August 21, 2026

Market Data and Outlook

Deals, demand, and grid strain set the pace for US energy

Major M&A, record data center deals, and shifting grid dynamics drove a pivotal week for US energy buyers. Here’s what mattered most for institutional investors.

August 21, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually Over Three Years

Utility-scale battery storage in the United States has grown roughly 70% a year for three years, reaching 43.6 GW by the end of 2025 with a further 8.3 GW added in the first half of 2026.

August 21, 2026

Policy and Regulation

New Jersey BPU advances 150MW behind-the-meter storage plan

New Jersey’s Board of Public Utilities released a proposal for about 150MW of behind-the-meter energy storage, signaling a measured push to expand distributed storage under the state’s incentive program.

August 21, 2026

Grid Operations and Technology

FERC clears SPP topology optimization plan to reduce grid congestion

Federal regulators have approved Southwest Power Pool’s ‘topology optimization’ proposal, a move aimed at reducing congestion and curtailment costs across a 17-state region.

August 21, 2026