Power Demand

  • Ontario Advances Bruce C Nuclear Project with $300M Pre-Development Agreement

    Ontario took its most decisive step yet toward building Canada’s first large-scale nuclear station in more than three decades, directing the Independent Electricity System Operator (IESO) to enter a cost-sharing and recovery agreement with Bruce Power to advance pre-construction work on the proposed Bruce C project. The agreement, announced on May 7 by Energy and […]

  • The Power Problem Behind AI—and a Path to Fix It

    As artificial intelligence (AI) training reshapes data center power system design, early adopters using battery energy storage systems (BESS), microgrid control, and unified automation are positioning

  • AI Data Center Growth Is Now a Power Infrastructure Problem

    Why megawatts, siting, firm generation, and power-aware design are becoming the real inner loop of the artificial intelligence (AI) race. “We are knocking on the door of these incredible capabilities. The ability to build basically machines out of sand.” Dario Amodei, CEO of Anthropic, used that phrase at Davos this January to describe how silicon […]

  • Data Centers and the Grid: How Hyperscale Computing Is Reshaping Power Infrastructure

    A power paradox is emerging in the hyperscale era: while computing demand is accelerating, power availability is increasingly becoming the constraint that determines where data centers are built, how quickly they can be energized, and how large they can become. In this age of hyperscale data centers, campuses using 300–600 MW of electrical capacity, equivalent […]

  • Data Centers and Communities: Why the Conversation Demands More Nuance

    On April 7, the Maine House voted 82–62 to advance Legislative Document (LD) 307, a bill sponsored by Rep. Melanie Sachs, D-Freeport, that would impose a moratorium on artificial intelligence (AI) data

  • Maximizing Plant Operations in a Time of Surging Demand

    Across the power sector, plant owners are confronting a fundamental question: how long can existing assets continue to operate safely and economically? What was once a long-range planning exercise has become an immediate strategic priority, driven by a convergence of market, operational, and policy pressures. Load demand is rising at a pace many utilities and […]

  • How American-Made Steel Supports Oil & Gas, Nuclear and Renewable Energy Growth

    Global energy demand is outpacing supply, driving the need for expanded and more reliable infrastructure across oil and gas, nuclear, and renewable energy systems. Steel is essential to building and connecting this infrastructure, delivering the strength, durability, and performance required to operate in extreme environments and at scale. American-made steel provides consistent quality, material traceability, […]

  • Most Generators Run Inefficiently

    Most diesel generators operate at less than 40% of their rated capacity, significantly reducing efficiency and increasing fuel consumption. Hybrid power systems are emerging as a practical solution. In this White Paper, the ANA Hybrid Power Systems Team discuss the problems of traditional diesel generators, and how the EBOSS® Hybrid Energy System is changing how […]

  • Fusion Energy: The $50/MWh Target

    Fusion’s first challenge is scientific: can we make it work at scale? Its second, far tougher test is economic: can we make it cheap enough to matter? Global private investment has passed $10 billion, governments are launching new programs, and regulators are beginning to streamline pathways for advanced fusion machines.​ But one question will determine whether […]

  • TerraPower’s Kemmerer 1 Enters Construction: Timeline of the Natrium Project’s Road to First Power

    TerraPower’s Natrium reactor at Kemmerer, Wyoming, reached official construction start on April 23, 2026. Here’s a full timeline from ARDP selection to construction start. TerraPower on April 23, 2026, officially started construction on Kemmerer Unit 1, its flagship Natrium sodium-cooled fast reactor plant in Kemmerer, Wyoming—a milestone that marks the most consequential step yet in […]

  • The Blueprint for Meeting the Power Needs of AI

    I have spent my entire career working at the intersection of infrastructure and power. Collaborating with colleagues in the utility industry has been an enormous part of my job for almost three decades. So much so, that I have been humbled by how many familiar faces have come up to me at recent power-focused conferences […]

  • High-Density AI Is Forcing a Power Reckoning at the Rack

    The data center industry is having a power problem. The problem is at the rack. Artificial intelligence (AI) is driving rack power into ranges where conversion losses are no longer background noise. Every piece of equipment in a data center rack—graphics processing units (GPUs), central processing units (CPUs), storage—runs on direct-current (DC) power. Most facilities […]

  • Keeping the Lights On: How Cuba Is Fighting an Energy Crisis Under Tightened Sanctions

    The current state of the national power grid in Cuba is a response to an exceptionally complex scenario, marked by the intensification of the U.S. embargo and its direct impact on fuel supplies. This was the message delivered by First Deputy Minister of Energy and Mines, Argelio Jesús Abad Vigoa, during his appearance on the […]

  • Full Throttle: Five Trends Reshaping the Gas Power Boom

    A once-predictable industry is moving at hyperscale speed. Here are five trends defining the biggest gas power buildout in a generation. Natural gas power is in the middle of its biggest buildout in a

  • FluxPoint Energy Enters Race to Build First New U.S. Uranium Conversion Plant in Nearly 70 Years

    A new Texas-based startup has launched an effort to build what would be the first U.S. uranium conversion facility in more than seven decades to restore a domestic capability it says has become “an unacceptable chokepoint” in America’s nuclear fuel supply chain. FluxPoint Energy made its public debut this week at CERAWeek by S&P Global, […]

  • Investing in Energy’s ‘Anti-Fragile’ Future

    With federal tax credits under threat and regulatory stability in short supply, Bala Nagarajan, managing director of the energy investments team at S2G Investments, explained what he looks for in a company. “Is the product or the solution sold by this business cheaper, faster, better than the incumbent solution?” he asked. If so, it’s worth […]

  • On-Demand Webinar – Raiders of the lost heat: Capturing extra megawatts

    Sponsored by:
    GE Vernova

    Many customers overlook the steam turbine and generator when evaluating a gas turbine upgrade, leaving potential megawatts and heat-rate improvements untapped. This webinar will educate participants on the downstream effects of common gas turbine upgrades and show how to harness the additional energy and steam to generate more megawatts and maximize overall plant performance. During […]

  • Cuba Suffers Widespread Power Outage After Guiteras Plant Failure: Timeline of the National Grid Restoration

    On March 4, the Cuban Electric Union (UNE) reported, through its official account on the social network X, that at 12:35 pm a partial power outage occurred affecting the national grid from the province of Camagüey to Pinar del Río province. Following the outage, all established protocols for system restoration were immediately activated, with the […]

  • EQT, GIP Move to Take AES Private in $33B Bet on Data Center Power Demand

    A private equity–led consortium has agreed to take AES Corp. private in a $33.4 billion deal that—if completed—will shift one of the largest U.S.-listed power companies and a major data‑center renewables supplier into private ownership. AES’s board says the move, which comes as load growth and capital needs are rising across the sector, is designed […]

  • Engine Power Plants Surge as Data Centers Drive Unprecedented Demand

    Manufacturers respond with gigawatt-scale deployments, fast-start technology, and expanded production capacity. The global appetite for electricity has never been more insatiable, and at the heart of this

  • How Combined Cycle Power Plants Can Avoid Outages, Failures, and Losses

    When poor data & controls create too much room for plant outages and loss of productivity and profits.   Combined Cycle Power Plants (CCPPs) play a strategic role in enabling renewables and the hydrogen transition, but their reliability hinges on quality data — accurate, timely, consistent, complete, secure – to reflect true system conditions in […]

  • Geothermal Groundbreakers: The Projects Redefining Renewable Power

    Sponsored by:
    Halliburton

    A handful of geothermal projects are crossing from experimentation into execution, testing whether drilling gains, reservoir control, and new market demand can turn subsurface risk into firm, contractable power. Since 2021, geothermal power’s proposition has been quietly shifting, driven primarily by encouraging policy, but also a new class of decisive buyers. In response to reliability […]

  • 160 Days to Fission: Nuclear Power’s Sprint to Execution

    Sponsored by:
    TerraPower

    For the first time in decades, a wave of nuclear projects across the U.S. is advancing in parallel—from test reactors to early construction. POWER examines how first movers are navigating execution risk, supply chain constraints, and the race to achieve criticality by 2026. For the first time since the 1970s, multiple nuclear projects are under […]

  • Water Strategy Is Power Strategy in the New Economy

    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 […]

  • Powering Tomorrow: A Multi-Technology Roadmap for the Global Energy Transition

    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 […]

  • Battery Storage Comes of Age: From Grid Accessory to Essential Infrastructure

    From plunging costs to policy upheaval, the global battery storage sector is transforming grid design—and facing unprecedented challenges. The energy storage industry stands at a pivotal crossroads. On one side, costs are plummeting so dramatically that utility-scale batteries can now deliver solar power around the clock at competitive prices. On the other, regulatory upheaval—particularly in […]

  • New Gas-Fired Plants Bring Needed Generation, Flexibility to the Power Sector

    Several natural gas–fueled units are being developed as a way to support the industrial sector, including data centers, and to help integrate more renewable energy to the grid.

  • Xcel Energy Inks Dual Alliances with GE Vernova, NextEra to Support 6-GW Data Center Outlook, Generation Expansion

    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 […]

  • Natura, NGL Move to Pair Nuclear Molten Salt Reactors with Large-Scale Produced-Water Treatment in Permian

    Abilene-based Natura Resources, which won the first federal construction permit for a liquid-fueled molten-salt reactor in 2024, will work with NGL Water Solutions Permian to explore deploying its 100-MWe reactor design alongside thermal desalination systems to transform briny drilling waste into usable water—while powering data centers and other industrial loads hungry for around-the-clock electricity. The […]

  • Substation-Sited Generation: A New Frontier for Utility Resilience and Flexibility

    For decades, utilities have deployed distributed generation along distribution circuits primarily for single-circuit capacity support and voltage regulation. While these applications remain valuable, a broader opportunity is emerging: siting generators directly at substations to unlock system-level benefits that extend far beyond any single feeder. For rural electric cooperatives, municipal power systems, and even investor-owned utilities […]