PJM batteries discharge into near-record demand as storage hits inflection
Virtual battery programs discharged power during early-July heatwave pushing PJM to near-record demand, signaling storage adoption entering real-world grid operations at scale.
FERC votes tomorrow on grid rule that unlocks hundreds of GW of storage
FERC's June 18 ruling on large-load grid interconnection will set the first federal standard for data centers and battery storage connecting directly to the interstate transmission system, reshaping economics across PJM and three other major grids.
14.7 GW of battery storage deployed in 12 months as grid race accelerates
North America added 14.7 GW of battery storage in one year, making batteries the second-largest source of new grid capacity after solar, fundamentally reshaping reserve margins.
SOLV Energy discloses 4 GW solar pipeline, reshaping EPC project sizing
SOLV Energy revealed 4+ GWdc of utility-scale solar projects at CLEANPOWER 2026, signaling a structural shift toward gigawatt-class installations that will reshape EPC competition and supply-chain pressure across the sector.
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 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 storage capacity surged 8.5% in Q1 2026
EIA data shows utility-scale battery capacity jumped 8.5% in three months, signaling an accelerating storage build cycle that is outpacing even elevated 2025 growth rates and reshaping grid economics.
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.
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.
DOE's coal order expires May 24, 4.4 GW hangs in the balance
The Department of Energy's emergency order keeping Pennsylvania's Eddystone coal plant online expires in three weeks, exposing the grid's true capacity crisis.
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.
Noveria locks 250 MW grid slot in Germany's offshore wind corridor
Noveria Energy signed a binding grid connection agreement with TenneT Germany for a 250 MW battery storage project in Niedersachsen, securing early 2028 commissioning and signaling that Germany's reformed grid access rules are already producing concrete infrastructure.
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.
Air Force names first microreactor bases, targets 2030 deployment
The U.S. Air Force selected Buckley SFB and Malmstrom AFB to host nuclear microreactors by 2030, marking the first permanent on-site reactors at operational military installations and signaling a strategic pivot away from grid dependence.
Ontario awards 1,300 MW in renewable contracts, reversing decade-long freeze
Ontario's IESO approved 14 renewable projects (12 solar, 2 wind) totaling 1,300+ MW with 20-year contracts, the first large-scale clean capacity awarded in over a decade and a sharp policy reversal from the same government that cancelled 750 renewable deals in 2018.
California ISO Plans $7B Transmission Overhaul to Break North-South Bottleneck
CAISO's draft 2025–2026 Transmission Plan calls for 38 upgrades costing $7 billion, anchored by a new 500 kV line on Path 15 to handle 15–20 GW of load growth driven by data centers and electrification through 2040.