Energy Security

Seven of the nation’s largest artificial intelligence (AI) companies and hyperscalers signed a White House-brokered agreement March 4 committing to build, procure, or fund new generation capacity sufficient to cover the electricity demands of their data centers—and to pay for all grid infrastructure upgrades required to connect them, without passing those costs to residential or […]

Washington, D.C., has spent the past five years fixating on rare earths—where they’re mined, how they’re processed, and who controls the magnet supply chain. That attention is overdue. But the national conversation still stops one link too soon. The real compounding bottleneck isn’t just the magnets, it’s the motors and drives that use those magnets—traction […]

Major power outage events in 2025 reveal a broad spectrum of reliability risks, spanning voltage instability and protection failures to extreme weather and heat-related transmission stress. Compared with recent years, which were largely characterized by weather-driven disruptions and resource-adequacy events, 2025 incidents more clearly highlight vulnerabilities in interconnected system operations, including voltage management, reactive power […]

Microgrids are bringing greater energy independence to rural and remote communities. ABB’s microgrids experts outline how today’s smart localized power generation and distribution systems lessen far-flung homes and businesses’ reliance on costly fossil fuels and fragile national grid infrastructures. Protecting Remote Communities from Energy Insecurity It’s easy for town and city dwellers to take the […]

Customized power solutions that provide reliability, resiliency, and energy autonomy no longer are a “nice to have,” but rather a “must have” for many businesses, not just for critical sites such as hospitals and military bases but also for other enterprises.

Bring-Your-Own-Generation (BYOG) is emerging as a practical solution for power-hungry facilities that can’t wait on grid upgrades. Success hinges on a unified control architecture that coordinates diverse

America has a once-in-a-generation opportunity to rebuild its energy backbone. For the first time in decades, capital investment, technological innovation, and bipartisan political will are aligning to

The Department of Energy (DOE) has closed a $26.54 billion loan package—the largest single loan commitment in the agency’s history—with Southern Co. subsidiaries Georgia Power and Alabama Power to finance more than 16 GW of “firm” generation and more than 1,300 miles of transmission infrastructure and grid enhancement across the Southeast. The transaction, announced Feb. […]

The Trump administration is touting a proposed 9.2‑GW natural gas power complex near Portsmouth, Ohio, as the centerpiece of a new U.S.–Japan trade deal that officials say could steer up to $550 billion of Japanese capital into American energy and industrial projects. According to a Feb. 17 Commerce Department fact sheet and a statement by […]

New research reveals artificial intelligence (AI)-driven water demand is set to surge nearly 130% over the next 25 years. Power generation consumes about half of that, turning water into a potential constraint on future capacity—and a catalyst for achieving a lasting transition to greater water security. Power producers are facing a new challenge: deliver more […]

The director of the National Load Dispatch Center of the Cuban Electric Union, Engineer Félix Estrada Rodríguez, reported that Cuba generated more than 800 MW of photovoltaic (PV) power during a midday period on Tuesday, Feb. 10, 2026. This achievement follows the installation of more than 1,000 MW of solar energy capacity throughout 2025, in […]

Artificial intelligence (AI) has moved quickly from the margins to the mainstream in electric utilities. Control room vendors promote AI-driven insights, asset platforms promise predictive intelligence, and most major utilities are running at least one pilot or proof of concept. More than 80% of North American utilities already report using AI in some form.

As global electricity demand surges 40% by 2035 and warming projections worsen, nuclear, geothermal, gas, offshore wind, storage, and fusion must all advance—along with the workforce to build them. The global energy landscape is undergoing its most significant transformation since the Industrial Revolution. Electricity demand is surging at unprecedented rates while the imperative to decarbonize […]

Xcel Energy has moved to lock in supply and development capacity for what could become 6 GW of data center load through separate strategic agreements with GE Vernova and NextEra Energy, announced this week, that reserve five F-class gas turbines, multiple gigawatts of wind capacity, and joint development resources to support generation buildout into the […]

Virtual power plant operator Voltus and energy firm Octopus Energy will partner to aggregate residential flexibility across four major power markets—PJM, Midcontinent Independent System Operator (MISO), New York, and California—to offer Flexibility-as-a-Service (FaaS) and Bring Your Own Capacity (BYOC) solutions. The effort will “help data centers, utilities, and grid operators manage accelerating AI-driven load growth,” […]

The North American electric grid faces intensifying reliability risks over the next decade as demand growth driven by data centers and artificial intelligence threatens to outpace resource additions, according to the 2025 Long-Term Reliability Assessment (LTRA) released Jan. 29 by the North American Electric Reliability Corporation (NERC). The annual 10-year reliability assessment from North America’s Electric Reliability […]

Microsoft has committed to “paying its way” to ensure its data centers will not ramp up residential utility rates, becoming the first major hyperscaler to publicly commit to a comprehensive framework that ties artificial intelligence (AI) data center growth to cost-recovery rate design. The hyperscaler also pledged to advance utility coordination, directly fund grid infrastructure, […]

In-Depth: Meta’s suite of three landmark agreements is poised to provide the financial certainty to extend aging plants, accelerate first-of-a-kind advanced reactor deployments, and relieve PJM’s tightening capacity constraints while establishing the hyperscaler as an anchor customer for a 6.6-GW corporate-backed nuclear fleet. In a stunning move that reinforces Big Tech’s growing role in underwriting […]

The world has firmly crossed into the “Age of Electricity.” That is a unifying finding in the International Energy Agency’s (IEA’s) 2025 edition of the World Energy Outlook (WEO), which shows a global

A rapid succession of Section 202(c) emergency orders has forced utilities to keep more than 2 GW of coal capacity online in December alone, marking an unprecedented federal intervention in grid operations and triggering legal challenges from states and environmental groups. Across all orders issued since May 2025, the DOE has now stalled the retirement […]

The power sector is grappling with a fundamental mismatch: hyperscale data centers demand electricity at unprecedented speed and scale, while the infrastructure to serve them operates on timelines measured in years, not months. According to Stephen Empedocles, PhD, founder and CEO of Clark Street Associates (CSA), an advisory firm specializing in government funding for technology […]

Global Energy Trends 2026   In this edition of Global Energy Trends, we examine how electricity markets are navigating the continued tug-of-war between the three aspects of the energy trilemma (affordability, sustainability and security) and how both innovation and inertia are shaping the sector. The climate signals of 2025 are harsh but clear. Heat, drought, […]

POWER breaks down the top insights from Data Center POWER eXchange, its unique one-day summit curated by POWER’s editorial team and convened to examine the collision between accelerating data center load and tightening grid constraints.  The rise of artificial intelligence is poised to create the fastest, largest, and most concentrated surge of electricity demand in […]

The Department of Energy (DOE) extended its run of federal grid interventions into winter over the past week, issuing a Section 202(c) emergency order on Nov. 18 for Consumers Energy’s 1,420-MW J.H. Campbell coal plant in Michigan and another on Nov. 25 for Constellation’s 760-MW Eddystone Units 3 and 4 in southeastern Pennsylvania in a […]

In its recently released Winter Reliability Assessment, the North American Electric Reliability Corporation (NERC) found that while resources are adequate for normal winter peak demand, large swaths of North America face an elevated risk of electricity shortfalls during prolonged, wide-area cold snaps. Noting that four severe Arctic storms have swept across much of the continent since […]

Global shifts in energy demand are prompting power plants to reassess their production and efficiency needs. Energy-intensive AI data centers and increased renewable power loads to grids demand greater plant flexibility. Ramp-up and shutdown cycles require plants to rely more on cycle chemistry analytics to support fluctuations. The loss of personnel expertise due to layoffs […]

The Public Utility Commission of Texas (PUCT) has executed its first agreement under the Texas Energy Fund (TxEF) Completion Bonus Grant (CBG) Program, awarding the Lower Colorado River Authority (LCRA) up to $22.56 million for its 188-MW Timmerman Power Plant Unit 1, a new natural gas–fired plant in Caldwell County, Texas. The agreement marks the operational launch of Texas’s performance-contingent funding mechanism, which is designed to accelerate […]

Securing a reliable supply of electricity requires plenty of research to balance the risks and rewards of striking a deal.

The Confederated Tribes of the Colville Reservation will deploy multiple microgrids to enhance energy reliability and resiliency in an effort to achieve energy sovereignty. The Tribes, along with Open Access Technology International, on November 12 announced a landmark collaboration to advance tribal energy sovereignty and resilience through the siting of microgrids across the reservation in Washington state.

CyrusOne’s Jim Roche details how AI-driven workloads, high-density racks, and liquid cooling are transforming the data center–utility relationship. Only a decade ago, few in the power sector could have predicted that the digital economy’s engine—the data center—would become a central concern for utility planners, grid operators, and energy policymakers. For much of its history, data […]