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Utility Dive•7 days ago

Southern inks 7 GW of large load contracts, eyes 50 GW more

  • •Southern Company has secured 7 GW in large load contracts and is actively pursuing an additional 50 GW, signaling robust industrial and commercial demand.
  • •Data center usage within Southern Company's service territory increased by 17% year-over-year, identifying this sector as a primary driver of new load growth.
  • •This substantial increase in contracted and prospective load necessitates significant new generation capacity and transmission infrastructure development to meet future demand.
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CleanTechnica•8 days ago

Amazon Rivian Electric Delivery Vans Arrive in Canada

  • •Amazon has launched 50 Rivian electric delivery vans (EDVs) in Vancouver, Canada, marking their first deployment in the country.
  • •This initiative signifies a growing trend of large commercial fleets electrifying, creating new, concentrated electricity demand centers.
  • •For developers and large power consumers, this highlights the increasing need for robust grid infrastructure, charging solutions, and potentially dedicated power supply to support large-scale EV operations.
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CleanTechnica•8 days ago

Hyundai Launches ELEXIO SUV For China

  • •Hyundai's launch of the ELEXIO, an all-electric SUV with a 722 km CLTC range and competitive pricing in China, signals rapid acceleration of EV adoption.
  • •This trend implies significant future electricity demand growth, requiring developers to plan for increased generation capacity and grid infrastructure upgrades.
  • •The use of the scalable E-GMP platform underscores ongoing OEM investment in EV technology, further solidifying the long-term shift towards electric transportation and associated load increases.
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CleanTechnica•8 days ago

BEVs Up 29% YoY & PHEVs Down 3% YoY — September 2025 China EV Sales Report

  • •China's EV market saw BEVs surge 29% YoY in September 2025, capturing 37% of the total car market, indicating robust and sustained electrification trends.
  • •Total plugin sales exceeded 1.3 million units in September, signaling a significant and growing load on the electricity grid, despite a reported slowdown in overall plugin growth rate.
  • •This rapid EV adoption in China points to a substantial future increase in electricity demand, requiring developers to consider new generation and transmission projects, and large consumers to factor in potential grid strain or opportunities for demand-side management.
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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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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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CleanTechnica•9 days ago

Is It True EV Road Trips Are Getting Easier?

  • •The article highlights the significant improvements in the EV road trip experience from 2018 to 2025, indicating accelerating EV adoption and usability.
  • •This trend points to a substantial and growing demand for electricity, particularly for high-power fast charging infrastructure across diverse geographic locations.
  • •The evolving charging landscape creates opportunities for IPPs and developers in new generation projects, grid upgrades, and innovative charging solutions to meet distributed load growth.
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Energy Storage News•9 days ago

Hecate cancels 650MW Staten Island, New York BESS project

  • •Hecate Energy has cancelled its 650MW Swiftsure battery energy storage system (BESS) project in Staten Island, New York.
  • •This cancellation removes a significant 650MW storage asset from New York's future capacity pipeline, potentially impacting future capacity prices and grid stability for large power consumers in the region.
  • •The unstated reasons for cancellation highlight potential, unarticulated challenges (e.g., permitting, interconnection, community opposition, financing) for large-scale BESS projects, particularly in dense urban areas like NYC, which developers must factor into risk assessments.
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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

‘Terna is the big winner’: Taking stock of Italy’s MACSE auction

  • •Italy's TSO, Terna, successfully procured 10GWh of long-term electricity capacity through the MACSE auction.
  • •The auction resulted in 'extremely low prices' for the procured capacity, making Terna the primary beneficiary.
  • •This outcome signals a highly competitive market environment for energy storage and capacity developers in Italy, potentially impacting project profitability.
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Energy Storage News•11 days ago

Australia: Energy storage comprises 26.1GW of AEMO’s record 56.6GW NEM project pipeline

  • •Australia's National Electricity Market (NEM) has a record 56.6 GW development pipeline for new generation and storage capacity.
  • •Energy storage projects constitute a significant 26.1 GW (46%) of this pipeline, indicating a strong market focus on grid flexibility and renewable integration.
  • •This massive pipeline signals substantial future supply growth and investment opportunities for developers in the Australian market, particularly in battery energy storage systems.
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Energy Storage News•11 days ago

Wärtsilä to deliver ‘Australia’s largest DC-coupled hybrid battery system’ for the NEM

  • •Wärtsilä is delivering Australia's largest DC-coupled hybrid battery energy storage system (BESS) for the National Electricity Market (NEM).
  • •This project signals a maturing market for advanced, large-scale energy storage, creating new development opportunities for integrated renewable solutions.
  • •For large power consumers, such grid-scale BESS deployments enhance grid stability, improve reliability, and can help mitigate price volatility.
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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

Raffeisen pension fund joins EBRD, EU on large-scale Croatia BESS and VPP investment

  • •A €16 million (US$18.5 million) project in Croatia will combine large-scale Battery Energy Storage Systems (BESS) with a Virtual Power Plant (VPP).
  • •The investment is backed by a diverse consortium including a Raffeisen pension fund, the European Bank for Reconstruction and Development (EBRD), and the EU Modernisation Fund, signaling strong institutional confidence in hybrid energy solutions.
  • •This project highlights the increasing financial viability and market maturity for grid-scale battery storage and VPPs, offering developers a model for securing diverse funding.
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