Latest
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Commentary
Phantom Data Centers Didn’t Break the Power Grid—They Proved It Was Already Broken
The requests flooding interconnection queues come from data center developers, private equity funds, land brokers, and shell companies, many of whom lack site control, a construction timeline, or even a signed customer. They secure a queue position, bet that powered land will attract a buyer, and wait. The industry calls them “phantom data centers,” and the grid isn’t prepared to handle them.
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Gas
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 […]
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Solar
Sunraycer Renewables Closes $901-Million Package to Support Three Solar Projects
Sunraycer Renewables LLC, a developer, owner, and operator of clean energy power sites, on May 14 announced the closing of a $901-million project financing facility to support three Texas-based solar power projects.
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Gas
Wärtsilä, Origem Energia Partner on Brazilian Power Plant Projects
Technology group Wärtsilä has signed two equipment supply contracts with Origem Energia for the development of new balancing power projects in Brazil. The contracts announced May 13 cover the supply of two batches of 18 Wärtsilä 34SG balancing engines.
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Commentary
Managing AI’s Footprint in a Carbon-Constrained World
Behind even the smallest convenience powered by AI is a massive surge of computing power for training models and inference. All that computing power requires energy.
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T&D
The Hidden Bottleneck Slowing DER Interconnection—and What Utilities Can Do About It
Utilities are under increasing pressure to move distributed energy resources (DER) through interconnection queues more quickly. In many regions, review timelines have stretched from months into years as requests for solar, storage, and electric vehicle infrastructure continue to rise.
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Nuclear
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 […]
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Nuclear
State of the Nuclear Industry 2026: Korsnick Says the Real Test Is Now Scale
Within a single week last month, Kairos Power broke ground on its Hermes 2 reactor in Tennessee, and days later TerraPower and Bechtel began construction on the Natrium reactor in Wyoming. Maria Korsnick, president and CEO of the Nuclear Energy Institute (NEI), told industry leaders in Washington, D.C., at the Nuclear Energy Policy Forum on […]
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Cybersecurity
CISA’s CI Fortify Initiative Signals a Shift in How the U.S. Government Thinks About Grid Threats
On May 5, 2026, the Cybersecurity and Infrastructure Security Agency (CISA) released its CI Fortify initiative, new guidance instructing electric utilities and other critical infrastructure (CI) operators to plan for a geopolitical crisis in which their operational technology (OT) networks are actively compromised and/or their connectivity to telecommunications, internet, vendors, and service providers is gone. […]
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Technology
Star Catcher Raises $65 Million to Build First Power Grid in Space
Florida-headquartered Star Catcher Industries said it has raised $65 million in an oversubscribed Series A funding round, as the company continues its effort toward building the first space-based power grid. Star Catcher, based in Jacksonville, said the new investment—led by B Capital and co-led by Shield Capital and Cerberus Ventures, the venture arm of Cerberus […]