News Markets Tools Newsletter About Services

Latest News

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

Filter by Topic

All Topics CCGT Simple Cycle Solar Wind Storage Interconnect Queue ERCOT PJM CAISO MISO SPP Policy IRA FERC Data Center Transmission Capacity Market PPA Emissions M&A OEM Financing

Loading...

Page 1

Explore

News
Markets
Tools
Newsletter
About
Services

Markets

ERCOT
PJM
CAISO

Tools

All Tools
Interconnection Checker
Build vs Buy

Connect

Newsletter
LinkedIn
Twitter
Email

© 2025 PowerHeretic.com | Real-World Power Market Intelligence

Terms Privacy Contact

CleanTechnica•about 1 month ago

Rivian Emerges Victorious As Trump’s War On EVs Flops

•Rivian secured a $4.5 billion loan from the US Department of Energy to scale EV production.
•The new EV manufacturing facility in Georgia is projected to begin operations in 2028, representing a significant new industrial load.
•This federally-backed project signals strong policy support for domestic EV manufacturing, impacting regional electricity demand and grid infrastructure planning.

ira

CleanTechnica•about 1 month ago

Sierra Club: Nippon Investment in DRI in the South a Good First Step, Must Not Overlook Greening Midwest Steel

•U.S. Steel (under parent Nippon Steel) is investing nearly $2 billion to build a Direct Reduced Iron (DRI) facility at Big River Steel Works in Osceola, Arkansas.
•The new DRI facility will provide cleaner inputs for electric arc furnaces, representing a significant step towards decarbonizing steel production.
•The Sierra Club supports this investment as a positive move for green steel but stresses the need for broader decarbonization efforts across the U.S. steel industry, including the Midwest.

ira

CleanTechnica•about 1 month ago

Faster but Not Fast Enough: States’ Rollout of Federal EV Charging Funds Has a Long Way to Go, Per Sierra Club Analysis

•Federal funding for EV charging infrastructure is accelerating, with states more than doubling their progress in 2025, yet overall rollout remains slow.
•This initiative, driven by federal policy and high gas prices, signifies a substantial, federally-backed growth in electricity demand from the transportation sector, particularly along highway corridors.
•States face pressure to expedite implementation to avoid leaving federal funds on the table, indicating a push for faster project development and grid integration.

ira

Utility Dive•about 1 month ago

Congress should fix the nuclear investment tax credit

•A proposed bipartisan bill aims to restructure the nuclear Investment Tax Credit (ITC).
•This restructuring would pass the full value of the credit to ratepayers immediately, significantly cutting the sticker price of new nuclear projects by 30% to 50%.
•For developers, this policy change could drastically improve the economic viability and bankability of new nuclear builds.

ira

Energy Storage News•about 1 month ago

LG ES says manufacturing spend puts company on track for 50GWh+ US ESS production target

•LG Energy Solution (LG ES) reported a Q1 2026 loss, primarily due to substantial investments in US-based energy storage system (ESS) cell manufacturing.
•These investments are projected to enable LG ES to achieve over 50GWh of annual ESS production capacity in the US, significantly boosting domestic supply.
•The increased domestic manufacturing capacity is expected to alleviate supply chain constraints and potentially stabilize or reduce costs for ESS components, benefiting developers and large power consumers planning US projects.

ira

CleanTechnica•about 1 month ago

Critical Minerals: China’s Grip, America’s Volatility, Europe’s Choice

•The energy transition's primary risk is not mineral scarcity, but rather the concentrated, politically exposed, and difficult-to-rebuild industrial systems that process critical minerals into essential components.
•This concentration, particularly China's grip, will make the energy transition more expensive, fragile, and potentially slower due to supply chain vulnerabilities for batteries, motors, power electronics, and grid equipment.
•Geopolitical dynamics ('America's Volatility,' 'Europe's Choice') highlight the urgent need for policy and strategic actions to diversify and secure critical mineral supply chains.

ira

CleanTechnica•about 1 month ago

126 New EV Fast Chargers Are Coming To Oregon

•Oregon is adding 126 new public EV fast chargers, contributing to a national total exceeding 71,000, with over 3,000 installed in Q1 2026.
•This expansion signifies a substantial and growing electricity load, particularly for peak demand, creating opportunities for new generation, energy storage, and grid infrastructure investments.
•The steady rollout implies ongoing policy support (e.g., IRA incentives) for EV infrastructure, which will continue to drive demand growth in key regions.

ira

Utility Dive•about 1 month ago

House Republicans introduce bill to extend renewables tax credits

•House Republicans have introduced the 'American Energy Dominance Act' to extend the 45Y Production Tax Credit (PTC) and 48E Investment Tax Credit (ITC) for renewable energy.
•The proposed bill seeks to remove 'accelerated deadlines' previously set by the 'One Big Beautiful Bill Act,' effectively prolonging the availability of these crucial tax incentives.
•This legislative move aims to provide enhanced long-term financial certainty for renewable energy project development, directly impacting project economics, PPA pricing stability, and investment decisions for developers and large power consumers.

ira

CleanTechnica•about 1 month ago

Do-Over! Republicans Cry Uncle On Federal Tax Incentives

•Four Republican House members are proposing to preserve and extend federal tax incentives for energy efficiency and clean energy.
•This proposal signals a potential bipartisan shift in energy policy, acknowledging the failure of previous legislative efforts like the 'One Big Beautiful Bill Act'.
•For developers, this indicates a more stable and potentially enhanced financial landscape for clean energy projects, improving investment certainty and project economics.

ira

CleanTechnica•about 1 month ago

3,000 Fast EV Chargers Were Installed In The US In Q1

•Over 3,300 new fast EV charging ports were installed in the US in Q1 2026, indicating a continued high rate of infrastructure build-out.
•Current utilization of these fast chargers remains low at approximately 15.6%, suggesting significant untapped capacity but also substantial future load growth potential.
•This rapid deployment signals increasing localized electricity demand for developers and IPPs, necessitating grid upgrades and potentially new generation capacity.

ira

Energy Storage News•about 1 month ago

Flow batteries hold potential for LDES but industry shows mixed fortunes so far

•Flow batteries are a critical technology for Long Duration Energy Storage (LDES), offering potential beyond typical short-duration solutions.
•The flow battery market is experiencing 'mixed fortunes,' indicating significant variability in the commercial viability and stability of different providers.
•Developers and IPPs must conduct thorough due diligence on leading flow battery providers, evaluating their offerings, financial health, and technological maturity to mitigate project risks.

ira

POWER Magazine•about 1 month ago

Solx, Caelux Partner to Scale Solar Energy Technology

•Solx (U.S. solar manufacturer) and Caelux (U.S. perovskite technology leader) announced a 5-year, 3 GW strategic partnership.
•The collaboration will scale production of a new U.S.-made, high-performance solar module leveraging perovskite technology.
•This initiative promises higher efficiency modules and a strengthened domestic supply chain, directly benefiting developers and large power consumers seeking reliable, advanced solar solutions.

ira

Energy Storage News•about 1 month ago

Patent disputes in ESS are on the rise: Here’s how developers can prepare

•Patent disputes in Energy Storage Systems (ESS) are significantly increasing, posing growing risks for developers and large power consumers.
•Developers face potential project delays, increased costs, supply chain disruptions, and even injunctions due to intellectual property (IP) litigation.
•The article, authored by an IP litigation attorney, emphasizes the critical need for developers to implement proactive strategies to mitigate these rising risks.

ira

CleanTechnica•about 2 months ago

America’s Wind Market Keeps Building Under Policy Pressure

•The U.S. remains one of the largest and most important global wind energy markets in 2026, indicating continued physical growth and significance.
•The policy environment for U.S. wind has become less stable and predictable in a short period, creating a challenging regulatory landscape.
•Despite increasing policy pressures and instability, the American wind market continues to build and expand.

ira

CleanTechnica•about 2 months ago

Trump Makes The Case For SAF Stronger Than Ever Before

•A new demonstration facility in Iceland is validating an energy-efficient process to reduce the cost of electrolysis-derived Sustainable Aviation Fuel (SAF) by 70%.
•This significant cost reduction could make SAF a much more competitive and viable decarbonization option for the aviation sector.
•For developers, this signals a potential increase in demand for renewable electricity to power large-scale electrolysis facilities, creating new industrial load opportunities.

ira

Utility Dive•about 2 months ago

Suniva announces 4.5-GW solar cell facility in South Carolina

•Suniva announced a new 4.5 GW solar cell manufacturing facility in South Carolina, significantly expanding U.S. domestic production capacity.
•This expansion targets a critical bottleneck in the U.S. solar supply chain, aiming to reduce reliance on foreign imports.
•Increased domestic manufacturing is expected to lead to more stable supply chains and potentially lower costs for solar projects, benefiting developers and IPPs.

ira

CleanTechnica•about 2 months ago

US Solar Cell Manufacturer Rises From The Dead, Again

•US solar cell manufacturer Suniva is reactivating and planning a significant capacity expansion.
•Annual production capacity is slated to increase from 1 GW to 5.5 GW, a 450% boost.
•This expansion will substantially increase domestic solar cell supply, potentially stabilizing supply chains and reducing import reliance for US solar projects.

ira

CleanTechnica•about 2 months ago

US EV Market Down 27%, Worst 1st Quarter Since 2022

•The US EV market experienced a significant 27% decline in Q1, marking its worst performance since 2022.
•This market downturn is directly attributed to policy shifts, specifically the removal of the $7,500 EV tax credit by the current administration, reversing previous incentives.
•A slowdown in EV adoption could lead to revised long-term electricity demand forecasts, impacting developers of charging infrastructure and utilities planning for future load growth.

ira

CleanTechnica•about 2 months ago

Hundreds Of New Fast Chargers Coming To Circle K Stores

•IONNA and Circle K are deploying 265 new fast charging stations and upgrading 85 existing ones across Circle K's extensive US retail network.
•This significant expansion represents a substantial increase in distributed electrical load, requiring careful grid planning and potential local distribution upgrades.
•The rollout creates opportunities for energy service providers, equipment manufacturers, and potentially local renewable energy integration or battery storage solutions to support these new high-power loads.

ira

CleanTechnica•about 2 months ago

$200 Million Heat Pump Program Somehow Slips Through Trump Chopper

•A new $200 million federal program is dedicated to accelerating heat pump adoption, signaling robust policy support for building electrification.
•Heat pump technology advancements, particularly for cold climates, are driving their role as a key component in the broader energy transition and decarbonization efforts.
•This initiative presents significant opportunities for large power consumers to achieve energy cost savings and reduce emissions, and for developers to engage in new energy efficiency projects.

ira