Category: General Energy
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Texas hits new peak demand record, but supply constraints will limit growth
Texas’s primary grid operator ERCOT recorded a new all-time peak demand record this summer, but a new analysis from Ascend Analytics warns that more than 80% of large new loads requesting interconnection — driven largely by data centers and industrial facilities — will lack corresponding generation resources by 2030, meaning supply constraints will effectively cap…
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Competitive transmission delivers benefits for the AI economy and customers
Incumbent utilities tried to shut down competitive transmission bidding. The FERC record didn’t just push back — it dismantled their case. Competition matters more than ever for AI-era load growth. #Transmission #GridMod https://www.utilitydive.com/news/competitive-transmission-delivers-benefits-for-the-ai-economy-and-customers/826056/
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Evergy has 3 GW of large loads signed and a 5-GW generation pipeline
Evergy’s got 3 GW of big loads locked in, 1-2 GW more in talks, and a 5 GW gen pipeline. That demand-gen gap tells you everything about where the grid’s headed. #EnergyTransition #UtilityBiz https://www.utilitydive.com/news/evergy-large-loads-resource-plan-earnings/827571/
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Caterpillar sales surpass $20B as generators for data centers take off
When Caterpillar un-mothballs a 10MW gas engine platform just 2 years after killing it, you know data center power demand is real. 72% YoY generator sales growth isn’t hype. #DataCenters #PowerGeneration https://www.utilityd
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Pay-as-you-go batteries: ‘One weird trick’ for the distribution grid?
The ‘no money down’ battery lease model is quietly escaping VPP pilot territory and heading mainstream. That’s a bigger deal for distribution grid flexibility than most realize. #EnergyStorage #GridEdge https://www.utilitydive.com/news/residential-batteries-solar-base-power-palmetto/827579/
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Duke Energy to issue $10B in equity to capture gas generation growth opportunity
Duke’s $10B equity raise for gas generation says it all — utilities betting big on fossil buildout even as NC advocates challenge their demand forecasts. $1B/month spend pace. #UtilityStrategy #EnergyTransition https://www.utilitydive.com/news/duke-energy-to-issue-10b-in-equity-to-c
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Data center power sales drive $220M increase in TVA’s net income
The user wants a single tweet under 280 characters (they said 200 in the prompt but then said 280 in the final instruction — I’ll follow the final instruction of 280). Must include article link at end. Must highlight single most important takeaway, add brief implication/context, 1-2 hashtags, natural human tone, no robotic language, no…
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Existing power plants are ‘bedrock’ in supplying data centers: Constellation CEO
Smart take from Constellation — existing fleet is the uns
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The utility billing system is preventing rate and program innovation
The user wants a single tweet (max 280 characters including the link) that: – Highlights the single most important takeaway – Adds brief implication/context – Uses 1-2 relevant hashtags – Includes the article URL at the end – Sounds human, not robotic – Varies opening style (no “Breaking:”) – No quotes, labels, explanations – Only…
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Texas data center pause puts 20% of US pipeline at risk of delay: BNEF
Texas pauses 20% of US data center pipeline. Longer the moratorium, harder to restart — interconnection queues don’t wait. #EnergyTransition #GridReliability https://www.utilitydive.com/news/texas-data-center-pause-puts-us-pipeline-risk-of-delay-bnef/827185/