The latest in energy and data center infrastructure.

Policy moves, new projects, and the trends reshaping power, land, and grid access for the markets we serve.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission

Policy and Regulation

NERC compliance requirements shape US solar project design

NERC obligations for solar projects over 20 MVA and 60 kV interconnection must be embedded early in design, not added at commissioning.

October 6, 2026

Market Data and Outlook

Negative electricity prices surge in Iberia on record solar output

Spain recorded 596 and Portugal 462 hours of negative electricity prices in Q2 2026 after a surge in solar power generation.

October 6, 2026

Data Centers and AI Infrastructure

ASG: power now shapes digital infrastructure strategies

ASG CEO Jarrett Appleby says power supply has overtaken demand as the key limiter for US data center development.

October 6, 2026

Finance and Transactions

Amazon inks 20-year PPA to expand Calvert Cliffs nuclear plant

Amazon and Constellation struck a 20-year deal supporting over $3 billion in upgrades and new capacity at Maryland’s 1,790 MW nuclear plant.

October 6, 2026

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