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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 submits one-time auction plan to address capacity gap

PJM has filed a backstop reliability auction plan at FERC to cover a 6.8 GW capacity shortfall linked to soaring data center demand, targeting new supply by late 2028.

August 4, 2026

Grid Operations and Technology

UT researchers unveil live-line grid sensor for early fault detection

A new live-line sensor system from University of Texas researchers offers real-time fault detection and power line monitoring, shortening inspection times and enabling quicker response to grid threats.

July 31, 2026

Grid Operations and Technology

PJM plans backstop auction, sets data center curtailment measures

PJM Interconnection proposes a backstop capacity auction to cover a 6.8 GW shortfall and new curtailment protocols for data centers without dedicated power, reshaping reliability and cost structures for utilities and digital infrastructure stakeholders.

July 30, 2026

Grid Operations and Technology

Zinc battery storage expands Lincoln microgrid for critical load support

Lincoln Electric System adds a 3-MW/12-MWh zinc-based battery to its 30-MW microgrid, supporting the Nebraska state Capitol and key infrastructure.

July 29, 2026

Grid Operations and Technology

Massachusetts utilities bring vehicle-to-grid EVs into demand response VPP

Eversource and National Grid will allow V2G-capable EVs to join demand response in Massachusetts, integrating EVs into virtual power plants.

July 28, 2026

Grid Operations and Technology

DTE Energy invests $2.6 billion in grid and storage in 2026

DTE Energy invested $2.6 billion in electric and gas infrastructure in early 2026, including a $1.6 billion battery storage project and major reliability upgrades.

July 28, 2026

Grid Operations and Technology

PJM Board moves to address grid reliability and large load growth

PJM’s Board initiates new procurement and bilateral contracting measures to address reliability gaps and rising demand from large load projects.

July 28, 2026

Grid Operations and Technology

Sungrow delivers 70 MW BESS to Swedish grid for Nordic reliability

Sungrow’s PowerTitan 2.0 system enters commercial operation in Ånge, Sweden, marking the largest battery storage project in the Nordics and bolstering grid flexibility.

July 27, 2026

Grid Operations and Technology

Ameren Missouri plans 2.1 GW gas plant to support grid reliability

Ameren Missouri intends to build the 2,100 MW West Alton Energy Center to provide baseload power, targeting a 2031 completion and supporting Missouri’s grid during both routine operations and peak demand.

July 27, 2026

Grid Operations and Technology

AMI 2.0 smart meters shift US grid to advanced edge computing

As first-generation AMI devices near retirement, utilities across the US are preparing for a transition to new smart meters equipped with edge computing capabilities, marking a significant transformation in grid management.

July 27, 2026

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