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Utility Dive•2 months ago

PJM proposes behind-the-meter reforms in data center colocation effort

•PJM is proposing reforms targeting behind-the-meter (BTM) generation, specifically in the context of data center colocation efforts.
•These proposed reforms are anticipated to undermine the economic viability of new combined heat and power (CHP) generation projects at industrial facilities within the PJM Interconnection.
•Trade groups are expressing concern that the changes could deter investment in on-site generation solutions for large power consumers and data centers.

capacity-marketccgtdatacenter

Utility Dive•2 months ago

The false promise of cheap and reliable coal

•Colorado's newest coal-fired unit, Comanche Unit 3, is experiencing significant operational issues, challenging its promise of cheap and reliable power.
•The problems with this modern coal unit highlight the increasing financial and reliability risks associated with coal generation for developers and large power consumers.
•Clean energy advocates are using this example to reinforce arguments for accelerating coal plant retirements and transitioning to cleaner, more dependable energy sources.

capacity-marketemissionspolicy

CleanTechnica•2 months ago

Rivian Gives EV Drivers Another Good Reason To Love Their Cars

•US automaker Rivian has partnered with clean energy software firm EnergyHub to integrate its electric vehicles (EVs) into local virtual power plants (VPPs).
•This collaboration expands the pool of distributed energy resources (DERs) available for VPPs, leveraging EV battery storage for grid services and demand response.
•For IPPs and developers, this signifies a growing market for VPP aggregation services and new revenue streams from managed EV charging and vehicle-to-grid (V2G) capabilities.

capacity-marketemissionsoem

Utility Dive•2 months ago

Natural gas equipment bottleneck is easing, analysts say

•Major natural gas equipment manufacturers (GE Vernova, Siemens, Mitsubishi Heavy Industries) have significantly expanded their production capacity since early last year.
•This easing of the natural gas equipment bottleneck implies improved lead times and potentially lower equipment costs for new gas-fired power projects.
•For developers and large power consumers, this means faster project timelines and enhanced reliability for gas-dependent generation, supporting grid stability and industrial operations.

capacity-marketccgtdatacenter

Energy Storage News•2 months ago

DESRI, Clearway move Texas BESS projects forward

•DESRI has made a preferred equity investment in Linea Energy's 235MW/470MWh Duffy BESS project in Matagorda County, Texas.
•This significant battery energy storage system (BESS) project adds critical flexible capacity to the ERCOT grid, enhancing reliability and market opportunities.
•The investment highlights ongoing financing strategies for large-scale storage deployments, crucial for developers and large power consumers seeking grid stability and hedging options.

ercotfinancingstorage

Energy Storage News•2 months ago

US BESS deployments to increase to 70GWh this year, SEIA says in first sector-dedicated report

•US Battery Energy Storage System (BESS) deployments are projected to reach 70GWh in 2026, indicating a significant and rapid market expansion.
•This substantial growth creates considerable opportunities for developers and IPPs in project development, technology procurement, and financing.
•Large power consumers, including datacenters, can expect enhanced grid reliability, greater renewable energy integration options, and more flexible energy management solutions.

datacenterfinancinginterconnect

Energy Storage News•2 months ago

‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off

•Large-scale Battery Energy Storage Systems (BESS) projects, particularly those exceeding 100MW, are facing significant challenges in achieving full merchant bankability.
•The Energy Storage Summit 2026 has identified bankability for these large BESS projects as a critical discussion point, indicating a market-wide concern.
•Developers and large power consumers should recognize that purely merchant revenue models are increasingly insufficient for financing major BESS deployments, necessitating exploration of alternative revenue streams like PPAs or capacity market participation.

capacity-marketfinancingpolicy

Energy Storage News•2 months ago

Lightsource bp sells 800MWh of co-located battery storage in Australia to Aula Energy

•Lightsource bp sold a 1GW operational solar PV portfolio in Australia to Aula Energy.
•The transaction includes options for Aula Energy to develop 800MW of co-located battery storage alongside the solar assets.
•This deal highlights the increasing market value and strategic importance of integrated solar-plus-storage solutions for grid stability and renewable energy deployment.

financingm&asolar

Energy Storage News•2 months ago

Execution discipline redefines energy storage value in Europe, as investable projects become harder to secure

•The European energy storage market is transitioning to maturity, intensifying competition and raising the bar for project viability for developers and IPPs.
•Securing investment for new energy storage projects is becoming more challenging, requiring enhanced execution discipline and robust business cases.
•The redefinition of energy storage value emphasizes operational excellence and efficient delivery as key differentiators in a crowded market.

capacity-marketfinancingpolicy

Energy Storage News•2 months ago

RES Australia joint venture bags EPBC Act approval for 3.6GWh solar-plus-storage project in Queensland

•RES Australia's joint venture, Wooderson Solar Development Co, secured federal environmental approval (EPBC Act) for a large-scale solar-plus-storage project in Queensland.
•The project features a 450MW solar PV power plant co-located with 3,600MWh of battery energy storage.
•This approval represents a significant regulatory milestone for one of Australia's largest renewable energy projects, demonstrating progress in securing permits for massive hybrid developments.

policysolarstorage

CleanTechnica•2 months ago

Outdated DOT Regs Are Forcing Chevy to Call 3/4-Ton Electric Trucks “Half-Tons”—And It’s Killing the Electric Suburban

•Outdated DOT regulations are forcing electric 3/4-ton trucks (like Chevy's) to be classified as half-tons, creating market confusion and hindering their adoption.
•This regulatory misclassification is explicitly stated as 'killing' the market viability of specific large electric vehicle models, such as the 'Electric Suburban'.
•The issue highlights how existing policy frameworks can impede the growth of the electric vehicle market, affecting future electricity demand projections and infrastructure planning for charging networks.

emissionsoempolicy

CleanTechnica•2 months ago

Mechanical Reality Is Catching Up To ICE Pickups

•Electric pickups are demonstrating increasing practical viability for demanding applications like remote travel, challenging the traditional dominance of ICE vehicles.
•The growing adoption of electric vehicles, particularly pickups, will drive significant increases in electricity demand, creating opportunities for new generation and grid infrastructure development.
•This market shift signals a need for power sector stakeholders to plan for evolving load profiles and contribute to decarbonization goals through expanded clean energy supply.

emissionsoem

CleanTechnica•2 months ago

EU Fleets Law Could Provide Over Half the EV Sales Carmakers Need in 2030 — New Research

•A proposed EU law targeting large company vehicle fleets could account for 57% of the EV sales carmakers need by 2030, provided lawmakers strengthen current targets.
•This policy signals a significant, mandated increase in electricity demand across the EU, creating substantial market opportunities for developers of new generation (especially renewables), energy storage, and grid infrastructure.
•Large power consumers, particularly those with vehicle fleets in the EU, should anticipate future electrification mandates and plan for increased electricity consumption, charging infrastructure, and potential grid impacts.

datacenteremissionsfinancing

CleanTechnica•2 months ago

New EV List Prices Drop $1,500 in 4 Months in USA

•New EV list prices in the USA dropped by $1,500 over a four-month period (September 2025 - January 2026), signaling a maturing and competitive EV market.
•This significant price reduction is expected to accelerate EV adoption, leading to increased electricity demand for charging infrastructure and overall grid capacity.
•Power developers, IPPs, and large power consumers should integrate this trend into long-term load growth projections, generation planning, and potential PPA strategies for new demand.

capacity-marketemissionspolicy

CleanTechnica•2 months ago

Non-Tesla Used EVs Drop In Price By About $1,000

•Federal consumer EV subsidies, including a $4,000 tax credit for used EVs, have been eliminated by Congress and Donald Trump.
•Following the removal of these subsidies, non-Tesla used EV prices have dropped by approximately $1,000.
•This policy change and its impact on EV pricing could influence the pace of EV adoption, affecting future electricity demand growth projections relevant to power developers and large consumers.

oempolicy

CleanTechnica•2 months ago

Hybrid Electric Ships and the Alcohol Fuel Convergence

•The maritime shipping sector is pivoting towards alcohol-based fuels for hybrid electric vessels, indicating potential new industrial power demand for fuel production facilities.
•Decarbonization of global shipping is projected to be non-inflationary, suggesting stable or potentially reduced shipping costs for energy project components and fuel transport.
•The article implies a shift away from pure battery-electric solutions towards hybrid systems utilizing alternative liquid fuels in hard-to-abate transport sectors.

emissionspolicystorage

CleanTechnica•2 months ago

Partnering with TechForce to Support the Workforce behind Fully Autonomous Ride-hailing

•A new partnership has been announced with the TechForce Foundation to support the workforce for fully autonomous ride-hailing.
•The initiative aims to help Americans find opportunities in the expanding autonomous vehicle sector.
•The article focuses on workforce development for autonomous vehicles and does not contain specific data, project announcements, or policy changes relevant to power generation, transmission, or large-scale energy consumption.

CleanTechnica•2 months ago

CHARGE Calls On South African Finance Minister To Address EV Duties & Fund Renewable Charging Infrastructure In 2026 Budget

•Zero Carbon Charge (CHARGE) urges the South African Finance Minister to align EV import duties with ICE vehicles and scrap the ad valorem tax on EVs in the 2026 Budget.
•These proposed policy changes aim to reduce EV costs, stimulating adoption and consequently increasing electricity demand for charging.
•CHARGE also advocates for dedicated funding for renewable charging infrastructure, signaling future development opportunities for IPPs and developers in the EV charging sector.

emissionsfinancingpolicy

CleanTechnica•2 months ago

The Free State Of Florida Is A Fascist Paradise

•Florida is reportedly considering legislation that could broadly label individuals as terrorists, subject to prosecution and imprisonment.
•The article provides no specific details regarding energy policy, market impacts, or project development within Florida's power sector.
•While not directly energy-related, such legislation could contribute to a perception of regulatory uncertainty or political risk for investors and developers in the state.

policy

CleanTechnica•2 months ago

121 Electric Buses Are Now Running On Clean Renewable Electricity In Senegal

•121 electric buses in Senegal are now fully operational, powered exclusively by clean, renewable electricity, displacing fossil fuel consumption.
•This project signals a growing global market for large-scale electric vehicle fleets and the associated demand for renewable energy generation and charging infrastructure.
•The successful deployment highlights opportunities for IPPs and developers in sustainable transportation and grid integration projects, particularly in emerging markets.

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