energy

In November 2025, Qcells furloughed roughly 1,000 Georgia workers after Customs detained key inputs under the Uyghur Forced Labor Prevention Act. Here is a pragmatic 2026 playbook to de-risk procurement, speed domestic cells and wafers, and keep project schedules on track.

First compliance filings under FERC Order 1920 arrive on December 12, 2025 as petitions for review hit the courts. Here is how 20-year planning, scenario rules, and new cost-allocation choices will reshape who builds and who pays for big lines and storage.

October 2025 locked in supplier awards and fully contracted offtake for Cape Station, signaling that enhanced geothermal has moved from pilot talk to 500 MW of real delivery with commercial operations set from 2026 to 2028.

Treasury and the IRS have finalized the tech-neutral clean electricity credits. The first Annual Table sets a practical GHG threshold of not greater than zero. See what qualifies now, what is pending, and how to move first in 2025–2028.

MISO and SPP compliance approvals, PJM's first transition studies, and early PJM-Google automation signal a real thaw in the U.S. interconnection queue. Here is how fast-track windows, queue caps, and AI can pull viable projects to 2026 energization.

Order 2222 moved from paper to code in 2025, and the demand-side capacity race is on. Here is the rollout by ISO, what can show up by summer 2026, and the revenue stack that makes virtual power plants bankable.

Record U.S. electricity demand in 2025, PJM fast-track approvals, and utilities racing to fund new load are reshaping where and how data centers get built. See the hotspots, the mechanics, and a 2025 to 2028 playbook to win.

A missed mid-2025 milestone for FERC Order 881 exposed how thin the grid’s software and vendor capacity has become. Here is a practical 2026 to 2028 playbook for ambient adjusted and dynamic line ratings, where the action is now, and how to move first.

EPA signaled approval of Texas Class VI primacy on June 9, 2025, with comments closed August 1. Here is how state control could speed Gulf Coast CCS and what to prioritize in the next 6 to 12 months.

With NRC approval for LEU+ production and the first domestic HALEU output, the U.S. nuclear fuel chain just changed. See who is producing what, where deconversion and transport will pinch, and how the next 24 to 36 months reshape refueling cycles, SMR timelines, and project finance.

With CP2 approved in late October, U.S. LNG is shifting from permits to execution. Here is what is truly shovel ready, what could reach final investment decision, where bottlenecks will bite, and how buyers are contracting for the next wave.

Congress voided EPA’s methane fee rule in March 2025 and EPA removed it in May. The statute still points to a charge, but the real price on leaks now comes from federal standards, state rules, EU buyer requirements, and satellites. Here’s the 2025 to 2027 playbook to turn compliance into premium access and cheaper capital.

The first grid-scale sodium-ion system shipped to the United States in July 2025, with global mass production signaled for December. Here is a practical playbook to procure, permit, and finance safer, lower-auxiliary battery storage in the 1 to 4 hour class.

Treasury and IRS finalized 45Z guidance on January 10, 2025, and DOE followed with the 45ZCF GREET model. This guide translates emissions tables into dollars per gallon, explains who is cashing in now, what is constrained, and how to position for 2026–2027.

Megawatt charging is leaving pilot mode. 2025 brings the first public MCS sites and a near-finished standard, while early hubs at ports and along I-5 and I-15 set the pattern for a national freight network by 2027.

January’s final 45V guidance opened a path for cleaner hydrogen just as midyear politics tried to narrow it and fall cancellations shook the DOE hub map. Here is how developers can still reach final investment decisions between 2026 and 2029.

The headline constraint in 2025 is not turbines or permits but high-voltage direct current and subsea cable supply. Here is why the order book is tight and a 2026-2030 playbook to keep offshore wind and interregional lines on schedule.

Record load forecasts, PJM fast tracks, and hyperscaler buildouts turned data centers into the anchor tenants of American power in 2025. See where demand is clustering, how procurement is shifting to hourly certainty, and which playbooks will win in 2026.