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POWER Magazine•about 21 hours ago

Data Center Developer, Major Investment Group Plan Gigawatts of New Capacity

•A new platform for hyperscale data centers, led by former AWS executives and a major investment group, plans gigawatts of new capacity across North America.
•This initiative signals a significant increase in demand for power generation, transmission infrastructure, and grid interconnection.
•The entry of well-funded, experienced players into the data center development space will intensify competition for interconnection queue positions and power purchase agreements (PPAs).

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Utility Dive•3 days ago

Why robust planning is central to data center success

•Rapid data center growth is creating unprecedented demand, fundamentally reshaping grid planning and requiring developers to secure power much earlier in their project lifecycle.
•The scale of data center expansion is straining existing transmission and generation capacity, leading to longer interconnection queues, increased costs, and potential reliability challenges for large loads.
•Robust, long-term planning and early, integrated engagement with utilities, IPPs, and regulators are critical for data center developers to ensure reliable, cost-effective, and timely power supply.

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Energy Storage News•6 days ago

German large-scale BESS projects have built industry confidence, but FCA, grid and revenue challenges remain

•Germany saw the commencement of genuinely large-scale Battery Energy Storage System (BESS) projects in 2025, boosting stakeholder confidence in the market.
•Despite increased confidence, significant practical challenges persist for BESS operators and developers.
•Key hurdles include grid connection processes, securing favorable connection agreements (FCAs), and ensuring reliable access to revenue streams.

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Utility Dive•7 days ago

How VPPs can help data centers connect to the grid faster

•Virtual Power Plants (VPPs) are identified as a rapid solution for data centers to connect to the grid and meet their escalating power demands.
•While VPPs can be quickly deployed, achieving the scale necessary to address the soaring load growth from data centers will necessitate the development of new commercial models.
•This suggests VPPs could be a crucial tool for large power consumers like data centers to bypass traditional interconnection bottlenecks and secure power more efficiently.

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POWER Magazine•8 days ago

Renewable Properties Secures Additional $40 Million From AB CarVal

•Renewable Properties secured an additional $40 million, increasing its corporate capital facility with AB CarVal to $120 million.
•The funding is earmarked for developing and investing in small-scale utility, community solar, energy storage, and EV charging infrastructure projects.
•This capital infusion signals an aggressive pursuit of new project opportunities, indicating increased market activity in distributed generation and electrification.

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Energy Storage News•8 days ago

ROUNDUP: Texas BESS updates from SolarMax, Energy Vault, Engie, and Spearmint

•Leading developers including SolarMax, Energy Vault, Engie, and Spearmint are actively expanding their Battery Energy Storage System (BESS) portfolios across the ERCOT market.
•These BESS deployments are crucial for enhancing grid stability, providing flexible capacity, and offering arbitrage opportunities for IPPs and large power consumers in Texas.
•The continued investment signifies ERCOT's robust demand for dispatchable resources and a competitive landscape for energy storage development.

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CleanTechnica•9 days ago

A Tesla Completes Coast-to-Coast Journey Driving Itself the Whole Way — Finally!

•A Tesla successfully completed a fully autonomous coast-to-coast journey in late 2025/early 2026, nearly a decade after initial predictions by Elon Musk.
•This milestone signifies the maturation of autonomous EV technology, likely accelerating widespread EV adoption and consequently increasing future electricity demand.
•The achievement will likely spur further development of regulatory frameworks for autonomous vehicles, which could influence charging infrastructure deployment and grid integration strategies.

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Utility Dive•9 days ago

ERCOT’s large load queue jumped almost 300% last year

•ERCOT's large load interconnection queue experienced a nearly 300% increase last year, indicating a massive surge in demand for grid capacity.
•Data centers are the primary driver, accounting for over 70% of the new load, signaling a concentrated and rapidly growing demand segment.
•ERCOT's existing interconnection and review processes are now 'outgrown,' implying forthcoming policy and procedural changes that will impact developers and large power consumers.

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POWER Magazine•17 days ago

Data Centers, the Grid, and the Assumptions That Don’t Hold Up

•Hyperscale data centers are driving unprecedented and rapid demand for electricity, outpacing traditional grid development timelines.
•A fundamental mismatch exists between data center deployment speeds (months) and grid infrastructure development (years).
•This misalignment creates significant challenges for developers seeking timely grid connections and for large power consumers requiring scalable and reliable power.

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Utility Dive•28 days ago

Large load tariffs could streamline interconnection by shrinking queues: Enverus

•Speculative data center interconnection requests are overwhelming utility queues, creating significant bottlenecks for all new projects.
•Proposed 'large load tariffs' are being considered as a regulatory mechanism to reduce the volume of non-viable projects in interconnection queues.
•For developers and large power consumers, these tariffs could introduce higher upfront costs or stricter requirements for interconnection, but potentially accelerate queue progression for serious projects by clearing congestion.

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Energy Storage News•about 1 month ago

Energy Storage Europe welcomes EU proposal to end ‘first-come-first-served’ grid connections

•The European Union is proposing significant reforms to its grid connection and permitting processes, moving away from the current 'first-come-first-served' approach.
•Energy Storage Europe (ESE), a trade association, has welcomed these proposed changes, signaling broad industry support for the reforms.
•This policy shift is expected to streamline and accelerate grid access for new projects, potentially reducing development timelines and uncertainty for energy storage developers, IPPs, and large power consumers in the EU.

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Utility Dive•about 1 month ago

GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029

•GE Vernova anticipates an 80 GW gas turbine backlog by the end of 2025, with deliveries extending into 2029.
•Gas turbine reservations are expected to be fully booked through 2030 by the end of 2026, indicating extremely long lead times for new equipment.
•This strong demand for gas turbines suggests a tightening market for dispatchable generation, potentially leading to higher equipment costs and project delays for developers.

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Energy Storage News•about 1 month ago

Submissions rebound in UK BESS development market in November

•UK grid-scale Battery Energy Storage System (BESS) development saw a significant rebound in November, with over 1GWh in both pre-application and full planning submissions.
•This marks the first time since June that BESS submissions surpassed the 1GWh threshold, indicating renewed developer interest in the UK market.
•The surge occurred just before NESO's announcement of grid connection queue reshuffle results, suggesting developers are strategically positioning for future grid access.

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Utility Dive•about 1 month ago

PJM, others challenge large load interconnection filings at FERC

•PJM Interconnection, utilities, and power producer/data center trade groups are urging FERC to reject proposed changes to PJM's large load interconnection rules.
•This action highlights a significant regulatory dispute concerning the process and rules for how large electricity consumers, such as data centers, integrate into the grid.
•The outcome will directly impact the timelines, costs, and feasibility of new large load developments and expansions within the PJM territory.

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Energy Storage News•about 1 month ago

UK: ‘Painful but necessary’ reforms see 153GW of battery storage projects cut from grid connection queue

•The UK's National Energy System Operator (NESO) has reformed its grid connection process, offering connections for 283GW of projects through 2035.
•This reform led to the removal of 153GW of battery storage projects from the grid connection queue, significantly reducing congestion.
•The new methodology aims to streamline connections, providing greater certainty and clearer timelines for developers with viable projects.

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Energy Storage News•about 1 month ago

Australia’s grid-forming battery storage pipeline extends to nearly a hundred projects, says AEMO

•Australia's National Electricity Market (NEM) has a pipeline of nearly 100 grid-forming battery energy storage systems (BESS) projects.
•Grid-forming BESS are considered essential by AEMO for maintaining grid stability amidst increasing renewable energy penetration.
•This trend signals significant opportunities for BESS developers and investors in the Australian market.

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Energy Storage News•about 1 month ago

PJM awards interconnection agreements to 23 BESS resources

•PJM has awarded interconnection agreements for 23 battery energy storage systems (BESS) totaling 2.2 GW, marking a significant milestone in its first transition cycle (TC1) of the reformed interconnection process.
•This indicates PJM's new interconnection queue reform is actively processing projects, providing a clearer and more predictable path to market for BESS developers.
•The impending addition of 2.2 GW of BESS capacity will enhance grid flexibility, potentially influencing wholesale energy and capacity market prices, and creating new arbitrage and reliability opportunities for large power consumers.

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Utility Dive•about 1 month ago

California lawmakers say utilities must be accountable for interconnection delays

•California utilities PG&E and SCE are under legislative pressure for repeatedly missing state-mandated interconnection timelines for solar and storage projects.
•This issue creates significant project development risks, including delayed commercial operation dates, increased costs, and uncertainty for developers and IPPs in California.
•The legislative letter to state regulators signals potential for stricter enforcement or new policies aimed at utility accountability, which could impact future interconnection processes and timelines.

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Utility Dive•about 1 month ago

MISO begins reviewing 6.1 GW — 70% of it gas — in fast-track interconnection study

•MISO's Expedited Resource Addition Study (ERAS) is reviewing 6.1 GW of new generation, with 70% being gas-fired, indicating a significant influx of fossil fuel resources.
•The total ERAS pipeline has grown to 11.2 GW, with an additional 18 GW seeking entry, highlighting a substantial and growing demand for new generation capacity within MISO.
•For developers, this signals MISO's active efforts to fast-track generation, particularly gas, while large power consumers can anticipate potential grid reliability enhancements and diverse supply options.

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Utility Dive•about 2 months ago

Georgia Power’s large load pipeline shrinks by 6 GW

•Georgia Power's large load pipeline has shrunk by 6 GW, primarily due to underperforming data center projects.
•Data centers in Georgia are experiencing lower materialization rates, project cancellations, and delays, as noted by Georgia Public Service Commission staff.
•This intelligence signals a potential overestimation of future load growth in the region, impacting long-term planning for generation and transmission developers and potentially reducing future PPA opportunities.

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