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Utility Dive7 days ago

Utilities under pressure: 6 power sector trends to watch in 2026

Key Takeaway

The power sector is entering a period of unprecedented investment driven by load growth, creating both substantial development opportunities and heightened regulatory and cost pressures for all stakeholders.

AI Summary

  • Utilities are planning massive spending to address rapidly increasing electricity demand and aggressive load growth projections.
  • The industry faces a delicate balance between meeting demand through investment and managing regulatory oversight and ratepayer costs.
  • This environment signals significant opportunities for developers for new generation and infrastructure, while large power consumers may face rising rates and increased scrutiny on grid reliability.

Topics

capacity-marketdatacenterfinancinginterconnectpolicytransmission