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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 delays reliability auction as FERC rejects key plan elements

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

October 2, 2026

Grid Operations and Technology

Data centers integrate visual monitoring with operational systems

Data centers are using visual and thermal cameras to automate equipment monitoring and reduce routine manual inspections.

September 30, 2026

Grid Operations and Technology

Battery deployment forecast faces policy-driven slowdown

RMI’s new analysis forecasts 30% annual growth in U.S. battery deployments, yet policy headwinds threaten momentum through 2031.

September 23, 2026

Grid Operations and Technology

Grid-forming and AI tools reshape renewable integration

Huawei’s grid-forming and AI-driven energy systems help stabilize weak grids and boost economics for large-scale renewable projects.

September 21, 2026

Grid Operations and Technology

PJM calls demand response, cancels outages amid September heat

PJM activated demand response and deferred outages on September 17, 2026 to manage 132,000 MW forecast load during unseasonably high temperatures.

September 18, 2026

Grid Operations and Technology

NERC CEO urges mindset shift for US grid resilience

NERC CEO Jim Robb called for fundamental changes to US grid development practices as electric demand accelerates in 2026.

September 16, 2026

Grid Operations and Technology

ERCOT weekly peak load sets new record, underpinned by solar

ERCOT’s hourly load averaged a record 74.5 GW during the week of August 22, exceeding 2023’s mark by 6 percent due to sustained heat.

September 9, 2026

Grid Operations and Technology

AI data center loads push utilities to adopt new grid study methods

Emerging AI training campuses with loads over 1,000 MW prompt U.S. utilities to revise grid planning methodologies.

September 8, 2026

Grid Operations and Technology

Three requirements set for AI data centers as grid demand surges

AI data centers must be designed to minimize grid stress and support new energy generation, according to leading US infrastructure firms.

September 3, 2026

Grid Operations and Technology

PJM issues maximum generation alert amid September heat

PJM has issued a Maximum Generation Alert for September 2 as forecasted peak demand rises above 152,000 MW due to persistent heat.

September 2, 2026

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