October 2, 2026

Market Data and Outlook

Major M&A and $1.4B in battery deals defined the week as AI data center demand pushed power and siting into the national spotlight.

October 2, 2026

Finance and Transactions

Rightfiber has acquired Fastwyre’s Nebraska operations, adding 26 communities and expanding its network to 28,000 route miles across 20 states.

October 2, 2026

Grid Operations and Technology

PJM has delayed its backstop capacity auction after FERC raised concerns about cost allocation and other key plan elements.

October 2, 2026

Policy and Regulation

A new Senate bill would give FERC broader authority to permit transmission projects when deemed in the public interest.

October 2, 2026

Market Data and Outlook

US electricity demand is rising at its fastest pace in 15 years, fueled by data centers, AI, electrification, and industrial growth.

October 2, 2026

Data Centers and AI Infrastructure

A search for 5 MW of AI-ready data center capacity in North America found providers had space, but almost none could deliver the required density.

October 2, 2026

Policy and Regulation

Sept. 25, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, rapid growth over

October 2, 2026