August 7, 2026

Market Data and Outlook

Mega-deals, data center power, and grid reforms set the pace this week

This week in US energy saw unprecedented deal activity, surging data center demand, and far-reaching grid and interconnection reforms.

August 7, 2026

Data Centers and AI Infrastructure

Zayo and Nvidia to build 8,000 miles of new fiber for AI data traffic

Zayo will construct over 8,000 miles of long-haul fiber to support AI workloads, with Nvidia as an early anchor customer.

August 7, 2026

Finance and Transactions

DOE finalizes $489 million loan for Puerto Rico battery storage

DOE approves $489 million loan to support battery storage projects in Arecibo and Santa Isabel, benefiting over 100,000 customers in Puerto Rico.

August 7, 2026

Data Centers and AI Infrastructure

Data center gas generation shifts competition to fuel supply

Hyperscale data centers are turning to behind-the-meter natural gas generation, directly competing for pipeline access and fuel with utilities and LNG projects.

August 7, 2026

Policy and Regulation

Court Upholds FERC Order to Accelerate Clean Energy Interconnections

The D.C. Circuit upheld FERC Order 2023, affirming reforms designed to clear interconnection queues and speed utility-scale solar, storage, and other resources onto the grid.

August 7, 2026