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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.

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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.

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September 18, 2026
Policy and Regulation

House passes bill to shield utility ratepayers from data center costs

The U.S. House passed a bill 417-3 requiring states to consider large-load tariff rules for data centers above 100 MW.

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September 18, 2026
Market Data and Outlook

US ISP capex rises to $92.6B as Google plans $205B spend

US broadband providers invested $92.6 billion in capital expenditures in 2025 as Google alone plans a $205 billion outlay for 2026.

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September 18, 2026
Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 11, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, robust growth over

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September 18, 2026
Finance and Transactions

Jupiter Power raises $1.4B for new Texas and Michigan storage assets

Jupiter Power secured $1.4 billion to finance 1.5 GW of utility-scale battery projects in Texas and Michigan.

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September 17, 2026
Market Data and Outlook

Americas set to lead global microgrid growth through 2030

The Americas are forecast to drive $60 billion of global microgrid market expansion through 2030, with the US and Canada as key markets.

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September 17, 2026
Policy and Regulation

States urged to lead long-term clean energy planning in deregulated markets

A Clean Air Task Force report urges states in deregulated power markets to adopt new planning for technologies like nuclear and offshore wind.

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September 17, 2026
Finance and Transactions

Branch Energy raises $33M for rapid battery deployments in Texas and Illinois

Branch Energy secured $33 million to deploy containerized battery ‘grid-in-a-box’ units aimed at bypassing data center grid bottlenecks.

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September 16, 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.

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September 16, 2026
Policy and Regulation

EPA repeals Biden-era power plant GHG rules citing lack of authority

The EPA has repealed key greenhouse gas rules for U.S. power plants, reversing standards set in 2024 under the Biden administration.

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September 16, 2026
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