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Utility Dive•8 days ago

A hydrogen ‘do-over’ for California

  • •California is re-evaluating its hydrogen strategy, potentially broadening the definition of 'clean' hydrogen to accelerate its adoption as an energy resource.
  • •This policy shift could unlock new hydrogen production pathways and supply chains, potentially lowering costs and increasing availability for industrial users, power generators, and large power consumers.
  • •The 'do-over' signals a renewed push to integrate hydrogen into California's energy mix, creating new opportunities for developers and IPPs in power generation, storage, and industrial decarbonization.
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Utility Dive•8 days ago

AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’

  • •AEP plans a massive $72 billion capital spending program, representing a 33% increase, signaling significant grid modernization and expansion efforts.
  • •Despite the substantial investment, AEP aims to limit residential rate increases to 3.5% annually over the next five years, suggesting a focus on cost management or expected efficiencies.
  • •The article highlights a utility 'super-cycle,' indicating a broader industry trend of sustained, high capital investment, which could create opportunities for developers and impact grid reliability for large power consumers.
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Energy Storage News•8 days ago

BYD and Skysense partner to deploy 300MWh of energy storage in Latin America

  • •BYD and Skysense have formed an alliance to deploy 300 MWh of energy storage across Mexico and other Latin American countries.
  • •This significant project highlights the rapid growth and investment in the Latin American battery energy storage system (BESS) market.
  • •For developers and large power consumers, this signals increasing availability of grid-scale storage solutions, offering enhanced grid stability, peak demand management, and improved renewable energy integration.
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Utility Dive•8 days ago

DTE inks first data center deal to grow electric load 25%

  • •DTE Energy projects a 25% electric load growth from its first data center deal, with a 5-year, $30 billion investment pipeline targeting 8.4 GW of data center load.
  • •This signals a massive and rapid increase in demand from the data center sector, driving significant utility infrastructure investment.
  • •Developers should note the substantial opportunity for new generation and transmission projects, while large power consumers should anticipate increased competition for grid resources and potential for upward pressure on power prices.
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Energy Storage News•8 days ago

Energy storage demand offsets EV slowdown, driving LG Energy Solution profit increase

  • •LG Energy Solution (LG ES) reported increased quarterly profits, primarily driven by robust demand for energy storage solutions.
  • •This growth in energy storage demand is occurring despite a slowdown in electric vehicle (EV) sales, indicating a strong, independent market for grid-scale and commercial/industrial battery deployments.
  • •The shift in LG ES's profit drivers underscores the increasing market maturity and financial viability of battery energy storage systems (BESS) for developers and large power consumers.
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Utility Dive•9 days ago

US falls 1 place in ACEEE’s global energy efficiency rankings

  • •The US improved its overall energy efficiency score through significant reductions in energy intensity and substantial investments in efficiency measures.
  • •Despite domestic improvements, the US dropped one spot in global rankings as other countries achieved even larger gains in energy efficiency.
  • •For large power consumers, this trend underscores ongoing opportunities to reduce operational costs and manage demand through efficiency upgrades.
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POWER Magazine•9 days ago

Westinghouse Enters Partnership for $80 Billion of New Nuclear Reactors

  • •Westinghouse, Cameco Corp., and Brookfield Asset Management have partnered to deploy new nuclear reactor technology across the U.S.
  • •The partnership targets at least $80 billion in new reactor projects, primarily Westinghouse AP1000 units, with significant backing from the U.S. government.
  • •This initiative signals a major, government-supported expansion of baseload nuclear capacity, impacting long-term grid stability, power supply, and emissions profiles for developers and large power consumers.
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Energy Storage News•9 days ago

Propwr secures contract for natural gas BESS hybrid with Midwest US data centre

  • •Propwr secured a long-term contract to provide 60MW of natural gas BESS hybrid power to a hyperscaler data center in the Midwest US.
  • •This project represents a dedicated, firm power solution for a large, energy-intensive load, demonstrating a trend for critical infrastructure.
  • •The hybrid natural gas and battery energy storage system (BESS) approach offers a blend of reliable generation and flexibility for the data center's power needs.
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POWER Magazine•10 days ago

Data Centers Are Turning to Gas Generators for Prime Power to Eliminate Long Lead Times for Grid Connections

  • •Data centers are increasingly deploying gas generators for prime power, moving beyond their traditional backup role.
  • •This strategic shift is driven by chronic power shortages and excessively long lead times for grid interconnections across North America.
  • •Data center developers are prioritizing speed to market and operational certainty by investing in on-site generation to bypass grid bottlenecks.
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Energy Storage News•10 days ago

Tesla reports record energy storage deployments and profit ahead of vote on Musk’s monster pay proposal

  • •Tesla reported record energy storage deployments in Q3 2025, indicating robust market demand and successful project execution.
  • •The energy storage business segment achieved significant profits, signaling the financial viability and growth potential of storage solutions.
  • •This performance suggests increasing availability and potentially competitive options for developers and large power consumers seeking grid-scale or commercial/industrial (C&I) storage solutions.
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POWER Magazine•11 days ago

Google Has Deal with NextEra to Restart Duane Arnold Nuclear Plant

  • •Google has signed a 25-year Power Purchase Agreement (PPA) with NextEra Energy to secure power from the Duane Arnold nuclear plant.
  • •This long-term PPA underpins NextEra's plan to restart the Duane Arnold nuclear plant, which was previously retired.
  • •The deal signifies a major technology company's commitment to securing firm, carbon-free power directly from a nuclear asset.
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POWER Magazine•11 days ago

ENGIE, Meta Expand PPAs with New 600-MW Solar Project

  • •Meta and ENGIE are expanding their PPA relationship with a new 600 MW solar project in Texas, bringing their total contracted capacity to over 1.3 GW across four projects.
  • •This deal highlights the continued strong demand from large technology companies (like Meta) for significant, long-term renewable energy PPAs to power their operations, likely datacenters.
  • •For developers, this signals a robust market for utility-scale solar projects in ERCOT, driven by corporate off-takers seeking decarbonization and price certainty.
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POWER Magazine•11 days ago

INNIO, VoltaGrid Partner on 2.3-GW Data Center Project

  • •INNIO Group received its largest equipment order ever, partnering with VoltaGrid for a 2.3 GW power infrastructure project.
  • •The project will power a data center and utilize 92 INNIO power packs, each with 25 MW of generation capacity.
  • •This announcement underscores the rapidly increasing and massive power demands of the data center industry.
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Energy Storage News•11 days ago

UAE: Masdar begins work on ‘world-largest’ solar-plus-storage project with 19GWh BESS

  • •Masdar has commenced construction on what is described as the 'world's largest' solar-plus-storage project in Abu Dhabi, featuring an unprecedented 19GWh Battery Energy Storage System (BESS).
  • •This project sets a new global benchmark for the scale of integrated solar and battery energy storage, signaling a trend towards gigawatt-hour scale BESS deployments that can provide massive grid stability and firming capacity.
  • •For large power consumers, this scale of BESS integration implies significantly enhanced reliability and availability of renewable energy, potentially leading to more competitive and stable green power Purchase Power Agreements (PPAs).
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Energy Storage News•12 days ago

Australia’s Cheaper Home Batteries Program reaches 2GWh of storage capacity

  • •Australia's 'Cheaper Home Batteries Program' has achieved over 100,000 installations, deploying 2GWh of subsidized distributed energy storage capacity for households and small businesses.
  • •This significant deployment signals strong government policy support for behind-the-meter storage, creating a robust market for battery OEMs and installers.
  • •The 2GWh of distributed capacity represents a growing pool of flexible resources that can be aggregated into Virtual Power Plants (VPPs), impacting peak demand, grid stability, and creating new revenue streams for developers and IPPs.
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Energy Storage News•15 days ago

Calibrant to deliver BESS for Pacific Northwest data centre in ‘first-of-its-kind’ project

  • •Calibrant Energy will deliver a 31MW/62MWh BESS for Aligned Data Centres' campus in the Pacific Northwest.
  • •This project signifies a growing trend of large data centers integrating significant battery storage capacity for enhanced resilience and energy management.
  • •For developers and large power consumers, it showcases a direct-to-load BESS deployment model for critical infrastructure.
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Energy Storage News•15 days ago

CATL’s Q3 ESS battery shipments reach 36GWh, market share ‘impacted by capacity constraints’

  • •CATL, the world's largest lithium-ion battery supplier, shipped 36GWh of ESS batteries in Q3.
  • •Despite recovering revenue growth, CATL's market share was impacted by its own capacity constraints, indicating robust demand for energy storage.
  • •This suggests potential supply tightness and pricing pressure for battery energy storage systems (BESS) components in the near term for developers and large power consumers.
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Energy Storage News•17 days ago

Ameresco, Alliant Energy, begin operating record-breaking BESS projects in Arizona, Wisconsin

  • •Ameresco has commissioned Arizona's largest behind-the-meter (BTM) BESS, while Alliant Energy has brought Wisconsin's largest BESS online, marking significant regional milestones.
  • •The Arizona BTM BESS demonstrates increasing opportunities for large power consumers and developers to implement on-site storage for demand charge management, resilience, and energy cost optimization.
  • •These projects signify the accelerating deployment and growing scale of battery energy storage across diverse market segments, indicating a maturing market for BESS developers and new grid service opportunities.
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