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Data Centers
Data Centers and the Grid: Key Insights from POWER’s Inaugural Data Center POWER eXchange Summit
POWER breaks down the top insights from Data Center POWER eXchange, its unique one-day summit curated by POWER’s editorial team and convened to examine the collision between accelerating data center load and tightening grid constraints. The rise of artificial intelligence is poised to create the fastest, largest, and most concentrated surge of electricity demand in […]
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Energy Security
NERC: Winter Grid Reliability at Risk Amid Soaring Demand, Fuel Supply Gaps
In its recently released Winter Reliability Assessment, the North American Electric Reliability Corporation (NERC) found that while resources are adequate for normal winter peak demand, large swaths of North America face an elevated risk of electricity shortfalls during prolonged, wide-area cold snaps. Noting that four severe Arctic storms have swept across much of the continent since […]
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Gas
FERC Approves NRG Energy Plan to Buy 12.9 GW of Gas-Fired Generation
The Federal Energy Regulatory Commission (FERC) has signed off on NRG Energy’s plan to acquire nearly 13 GW of natural gas-fired power generation. The agency on November 13 said it supports Houston, Texas-based NRG’s $12-billion deal with New York-based LS Power for capacity in the PJM market territory.
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Commentary
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.”
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Trends
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.
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News
PG&E Will Upgrade Infrastructure as Part of 5-Year, $73-Billion Investment Plan
California utility PG&E announced a $73-billion capital expenditure plan covering the next five years, with investments targeting infrastructure upgrades to support growing demand for electricity in its territory, particularly from data centers.
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Legal & Regulatory
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 […]
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Legal & Regulatory
Trump Names Democrat David Rosner as FERC Chairman
President Trump has appointed David Rosner as chairman of the Federal Energy Regulatory Commission (FERC), elevating the Democratic commissioner to lead the independent energy regulator after Republican Mark Christie stepped down from the position. Rosner has served as a FERC commissioner since June 2024 and officially assumed the chairman role on Aug. 13. The appointment […]
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Energy Security
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 […]
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Markets
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 […]