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

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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

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

Surging load growth requires flexibility, new approaches: FERC’s See

“There's a pretty broad range, in my view, of what ‘just and reasonable’ can be, especially when we have new situations and urgency,” FERC Commissioner Lindsay See said.

By Ethan Howland • Oct. 27, 2025

US electric utilities entering investment ‘super-cycle,’ says Morningstar DBRS

U.S. electric utilities will spend $1.4 trillion from 2025 to 2030, the firm said. They face challenges around data center demand forecasting, rising rates and regulatory lag.

By Robert Walton • Oct. 27, 2025

In ‘unusual’ move, DOE proposes rule to expand FERC’s authority over large loads

Reactions were mixed. Analysts said they expected investor-owned utilities and possibly some states to object, while a former FERC chair questioned the impact on grid reliability and costs for other customers. 

By Diana DiGangi • Oct. 24, 2025

NERC president warns of ‘five-alarm fire’ for grid reliability

“The reliability of the power grid remains extremely high, but, paradoxically, the risks to reliability continue to mount,” the North American Electric Reliability Corp.’s Jim Robb told federal regulators.

By Ethan Howland • Oct. 22, 2025

States should think twice before taking steps to exit PJM

If officials believe the PJM Interconnection capacity market is not ensuring resource adequacy, or is doing so at excessive prices, they should turn their efforts to market reforms, writes former FERC Chair Joseph Kelliher.

By Joseph Kelliher • Oct. 22, 2025

FERC rejects NV Energy plan to allow free exit from interconnection study

Geothermal projects have surged to 3.3 GW in NV Energy’s interconnection queue, which grew 30% in the last three months.

By Ethan Howland • Oct. 21, 2025

ISO New England launches cluster study of 26 battery, wind and solar projects

The projects have a combined summer rated capacity of about 8 GW. The transitional cluster study is the first under a new review framework and is expected to be completed in August 2026.

By Robert Walton • Oct. 21, 2025

Residential electricity prices surge ahead of C&I rates: Berkeley Lab

State behind-the-meter policies and renewable portfolio standards appear to increase electricity prices, Lawrence Berkeley National Laboratory researchers said.

By Ethan Howland • Oct. 20, 2025