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POWER Magazine•10 days ago

Commonwealth Fusion Systems, Siemens, NVIDIA Will Develop Fusion Digital Twin

•Commonwealth Fusion Systems (CFS) is partnering with Siemens and NVIDIA to develop a digital twin of its SPARC fusion machine.
•The collaboration will utilize AI, data, and project management tools to accelerate the commercialization timeline for fusion energy.
•This initiative represents a significant step towards a future high-density, carbon-free power source, offering long-term implications for developers and large power consumers seeking reliable, clean energy solutions.

datacenteremissionsoem

CleanTechnica•10 days ago

Ford EV Sales Drop In USA, But Not As Bad As I Expected

•Ford has dramatically scaled back its electric vehicle plans, ambitions, and investments in the US.
•This strategic shift is attributed to changing US EV policy under a Republican administration.
•While Ford's EV sales dropped, the article notes the decline was less severe than the author expected, though specific figures are not provided.

oempolicy

CleanTechnica•10 days ago

AI & Its Discontents — Part Three

•The article highlights the pervasive growth of AI, implying a significant and accelerating demand for electricity, particularly from datacenters.
•The mention of AI's 'negative aspects' or 'discontents' suggests potential future policy discussions or regulations concerning its substantial energy footprint and grid impact.
•Developers and large power consumers should monitor AI's expansion as a critical driver for new generation and infrastructure needs, and potential shifts in energy policy.

datacenterpolicy

CleanTechnica•10 days ago

Enormous Chevrolet EV Sales Drop in 4th Quarter

•Chevrolet EV sales experienced a significant drop in Q4 2025, indicating price sensitivity in certain EV market segments to policy changes.
•Cadillac EV sales remained strong despite the loss of the $7,500 US EV tax credit, suggesting higher-end consumers are less impacted by incentives and value premium EV attributes (tech, smooth/quiet drive).
•The differential market response to the lost EV tax credit highlights the importance of segment-specific analysis for forecasting future electricity demand from EV adoption.

emissionsiraoem

Utility Dive•10 days ago

Honda buying LG Energy Solution’s stake in Ohio EV battery plant building for $2.85B

•Honda is acquiring LG Energy Solution's 50% stake in their Ohio EV battery plant joint venture for $2.85 billion, taking full ownership.
•While LGES cites 'operational efficiency,' press reports indicate a potential strategic pivot by LGES towards energy storage systems (ESS) development and manufacturing.
•This transaction signifies a major OEM (Honda) consolidating its EV supply chain and a leading battery manufacturer (LGES) potentially re-prioritizing its market focus towards grid-scale and commercial/industrial storage solutions, impacting future battery supply and pricing for these sectors.

datacenterfinancingm&a

POWER Magazine•10 days ago

DOE Backs Terrestrial Energy Molten Salt Reactor Project

•The U.S. Department of Energy (DOE) is partnering with North Carolina-based Terrestrial Energy to develop and operate a molten salt small modular reactor (SMR).
•This initiative signals strong federal commitment and potential de-risking for advanced nuclear technologies, which could accelerate regulatory pathways and attract further investment for developers.
•For large power consumers, this project represents a future source of reliable, carbon-free baseload generation, potentially offering long-term price stability and emissions reductions.

datacenteremissionsfinancing

POWER Magazine•10 days ago

HASI, Sunrun Expand Business with $500 Million Joint Venture

•HA Sustainable Infrastructure Capital (HASI) and Sunrun have formed a $500 million joint venture.
•The partnership is dedicated to financing distributed energy assets, including home battery storage, solar, and home-to-grid power plants.
•This initiative is projected to finance over 300 MW of new distributed energy capacity.

financingm&asolar

POWER Magazine•10 days ago

Shock Pulse Technology: Redefining Boiler Performance

•Shock Pulse Technology aims to enhance industrial boiler performance, critical for the efficient utilization of sustainable fuels and waste heat recovery.
•Improved boiler operation supports global decarbonization efforts by enabling cleaner and more efficient steam generation for district heating, process applications, and electricity.
•This technology offers potential operational improvements and efficiency gains for developers of new thermal assets and large industrial consumers reliant on steam or electricity.

datacenteremissionspolicy

CleanTechnica•10 days ago

Why The Sudden Emergence Of Sodium-Ion Batteries?

•CATL, a major battery manufacturer, expects to commercialize sodium-ion batteries for electric vehicles (EVs) by 2026, targeting a 310-mile range.
•The 'sudden emergence' of sodium-ion technology indicates rapid advancement and potential market disruption in battery chemistry, moving beyond lithium-ion.
•While initially focused on EVs, the maturation and commercialization of sodium-ion batteries could lead to more abundant and potentially cost-effective grid-scale energy storage solutions.

oemstorage

Utility Dive•10 days ago

Vistra to buy Cogentrix Energy’s 5.5 GW of gas plants in $4B deal

•Vistra is acquiring 5.5 GW of gas-fired generation assets from Cogentrix for $4 billion, signaling significant consolidation in the dispatchable power sector.
•This deal values the gas generation assets at approximately $727/kW, providing a market benchmark for developers and investors in similar dispatchable capacity.
•The acquisition highlights the ongoing strategic importance and market demand for large-scale, reliable gas generation to support grid stability and serve large power consumers.

ccgtm&a

Utility Dive•10 days ago

DOE orders 446-MW Colorado coal unit to keep running

•The DOE has ordered a 446-MW Colorado coal unit (Craig Unit 1) to continue operating for 90 days at an estimated cost of $21 million, despite requiring repairs and being offline.
•This high-cost intervention ($233,333/day or ~$21/MWh for operation alone) signals acute grid reliability concerns in the region, which could lead to increased energy prices and capacity market volatility.
•The direct regulatory order to keep a retiring or mothballed coal unit running highlights a strong policy emphasis on grid stability, potentially impacting future plant retirement schedules and the valuation of dispatchable generation assets.

capacity-marketemissionsfinancing

Utility Dive•10 days ago

Programmatic alignment is key to scaling residential battery demand response

•Scaling residential battery demand response (DR) is critical for grid flexibility but is currently hampered by misaligned incentives among utilities, battery manufacturers, tech providers, and customers.
•For developers and IPPs, this highlights a significant opportunity in designing and aggregating Virtual Power Plants (VPPs) that effectively bridge these incentive gaps.
•Large power consumers stand to benefit from enhanced grid stability and potential peak demand reductions as residential batteries contribute to overall system reliability.

capacity-marketoempolicy

Utility Dive•10 days ago

Alphabet acquires clean energy developer Intersect for $4.75B

•Alphabet (Google's parent) acquired clean energy developer Intersect for $4.75 billion, marking a significant investment in direct renewable asset ownership.
•This acquisition represents a new, more direct tactic in Alphabet's decarbonization strategy, moving beyond traditional PPA structures to secure clean energy supply.
•For developers, this signals a major tech company's deeper entry into direct clean energy asset ownership, potentially increasing competition or creating new partnership opportunities.

emissionsfinancingm&a

Utility Dive•10 days ago

ERCOT’s large load queue jumped almost 300% last year

•ERCOT's large load interconnection queue experienced a nearly 300% increase last year, indicating a massive surge in demand for grid capacity.
•Data centers are the primary driver, accounting for over 70% of the new load, signaling a concentrated and rapidly growing demand segment.
•ERCOT's existing interconnection and review processes are now 'outgrown,' implying forthcoming policy and procedural changes that will impact developers and large power consumers.

datacenterercotinterconnect

Energy Storage News•10 days ago

SolarMax secures two EPC agreements for 400MWh total BESS capacity in Puerto Rico

•SolarMax Renewable Energy Provider has secured two EPC agreements for a total of 400 MWh of Battery Energy Storage Systems (BESS) in Puerto Rico.
•This significant BESS deployment addresses critical grid stability and resilience needs in Puerto Rico, a market with a history of outages and a drive for renewable integration.
•The projects highlight active EPC market opportunities for developers in island grids and regions prioritizing energy storage for grid modernization and renewable energy targets, improving reliability for large power consumers.

policystorage

Energy Storage News•10 days ago

Utilities SRP and ED3 seeking offtake deal for esVolta’s newly-approved 3.2GWh Arizona BESS

•esVolta received approval from Pinal County, Arizona, to construct a significant 3.2GWh Battery Energy Storage System (BESS).
•Two Arizona utilities, SRP and ED3, are actively pursuing an offtake deal for the BESS capacity, signaling strong utility demand for large-scale storage.
•This project represents a major new energy infrastructure development in Arizona, offering potential PPA opportunities for developers and enhancing grid stability for large power consumers.

interconnectpolicyppa

Energy Storage News•10 days ago

2025 concludes with 1.5GWh+ of European BESS project completions, financing and supply deals

•Over 1.5 GWh of Battery Energy Storage System (BESS) projects reached completion, secured financing, or finalized supply deals across Europe by the end of 2025.
•Significant BESS market activity is noted across diverse European nations, including the UK, Germany, Spain, France, Romania, Denmark, Albania, and Austria.
•This surge in project development, financing, and supply chain engagement signals a rapidly maturing European BESS market, offering substantial opportunities for developers and enhancing grid flexibility for large power consumers.

financingoemppa

Energy Storage News•10 days ago

India’s biggest solar manufacturer Waaree raises funds toward 20GWh energy storage factory

•Waaree Energies' subsidiary has secured INR10 billion (US$110.9 million) to establish a 20GWh energy storage manufacturing plant in India.
•This new domestic manufacturing capacity is expected to increase the supply of battery energy storage systems, potentially leading to lower costs and reduced lead times for projects in the region.
•For developers and large power consumers, this signifies enhanced availability and potentially faster deployment of grid-scale and behind-the-meter battery storage solutions, reducing reliance on imports.

financingoempolicy

Energy Storage News•10 days ago

AER: 244 community battery storage systems now connected across Australia

•The Australian Energy Regulator (AER) confirms 244 community battery energy storage systems (BESS) are now connected to distribution networks across Australia.
•This indicates a significant and growing market for distributed battery storage solutions, offering developers opportunities in smaller-scale BESS projects.
•For large power consumers, the deployment of numerous community batteries can enhance local grid stability, improve resilience, and potentially influence local energy tariffs or peak demand management strategies.

interconnectpolicystorage

Energy Storage News•10 days ago

World’s first gigawatt-hour-scale flow battery project goes into operation in China

•The world's first gigawatt-hour (GWh) scale flow battery energy storage project has officially begun operation in China.
•The project was brought online by technology provider Dalian Rongke Power and infrastructure developer China Three Gorges Corporation (CTG).
•This milestone demonstrates the practical viability of very large-scale, long-duration energy storage, offering enhanced grid stability and deeper integration of intermittent renewable energy sources.

oemstorage