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Utility Dive
Reliability risk isn’t just about capacity anymore
Winter Storm Fern showed that the integration of flexible resources paired with improved weatherization and better market structures can materially reduce risk during extreme weather, writes Tapas Peshin of PCI Energy Solutions.
2026 fire season off to ominous start after relatively mild 2025
Total acres burned fell in 2025, but the Eaton and Palisades fires were hugely destructive and raise questions about the future of California's Wildfire Fund, one expert says.
Utilities are spending billions on the data center boom. What are the risks?
“Data center demand is hard to project over the next few years,” said Advait Arun of the Center for Public Enterprise. “In a market correction, it's very possible that data centers ... will end up crashing out of their tariff arrangements.”
Washington, California and Québec collaborate on linking carbon markets
The three jurisdictions released a draft agreement this week that would add Washington to the largest carbon emissions trading market in North America.
Clean energy deployment alone doesn’t raise rates: CATF
Data shows that renewable standard portfolio and net-metering programs can raise rates, but clean energy deployed outside of these programs has no discernible impact, said the Clean Air Task Force.
AI is outpacing America’s power grid. Nuclear must become a national priority.
Nuclear power can scale with the needs of AI, writes Amentum’s Mark Whitney. Companies and communities relying on renewables will risk outages, higher costs and missed opportunities.
Tariff refunds: Court provides first step with liquidation order
The Court of International Trade on Wednesday directed Customs and Border Protection to remove defunct tariffs when finalizing non-liquidated entries.
PJM market monitor opposes Maryland power plant sale to data center company
TeraWulf’s plan to buy a power plant from GenOn faces opposition at the Federal Energy Regulatory Commission as hyperscalers at White House meeting pledge to bring their own generation.
NRC approves construction of advanced nuclear reactor in Wyoming
The construction permit to a subsidiary of Bill Gates’ TerraPower for a 345-MW commercial nuclear power plant project is the NRC’s first commercial reactor construction approval in nearly 10 years.
Utilities lack tools to guard power grid from drone attacks
Power grid asset owners and operators have growing concern around their ability to protect critical assets from drone attacks as the U.S. government warns energy companies to prepare for possible Iranian retaliation.
CISA seeks critical infrastructure sector input on cyber-incident reporting rule
CISA announced a series of town hall meetings with affected industries about the pending rule. The one for the energy and nuclear sectors is scheduled for March 9.
Treasury issues FEOC guidance, clarifies material assistance cost ratio
The notice offers interim safe harbor guidance for calculating a project or component’s material assistance cost ratio, or MACR, and provides relevant MACR thresholds.
The rate case for grid resilience: Why climate change isn’t just about storms
Utilities that delay resilience investments hoping that global climate mitigation efforts will reduce the need for local hardening are taking a dangerous gamble, writes Kai Karlstrom, director of solutions engineering at Repath.
Transmission drives Exelon’s capital spending plan to $41.3B
Exelon has a “line of sight” on $12 billion to $17 billion of transmission buildout over the next 10 years that isn’t included in its current capital plan, a company official said.
AEP contracted large load pipeline doubles to 56 GW
American Electric Power’s data center pipeline in Texas surged to 36 GW by the end of December, from 13 GW in the third quarter.
Data centers pursue on-site power as affordability tops utility concerns: BofA
Hyperscalers are looking to secure power fast, “firm and smooth with storage, then layer in solar as the lowest-cost marginal energy,” wrote Bank of America Securities analyst Dimple Gosai.
DOE ‘does not have a plan’ for oversight of billions in energy funds: GAO
Since the IIJA appropriated about $21.5 billion of “no-year appropriations” for clean energy demonstration projects, DOE will “have an ongoing need to solicit and review applications for additional projects,” the U.S. Government Accountability Office said.
Minnesota’s distributed capacity procurement decision could shape the grid far beyond its borders
The Minnesota Public Utilities Commission should approve a framework that supports open, competitive participation, writes Coalition for Community Solar Access CEO Jeff Cramer.
300-MW Ameren fast-track project hits snag on DOE transmission funding uncertainty
It’s unclear if the U.S. Department of Energy will help fund a set of 345-kV projects in the Great Plains region, leaving Ameren Missouri in doubt about potential interconnection costs for its project.
TVA board, remade by Trump, votes to keep coal plants open
There has been a “significant change in the regulatory outlook, particularly for coal, and that creates both the opportunity and the need for us to revisit these decisions,” said TVA CFO Tom Rice.
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