energy

Palisades is moving from decommissioning back to generation with a repeatable restart playbook. NRC sequencing, DOE-backed financing, and technology‑neutral credits point to a model that can scale brownfield restarts and site‑add SMRs.

Compliance deadlines are pushing the U.S. grid to refresh line ratings by the hour and bring dynamic sensors and topology tools into daily dispatch. Here is what changes next for operators, developers and investors.

In late September 2025 the EPA moved to revisit refrigerant rules that underpin America’s switch to mildly flammable A2L gases. Here is how the rethink could reshape heat pumps, codes, training, and the HVAC market through 2028.

Natron Energy’s September 3 shutdown and CATL’s December ramp mark a turning point for sodium-ion grid storage. See what 2026 RFPs must require, how US manufacturing could localize by 2027, and where sodium-ion can beat LFP on cost and safety.

October 2025 delivered a clear signal. Fresh EIA and PJM forecasts point to record, round-the-clock electricity demand as AI data centers shift from edge case to everyday baseload. Utilities are racing to rewrite tariffs, interconnections, and supply strategies to keep up.

Published January 10, 2025, the IRS Section 45V final rule locks in annual matching through 2029, flips to hourly in 2030, permits storage‑backed EACs, and defines deliverability by balancing authority. This builder’s playbook shows how to site, contract, and dispatch financeable hydrogen projects through 2030.

Treasury and the IRS finalized how Section 45Z will work, turning lifecycle carbon intensity into dollars per gallon. Here is how the Clean Fuel Production Credit is already reshaping SAF, renewable diesel, methanol, and RNG-to-hydrogen before it sunsets on December 31, 2027.

With FERC Order 1920 in force, utilities are fast-tracking reconductoring, dynamic line ratings, and power flow controllers to free gigawatts on existing lines in 2025 to 2026.

Fervo Energy’s Cape Station in Utah has pushed enhanced geothermal from pilot to bankable with major equipment awards, financing, and long-term PPAs. Here is the 2026-2028 commercialization roadmap and what it means for utilities and 24/7 buyers that need firm, clean capacity.

With an accelerated NRC review targeted for December 31, 2025 and Wyoming’s siting permit already in hand, Natrium is crossing from plan to construction. Here is what that inflection means for fuel supply, EPC execution, financing, and data center demand.

Cheap federal credit under Section 1706 has kicked off a utility debt supercycle that lowers bills, hardens reliability, and moves power through existing corridors faster. Here is how the window through September 30, 2026 is reshaping what gets built first.

New antidumping and countervailing duty orders on Southeast Asian solar imports took effect on June 24, 2025, and an August 29 vote opened probes into India, Indonesia, and Laos. Here is how prices, supply, and U.S. factory ramps will move next, plus the procurement plays that keep projects on schedule.

FERC’s draft EIS for Wyoming’s 972 MW Seminoe pumped storage project signals a turning point for long-duration, synchronous storage. Here is how it can firm Rockies wind, fit into Order 1920 plans, navigate licensing, and reshape the West’s reliability playbook.

Q2-Q3 2025 rewrote the peaker playbook. Batteries covered record evening peaks in California and Texas, set prices in critical intervals, and moved beyond pure arbitrage. Here is how longer durations, hybrids, and better rules can unlock the next 50 gigawatts.

With the federal methane fee effectively halted in March 2025, the center of gravity moves to Brussels. The EU importer rules start in 2025 and tighten in 2027, making real-time measurement and third-party verification the new ticket for U.S. LNG and shale.

Utilities are moving fast to put AI data centers in their own rate class. The new playbook uses minimum-take obligations, demand guarantees, and 24/7 clean-energy clauses to fund grid upgrades without shifting costs to households.

In July 2025 regulators opened the gate for Palisades, the first U.S. commercial reactor moving from retirement back to operation. This roadmap shows how NRC approvals, DOE financing, and a contract-led model can be replicated at other brownfield sites.

IRS and Treasury s January 2025 decision turned 45V from debate into deal math: annual matching through 2029, hourly by 2030; deliverability by DOE grid regions; new incrementality including at-risk nuclear; and tracked RNG and coal-mine methane starting in 2027. This guide translates rules into siting and contracting moves.