Trends

  • Google, I&M Strike Landmark Deal to Share Clean Capacity and Flex AI Load

    American Electric Power (AEP) subsidiary Indiana Michigan Power (I&M) has filed a special customer-specific contract with technology giant Google that could create a dual-purpose arrangement to address power capacity constraints in one of the fastest-growing digital infrastructure regions in the U.S. AEP on Aug. 4 announced that the two companies filed a petition to the […]

  • Delays, Rollbacks, and Diverging Paths: The Global State of Power Plant Emissions Controls

    In recent years, analysis of the world’s power plant emissions appears to have centered largely on carbon dioxide (CO 2 ), mainly because carbon dominates global accounting frameworks and climate goals. In

  • DOE’s Fifth Emergency Order—for PJM—Caps Summer of Escalating Grid Risk

    The Department of Energy (DOE) has issued its fifth 202(c) emergency order this year, directing PJM Interconnection to override environmental limits and dispatch an oil-fired power generating unit in Maryland strictly as needed to avert possible blackouts in the Baltimore region. The July 28 order, issued under Section 202(c) of the Federal Power Act, authorizes […]

  • PJM’s Record-High Capacity Prices Spark Sector Reckoning as Market Signals, Policy Battles Intensify

    Capacity prices in PJM Interconnection’s latest auction spiked to the market’s price ceiling, hitting $329.17/MW-day across the board for the 2026/2027 delivery year—the maximum allowed under new Federal Energy Regulatory Commission (FERC) rules. The regional transmission organization’s (RTO’s) competitive Base Residual Auction (BRA), conducted on July 9, 2025, and released on July 22, secured 134,311 […]

  • Public Safety Power Shutoff? Utilities Must Be Proactive

     Yes, you need to shut off the power … 60-plus-mile-per-hour winds whipping down the mountains, ample dry vegetation in their path, and a significant population in the wildland-urban interface (WUI) with unassuming residential areas beyond. These conditions set the stage for catastrophic fires, including those in Eaton Canyon in Los Angeles, California, in 2025, and in […]

  • Beyond Co-Location: The Emerging Opportunity for Vertically Integrated Utilities in the Data Center Boom

    The explosive growth of hyperscale data centers is reshaping the power sector at unprecedented speed. In just a few short years, load requests from data center operators have gone from occasional filings to a full-on wave of gigawatt-scale development across North America. While much attention has been paid to the trend of co-locating data centers […]

  • Enhancing Grid Resilience and EV Charging Efficiency Through Advanced Technology

    XCharge North America (XCharge NA) is a provider of high-power electric vehicle (EV) charging and battery-integrated solutions designed to strengthen the North American electrical grid. Since its inception in 2022, XCharge NA has developed a suite of products designed to enhance the efficiency and accessibility of EV charging, most recently launching its GridLink product in […]

  • Virtual Power Plants: How to Power the Energy Economy by Stretching Today’s Grid

    The challenge posed by surging demand for electricity from data centers and high-performance computing facilities presents an ideal time for innovative energy solutions that efficiently improve grid reliability and increase the availability of clean, affordable electricity. Not only does the U.S. risk missing more than $100 billion of artificial intelligence (AI) market growth over the […]

  • PPL, Blackstone Launch Major Gas-Fired Generation Venture Targeting Data Center Surge in Pennsylvania

    PPL Corp. and investment giant Blackstone Infrastructure have formed a joint venture to build, own, and operate natural gas combined-cycle generation plants in Pennsylvania specifically designed to serve data center loads through long-term energy service agreements (ESAs). The partnership, unveiled at the Pennsylvania Energy and Innovation Summit in Pittsburgh on July 15, represents a strategic […]

  • GM, Redwood Materials Pursue Use of Vehicle Batteries for Energy Storage

    General Motors (GM) has signed a non-binding memorandum of understanding with Redwood Materials, an agreement meant to accelerate deployment of energy storage systems using both new U.S.-manufactured batteries from GM, and second-life battery packs from GM electric vehicles (EVs). This collaboration, announced July 16, marks a significant step toward taking GM’s advanced battery technology beyond […]

  • “We’re Writing a New Chapter”: Mitsubishi Power CEO Bill Newsom on AI, Gas Turbines, and the Path to Decarbonization

    The U.S. power sector seems to be increasingly pulled in two directions. While trundling toward rapid electrification, it is seeking to hold its ground on recent decarbonization triumphs. And while utilities and power companies are racing to add generation capacity, their prospects are limited by aging infrastructure and upended by supply chain constraints that have […]

  • Renewable Energy Surges, but Grid Crisis Looms as Demand Grows and Policies Shift

    The U.S. electric power sector is experiencing a surge in renewable energy deployment, yet the grid faces mounting pressure from skyrocketing demand and shifting federal policies. As data centers and

  • IBEW ‘Strongly Opposes’ GOP’s Draft of ‘Big, Beautiful Bill’; Cites Hundreds of Thousands of Lost Jobs

    IBEW International President Kenneth W. Cooper on June 29 issued the following statement on Senate Republicans’ draft reconciliation bill, the so-called “Big Beautiful Bill” that threatens several sectors, including renewable energy: “This budget reconciliation bill is a direct attack on working families, shoveling tax breaks to the rich while turning its back on the people […]

  • Talen, Amazon Launch $18B Nuclear PPA—A Grid-Connected IPP Model for the Data Center Era

    Talen Energy has restructured and significantly expanded its nuclear energy agreement with Amazon Web Services (AWS), finalizing a 17-year, $18 billion power purchase agreement (PPA) that will supply up to 1,920 MW of carbon-free electricity from the 2.5-GW Susquehanna nuclear plant to Amazon’s data centers across Pennsylvania. The deal, announced on June 11, restructures a […]

  • Out of Sync: The Infrastructure Misalignment Undermining the U.S. Grid 

    U.S. power infrastructure—the intricate physical fabric that laces together generation, transmission, and distribution—is under intensifying strain. Outdated and overextended, it must now absorb relentless growth from electrification and data centers or risk escalating reliability threats, surging costs, and a weakened global competitive edge. POWER examines the dysfunction and what it will actually take to future-proof […]

  • Decarbonization Whiplash Prompts a Power Sector Recalibration 

    What happens when a political U-turn suddenly upends years of decarbonization strategy? As the U.S. House of Representatives moves to dismantle key clean energy tax credits, POWER examines how utilities and developers are rethinking timelines, technologies, and financing, while racing to keep the energy transition on track.  On May 22, 2025, the U.S. House of […]

  • The Great Shift: Navigating the Global Energy Transition

    As the world grapples with the urgent need to combat climate change, the transition from fossil fuels to renewable energy sources is accelerating, driven by technological advancements and governmental directives. This global shift promises not only to reduce greenhouse gas emissions, but also to create a more sustainable and resilient energy future. The world stands […]

  • IRA Incentives Fuel U.S. Solar Manufacturing Surge

    The U.S. solar manufacturing landscape has undergone a remarkable transformation since the passage of the Inflation Reduction Act (IRA) in 2022. Through targeted domestic content incentives, the federal government has successfully ignited a manufacturing renaissance, boosting capacity nearly five-fold and creating thousands of jobs across the country. Catalyzing Growth Through Strategic Incentives The centerpiece of […]

  • The POWER Interview: Advanced Technologies Support Microgrid Movement

    Microgrids have grown in importance as the need for a reliable and resilient supply of power has grown. The technology has proven itself for a variety of commercial and industrial (C&I) enterprises, in both urban and rural areas where a source of off-grid—or in some cases grid-connected—energy is needed, whether a backup power or as a primary source of electricity.

  • Meet the Tools Helping Power Companies Separate Threats from Noise

    As threats to power companies rise—from cyberattacks to theft and vandalism—many utilities are rethinking how to secure facilities and critical infrastructure. Outdated systems that constantly trigger false alarms from wind, weather, or wildlife are draining resources—making it imperative for utilities to modernize their security to improve response, cut costs and reduce reliance on armed personnel. […]

  • The Outlook for Energy M&A Amid Global Tariff War

    The uncertainty surrounding the global tariff war is reshaping the landscape of mergers and acquisitions (M&A) within the energy sector. This dynamic environment presents both challenges and opportunities for investors, compelling them to navigate a complex web of trade policies, supply chain disruptions, and geopolitical shifts.

  • Vistra to Acquire 2.6 GW Gas Fleet for $1.9B, Citing Surging U.S. Power Demand

    Vistra Corp. has agreed to acquire seven natural gas power plants totaling 2,557 MW from Lotus Infrastructure Partners for $1.9 billion, as part of a strategy to meet surging U.S. electricity demand and expand its competitive generation portfolio. The deal, announced on May 15, is valued at approximately $743 per kilowatt and includes five combined […]

  • FERC Anticipates Higher Energy Prices This Summer

    The Federal Energy Regulatory Commission’s (FERC’s) 2025 Summer Energy Market and Electric Reliability Assessment has forecast higher wholesale electricity prices this summer in most regions. The assessment, published May 15, notes that if normal operating conditions prevail, all regions of the country will have adequate generating resources to meet expected summer demand and operating reserve […]

  • NERC’s Summer Grid Outlook Shows Progress, but Elevated Risks Persist as Load Growth Outpaces Flexibility

    All regions across the North American bulk power system (BPS) are generally positioned to meet peak demand under normal summer conditions, though elevated risks of electricity supply shortfalls could persist under extreme heat, surging demand, and resource variability, the North American Electric Reliability Corp. (NERC) warns. In its May 14–released 2025 Summer Reliability Assessment (SRA), […]

  • DOE Chief Backs Fossil, Nuclear Push Amid Budget and Staffing Questions

    U.S. Secretary of Energy Chris Wright on May 7 told lawmakers that the Department of Energy (DOE) is entering what he called “a golden era of American energy dominance,” outlining the Trump administration’s strategy to prioritize fossil fuels, nuclear power, grid modernization, and permitting reform, while positioning the U.S. to lead in artificial intelligence (AI) […]

  • Policy on Energy Efficiency Moving to States—Here’s What to Know

    In late March, the Department of Energy (DOE) announced it would eliminate four efficiency standards enacted during the Biden administration. In addition, the Trump administration has issued statements suggesting that the power to choose appliances and energy-efficiency standards should not belong to the federal government, setting the stage for a state-level approach.

  • Alberta’s Deregulated Grid Is Bracing for 11 GW of New Demand

    While Alberta’s historical energy legacy has been defined by coal and crude oil, the Canadian province has embraced renewables and carbon capture over the past two decades, and is now exploring small modular

  • Why Utility Fleets Still Struggle to Harness True TCO Intelligence

    In an era where grid modernization, decarbonization, and electrification dominate utility agendas, fleet management strategies are lagging behind. Many utility and power generation providers continue to rely on outdated vehicle management platforms that lack the advanced total cost of ownership (TCO) analytics needed to support today’s evolving operational and sustainability goals.

  • Crafting Integrated Solutions to Minimize Energy and Water Consumption

    Energy and water are like dance partners in a complex ballet, each intricately linked to the other. On the global stage, the greatest demand for water is for electric power generation, while the most energy-intensive sector is the extraction, treatment, and distribution of water.

  • The POWER Interview: Electrification Key to Total Decarbonization

    The transition toward electrification has challenges, such as the need for more infrastructure to support charging of electric cars and trucks, and other transport vehicles. The residential and commercial and industrial sectors must consider the cost of new technologies for heating and cooling.