Solar hits 23.9% growth as U.S. renewables breach 28% of grid
EIA data through Q1 2026 shows utility-scale solar surged 23.9% year-over-year while renewables hit 28.6% of U.S. generation, displacing coal as the grid's competitive center shifts decisively.
Wind and solar now outpace coal and nuclear in U.S. power output
EIA data shows wind and solar combined generated more electricity than coal or nuclear individually in Q1 2026, marking a structural inflection in U.S. generation mix.
U.S. battery makers commit $85B to domestic-only grid storage
American Clean Power Association announced a fivefold increase in battery storage investments totaling $85 billion, conditioning the push on streamlined permitting and protective trade policy.
U.S. Battery Plants Shift From EVs to Grid Storage, $45B Under Construction
Ford and Asian battery makers are retooling EV plants for energy storage as automakers face slowing EV demand and policy incentives favor grid batteries over electric vehicles.
NextEra's Battery Storage Record Signals Utility Demand Shift Away From Solar
NextEra Energy Resources contracted 1.3 GW of battery storage in Q1 2026, setting a company record and revealing utilities are now driving grid storage adoption over hyperscalers, with prices rising $20/MWh.
FERC delays large-load rule by 2 months, threatening data center power timeline
FERC pushed its June 2026 deadline for landmark large-load interconnection rules past the DOE's April mandate, as 86 GW of new grid demand waits for connection protocols.
FERC locks PJM capacity prices through 2029, shielding 67M ratepayers from spike
FERC approved PJM's price collar for 2028-29 and 2029-30 auctions, capping wholesale prices at $325/MW-day instead of a projected $550/MW-day, driven by explosive data center demand growth.
FERC locks June 2026 deadline for data center grid rules
FERC commits to finalizing large-load interconnection rules by June 2026, setting national standards for how data centers access the grid as 86 GW of new capacity floods the pipeline.
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.