting takeaways

“This is extremely important … in facilitating the efficient use of generation and transmission, ultimately to benefit consumers,” FERC Commissioner Judy Chang said.

By Ethan Howland • Jan. 17, 2025

Texas PUCT approves Entergy’s $137M system resiliency plan

However, regulators declined to give conditional approval to $198 million in system hardening and fire mitigation projects Entergy wants to fund through the Texas Energy Fund.

By Robert Walton • Jan. 17, 2025

AEP, DTE and 6 other utilities win $22.9B in conditional loan guarantees from DOE

If finalized, the loan guarantees would support investments in transmission, energy storage, grid modernization, gas pipelines and more.

By Robert Walton • Jan. 16, 2025

DOE nominee Wright aims to boost power supplies to lower costs

“I'm 100% committed to growing our electricity grid and our energy production and removing those barriers that are standing in the way,” said Chris Wright, President-elect Donald Trump’s pick to lead the Department of Energy.

By Ethan Howland • Jan. 16, 2025

The 47th presidency offers hope for permitting reform

Republicans and President-elect Trump should take the win that a permitting reform compromise bill offers, and they should do this in the first 100 days of the new administration.

By Jonathan Chanis • Jan. 16, 2025

Surging electricity demand drives power-sector agenda

Demand growth projections are “candidly freaking out a lot of people,” including lawmakers, regulators and industry leaders, one expert said.

By Ethan Howland • Jan. 16, 2025

PJM’s proposal to unlock unused interconnection capacity gains broad support

The PJM Interconnection’s plan to revise its Surplus Interconnection Service rules could free up 26 GW for a July capacity auction, clean energy trade groups said Monday.

By Ethan Howland • Jan. 14, 2025

Biden orders Energy, Defense departments to lease sites for AI data centers, clean energy generation

The executive order calls for using “categorical exclusions” to rapidly site data centers and power generation.

By Robert Walton • Jan. 14, 2025

AEP to sell stake in transmission companies to KKR-PSP consortium for $2.8B

American Electric Power plans to use proceeds from the sale of 19.9% of AEP Ohio Transmission and AEP Indiana Michigan Transmission for its five-year, $54 billion capital spending plan.

By Ethan Howland • Jan. 10, 2025

Public Citizen challenges cost allocation for $546M PSE&G transmission project

A recent $6.6 million settlement agreement between the New Jersey utility and the Federal Energy Regulatory Commission details “harrowing fraud” that makes the project’s costs imprudent, according to the advocacy group.

By Ethan Howland • Updated Jan. 10, 2025

9 US electric power sector issues to watch in 2025

From rising electricity prices and demand to emerging opportunities and challenges around nuclear energy, virtual power plants, renewables and more, we’ve highlighted nine of the most important issues for the year ahead.

By Robert Walton, Ethan Howland, Diana DiGangi, Larry Pearl, Brian Martucci • Jan. 8, 2025

Data centers drive growth, risk for PG&E, Constellation, NorthWestern: BofA

Electric utilities that can increase earnings related to data center energy demand should see their share prices rise in 2025, according to Bank of America Global Research.

By Robert Walton • Jan. 8, 2025

Microgrids boost grid reliability, lower costs: Colorado road map

Rising transmission costs and extreme weather impacts prompted a fresh look at the benefits of self-contained grids for rural Colorado communities.

By Brian Martucci • Jan. 7, 2025

Midwest to lead in ‘build, baby, build’

MISO has proven itself as a national leader in regional transmission planning — and other regions should take note.

By Ted Thomas • Jan. 7, 2025

FERC should bar transmission owners from planning local transmission over 100-kV: complaint

A coalition including Industrial Energy Consumers of America and ratepayer advocates from Maryland, Pennsylvania and West Virginia called for the use of independent transmission planners.

By Ethan Howland • Dec. 20, 2024

Texas scraps $1B performance credit mechanism proposal as reliability benefits questioned

"We’ve spent countless hours evaluating the PCM — up until, literally, my last open meeting,” Commissioner Lori Cobos said Thursday. She announced her retirement in December.

By Robert Walton • Dec. 20, 2024