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POWER Magazine•3 months ago

PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

•PJM has reduced its near-term peak-demand forecast due to stricter vetting of large-load requests and updated EV/economic assumptions.
•Despite near-term adjustments, PJM reiterates strong long-term load growth projections, primarily driven by data centers and broader electrification.
•This signals potential near-term easing of capacity pressure but confirms significant long-term investment opportunities and challenges for new generation and transmission development.

capacity-marketdatacenterpjm

POWER Magazine•3 months ago

Apex Clean Energy Closes $2.79 Billion in Financing for Three Renewable Energy Projects

•Apex Clean Energy secured $2.79 billion in financing for three utility-scale renewable energy projects.
•Projects are located in Texas (implying ERCOT), Ohio, and Illinois (implying MISO), indicating significant renewable build-out in key markets.
•The successful financing demonstrates strong investor confidence and Apex's capability to execute large-scale renewable developments.

ercotfinancinginterconnect

CleanTechnica•3 months ago

More Sodium-Ion Batteries Are Suddenly Emerging

•Sodium-ion battery technology is rapidly emerging and gaining global attention, with new developments being announced.
•US firm Unigrid is highlighted as a recent contributor to the growing sodium-ion battery market.
•This trend indicates a potential diversification and expansion of energy storage options for developers and large power consumers, potentially offering alternatives to lithium-ion.

storage

Utility Dive•3 months ago

Tariffs push construction input prices higher

•Construction input costs for critical electrical components are rising significantly, with switchgear, switchboard, and industrial controls equipment up 11.1% year-over-year, and copper wire and cable up 11.7%.
•These increases will directly elevate the capital expenditure (CapEx) for new power generation, transmission infrastructure, and large load interconnection projects.
•The article attributes these rising costs to 'tariffs,' indicating policy-driven cost pressures on imported materials and components.

datacenterfinancingoem

CleanTechnica•3 months ago

Ireland Tells Data Center Developers To Bring Their Own Clean Energy

•Ireland has implemented new policies mandating data centers to self-supply their entire electricity demand from renewable sources.
•This regulatory change significantly impacts data center developers, requiring them to directly integrate or contract for renewable energy generation as a core part of their project planning.
•The policy aims to reduce grid strain and accelerate the adoption of clean energy for large industrial consumers, shifting the burden of renewable procurement to developers.

datacenteremissionsfinancing

Utility Dive•3 months ago

Global wind power additions to decline 6% in 2026: WoodMac

•Global wind power additions are projected to decline by 6% in 2026, primarily due to a development slowdown in China.
•Policy challenges in the United States are explicitly cited as a significant factor that will 'curb wind's buildout' for developers.
•This anticipated slowdown could impact the availability and pricing of wind PPAs for large power consumers and potentially delay decarbonization timelines.

irapolicyppa

Utility Dive•3 months ago

America’s new power barons: Who will rule the AI-grade megawatt megasector?

•The emerging 'AI-grade megawatt megasector' will require a hybrid power model combining natural gas, renewables, and energy storage.
•Natural gas will provide essential firmness for AI loads, while renewables offer cost advantages and address public perception and policy considerations.
•Energy storage will be critical for ensuring grid stability to meet the demanding, continuous power requirements of AI infrastructure.

capacity-marketccgtdatacenter

Energy Storage News•3 months ago

Apex finances 670MW of energy storage, wind, with US$2.79 billion financial commitments

•Apex Clean Energy secured US$2.79 billion in financial commitments for 670MW of utility-scale wind and energy storage projects.
•Projects are strategically located across Texas (ERCOT), Ohio (PJM), and Illinois (MISO), including the Raven Storage project in Texas.
•This substantial financing underscores strong investor confidence in large-scale, hybrid renewable energy solutions within key US power markets.

ercotfinancingira

Energy Storage News•3 months ago

NeoVolta, PotisEdge, Longi form JV for Georgia battery pack and BESS manufacturing facility

•NeoVolta, PotisEdge, and Longi have formed NeoVolta Power, a joint venture (JV) to establish a US battery energy storage system (BESS) manufacturing platform.
•The new BESS manufacturing facility will be located in Pendergrass, Georgia, aiming to boost domestic supply.
•This initiative is expected to improve supply chain resilience and potentially reduce lead times for BESS components for developers and large power consumers.

datacenterm&aoem

CleanTechnica•3 months ago

UK Floating Solar Power Performance Improved By Tracking

•UK floating solar projects can achieve a ~26% increase in annual energy production through the adoption of azimuthal tracking technology.
•This significant boost in energy output directly enhances the economic viability and competitiveness of floating solar installations.
•Developers and IPPs should consider integrating azimuthal tracking into new floating solar designs and potentially retrofitting existing ones to maximize ROI and energy yield.

solar

Utility Dive•3 months ago

Public Citizen challenges cost recovery for $546M PSE&G transmission project

•Public Citizen is challenging PSE&G's cost recovery for a $546M transmission project, citing a $6.6M FERC settlement as evidence of "imprudent" costs.
•This indicates heightened regulatory scrutiny from FERC on transmission project cost recovery, signaling increased financial risk for utilities and potentially impacting future rate bases for large consumers.
•For developers, this implies greater uncertainty in the cost and approval of transmission infrastructure vital for new generation interconnection, potentially affecting project viability and timelines.

fercinterconnectpolicy

POWER Magazine•3 months ago

Idled California Biomass Power Plant to Be Rebuilt as Carbon-Negative AI Factory

•NewYork GreenCloud (NYGC) is converting the idled 41-MW Buena Vista Biomass plant in Ione, CA, into a "carbon-negative AI factory."
•This project highlights a growing trend of repurposing legacy power generation assets for dedicated, high-demand AI/datacenter loads.
•The focus on "carbon-negative" infrastructure signals increasing demand for sustainable and environmentally compliant power solutions for large industrial consumers.

caisodatacenteremissions

POWER Magazine•3 months ago

Elevate Renewables Acquires Major Battery Storage Project in PJM

•Elevate Renewables, an energy storage and hybrid power generation asset owner, acquired the largest standalone battery storage project in the PJM Interconnection.
•This M&A activity highlights the accelerating investment and consolidation within the large-scale battery storage market, particularly in key ISOs like PJM.
•For developers, this signals strong market demand and valuation for significant storage assets, indicating opportunities for project development and potential acquisition targets.

capacity-marketinterconnectm&a

Utility Dive•3 months ago

PJM trims near-term load forecast on stricter data center vetting, economic outlook

•PJM has revised its near-term load growth forecast downwards, citing stricter vetting processes for data centers and a cautious economic outlook.
•Despite the near-term reduction, PJM projects significantly higher long-term load growth than previously estimated, indicating a substantial future demand for power.
•For large power consumers, particularly data centers, the 'stricter vetting' implies potential delays or increased scrutiny for new interconnections and capacity additions within PJM.

capacity-marketdatacenterinterconnect

Utility Dive•3 months ago

NJ governor seeks changes to ‘weaken’ large load tariff bill, lawmaker says

•New Jersey's proposed "large load tariff bill" faces legislative uncertainty, with the governor seeking amendments and lawmakers refusing to compromise.
•Assemblyman David Bailey Jr. indicates that lawmakers are unwilling to bend on the bill's current form, setting up a potential legislative impasse.
•This standoff could result in a pocket veto, leaving the future of tariffs for large power consumers in New Jersey unresolved and creating policy uncertainty for developers and large loads.

policy

CleanTechnica•3 months ago

VinFast Just Rolled Out Four New Electric Scooters — And Tightened Its Grip On Vietnam

•VinFast has launched four new electric scooter models in Vietnam, representing a strategic escalation to dominate the domestic EV market.
•This initiative involves significant investment in 'energy infrastructure' (likely charging and/or battery swapping networks) to support widespread EV adoption.
•The aggressive market strategy by a major OEM (VinFast) will drive substantial growth in electricity demand in Vietnam, creating opportunities for power developers and IPPs.

oempolicystorage

POWER Magazine•3 months ago

Gas Turbine Supply Chain Bottlenecks Could Reshape the Generation Mix in 2030 and Beyond

•Significant gas turbine supply chain bottlenecks are causing backlogs extending years, severely impacting new project timelines for dispatchable capacity.
•Utilities are scrambling to secure reliable power, indicating potential market tightness and increased costs for firm capacity.
•The supply chain crisis is projected to reshape the generation mix in 2030 and beyond, suggesting a shift away from new gas turbine reliance and towards alternative dispatchable solutions.

capacity-marketccgtfinancing

Energy Storage News•3 months ago

Post-MACSE dynamics make private tolls more attractive, IPP says

•IPP Zelestra opted out of Italy's MACSE auction, indicating dissatisfaction with the auction's terms or expected outcomes for project development.
•The post-MACSE market dynamics are making 'private tolls' (e.g., bilateral PPAs) more attractive for securing project revenue, suggesting a shift in contracting strategy.
•This move highlights a potential trend for developers and large power consumers in Italy to bypass public auctions in favor of private agreements for project financing and energy procurement.

capacity-marketfinancingpolicy

CleanTechnica•3 months ago

Colombia EV Sales Report: Market Share Reaches 12.9% in December, Prior to Tesla’s Upcoming Tsunami

•Colombia's EV market share reached 12.9% in December 2025 (10.7% BEV), setting new records.
•December EV sales hit an all-time high of 3,905 units, an 80% increase year-over-year and 60% above the previous record from October 2025.
•The market anticipates a significant surge in EV sales with Tesla's upcoming entry, indicating continued rapid growth.

emissionsinterconnectoem

CleanTechnica•3 months ago

The Coal-Killing Combo Of Hydropower & Battery Energy Storage Systems, Brought To You By US President Donald Trump

•President Trump's 2025 'energy emergency' declaration provided preferential treatment to the hydropower industry, alongside fossil fuels.
•The US Department of Energy (DOE) is releasing a report detailing the synergy between hydropower and Battery Energy Storage Systems (BESS).
•This policy direction, despite its fossil fuel inclusion, is framed as a 'coal-killing combo' due to the BESS/hydro integration, signaling a potential shift in grid resource planning.

emissionspolicystorage