Power, markets, flexible RA,and the money behind the grid
Topic
10 stories on this topic, across the desks.
MARKETS
PJM wanted new large loads to bring their own capacity or be curtailed first in emergencies. FERC rejected the mechanism on jurisdictional grounds — leaving state prepayments and a capacity market pinned at its cap to carry the cost.
DATA
PJM's market monitor says 4,016.9 MW of forecast data center load was canceled or delayed — and if it is right, the grid's capacity gap is less than half what PJM claimed.
GRID
MISO wants FERC to let it study very large loads and their paired generation together in 120 days — in exchange for a 15-year lock that turns a connection request into a long-term commitment.
DATA
TVA's new data center rate charges new and expanded loads above 5 MW roughly $1.5 million per megawatt to reserve capacity — and one small Mississippi site shows how much timing matters.
DATA
Duke Energy's settlement with the North Carolina Public Staff makes large loads pay upfront — cost allocation in practice, with the clean-supply question conspicuously deferred.
DATA
Google will underwrite 890 megawatts of nuclear uprates at eleven existing reactors — the fastest credible path to the firm, carbon-free power its AI buildout demands.
GRID
EIA's October outlook projects record U.S. electricity consumption of 4,288 terawatt-hours in 2026 — and every resource-adequacy calculation in the country sits downstream of that number.
INVESTING
Hyperscale load is turning electricity supply into contracted infrastructure — how investors underwrite the electrons behind the cloud.
DATA
Training an AI model and running it are different computing tasks — and they draw power in very different ways.
DATA
After two decades of flat demand, the U.S. grid is growing again — and data centers are the driving force.