Wright at INL // AI Load Surges // PJM Grid Warning // States Go Nuclear

Washington talks resilience, states build nuclear, and AI load moves faster than the interconnection queue can keep up.

Trump Targets AI Power Costs // Exxon + NextEra’s 1-GW Build // INL Picks Its First Reactor Experiments

Washington steps into the data-center energy fight, Exxon joins the hyperscaler arms race, and INL greenlights the next wave of advanced reactor experiments.

DOE Backs SMRs // AI Load Goes Vertical // Duke’s Antitrust Trouble

Washington bankrolls SMRs, AI devours the grid, and Duke gets tagged as a monopolist by Trump’s own solicitor general.

Fed Mandates // Vanishing Data Centers // PJM Gridlock

America’s demand curve is rising, but the planning curve is stumbling.

Gov’t Buys Reactors // Constellation’s Big Play // Congress Rewrites Efficiency Rules

Washington wants more control over nuclear, less control over appliances, and one very expensive do-over at a long-dead reactor.

Storm-Proof Bills // Agency Power Shifts // PJM’s Gas Reality

When disasters become normal and regulators face a constitutional shakeup, the grid isn’t just stressed... it’s being rewritten in real time.

UK SMRs // Tribal Veto Fights // Demand Response: The New Nuclear

Today’s grid story is simple: who gets to build what, where, and who actually bends when the system gets tight.

Wednesday Watts: Batteryland

Grid-scale batteries are sprouting up across the U.S., quietly reshaping how the grid handles demand, disasters, and decarbonization—whether the market wants them or not.

Nuclear labor crunch // State guardrails for big loads // Rates, rage & reality

The week’s plot twist: the people who could build our nukes are wiring AI barns, states are finally telling hyperscalers to pay their own way, and politicians keep promising cheaper power like it’s a coupon code.

China’s cheap AI watts // Utilities train for cyber // SPP fuses planning & interconnection

Power is policy now—and everyone’s rewriting the rules: Beijing cuts data-center bills, U.S. utilities pivot from gear to skills, and SPP tries to fix the queue at the root.

Utilities vs. AI // AEP joins capex super-cycle // Entergy gas

America’s power story is colliding timelines: utilities plan in decades; AI scales in quarters.

$80B New Nukes // FERC vs. Big Loads // Solar Supply Chain Onshore

AI’s power binge just met three powerful counter-moves: a federal-backed nuke buildout, regulators drawing new lines, and a U.S. solar supply chain finally stitched end-to-end.

Data Centers Drive a Load Boom — and Washington Grabs the Wheel

Peak demand surges 50%, Big Tech revives nukes, and DOE wants more power over power.

FERC presses MISO on merchant lines // Amazon bankrolls SMRs // DOE maps a fusion fast-track

Planning rules, private nuclear, and a public-private fusion roadmap—all against a backdrop of surging storage and AI-driven load.

Deep Dive: Puerto Rico’s Grid Reboot

After decades of political control and blackout after blackout, Puerto Rico’s grid is finally being rebuilt — and this time, physics and markets might win... let's hope.

PJM’s Storage Math // NYISO Reliability Squeeze // Army’s Microreactors

PJM says tens of gigawatts of batteries or prices go vertical, New York’s reserve margins erode without firm megawatts, and the Army lines up reactors for nine bases.

GridBrief: DOE Shake-Up // Microreactor Pivot // (Chart) Where Generation Moved This Week

DOE signals a purge at clean-energy grant shops, Radiant ditches Wyoming for Oak Ridge over waste rules, and our map shows which grids carried (or shed) load.

GridBrief Explains: The Great Cable Swap

Why the future of the grid depends on better wires, not bigger plans.

GOP Takes FERC // IEA Slashes U.S. Renewables Outlook // Renewables Top Coal

Senate hands FERC a Republican majority, the new global renewables outlook doubles capacity but cuts the U.S. forecast, and Ember says wind/solar finally edge out coal worldwide.

Data Centers Out of Space // Russian Hackers Hit Infra // Texas Gas Plants in Limbo

Vacancies vanish in colocation markets as power bottlenecks mount, Russian state hackers target U.S. critical infrastructure, and Texas regulators balk at Entergy’s gas buildout costs.

Rosner at FERC // EV Charging Revived // Eagles vs. Wind

A temporary Democrat takes the FERC gavel, DOT revives stalled EV charging funds, and Interior sharpens its talons on wind developers. The grid sits at the center of every fight.

Tariff Reprieve // PJM’s Data Center Squeeze // Transformer Crisis

A short-term trade truce keeps imports flowing, PJM scrambles to handle hyperscale load growth, DOE greenlights nuclear pilots—and transformer shortages threaten to stall the grid.

Generation Dive: 6% Demand Drop

Generation down 5.87% this week with an increasing demand gap to boot.

Generation Dive: US Power Generation by the Numbers

Generation down 5.87% this week with an increasing demand gap to boot.

Nukes on the Moon // $22B Transmission Fight // Nvidia Tackles AI Power Spikes