energy

With LNG export reviews back on track in January 2025, Gulf Coast projects and supply chains have shifted from pause to push. Here’s how fresh approvals reshape 2030 capacity, pricing risk, bunkering, and who advances next.

Two headlines define sodium-ion’s U.S. moment: the first grid-scale pilots ship while a flagship factory shuts down. Here is what that split means for 2-6-hour storage, domestic manufacturing, procurement playbooks, and investor signals through 2029.

On July 24, 2025 the Federal Energy Regulatory Commission approved reliability standards that require wind, solar, and battery plants to ride through grid disturbances. Here is what changes for owners, vendors, and investors between now and 2030, including timelines, compliance steps, and financing impacts.

In 2025, grid operators opened temporary fast-track lanes and deployed AI to triage interconnection queues. Here is what that unlocks for 2026 to 2029 builds, who benefits, and how to move now.

FERC Order 2222 has cleared the path for distributed energy fleets to compete like power plants. With devices in place and markets opening, 2026 to 2028 will be the first real test of VPP scale, speed, and reliability.

With federal timelines pulled forward, states are fast‑tracking wind and solar awards to qualify before the 2027 placed‑in‑service cutoff. Here’s how developers are retooling, who benefits, and how to avoid a 2028 project cliff.

FERC-approved extensions push dynamic and ambient-adjusted line ratings into 2026 to 2028, leaving billions in congestion and curtailment on the table. Here is what slipped, why it matters, and a practical plan to recover speed.

With three federal corridors advancing and backstop siting clarified, transmission finally has a real near-term clock. Here is how DOE and FERC just set up a 2026 to 2032 build window, who stands to benefit first, and where fights will flare.

New utility plans and federal transmission rules show how AI load is reshaping the U.S. grid. See what gets built from 2026 to 2030, who pays for it, and how to curb price spikes while accelerating electrification.

The United States is finally breaking its uranium bottleneck. In 2025, DOE HALEU allocations, a Centrus extension, new Urenco cascades, and fresh Paducah licensing set the stage for secure fuel by 2030 and a new wave of reactors.

By mid-September 2025 ERCOT overtook CAISO for the most operating grid-scale batteries in the U.S. This analysis explains why Texas pulled ahead, how storage is reshaping price formation, and what it means for reliability and investors over the next year.

Washington’s 2025 reset on LNG export approvals and flexible commencement timelines reignited U.S. projects just as new SPAs returned. Here’s who can reach FID, how feedgas and pipelines will adapt, and why methane performance and bunkering will shape margins through 2030.

PJM’s 2026-2027 Base Residual Auction cleared at the price cap while MISO’s summer PRA spiked to $666.50 per MW-day. Here is what changed in 2025, where scarcity is tightest, and how developers and large buyers can position for 2026-2030.

Treasury and IRS finalized the 45V hydrogen tax credit on January 10, 2025. Here’s how hourly matching, deliverability, and carbon thresholds will shape green vs blue economics and 2026–2028 FIDs.

On March 14, 2025 Congress used the Congressional Review Act to void EPA’s methane fee rule, and EPA removed it from the CFR in May. The fee is gone, but methane standards and Subpart W reporting remain, and markets will keep the pressure on through 2027.

FERC’s 5 approvals turned CAISO’s EDAM and SPP’s Markets+ from concepts into timetables. See the 2026–2027 launch windows, which utilities are lining up where, and how the two-market era could reshape prices, reliability and curtailment across the West.

New England enters a different kind of winter. As NECEC begins delivering firm Hydro-Québec power, ISO-NE should see fewer price spikes, lower gas burn and emissions, and shifting capacity and REC dynamics that reward resources that perform in the cold.

New AD and CVD orders on Southeast Asian solar imports reset U.S. module prices and project timelines. Here is what changed on April 21 and June 24, how landed costs now stack up, who can fill the gap, and the moves to make in the next 90 days.