Trends

  • AI’s Growing Appetite: What the Grid Needs to Keep Up

    The rise of artificial intelligence (AI) isn’t just transforming industries; it is also transforming the energy grid. Behind every AI breakthrough lies a massive surge in computing power, and with it, an unprecedented demand for reliable and affordable electricity. As the U.S. positions itself for continued technological leadership, meeting the energy needs of AI data […]

  • The Evolution of Data Center Cooling: From Water to Emerging Technologies

    Data centers are the backbone of the digital age, housing the servers and networking equipment that power everything from cloud computing to streaming services. As these facilities grow in size and complexity, so does the challenge of keeping them cool.

  • Oracle Taps VoltaGrid for 2.3-GW Modular Gas Fleet to Power AI Data Centers Across Texas

    Texas-based rapid-deployment power specialist VoltaGrid will deploy 2,300 MW of modular, ultra-low-emissions natural gas generation to support Oracle Cloud Infrastructure’s (OCI’s) artificial intelligence (AI) data centers, backed by firm fuel from Energy Transfer’s 140,000-mile pipeline and storage network. Under the collaboration announced Oct. 15, VoltaGrid said its proprietary modular platform—featuring INNIO Jenbacher reciprocating engines and […]

  • Energy: The Most Critical 7% of America’s GDP

    The true engine of America’s economy might surprise you. It’s not tech. It’s not artificial intelligence, finance, or manufacturing. It’s energy. Energy accounts for just 7% of America’s gross domestic product (GDP), but, as former FERC Chair Mark Christie put it, “it’s the foundational 7% … everything else in our economy and lifestyle flows from it.”

  • 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 […]

  • Why This Summer’s Heat Proved the Case for a Smarter Grid

    The summer of 2025 pushed the U.S. electric grid to its limits. A brutal heat dome swept across the East Coast, while a powerful derecho tore through the Midwest, leaving more than 28,000 homes and businesses without power in Iowa alone. Demand surged to record levels. Yet despite the pressure, the grid avoided major blackouts. Smarter, more flexible systems are beginning to deliver results, but the need for faster transformation is undeniable.

  • How Utilities Need to Prepare for a Landscape Driven by Regulatory Shifts

    As utility leaders look to manage the ever-growing volatility in the industry, they also need to prepare for a shifting regulatory landscape that could bring unprecedented competition.

  • Buildings Will Devour 50% of New Global Electricity by 2035—Here’s How Smart Design Can Change That

    Nations around the world are undergoing a seismic shift, switching from fossil fuels to renewable energy to meet net-zero targets. But one sector is set to dominate new demand—buildings.

  • 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

  • POWER Digest [October 2025]

    Two business conglomerates with interests across Asia announced a partnership to build six geothermal power plants in Indonesia.

  • 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, […]

  • U.S.–UK Nuclear Partnership Spurs Historic Wave of Fuel, SMR, and EPC Deals—Here’s the Rundown

    The most significant week in transatlantic nuclear cooperation since the 1950s atomic partnership unfolded Sept. 14–24, 2025, as a coordinated surge of commercial agreements—totaling over $100 billion—spanned advanced reactor deployments, advanced nuclear fuel supply chains, nuclear waste management, maritime nuclear applications, engineering services, and regulatory harmonization. Formalized under the Atlantic Partnership for Advanced Nuclear Energy […]

  • FERC Acts on Four Reliability Standards, Probes AI and Data Center Load Forecasting

    The Federal Energy Regulatory Commission (FERC) on Sept. 18 advanced four reliability measures for the U.S. bulk power system (BPS), formalizing frameworks around supply chain risk, cloud computing and virtual infrastructure, cybersecurity, and extreme cold weather preparedness. The commission finalized a new supply chain risk management rule—effective in 60 days—that expands protections against vulnerabilities stemming […]

  • 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, […]

  • How Innovation in Nuclear Power Projects is Rewriting the Business Energy Playbook 

    Global energy demand is accelerating, and organizations are increasingly turning to nuclear power to secure stable, long-term electricity supplies. Advances in AI, modular design, and predictive analytics are helping overcome legacy hurdles of cost, complexity, and schedule, while business leaders shift capital toward projects that prioritize resilience as much as efficiency.

  • Why Power Plants Need AI That Engineers Can Trust

    America’s power producers face growing pressure to do more with less. A rapidly evolving grid, increasing demand, aging infrastructure, and policy uncertainty have created a system where traditional approaches to reliability are no longer enough. The North American Electric Reliability Corporation (NERC) recently issued its 2025 RISC report, highlighting the leading risks facing America’s power […]

  • EPA Streamlines Preconstruction Permitting to Accelerate Power Plants, Data Centers, and Manufacturing Reshoring

    The U.S. Environmental Protection Agency (EPA) has issued new guidance under its New Source Review (NSR) preconstruction permitting program that could allow power plant developers to begin certain non-emissions‐related site work—such as installing concrete pads, grading, and utility trenching—before obtaining a Clean Air Act construction permit. The change, described in a sparse set of paragraphs […]

  • NRC Accepts COLA for Fermi America’s Behemoth Four-Unit AP1000 Nuclear Plant in Texas

    The Nuclear Regulatory Commission (NRC) has accepted for review initial portions of a combined license application (COLA) from Dallas-based Fermi America to build and operate four Westinghouse AP1000 reactors in Carson County, Texas. The proposed project—which will be called the “President Donald J. Trump Advanced Energy and Intelligence Campus” (also known as Project Matador)—is slated […]

  • Two More UK AGR Nuclear Plants Get Further Lifetime Extensions

    EDF will extend the lifetimes of two UK nuclear power plants—Heysham 1 in Lancashire and Hartlepool in Teesside—by an additional 12 months to March 2028 in a bid to secure the country’s energy security as it faces a looming nuclear capacity cliff and heightened reliance on imported gas. The French-owned utility confirmed that 1.2-GW Heysham 1 in […]

  • 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 […]

  • Transforming the Grid: Forging a Path to Resilience

    The U.S. power grid has delivered electricity reliably for decades. However, today the grid faces challenges that are driving transformation, reshaping its operational scope and the technologies on which it relies.

  • Federal Grid Interventions Enter a Second Phase as DOE Extends Emergency Orders

    The Trump administration’s unprecedented use of emergency grid authorities entered a second phase in August 2025, as the Department of Energy (DOE) extended three critical reliability orders. The measures signal that this year’s historic string of federal interventions—staked in Section 202(c) of the Federal Power Act—are likely to continue beyond the traditional summer peak and […]

  • Constellation Outlines Nuclear Expansion Plans at Clinton Site as Meta Partnership Strengthens

    Constellation Energy is evaluating specific regulatory pathways to enable potential deployment of advanced nuclear reactors at its Clinton Clean Energy Center. The measure could mark the first concrete steps toward next-generation nuclear development at the Illinois site now that the competitive generator has finalized a landmark 20-year agreement with Meta. Constellation disclosed on Tuesday that […]

  • AI and the Grid: Smarter Paths to Renewable Integration and Grid Modernization

    According to the U.S. Department of Energy, more than 70% of the nation’s grid transmission lines and transformers are more than 25 years old, straining under the pressures of rising electrification and renewable integration. As power producers, utilities, and grid operators push toward decarbonization targets, the need for more intelligent, responsive, and resilient grid infrastructure […]

  • 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 […]

  • Extra Effort: Filling the Gaps in Demand Response

    The dual challenges of affordability and growing load demand are putting enormous stress on utilities, communities and households. Demand response, a key part of the solution, is falling short, but innovative payment plans can help fill the gap. Residential demand response (DR) is like the aerobic exercise of the electric utility industry. We all know […]

  • Why Grid Hardening Is No Longer Optional

    In the past decade, we have seen “once in a century storms” almost every year, flash floods wiping out entire towns, and extreme heat that melts shoes on pavement. Our climate is becoming more extreme, and we need to be proactive in preparing our infrastructure for more to come. The annual average for U.S. billion-dollar […]

  • AI and the Energy Transition: Building a Smarter, Decarbonized Energy System

    Solar energy generation from a rooftop panel system can be monitored quickly and easily, an example of how artificial intelligence (AI) and digital tools are empowering businesses to optimize energy use and contribute to a decentralized, decarbonized grid. The energy transition is accelerating. Electrification is surging, renewable power generation is expanding and energy consumption patterns […]

  • TVA Inks First U.S. Utility PPA for Gen IV Nuclear Power in Landmark Three-Way Deal with Google, Kairos

    The Tennessee Valley Authority (TVA) has signed a first-of-its-kind power purchase agreement (PPA) with advanced nuclear technology firm Kairos Power to buy power from the company’s planned Hermes 2, a molten salt nuclear reactor in Oak Ridge, Tennessee. The deal makes TVA the first U.S. utility to contract for electricity from a Gen-IV reactor. Under […]

  • Transforming Energy Finance Through AI-Driven Processes

    The power and utility sector underpins every part of modern life, from residential comfort to industrial productivity. Yet, as the global energy landscape evolves, so must the internal operations that keep these organizations running. COMMENTARY With total U.S. power use expected to reach around 4,189 billion kWh in 2025, and 4,278 billion kWh in 2026, […]