Power Demand

  • Brookfield, Bloom Energy Expand AI Infrastructure Partnership to $25 Billion

    Fuel cell systems developer Bloom Energy and investment firm Brookfield said the companies are expanding their partnership agreement and increasing their project financing to $25 billion. The companies initially announced a $5-billion partnership deal in October of last year.

  • Why a Calmer Summer Outlook Hasn’t Settled the Capacity Question

    A milder reliability assessment, 58 GW of new resources, and softening load forecasts have eased the near-term mood. Analysts and executives warn the breathing room is borrowed time. For the first time in

  • Energizing AI: How Modular Substations Alleviate Data Center Power Bottlenecks

    Data center developers have mastered server density and cooling, but power interconnection remains stubbornly slow. Modular substations built in factories rather than fields are emerging as the most practical

  • The Grid, Not Just Generation, Has Become the Central Climate Story

    For much of the past decade, the climate and energy debate has been fixated on how electricity is generated: which technologies are cheapest on paper, how renewables can scale fastest, which breakthrough is

  • On-Demand Webinar: Simplifying real-time natural gas monitoring with integrated process Raman and flow measurement

    Sponsored by:
    Thermo Fisher Scientific

    This webinar explores an integrated approach to natural gas monitoring that combines real-time, in-line process Raman spectroscopy with advanced flow measurement and control. Process Raman technology provides continuous gas composition and heating value (BTU) measurements, while the flow computer platform delivers standardized flow calculations, operational monitoring, and remote visibility from wellhead to pipeline. Attendees will […]

  • MiCo Acquires Global HRSG Leader NEM Energy

    MiCo Co. Ltd. announced that its subsidiary, Hyundai Heavy Industries Power Systems Co. Ltd. (HPS), has signed a share purchase agreement (SPA) to acquire a 100% stake in Netherlands-based NEM Energy B.V. from Mutares SE & Co. KGaA, a German-listed investment firm. The transaction, which includes NEM Energy’s German subsidiary NEM Balcke-Dürr GmbH, is scheduled […]

  • Google Launches 1-GW-Plus Co-Located Data Center and Generation Complex in Texas Panhandle

    Google and Intersect, a clean energy developer Google acquired in March 2026, have launched construction on the Meitner Energy Center, a co-located data center and generation complex in the Texas Panhandle that will integrate more than 1 GW of wind, solar, and battery storage with on-site gas-fired generation for reliability firming. The project is located […]

  • Wind Repowering—A Second Wind for the Industry

    It’s a known fact that wind power sites across the U.S. eventually will reach the end of their lifecycles. So now what? The industry is coming upon an age where owners and operators must repower these sites by leveraging existing infrastructure to help meet the growing national demand for power. With more than 75,000 turbines […]

  • From Backup to Prime Power: How AI Data Centers Are Bypassing the Grid

    Data centers have traditionally depended on uninterruptible power supply (UPS) systems and backup generators to keep them online during a power cut, grid event, or natural disaster. But the critical nature of modern artificial intelligence (AI) workloads is such that there is no tolerance of downtime. Further measures must be in place to ensure energy […]

  • Record Power Burn Expected This Summer as Coal Retirements and Data Centers Drive Gas Demand

    U.S. natural gas supply is expected to reach a record 117 billion cubic feet per day (Bcf/d) this summer, including 111.7 Bcf/d of dry gas production, but growing demand from liquefied natural gas (LNG) exports, data center load, industrial activity, and power generation is absorbing much of that growth, leaving less gas available for storage […]

  • A Middleware Approach to AI-Ready Power Asset

    Sponsored by:
    Yokogawa Systems Group

    How industrial middleware unlocks the full value of operational data AI and why most AI programs fail without it   Power companies are being asked to deliver higher reliability while their operating environment becomes more dynamic. Conventional power generation: must run with greater flexibility, grid assets must absorb new load patterns, renewable portfolios must operate […]

  • Duke Energy’s Nuclear Playbook: Three Horizons, One Strategy

    Duke Energy’s 11-unit nuclear fleet finished 2025 with a capacity factor greater than 97%—its best result on record. For Steven Capps, Duke’s senior vice president and Chief Nuclear Officer, that number is the foundation everything else has to sit on. “2025 was the best year we have had in terms of overall capacity factor for […]

  • Fast Power for a Constrained Grid: Wet Compression Applications in Gas Turbines

    There has never been a time when so much power was needed so fast. Driven by the artificial intelligence (AI) revolution, more data center capacity is in development or under construction now than has been built in all of history. According to analyst firm Industrial Info Resources (IIR), each month of 2025 saw at least […]

  • Aligning Data Center Growth with Community Acceptance in a Constrained Grid

    Grid capacity and the interconnection queue aren’t the only constraints on U.S. data center growth. Community acceptance is becoming the toughest bottleneck to break through, and a hot political topic with the approach of the midterm elections.

  • 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

    Sponsored by:
    Nucor

    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

    Sponsored by:
    ANA

    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 […]