44 States Deploy 481 Grid Actions in Q2, Exposing RTO Bottleneck
States approved 481 grid modernization policies in Q2 2026, but federal RTO tariff rules now block most storage and interconnection gains from reaching the bulk power system.
U.S. battery storage capacity to hit 67 GW in 2026, reshaping grid economics
EIA projects U.S. battery storage will reach 67 GW this year, a 56% jump from 2025, upending wholesale pricing and grid dispatch economics across three states controlling 80% of new capacity.
U.S. battery storage capacity to surge 51% in 2026, largest build ever
New EIA data shows U.S. utility-scale battery storage will add record 24 GW capacity in 2026, jumping from 44.6 GW to 67.5 GW, a structural shift that reshapes grid economics and regional power markets.
Solar beats coal in Texas grid for first time ever
EIA forecasts 2026 as the year ERCOT solar generation (78 BkWh) surpasses coal (60 BkWh) annually for the first time, marking a structural shift in the nation's largest deregulated grid.
Battery storage surge to reshape U.S. grid economics in 2026
EIA data shows battery storage planned to jump 60% year-over-year to 24 GW in 2026, flipping grid economics from scarcity to abundance as solar overwhelms traditional generation.
Battery storage jumps 51% in one year as grid adds record 86 GW
U.S. utility-scale battery storage will surge to 67.5 GW by end-2026, a 51% annual increase, as developers plan a record 86 GW of new capacity led by solar and storage in a structural shift away from fossil fuels.
FERC Misses DOE Deadline on Data Center Grid Access Rule
FERC will vote in June 2026 on federal authority to regulate how data centers and large industrial loads connect to the transmission grid, missing DOE's April 30 deadline by two months and raising questions about whether legal durability will actually arrive.
FERC Sets June 2026 Deadline to Rewrite Large-Load Grid Rules
FERC committed yesterday to finalize rules by June 2026 on how massive new power users — primarily AI data centres — pay for grid upgrades, a decision worth billions in transmission costs across the U.S. interconnection system.
TenneT signs 200 MW battery as grid congestion tool, not energy asset
Dutch grid operator TenneT contracted a 200 MW / 800 MWh battery from GES to dispatch on demand for congestion relief—a structural shift from merchant storage toward dispatchable network infrastructure that European and U.S. regulators are watching.
EIA's April STEO: Hormuz Crisis Reshapes U.S. Grid Math for Storage
Today's EIA Short-Term Energy Outlook reveals U.S. electricity demand rising 3% this summer as Strait of Hormuz shutdowns tighten gas supplies—forcing 24 GW of battery storage online in 2026, a 56% surge from record 2025.
EIA Projects Record 86 GW Grid Capacity in 2026, Battery Storage Surges
The U.S. Energy Information Administration projects 86 GW of new electric generating capacity in 2026—the largest buildout year on record—with utility-scale battery storage jumping 60% to 24 GW, driven by data center demand and DOE capital reshaping grid economics.
FERC's 28-Day Deadline Will Redraw Federal Grid Authority
FERC faces April 30 deadline to finalize unprecedented rulemaking on large-load interconnection to transmission systems, a decision that will determine whether the federal government or states control how AI data centers connect to the grid.
SunZia Turbines Complete as U.S. Grid Targets Record 86 GW in 2026
Pattern Energy's SunZia Wind completed installation of all 916 turbines in New Mexico as EIA projects a record 86 GW of new U.S. utility-scale capacity in 2026 — nearly doubling 2025 additions.
Form Energy Secures 12 GWh Iron-Air Deal With Crusoe for AI Data Centers
Form Energy and Crusoe announced a 12 GWh iron-air battery agreement on March 24, 2026, establishing a direct-to-data-center supply model that bypasses traditional utility offtake structures.
Doral Renewables Closes $900M Cold Creek Solar-Storage Financing
Doral Renewables closed ~$900M in construction financing for its 430 MWac / 340 MWh Cold Creek Solar + Storage project in West Texas on March 24, 2026, issuing a Notice to Proceed ahead of the July 4, 2026 IRA construction deadline.
EIA Confirms Record 17% Wind-Solar Share; 86 GW Planned for 2026
The EIA's March 24, 2026 Electric Power Monthly confirms wind and solar hit a record 17% of U.S. generation in 2025, with 86 GW of new capacity planned for 2026 — the largest single-year pipeline in over two decades.
Form Energy's 30 GWh Iron-Air Battery Resets Long-Duration Storage
Minnesota's PUC tariff vote, expected by mid-May 2026, is the regulatory gate for the Xcel-Google-Form Energy 300 MW / 30 GWh iron-air battery — the largest announced storage project by energy capacity in history.
EIA: U.S. Grid on Track for 86 GW Record Build in 2026
The EIA confirmed on March 24, 2026 that U.S. developers plan to add 86 gigawatts of utility-scale generating capacity this year, the largest single-year grid build in over two decades.