Latest News
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Developers say off-grid data centers won’t be ‘a huge part of the market’
At least one off-grid developer, Fermi, has struggled to find a tenant.
Catherine BoudreauApr 21, 2026 -
How are utilities preparing for a ‘historic’ El Niño?
This year's could be the strongest in centuries, disrupting weather patterns and affecting utilities across the country.
Bianca GiacoboneApr 21, 2026 -
A reckoning for the ‘electro-bros’
Live from Transition-AI in San Francisco, we stress-test Silicon Valley's energy assumptions.
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Why the US grid will end up paying for Iran’s aluminum strikes
After putting tariffs on Canadian aluminum, the U.S. turned to Middle East imports. Now, the Iran war is creating a supply gap.
Bianca GiacoboneApr 20, 2026 -
PJM’s emergency backstop auction won’t be an auction at all
The "emergency backstop procurement," targeting 14.9 gigawatts, will be held in two phases.
Bianca GiacoboneApr 16, 2026 -
Scoop: DOE sends a list of ‘retained’ projects to Congress
The agency appears to be reinstating a small number of previously terminated awards ahead of Wright’s appearance on Capitol Hill.
Maeve AllsupApr 15, 2026 -
‘Thousands of Hoover Dams:’ Utilities request to spend $1.4 trillion through 2030
Charles Hua of PowerLines on energy affordability, regulator power, and the influence of data centers.
Lisa Martine JenkinsApr 15, 2026 -
Trump called renewables a security threat, then put data centers in a war zone
The administration blocked clean energy on security grounds, but its Gulf AI infrastructure has become a military target.
Nick ZenkinApr 15, 2026 -
Base Power is adapting its distributed battery storage program for PJM
As the startup secures permission to operate in Illinois, it's eyeing a product for data centers.
Maeve AllsupApr 14, 2026 -
Tapestry is using AI to help PJM clear its interconnection backlog
Page Crahan, general manager of Alphabet’s moonshot for the grid, digs into recent advances transforming grids around the world.
Latitude StudiosApr 13, 2026 -
How Critical Loop uses microgrids to unlock industrial load
Led by a former SpaceX engineer, the startup just raised a $26 million Series A for more scalable storage-based microgrids.
Bianca GiacoboneApr 13, 2026 -
Can Span turn homes into AI inference hubs?
Exclusive: The smart panel company is testing the XFRA Node, a module powered by excess grid capacity — and located at customer homes.
Catherine BoudreauApr 13, 2026 -
The natural gas ‘bridge’ becomes a highway
What’s behind the big natural gas bets from Meta, Microsoft, and Google?
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The illusion of returning to energy market fundamentals
The nation's largest regional energy market is in turmoil — but giving data centers their own capacity auction won't solve the underlying problems.
Elizabeth K. WhitneyApr 10, 2026 -
Xcel’s tricky work of building the first utility-owned VPP
Critics lament the novel Minnesota program’s design, arguing it doesn’t measure up to what the utility promised.
Lisa Martine JenkinsApr 9, 2026
