Category: General Energy

New York paused new data center hookups to study grid impact, but pending state legislation could require 30% renewable power by 2030 and restrict water cooling for existing facilities.

PJM’s board proposed a backstop capacity auction and data-center curtailment framework. FERC’s decision will set real costs for utility and data-center load. Here’s the breakdown of what’s ahead.

BNEF’s chip-based model projects US data center electricity demand reaching about 118 GW by 2030 and up to 207 GW by 2033, a trajectory that forces grid planners to rethink resource adequacy, interconnection, and power procurement.

Rate freezes and lower utility returns may trim bills short-term, but they threaten the $1 trillion grid upgrade needed for AI and electrification. A balanced regulatory approach is critical.

PJM’s capacity auction cleared at its price cap while the reserve shortfall grew, signaling supply limits that will drive higher power prices and more RTO intervention.

ESS Tech’s new 1.2-MWh sodium-ion battery system targets grid-scale storage. Explore how this iron-based chemistry could reshape supply chains and project economics.

Lazard’s new LCOE report puts utility-scale solar at $40-$98/MWh vs gas at $51-$129/MWh. Renewables are still cheapest, but the cost curve has turned upward.

FERC’s June show cause orders target speculative interconnection queues. What the new large load rules mean for data centers, utilities, and grid operators.

FERC’s July 23 technical conference on PJM governance targets the gap between flexibility technology and market rules. Analysis for utilities, storage developers, and grid operators.

Virginia weighs shifting data center transmission costs to prevent ratepayer cross-subsidies, a pivotal test for clean energy and industrial load growth.