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Automated analysis of power industry news, curated for developers and large loads.

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Utility Dive•about 16 hours ago

Clearway projects strong renewables outlook while adding gas assets

  • •Clearway projects robust growth in renewables, primarily fueled by surging demand from data centers and reindustrialization efforts.
  • •To complement its renewables expansion, Clearway plans to add new gas assets, indicating a strategy for dispatchable capacity and grid reliability.
  • •The strong demand from data centers and reindustrialization signals significant opportunities for developers in new power generation and long-term power purchase agreements (PPAs).
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CleanTechnica•about 18 hours ago

Tesla Dropped to 41% of US EV Sales in Q3 — Who Rose?

  • •Tesla's market share in US EV sales dropped to 41% in Q3, indicating a maturing and diversifying EV market with other automakers gaining significant traction.
  • •The sustained growth and diversification of EV sales signal a continuous and increasing demand for electricity, impacting long-term load forecasting and grid infrastructure planning for developers and large power consumers.
  • •Increased competition among EV manufacturers will likely accelerate fleet electrification initiatives for large commercial and industrial consumers, driving demand for widespread and reliable charging infrastructure and associated power supply.
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Utility Dive•about 20 hours ago

Making flexibility work: A concrete framework for the DOE large load proposal

  • •The DOE's proposal for interconnecting large loads, particularly data centers, mandates load flexibility but lacks specific implementation details.
  • •A framework is being proposed by former FERC Commissioner Allison Clements and Roselle LLP to provide concrete guidelines for operationalizing this required load flexibility.
  • •Developers and large power consumers, especially data centers, should anticipate new, detailed interconnection requirements focused on demand-side management and grid responsiveness.
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Energy Storage News•about 22 hours ago

BrightNight and Cordelio reach financial close for 1,200MWh Arizona BESS

  • •BrightNight and Cordelio Power have reached financial close on the 300MWac solar PV and 300MW/1,200MWh BESS Pioneer Clean Energy Centre in Yuma, Arizona.
  • •This project represents a significant investment in large-scale, long-duration battery energy storage (1.2GWh), demonstrating increasing market confidence and viability for such developments.
  • •The successful financing of this co-located solar-plus-storage facility provides a blueprint for developers seeking to deploy similar dispatchable renewable energy assets.
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Utility Dive•about 22 hours ago

DOE rules banning sale of non-condensing water heaters and furnaces can stand, court says

  • •A court has upheld DOE rules banning the sale of non-condensing gas water heaters and furnaces, confirming a federal mandate for higher efficiency gas heating appliances.
  • •This decision will push the market towards condensing technology, impacting developers and large power consumers who will face higher upfront equipment costs but benefit from lower operational energy consumption and associated utility bills.
  • •The ruling signals a continued regulatory trend towards energy efficiency in buildings, influencing future building design, HVAC system choices, and potentially accelerating electrification strategies for heating in new constructions and major retrofits.
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Energy Storage News•about 23 hours ago

HyperStrong Charts New Blueprint for Global BESS Success: The Integration Edge

  • •The success of Battery Energy Storage System (BESS) projects for developers and large power consumers is increasingly dependent on the capabilities of system integrators.
  • •Key factors for BESS project success, highlighted by the market, include rapid deployment, high performance, and cost-effectiveness, all driven by effective integration.
  • •HyperStrong is presenting a new strategy focused on 'integration edge' to achieve global BESS success, suggesting a shift towards more sophisticated, holistic project execution.
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Energy Storage News•1 day ago

Gotion High-Tech, Clou Electronics, Eve Battery and Kstar show strong performance in Q3

  • •Leading Chinese energy storage battery manufacturers (Gotion High-Tech, Clou Electronics, Eve Battery, Kstar) reported strong Q3 2025 performance.
  • •China's energy storage battery manufacturing capacity utilization is projected to remain high through Q4 2025, indicating sustained strong demand.
  • •This sustained high utilization suggests a tight global supply market for energy storage batteries, potentially impacting lead times and pricing for developers and large power consumers.
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CleanTechnica•1 day ago

Big News: 3 Free Hours of Power in Australia

  • •The Australian government is launching the 'Solar Sharer energy reform' in July 2026, offering 3 hours of free electricity daily to consumers in South East Queensland, South Australia, and New South Wales, with other states joining in 2027.
  • •This policy represents a significant market intervention, creating periods of zero-cost electricity that will drastically reshape demand patterns and wholesale pricing during those hours.
  • •Developers must re-evaluate project economics, particularly for solar and storage, considering potential negative pricing or reduced revenue during the free hours, and new arbitrage opportunities.
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Utility Dive•1 day ago

CPower says its load relief more than doubled, to 38 GWh

  • •CPower, an NRG Energy subsidiary and major virtual power plant (VPP) platform, more than doubled its load relief to 38 GWh.
  • •The company manages approximately 6.7 GW of distributed energy resources (DERs) under contract, highlighting the growing scale of aggregated flexible load and generation.
  • •This significant increase in load relief demonstrates the expanding role of VPPs in providing grid flexibility and capacity, impacting grid stability and potentially deferring traditional infrastructure investments.
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Utility Dive•2 days ago

Southern California Edison’s $28B spending plan centers on wildfires, reliability

  • •Southern California Edison (SCE) plans a $28 billion spending initiative focused on wildfire mitigation and grid reliability.
  • •SCE projects modest annual sales growth of 1% to 3% through 2028.
  • •SCE's CEO indicates that data center load growth is expected to have little impact on these sales projections, suggesting limited new large load opportunities from this sector.
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Utility Dive•2 days ago

Exelon’s advanced data center pipeline grows to 18 GW

  • •Exelon is developing an 18 GW data center pipeline, signaling massive growth in large power loads.
  • •PJM's market monitor is scrutinizing a PECO Energy-Amazon data center agreement due to potential impacts on power costs and grid reliability.
  • •The rapid expansion of data centers is raising significant regulatory and market concerns regarding grid stability, interconnection, and electricity pricing.
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CleanTechnica•2 days ago

Europe EV Sales Report — Second Best Month Ever!!!

  • •Europe registered 399,000 plugin vehicles in September, marking the second-best month ever and indicating a strong, accelerating trend in EV adoption.
  • •Battery Electric Vehicles (BEVs) now command a 21% market share, signifying a substantial and growing shift in transportation electrification that will directly increase grid load.
  • •This sustained growth in EV sales necessitates proactive planning by developers for new generation capacity, particularly flexible and dispatchable resources, and significant grid infrastructure upgrades (transmission and distribution).
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POWER Magazine•2 days ago

Stat-X and UltraSense Lead the Next Generation of Fire Suppression Across Europe’s Industrial and Clean Energy Sectors

  • •Fireaway Inc. is launching its integrated Stat-X (condensed aerosol suppression) and UltraSense (early-stage detection) fire protection system in Europe.
  • •This new technology targets enhanced fire safety and reliability for critical assets within industrial and clean energy sectors, including solar, wind, and storage facilities.
  • •The system promises rapid detection and precise suppression, aiming to reduce operational risks, downtime, and potential insurance costs for developers and large power consumers.
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CleanTechnica•2 days ago

Ford Mustang Mach-E & F-150 Lightning US Sales Don’t Actually Collapse

  • •Despite the expiration of US EV tax credits, Ford's Mustang Mach-E and F-150 Lightning sales did not experience the anticipated collapse in Q4, contrasting with significant drops seen by other manufacturers like Hyundai and Kia in October.
  • •This indicates a potentially more resilient and brand-driven EV market than initially expected post-subsidy, suggesting continued, albeit potentially uneven, growth in electricity demand from EV charging infrastructure.
  • •For large power consumers and developers, this implies the need to continue planning for sustained load growth driven by EV adoption, while also recognizing market segmentation and brand strength as key factors influencing future demand projections.
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POWER Magazine•3 days ago

Power, Proximity, Policy: The Legal Landscape of Siting Data Centers Near Natural Gas Resources

  • •Data centers are now critical infrastructure, with individual facilities often exceeding 100 MW in continuous electricity demand.
  • •Energy access and reliability are the single most critical factors determining data center siting decisions.
  • •The article will analyze the legal and policy frameworks governing the siting of data centers near natural gas resources to meet these extraordinary power needs.
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POWER Magazine•3 days ago

Power Quality in the AI Era: Solving for Subharmonics

  • •AI and HPC data centers are elevating power quality, specifically subharmonics, to a critical concern for operators, alongside grid access.
  • •Traditional power quality solutions are proving inadequate for the unique demands of AI/HPC workloads, requiring new approaches.
  • •The rise of subharmonics poses risks to grid stability and reliability, necessitating proactive solutions from grid operators, developers, and large consumers.
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Utility Dive•3 days ago

Dominion says largest US offshore wind project on track

  • •Dominion's 2.6 GW Coastal Virginia Offshore Wind (CVOW) project is confirmed to be on track for completion by the end of 2026.
  • •This project represents the largest offshore wind development in the US, significantly boosting renewable energy capacity on the East Coast.
  • •Despite reported vessel delays, the utility's reaffirmation of the timeline indicates robust project management and commitment to large-scale renewable deployment.
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Utility Dive•3 days ago

Schneider Electric sees energy management demand drive strong quarter

  • •Schneider Electric reported strong demand for its energy management software, systems, and services.
  • •Growth was primarily driven by large power consumers, including data centers, hotels, and retail sectors.
  • •This indicates a significant and growing market for advanced energy efficiency, resilience, and optimization solutions among commercial and industrial loads.
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Utility Dive•3 days ago

Why yesterday’s power grid security won’t work tomorrow

  • •The modern power grid's extensive connectivity, including every sensor, creates numerous new cybersecurity vulnerabilities.
  • •Traditional grid security measures are no longer adequate to protect against evolving threats to interconnected infrastructure.
  • •Developers and large power consumers must anticipate increased cybersecurity risks and potentially stricter security requirements for all grid-connected assets.
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