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Insights

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
Grid Operations and Technology

PJM extends maximum generation alert and curtails outages amid high demand

PJM has extended its maximum generation and load management alerts through October 14 due to unusual fall heat and maintenance outages.

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October 14, 2026
Policy and Regulation

California’s energy affordability crisis drives call for deep reforms

California’s electricity prices have doubled the national average, with distribution costs now the largest driver since 2019.

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October 14, 2026
Market Data and Outlook

Commercial and industrial storage capacity surges as utility pairing shifts

Global energy storage is set to surpass 7 TWh by 2035, with commercial and industrial segments accelerating fastest.

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October 14, 2026
Grid Operations and Technology

Hurricane Isaias outage recovery tests grid upgrades in Southeast

About 160,000 customers remained without power three days after Hurricane Isaias, down from a peak of 950,000 outages.

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October 13, 2026
Policy and Regulation

FERC rejects key elements of PJM’s large load interconnection proposal

FERC has rejected most of PJM’s plan to interconnect large loads, impacting data center and large user projects across the PJM footprint.

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October 13, 2026
Policy and Regulation

UK approves 600MW solar and storage project in Nottinghamshire

RES has secured government approval for its 600MW Steeple solar and battery project in Nottinghamshire, expected to power 180,000 homes.

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October 12, 2026
Manufacturing and Supply Chain

Risen Energy debuts 23.5% efficient anti-glare HJT solar module

Risen Energy has launched a dual-layer anti-glare heterojunction module with up to 730 W power and 23.5 percent maximum efficiency.

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October 12, 2026
Grid Operations and Technology

Connected asset data raises the bar for grid risk management

Utilities are moving from checklist inspections to integrated asset data hubs that directly inform grid risk models and investment priorities.

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October 12, 2026
Market Data and Outlook

Data center power deals and fast-track storage drove the week

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.

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October 9, 2026
Manufacturing and Supply Chain

Toyo completes $357 million Texas solar module expansion

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

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October 9, 2026
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