U.S. market

• Podcast
• Regulation
• U.S. market

From PJM reform to VPPs: The politics of making electricity cheaper

Affordability has become the dominant story in energy. We explore two wildly different approaches to lowering bills.

• News
• Resilience
• U.S. market

Utility rate hikes hit $31 billion, despite a bipartisan backlash to rising costs

The "new politics of electricity" is here, PowerLines CEO Charles Hua said.

• News
• Grid edge
• U.S. market

How Forgent Power is trying to ride the data center wave to an IPO

The once-niche electrical equipment maker is targeting a valuation of nearly $9 billion.

• Analysis
• Resilience
• U.S. market

Armed with new batteries and winterized plants, ERCOT survives Fern

This week, Texas has been a case study for the perks of a diversified grid.

• Commentary
• DATA CENTERS
• U.S. market

The grid can’t build fast enough

AI data centers and offshore wind are hitting the same bottleneck: build throughput.

• Analysis
• DATA CENTERS
• U.S. market

Another capacity crunch is coming

Is the AI boom masking the looming challenge of 2030s coal retirements?

• Analysis
• M&A
• U.S. market

General Fusion’s $1 billion deal and the return of the SPAC

It would be the first fusion company to go public.

• News
• geothermal
• U.S. market

Fervo has filed for its long-anticipated IPO

It would be enhanced geothermal’s first test on the public markets.