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.
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.