May 12, 2026
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6 min read
PJM is moving 51 projects to the front of the line, ACP puts a human cost on data center moratoria, and Texas is finding out what happens when every developer treats the grid queue like a free lottery ticket.
May 7, 2026
This week, we examine shifts in nuclear policy, the reliability threat from AI data centers, and the need for peaker plants through 2029.
Apr 30, 2026
4 min read
Capacity fights hit PJM, prices climb, and a $1.4T grid buildout starts to show its seams.
Apr 23, 2026
5 min read
Ember says clean power met all demand growth in 2025, a federal court blocks Trump-era anti-renewables moves, and ratepayers in New England want their transmission money back.
Apr 21, 2026
Federal regulators edge into data center rules, MISO braces for a 35% load jump, and a new white paper argues America didn’t run out of power. It ran out of permission to build.
Apr 16, 2026
A $1.4T build cycle, states squeezing more out of the grid, and Britain paying people to use power.
Apr 14, 2026
9 min read
PJM is moving to secure new generation, Washington is leaning further into fusion, and the real constraint on gas buildout may now be the factory floor.
Apr 7, 2026
Public opinion bends, bills rise, and the grid keeps doing what it always does: forcing reality into the conversation.
Apr 2, 2026
The grid tightens in real time: less generation, higher prices, and a policy class reaching for the wrong levers.
Mar 26, 2026
10 min read
Load hasn’t been the problem. What happens next might be.
