Markets
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Commentary
Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting
Energy-generation permitting in the Mid-Atlantic continues to evolve in 2026 not through wholesale deregulation or uniform acceleration, but through procedural and permitting reform and the potential allocation of generation development authority to public utilities. States are enacting these changes to meet the reality of reliability concerns, transmission constraints, large load-growth, and to address frequent obstruction of energy projects by local government.
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Trends
PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory
PJM Interconnection has trimmed its near-term peak-demand projections in its updated 20-year load forecast, citing tighter vetting of large-load adjustment requests and revised electric-vehicle (EV) and economic assumptions. The grid operator, however, reaffirmed expectations for significant long-term growth driven by data centers and broader electrification. In its 2026 Long-Term Load Forecast, issued on Jan. 14, PJM […]
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Nuclear
Meta Locks In Up to 6.6 GW of Nuclear Power Through Deals with Vistra, Oklo, and TerraPower
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 […]
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Supply Chains
Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?
Analysts still see multi-year deficits in U.S. transformer supply, even as equipment manufacturers invest billions in new factories and advanced manufacturing processes. But some brokers suggest there is no
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Legal & Regulatory
Despite Federal Support, Economic Forces Are Driving the Future of Coal
The Trump administration during both its terms has prioritized its efforts on reviving the coal industry by introducing a series of policy changes and executive actions intended to boost coal leasing and production on federal lands. Yet, despite these political moves, coal’s trajectory in the U.S. energy market has followed a different path.
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Commentary
Power Generation in the Age of AI: Year-End 2025 Outlook
In early 2020, the prevailing narrative in the power sector was a continuation story of the developments from the decade before: renewable buildout will keep compounding, thermal capacity will keep retiring (albeit at a slower rate), markets will evolve to compensate for flexible generation products, capital will keep moving earlier in the development value chain […]
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Gas
Lebanon, Egypt Sign Deal to Supply Natural Gas for Lebanese Power Plant
Officials from both Egypt and Lebanon have signed a memorandum of understanding (MoU) to deliver Egyptian natural gas to the Deir Ammar power plant in Lebanon.
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Solar
Report: U.S. Adds 11.7 GW of New Solar Capacity in Q3
The U.S. solar power industry installed 11.7 GW of new generation in the third quarter of this year, according to a report from Wood Mackenzie and the Solar Energy Industries Association (SEIA). It’s the third-largest quarterly gain on record, and moves total solar installations in 2025 above the 30-GW level.
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Legal & Regulatory
Looking Back at 2025 to Look Forward for 2026: Navigating Policy Shifts and Market Surges
The past year saw a multitude of factors driving up electricity prices, including rapid growth in electricity demand, supply chain tightness, deployment delays for transmission and production projects, and an uncertain political and permitting climate. We expect all of these trends to continue in 2026. Changing economics have turned the justification for project development in […]
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Data Centers
Data Centers and the Grid: Key Insights from POWER’s Inaugural Data Center POWER eXchange Summit
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 […]
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Energy Security
NERC: Winter Grid Reliability at Risk Amid Soaring Demand, Fuel Supply Gaps
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 […]
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Gas
FERC Approves NRG Energy Plan to Buy 12.9 GW of Gas-Fired Generation
The Federal Energy Regulatory Commission (FERC) has signed off on NRG Energy’s plan to acquire nearly 13 GW of natural gas-fired power generation. The agency on November 13 said it supports Houston, Texas-based NRG’s $12-billion deal with New York-based LS Power for capacity in the PJM market territory.
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Management
Ready, Go, Set: How Disruptions Are Flipping EPC Contracting
What’s driving a fundamental shift in engineering, procurement, and construction (EPC) contracting? Equipment lead times. Workforce shortages. Data center timelines. POWER examines how the traditional EPC
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Management
The EPC Partnership Paradigm: How Smart Collaboration and Digital Tools Are Driving New Delivery Models
Traditional owner-EPC relationships relied on sequenced approvals and risk allocation tied to project maturity. Today’s interdependent infrastructure, including for the grid, generation, storage, and
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Interview
POWER Interview: CyrusOne Expert on How AI Is Reshaping the Data Center–Utility Relationship
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 […]
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Interview
A U.S. Manufacturer’s Take on Tariffs: ‘We Haven’t Had to Make Any Wild Pivots’
Sentry Equipment, headquartered in Oconomowoc, Wisconsin, is a century-old, employee-owned manufacturer that specializes in industrial sampling equipment and solutions for process industries including power generation, water treatment, and oil and gas. It has earned global recognition for its expertise in providing accurate, representative sampling and analysis systems. As a U.S. manufacturer that sources some materials […]
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Nuclear
Amazon Unveils ‘Cascade’—Energy Northwest’s Xe-100 SMR Project, Targeting Construction by 2030
Amazon has unveiled detailed plans and renderings for the Cascade Advanced Energy Facility, an initial 320-MW small modular reactor (SMR) complex that will serve as the first major project in its broader 5-GW nuclear partnership with advanced reactor developer X-energy, announced last year. The project will be owned, built, and operated by Energy Northwest just […]
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Finance
Investor-Owned Utilities to Spend $1.1T in Grid Boost as Power Demand Spirals
America’s investor-owned electric companies are poised to deploy record-setting investment to launch one of the most aggressive infrastructure modernization campaigns in industry history in a bid to confront unprecedented electricity demand growth and prepare for a fundamentally transformed energy landscape. In total, over the next five years, the industry is poised to invest more than […]
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Gas
Jawa Satu: The World’s Largest Single-Shaft Gas Power Plant
Indonesia’s 1,760-MW Jawa Satu pairs world-record single-shaft scale with liquefied natural gas–to-power integration. A POWER Top Plant winner, it reinforces reliability for the nation’s most critical
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Electrification
Ausgrid’s Bold Plan to Break Grid Monopoly Boundaries with Community Power Network
Ausgrid, the state-owned electricity distributor serving 1.8 million customers across Sydney and beyond, has proposed a “Community Power Network” (CPN) that could upend a century-old regulatory boundary by
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Energy Storage
Energy Storage Market Has Record Quarterly Deployments
A new report from the American Clean Power Association (ACP) and Wood Mackenzie shows the U.S. energy storage market set a record for quarterly growth in April through June of this year. The latest U.S. Energy Storage Monitor from the groups reports 5.6 GW of installations during the second quarter of 2025.
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Data Centers
LandBridge and NRG Strike 1.1-GW Gas-Fired Deal to Power Delaware Basin Data Center in Texas
LandBridge Co., a Permian-focused land and infrastructure firm with 277,000 surface acres in the Delaware sub-region in Texas, and NRG Energy, one of the U.S.’s largest independent power producers, have inked a strategic agreement for a potential 1,100 MW natural gas–fired generation facility in Reeves County, Texas, to power a hyperscale data center. The agreement, […]
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Trends
Soluna Breaks Ground on 166-MW Texas Wind-Powered Data Center for Crypto and AI
Soluna Holdings, a developer of data centers powered by renewables, is set to break ground on Project Kati, a 166-MW wind-powered data center campus poised to support Bitcoin hosting and the rapidly growing demand for artificial intelligence (AI) and high-performance computing (HPC) infrastructure. The project, a partnership with EDF Renewables, Masdar, and Spring Lane Capital, […]
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Nuclear
TVA, ENTRA1 Sign Agreement for 6-GW, Six-Plant Nuclear SMR Collaboration
The Tennessee Valley Authority (TVA) will collaborate with ENTRA1 Energy—NuScale’s exclusive global strategic partner—to develop a 6-GW nuclear portfolio, including six ENTRA1 Energy power plants on TVA sites, the companies announced on Sept. 2. Under the agreement, ENTRA1 Energy will develop and own nuclear assets across TVA’s seven-state service region, selling electricity to the nation’s […]
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Renewables
Solar and Wind’s Hidden Price Tag: Why Cost Isn’t the Whole Story
Solar and wind power have become increasingly cost-competitive over the past decade, prompting claims that they are now the cheapest sources of new electricity. The U.S. Energy Information Administration (EIA)
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Trends
Beyond Basic Sealing: Advanced Carbon Seal Rings Are Driving Industrial Decarbonization
Carbon seal rings are silently revolutionizing industries—from oil rigs to rocket engines. Carbon seal rings can have significant effects. Take a recent upgrade by ExxonMobil. By switching to advanced carbon seals in refineries, the company cut fugitive emissions by almost 30% and saved millions of dollars in downtime. Or SpaceX, which relies on ultra-durable carbon-graphite […]
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Nuclear
TerraPower Eyes Utah for Second Commercial Natrium Reactor as AI Demand Reshapes Western Grid
Nuclear innovation firm TerraPower has teamed with the Utah Office of Energy Development (OED) and Flagship Companies, a Salt Lake City-based land development firm, to explore siting a Natrium advanced nuclear reactor in Utah. The effort, which could mark the next phase of TerraPower’s expansion beyond its much-watched reactor demonstration project in Wyoming, has the […]
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Offshore Wind
Mitsubishi Pulling Plug on Three Japan Offshore Wind Projects
The reeling offshore wind power market received another blow as Mitsubishi Corp. said it will end further development of three Japanese offshore wind power projects due to rising costs. Mitsubishi Chief Executive Katsuya Nakanishi on August 27 said cost increases for the installations had far surpassed the company’s projections. The company said the price of […]
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Commentary
High Power Prices Are Stoking a Grassroots Wildfire—Here’s How to Respond
As Labor Day beckons, the hottest conversation topic isn’t a hit movie or summer pop anthem, but rather the widespread shock that ratepayers are seeing amidst unexpectedly high power bills. While widely predicted in the spring to those in the industry, this development is already causing headaches for operators and serving as an unpleasant surprise […]
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Press Releases
GridBeyond Expands Services with Revenue Floor and Synthetic Toll Contracts in ERCOT and CAISO
GridBeyond now offers revenue floor and toll contracts for selected power storage projects in the Electric Reliability Council of Texas (ERCOT) and California Independent System Operator (CAISO) markets. Backed by highly rated underwriting partners, these contracts provide project owners with new tools to de-risk their balance sheets or secure financing. Each contract is customizable, allowing […]