News and Insights

Manufacturing and Supply Chain

Samsung SDI set to begin US LFP battery cell production in Q3

Samsung SDI will start producing lithium iron phosphate (LFP) battery cells in the US in the third quarter, expecting demand to surpass available output.

August 3, 2026

Data Centers and AI Infrastructure

DOE taps Brookfield for Kentucky uranium plant data center, gas complex

The U.S. Department of Energy is converting Kentucky’s Paducah uranium enrichment site into a $100 billion data center and gas power complex, led by Brookfield Asset Management.

August 3, 2026

Market Data and Outlook

Mega-deals, data center power and grid reforms defined the week in US energy

Unprecedented deal activity, surging data center demand, and major grid reforms dominated a tumultuous week for US energy investors and developers.

July 31, 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

Policy and Regulation

Senate hears need for accelerated fiber permitting to support AI demand

A Senate subcommittee session highlights urgency in broadband and fiber deployment, as AI adoption tests current infrastructure and network permitting processes.

July 31, 2026

Data Centers and AI Infrastructure

FirstEnergy data center contracts surge, driving $2.7B power build

FirstEnergy’s contracted data center load climbed 50% in Q2 to 6.4 GW, spurring a $2.7 billion new generation plan in West Virginia targeting hyperscale and AI operators.

July 31, 2026

Data Centers and AI Infrastructure

Eolian to deliver 1 GWh battery storage near Ohio data center

Eolian is advancing a 1 GWh, 200 MW battery energy storage project near Columbus, Ohio, targeting grid support for data centers and regional industrial load by the 2027 to 2028 PJM capacity year.

July 31, 2026

Policy and Regulation

Unlocking Clean Power: Lessons from Europe’s Grid Connections

July 24, 2026 — United States — A recent report from Ember reveals that Europe could integrate an additional 25

July 31, 2026

Policy and Regulation

Land use found to drive solar permitting speed in California

A new study shows that the type of land chosen for utility-scale solar in California is the primary driver of permitting timelines, with developed sites receiving approvals much faster than those on open space.

July 30, 2026

Policy and Regulation

DTE Energy seeks 800 MW of renewables across MISO states

DTE Energy has issued an RFP targeting 800 MW of new wind and solar capacity from projects in select MISO states and zones, in support of Michigan’s Voluntary Green Pricing program, with projects required to reach commercial operation by the end of 2030.

July 30, 2026