October 9, 2026

Market Data and Outlook

This week’s U.S. energy review saw $4.2 billion in nuclear financing and 780 GW of data center plans turning up the grid calculus.

October 9, 2026

Manufacturing and Supply Chain

Toyo has completed a $357 million expansion of its Humble, Texas solar module factory, raising total capacity to 2 GW.

October 9, 2026

Grid Operations and Technology

Virtual power plants aggregate home energy assets as a flexible grid resource, improving reliability without added new central capacity.

October 9, 2026

Policy and Regulation

The Department of Energy called on PJM to prevent unfair cost shifts to existing utility customers from new data center and large load projects.

October 9, 2026

Market Data and Outlook

Wood Mackenzie reports that four-hour battery storage is now 65% to 75% cheaper than new gas peakers in the US for 2026 operation.

October 9, 2026

Data Centers and AI Infrastructure

Announced U.S. data center projects total 780 GW, surpassing the country’s record peak grid load of 759 GW.

October 9, 2026