energy

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Electricity bills are surging across PJM and capacity prices have jumped nearly tenfold in two years. On September 23, 2025, a new bipartisan Governors’ Collaborative meets to press for faster transmission, market fixes, and a stronger state voice over the nation’s largest grid operator.

A coalition of PJM-state governors is moving to exert new influence over the nation’s largest grid as AI data centers turbocharge demand and push capacity prices higher. Here is what could change next for rules, rates, interconnection, and resources.

Governors across the PJM region are forming a new collaborative to shape grid planning and market rules as AI data center demand drives up capacity prices and reliability risk. Here is what they want to change, how it could hit bills, and the milestones to watch next.

Exploding AI data center demand is arriving just as a major wave of US and Qatari LNG supply hits global markets. The cross‑currents are rewriting policy from PJM to ERCOT, reshaping capacity prices, and guiding where new gas plants get built.

A scorching Summer 2025 flipped the peaker playbook. ERCOT surpassed CAISO in battery capacity, Texas storage set a 6.3 GW evening discharge record on July 11, CAISO credited storage for stronger reserves, and Puerto Rico’s home batteries performed like a paid virtual power plant.

Order 1920 left the page and entered the trenches in 2025. Rehearing clarifications, a new FERC chair, Fourth Circuit consolidation, and a demand shock from data centers now collide with looming compliance deadlines that will decide who actually builds long lines.

With a fresh DOE loan disbursement on September 16 and summer NRC approvals, Palisades now has a credible path to a Q4 2025 restart. Here is the playbook behind the financing, offtake and licensing, what it means for MISO, and how SMR co-location could multiply the impact.

AI data centers are racing into the Permian on islanded gas-plus-battery microgrids while Texas readies 765 kV lines to move bulk ERCOT power west. SB 6 rewrites who pays, how to connect, and when operators must curtail.

The Department of Energy restored LNG approvals in January 2025, clearing a backlog and jump-starting Gulf Coast projects. We break down who advanced, what volumes are realistic for 2026 to 2030, and which bottlenecks like pipelines, labor and methane rules could still slow the surge.

In 2025, CAISO’s EDAM and SPP’s Markets+ moved from debate to buildout. Here is who joins when, how the seam will work, and what changes by 2026 to 2028.

U.S. grid operators just opened express lanes for near‑term megawatts. We break down which PJM, MISO and CAISO projects can realistically hit 2027 to 2029 CODs, how PJM’s record capacity prices tilt technology choices, and the moves developers, LSEs and data centers should make now.

State primacy over Class VI wells and the first Gulf Coast permits are finally moving U.S. CCS from proposals to construction. Texas and Appalachia are speeding up while tougher pipeline standards may decide who reaches financing and rights of way first.

June 24 changed the U.S. solar market. Antidumping and countervailing duty orders on four Southeast Asian countries bent the price curve, and fresh probes into India, Laos, and Indonesia could force another pivot before year end. Here is what it means for sourcing, PPAs, and schedules.

Treasury’s January 10, 2025 45V rules give green hydrogen time and certainty, while Congress’ March repeal of EPA’s methane fee eases blue hydrogen’s near‑term costs. Here is how hubs, projects, and offtakers should move through 2028.

Two shocks hit New England’s offshore wind push: a federal rethink of SouthCoast Wind’s permit and a stop‑work order on Revolution Wind. We break down the legal stakes, timeline risk, REC fallout, and what fills the gap through 2035.

A February 6 funding freeze, a June 24 injunction, and an August 11 guidance reset have rewritten the EV fast charging map. With Tesla easing off new Supercharger builds, retailers, utilities, and oil majors are poised to capture 2025-26 NEVI awards.

Brussels is moving to outlaw Russian LNG by January 1, 2027. Here is how a phased cutoff could reroute cargoes, shift pricing power, accelerate new supply from the U.S. and Qatar, and reshape Europe’s decarbonization timeline.