May 21, 2026
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8 min read
The data center fight is shifting from vibes to invoices: grid access, capacity costs, uplift payments, commercial load growth, and weird little wave-powered server buoys.
May 19, 2026
7 min read
The AI power fight is moving from siting fights to cost allocation, utility consolidation, tariff design, and the awkward little question of who pays to build the grid.
May 14, 2026
6 min read
Americans oppose local AI infrastructure by almost 3-to-1, PJM faces a governance reckoning, and Europe starts looking for domestic gas as Hormuz tightens the vise.
May 12, 2026
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.
Mar 19, 2026
The U.S. needs 5,000 miles of transmission a year and built 888. Meanwhile, data center load keeps climbing and gas keeps sneaking back in.
Mar 17, 2026
Cuba goes dark, DOE bets on reconductoring, and utilities brace for 39 GW of new load.
Mar 12, 2026
Data center cost fights move to FERC, California’s rooftop solar rollback survives court review, and Ohio lawmakers eye a nuclear carveout.
Mar 10, 2026
Arizona scraps its renewable standard, two grid operators consider major cross-border transmission, and China keeps sprinting toward a nuclear-heavy future.
Mar 5, 2026
A Natrium reactor gets the green light, Washington finds itself flush with electricity, and battery storage keeps scaling.
Mar 3, 2026
PJM fast-tracks megawatts, states mine surplus interconnections, and the politics of capacity gets louder.
Feb 26, 2026
The White House courts hyperscalers. DOE writes its biggest check ever. Wholesale power prices climb. The build cycle accelerates.
Feb 24, 2026
Utilities lock in AI demand. Regulators circle large loads. Nuclear moves from paper to payload.
Feb 19, 2026
Coal plants get a regulatory lifeline. Nuclear fuel gets strategic realignment. Transmission expands around data center load.
Feb 17, 2026
FEOC compliance gets real. Coal refuses to die quietly. And Duke and AEP are building like AI demand is permanent.
Feb 12, 2026
Congress wants hyperscalers off it. Virginia wants them to pay more. No one wants to build faster.
Feb 10, 2026
New York pauses AI infrastructure. Trump seeks voluntary compacts. Regulators reach for workarounds as supply lags demand.
