Power Demand
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Commentary
Five Trends Shaping the Future of Demand Response in 2025
The energy grid is confronting unprecedented challenges, including surging demand, aging infrastructure, and the increasing frequency of extreme weather events. A deep freeze across the East Coast recently generated an all-time winter high demand on the PJM grid, while Texas and Florida dealt with a rare snowstorm. Demand response has emerged as a proven and […]
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Energy Security
Talen, PJM Reach Agreement to Keep 2 GW of Coal, Oil Generation Online for Reliability in Maryland
Talen Energy has reached an agreement with PJM Interconnection, the Maryland Public Service Commission, Maryland electric utilities, consumer representatives, and the Sierra Club to extend operations at its 1.3-GW coal-fired Brandon Shores power plant and 774-MW oil-fired H.A. Wagner units until May 31, 2029, under a reliability-must-run (RMR) contract. If approved by the Federal Energy […]
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Legal & Regulatory
PJM, Facing Capacity Shortage as Early as 2026/2027 Delivery Year, Agrees to Lower Auction Price Cap
PJM Interconnection and Pennsylvania Governor Josh Shapiro have settled a lawsuit over PJM’s capacity market pricing, agreeing to lower the grid operator’s auction price cap from over $500/MW-day to $325/MW-day. The move comes as PJM acknowledges a capacity shortage could affect its system as early as the 2026/2027 delivery year. The agreement announced on Jan. […]
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Commentary
DeepSeek Sparks Demand Debate, While Chevron Plans Gas-Fired Plants for Data Centers
The debate over just how much power will be needed to support the artificial intelligence (AI) industry became heated when a Chinese company said it has a low-cost AI model that could upend the sector’s energy needs. DeepSeek created a global stir after releasing information that said the company’s DeepSeek-V3 required less than $6 million […]
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Trends
NextEra Eyes Restart of Shuttered Nuclear Plant, Partners with GE Vernova on Gas Power Expansion
Facing a projected surge in power demand across the country, NextEra Energy is taking steps to potentially restart its shuttered 615-MW Duane Arnold nuclear plant in Iowa as early as 2028, while also signing a new partnership with GE Vernova to develop natural gas generation projects that could be paired with renewable energy and storage. […]
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Electrification
Nuclear-Gas Synergy: Oklo and RPower Unveil Phased Model to Address Data Center Power Demands
Advanced nuclear technology firm Oklo is partnering with Texas-based prime and backup solutions company RPower to roll out an innovative “phased energy model” that will combine natural gas and nuclear to offer a scalable and sustainable turnkey solution for data centers. The companies on Jan. 17 said they signed a memorandum of understanding (MOU) to […]
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Trends
Constellation Moves to Acquire Calpine in $16.4B Deal, Forming Competitive Generation Goliath
Competitive generation giant Constellation has agreed to acquire Calpine Corp. in a $16.4 billion deal that is set to create the largest producer of clean and reliable energy in the U.S. with an asset portfolio of more than 60 GW. The definitive agreement, announced on Jan. 10, includes a cash and stock transaction valued at […]
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Data Centers
Generational Shift—Data Centers Bring Change to Energy Landscape
Deals involving the data center sector are occurring regularly, as tech companies make moves to ensure they have a reliable supply of power for their energy-intensive operations. Several generation types, both thermal and renewable, are being touted and pursued by groups involved with artificial intelligence (AI), data management, and cloud computing. Google, Microsoft, Amazon Web […]
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T&D
Why Utilities Can’t Afford to Wait to Deploy DLR
Transmission congestion currently affects approximately 70% of the U.S. grid. Bottlenecks delay the interconnection of cost-effective clean energy sources, limit the transfer of electricity between regions, and raise operational and consumer costs. Dynamic line rating (DLR) technology mitigates these challenges with valuable newfound transmission capacity. DLR allows operators to utilize the maximum capacity of existing […]
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Trends
Factors Affecting the Power Industry in 2025 and Beyond: Trump and Data Centers Among Key Influences
The new year always provides a great opportunity to take a look back to see what POWER got right (or wrong) in our previous industry forecast. More importantly, it gives us a chance to look ahead. Some things
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Interview
Industry Experts Say Storage, Renewables, Transmission Key Parts of 2025 Energy Outlook
The outlook for the power generation sector in 2025 promises a continuation of the energy transition, though there’s plenty of debate about the direction of the industry. Advocates for renewable energy, particularly in the U.S., are concerned about how the incoming Trump administration—with its support for fossil fuels—could impact the growth of clean technologies. Utilities […]
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Legal & Regulatory
Five Critical Insights from NERC’s 2024 Long-Term Reliability Assessment
Well over half of North America faces a potential shortage of electricity supplies in the coming years, compounded by surging demand growth, accelerating generator retirements, and delays in resource development, the North American Electric Reliability Corporation (NERC) has warned in its latest 2024 Long-Term Reliability Assessment (LTRA). The designated electric reliability organization’s (ERO’s) annual 10-year […]
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Nuclear
Virginia Officials Say State Will Be Home to World’s First Fusion Power Plant
Virginia’s governor and other officials on Dec. 17 said the state has a plan for the world’s first nuclear fusion power plant. Commonwealth Fusion Systems (CFS) on Tuesday announced it will build a 400-MW fusion facility on a 100-acre site at the James River Industrial Park in Chesterfield County. Massachusetts-based CFS, founded in 2018, and […]
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Coal
IEA Says Global Coal Use at All-Time High, Will Remain Strong
The International Energy Agency (IEA) in a new report said global use of coal, including for power generation, is expected to reach a record 8.77 billion tonnes this year. The group said China’s continued use of coal in its power plants, along with the impacts of Russia’s invasion of Ukraine on global gas markets, means […]
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Hydrogen
Siemens Energy Joins Forces for Bold 100% Hydrogen HL Gas Turbine Leap
Siemens Energy is teaming with UK power giant SSE to develop a combustion system that will allow its flagship SGT5-9000HL gas turbine to run 100% on hydrogen while maintaining the flexibility to operate with natural gas and blends of the two. The two companies on Dec. 9 launched “Mission H2 Power,” a project that will […]
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Gas
NET Power and CRC Team to Deploy 1 GW of Carbon-Free Gas Power Plants in California
NET Power, developer of a novel gas-fired power plant that captures all atmospheric emissions, will explore deploying up to 1 GW of power capacity in Northern California with partner California Resources Corp. (CRC), California’s largest oil and gas producer. CRC’s carbon management subsidiary, Carbon TerraVault (CTV), and NET Power signed a memorandum of understanding (MOU) […]
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Data Centers
Google Invests in Partnership to Develop Energy Assets at Data Center Parks
Technology companies are looking at various ways to source electricity for energy-intensive data centers. Google on Dec. 10 unveiled a plan to join with several partners in supporting power generation, as part of what could be a $20 billion investment to develop industrial parks that would have renewable energy and energy storage built alongside those […]
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Data Centers
Tech Giant Meta Seeking Nuclear Power to Support Data Centers
Facebook parent Meta wants to find developers that can provide nuclear reactors to support electricity demand from the tech company’s data centers and artificial intelligence (AI) efforts. The group said the new generation capacity also could support local power grids. Meta on Dec. 3 announced a request for proposals (RFP) “to identify nuclear energy developers […]
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Commentary
Balancing Growth and Sustainability: Power Challenges for Data Centers in the Age of AI
The rise of artificial intelligence (AI) has revolutionized how industries operate, and data centers have become the nerve center of this transformation. From streaming services to real-time collaboration tools, the data centers that house and manage our digital lives are expanding rapidly to meet the surging demand. Yet, as AI’s impact and importance grow, so […]
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Trends
THE BIG PICTURE: How Much Power Will Data Centers Consume? (Infographic)
Driven by artificial intelligence (AI), cloud computing, and the digital transformation, U.S. data centers consumed an estimated 150 TWh of electricity in 2023—equivalent to around 3% of the nation’s power demand. Globally, data center demand hovered at 340 TWh in 2023—about 1.3% of worldwide electricity use. Multiple sources project this demand will surge dramatically through […]
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Energy Storage
How Energy Storage Can Turn Oversupply into Opportunity
Renewable energy intermittency isn’t only a challenge when the sun isn’t shining or the wind isn’t blowing. For many regions, oversupply of renewable electricity during sunny and windy periods with low grid demand creates its own economic and operational challenges. In California, more than 2.7 TWh of renewable energy—primarily solar—was curtailed last year during such […]
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Commentary
Why Businesses and the Government Are Turning to Nuclear Reactors for Our Increasing Energy Demands
The energy landscape in the U.S. is undergoing a seismic shift, owing in part to the exponential growth of generative artificial intelligence (AI) applications and data centers, according to McKinsey & Company. This rise in energy demand is further exacerbated by the country’s increasing seasonal cooling and heating needs due to extreme weather. To offset […]
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Nuclear
Kenya Moves Forward with Plans for Country’s First Nuclear Power Plant
Officials with Kenya’s Nuclear Power and Energy Agency (NuPEA) said the country is on track to start construction on its first nuclear power plant by 2027. The group at a parliamentary hearing this month said the facility would begin generating power by 2034. Kenya’s move is the latest by an African nation as more countries […]
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Data Centers
Powering the Future: How AI’s Energy Demands Could Push Power Grid to Its Limits
As artificial intelligence (AI) adoption skyrockets—and especially generative AI (genAI)—the underlying infrastructure powering these technologies faces unprecedented demands. Data centers, the nerve centers of AI operations, rely heavily on electricity, and their growth is reshaping how we think about energy. The current power consumption by data centers already accounts for about 3% of the world’s […]
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Trends
Texas Mandates Cryptomining Registration, Power Demand Reporting, to Bolster Grid Reliability
The Public Utility Commission of Texas (PUCT) has adopted a rule for reliability purposes requiring cryptocurrency mining facilities in the Electric Reliability Council of Texas (ERCOT) region to register with the state and annually report details about their location, ownership, form of business, and demand for electricity. The PUCT’s new rule, adopted on Nov. […]
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Nuclear
Mobility, Flexibility, Scalability: SMRs Forging Nuclear’s Future
The need for emissions-free power generation, along with the ability to provide more power when and where it’s needed, is driving research and development of smaller nuclear reactors. Energy industry
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Trends
Power Shift: Trump’s Energy Agenda Sparks Cautious Optimism, Climate Concerns
Tuesday’s election, which will return Donald Trump to the White House and grant the U.S. Senate a Republican majority, could have sizeable implications for the power industry. In reactions sent to POWER, industry groups expressed a combination of cautious optimism, resilience, and preparedness for potential changes. Industry leaders are bracing for a pro-fossil fuel agenda […]
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Commentary
Ratepayers First: The Economic Case Against Nuclear’s Data Center Dreams
As an energy professional in Georgia with a front row seat to the construction of Plant Vogtle, I found the October 23 Washington Post editorial endorsing nuclear energy as a tool for combating climate change astonishing. Georgia is the first state to build nuclear power in 30 years and the editorial board profoundly mischaracterized what […]
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Sustainability
Why Data Center Developers Should Think ‘Power First’
You don’t need me to tell you how artificial intelligence (AI) is impacting the power grid; you can just ask AI. Claude, an AI assistant created by Anthropic, told POWER, “AI training and inference are driving unprecedented demand for data center capacity, particularly due to large language models and other compute-intensive AI workloads.” It also […]
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News and Notes
Dominion Sells 50% Stake in $10B Offshore Wind Project
Dominion Energy has sold a 50% noncontrolling interest in its 2.6-GW Coastal Coastal Virginia Offshore Wind (CVOW) commercial project to infrastructure investment group Stonepeak. The Richmond, Virginia–headquartered utility in an Oct. 25 financial filing said it received proceeds of $2.6 billion for the sale. The amount represents “reimbursement of approximately 50% of project-to-date capital investment.” […]