energy

FERC’s rehearing order 1920-A elevates state authority in 20-year transmission planning and cost allocation just as AI and data centers push load forecasts higher. See what changed, key dates, and how sponsors can win approvals.

PJM capacity prices hit the cap, Washington is fast-tracking data centers, and a marquee HVDC line just lost federal backing. AI’s load surge is steering utilities toward quick gas, more storage, and revived nuclear while complicating renewables and rates.

Washington just moved to speed new plants and power lines as AI-driven demand surges. New data shows Texas and California pulling ahead in clean power. Here is how the load is shifting, who pays, who profits, and what 2026 to 2030 could look like.

Brussels is moving to halt Russian LNG on January 1, 2027, just as Washington restarts LNG approvals. We pressure test construction, pipelines, ships, methane rules, and financing to see whether new US supply can fill Europe’s gap without spiking prices at home.

The DOE’s new Speed to Power push and Microsoft’s fresh Wisconsin build signal a scramble to keep firm capacity online as data centers surge. Here is how rules, costs, and resources are shifting from 2026 to 2030—and who wins or pays.

Washington’s new Speed to Power push aims to deliver the electricity surge needed for AI and data centers by fast-tracking generation and transmission. Here is how it works, who benefits, who pays, and what it means for prices and emissions.

Record peaks and hyperscale buildouts have collided in 2025. From Virginia to Texas and Georgia, utilities are racing to add capacity, revive gas, sign nuclear and renewables deals, and fast‑track storage and wires.

DOE just launched Speed to Power to accelerate transmission and generation projects for the AI era. We break down how it fits with FERC’s 1920 series, state siting rules, and utility procurement, plus the winners, losers, and 2030 outlook.

Late-summer heatwaves and the data center buildout pushed multiple grids to record or near-record peaks, exposing a new reality: demand is bigger and spikier. Operators are fast-tracking capacity tools now while rewriting adequacy math for what comes next.