Some good news: ERCOT is predicting a less than 1% risk of rotating outages this August. That's a big drop from last year's forecasted risk of 12%. The main reason for the reduced risk? The rapid growth of battery storage, Sara DiNatale writes: expressnews.com/business/artic…

Despite tariffs US players still heavily rely on China for BESS DC blocks. As tenders in the Chinese market reach as low as $65/kWh, it's important to note that there are differences between a domestic Chinese DC system and a US-bound Chinese DC system. #BESS #battery

🔌⚡️ The Spanish government released at ~11pm yesterday its 182-page report on the April 28th electricity blackout. Long passages are heavily redacted (including full blacked out pages). Still, this crucial paragraph at end of page 96 and beginning of page 97 is crystal clear:

A few thoughts in charts on how America's grid is holding up through the East Coast heat wave. 1 Strong performance of Demand Response in PJM (see actual vs forecast) & 2 Load persisting (blue line past forecast) as solar drops, humidity persists

I got an incredible tour of the Maryland University Training Reactor (MUTR) and some other radiation facilities at the University of Maryland. Huge thanks to Luke Gilde for taking time out of a pretty busy day to show me around.

Haven't seen this one before: Server utilization rate by data center type. AI Training ~80%+, Hyperscale closer to ~50% and the rest <40%.

PJM has issued a Maximum Generation Alert and Load Management Alert for July 15 throughout its 13-state and Washington, D.C. region. This alert does not require any action from customers. insidelines.pjm.com/maximum-genera…

The regulator’s dilemma: balancing grid modernization with rising power bills utilitydive.com/news/utility-r… via Utility Dive

Jefferies analysts said PPL scored a victory with its announcement, though the joint venture with Blackstone lacks identified customers and gas turbines, and the first power plants likely wouldn’t be built until around 2031. utilitydive.com/news/ppl-black…

There's a PUC workshop on large load integration today. This is a massive grid issue in Texas rn as ERCOT forecasts a 75% increase in demand in the next 5 years. The Texas Reliability Entity cites "disorganized integration" as a major risk. More here. 1/ douglewin.com/p/tre-solar-an…

The biggest US grid has no spare supply for new data centers, meaning project developers will need to build their own power plants, according to the system’s independent watchdog. - Bloomberg

PJM's Capacity Auction (BRA) for 2026/2027 just cleared at the cap for the entire market. This comes on the heel of Google's recent procurement of hydropower capacity in PJM, signaling no end to Big Tech's insatiable demand for datacenter power.

Backup Generation Within PJM Earns Another Stunning Price baconsrebellion.com/backup-generat…

Preliminary data shows that #electricity demand in the continental United States reached a record high in the 7pm ET hour on July 28, 2025. The previous record was set... one hour earlier. Hourly demand data are here: eia.gov/electricity/gr…

Here comes Southern, too: $76B capital investment plan: +$13B (+20%) increase from prior base forecast. Updates to capital investment plan support projected state-regulated rate base growth of 8% through 2029.

"The cost of capital and interest on construction debt are major line items as well. We saw $90 a MWh from Wood Mackenzie. I would not sign up to that because I think these projects need north of $100 a MWh." projectfinance.law/publications/2…

THE FUGITIVE opened nationwide in the US 32 years ago this week. Starring Harrison Ford as Dr. Richard Kimble, it was an unexpected box office smash and Oscar winner. The behind-the-scenes story shows that it was a miracle the film was even made… 1/34

PSE&G's large load pipeline jumped 47%, to 9.4 GW, most of it from data centers. But the New Jersey utility only expects about 10% to 20% of those projects to happen. utilitydive.com/news/pseg-data…

One of the biggest puzzles I’ve run into in the data center world: why is there widespread perception that data centers operate 24/7/365 at near-maximum demand, when their actual utilization appears significantly lower? I spoke about this yesterday with state energy officials

New data released from LBNL on interconnection queues through end of 2024. More capacity in the queue now than total installed, same as last few years. But they note only 13% of queue capacity expected to come online based on past completion rates. Interesting look for the