Category: General Energy
-
PPL-Blackstone 5 GW Gas Turbine Deal Signals Data Center Power Shift i
PPL and Blackstone secure 5 GW of gas turbines for Pennsylvania data centers, bypassing PJM capacity auctions in favor of bilateral deals as AI demand reshapes grid planning.
-
Siemens Gas Turbine Backlog Hits 70 GW Amid Manufacturing Expansion
Siemens Energy’s gas turbine order backlog reaches nearly 70 GW with 3-year lead times as the company expands transformer capacity 50% by 2030.
-
$700M Microgrid Bill Gains Industry Backing for Grid Resilience Grants
State energy offices and electrical manufacturers back $700M legislation to fund microgrids and distributed energy resources through new grid resilience grant programs.
-
Texas Data Center Freeze Puts Oncor’s 300-GW Pipeline in Limbo
Governor Abbott’s pause on data center interconnections forces Oncor and Sempra to reassess a speculative 300-GW load queue amid reliability and ratepayer concerns.
-
Sunrun Shifts to Direct Sales as Residential Solar Faces Margin Pressu
Sunrun CEO Mary Powell outlines pivot to direct sales and asset monetization amid falling attach rates and NEM 3.0 headwinds.
-
Vistra CEO Pushes to Cull Texas Data Center Queue Backlog
Vistra’s Jim Burke calls for clearing speculative ERCOT interconnection requests as data center load growth threatens grid planning and generator economics.
-
New Jersey VPP Program Advances With Battery Eligibility, Utility Stor
New Jersey’s emerging VPP program allows battery storage participation, with utilities highlighting grid congestion relief and customer retention as key design priorities.
-
Municipal Permitting Delays Stall Residential Battery Deployment
City-level re-reviews of certified-safe home batteries waste months of grid capacity and bill savings. Why local permitting is the new bottleneck for storage.
-
Southern Co 17 GW Load Growth OpenAI Data Center Demand Response Deal
Southern Company’s contracted large load reaches 17 GW with 3.2 GW OpenAI data center featuring 1 GW flexible demand response – a first for data center contracts.
-
DTE Energy $30B Capital Plan Hinges on Data Center Load Growth
DTE Energy links rate stability to data center projects while maintaining its $30B investment plan, signaling how utilities are managing surging large-load demand.