Across the U.S., accelerating electrification and large-load growth driven by data center expansion are contributing to higher demand projections, while generator retirements are…Read the full report…...
Across the U.S., accelerating electrification and large-load growth driven by data center expansion are contributing to higher demand projections, while generator retirements are outpacing the addition of new supply. These converging trends are tightening reliability margins and increasing the risk of resource adequacy shortfalls.
As U.S. states sharpen their focus on grid reliability and decarbonization, energy storage efforts are advancing through structured procurement programs, utility-specific targets, and streamlined regulatory processes.
Recent actions across U.S. states reflect the growth of virtual power plant (VPP) initiatives, as utilities and regulators evaluate aggregated customer-sited assets to manage peak demand, enhance reliability, and reduce system costs. States are moving forward with…Read the full report …...
Recent actions across U.S. states reflect the growth of virtual power plant (VPP) initiatives, as utilities and regulators evaluate aggregated customer-sited assets to manage peak demand, enhance reliability, and reduce system costs. States are moving forward with new pilots, incentive programs, and regulatory structures that support the integration of distributed energy resources (DERs) into grid operations and long-term planning.
Utility regulators across the U.S. are reviewing rate structures, interconnection processes, and grid planning to manage the growing electricity demand from large load customers, particularly data centers. While these facilities can…Read the full report…...
Utility regulators across the U.S. are reviewing rate structures, interconnection processes, and grid planning to manage the growing electricity demand from large load customers, particularly data centers. While these facilities can fuel economic development and innovation, they also raise concerns regarding grid reliability, allocation of infrastructure upgrade costs, and equitable treatment of other utility customers.
PJM Interconnection LLC, which operates the grid across 13 states and the District of Columbia, has proposed a price cap and floor for its upcoming capacity market auctions for the 2026/2027 and 2027/2028 delivery years. Though intended as a temporary measure to restore stability to the…Read the full report…...
PJM Interconnection LLC, which operates the grid across 13 states and the District of Columbia, has proposed a price cap and floor for its upcoming capacity market auctions for the 2026/2027 and 2027/2028 delivery years. Though intended as a temporary measure to restore stability to the capacity market, the move has raised concerns about market distortion by artificially inflating prices and stifling investment signals.
As battery storage plays a growing role in grid reliability and renewable integration, state lawmakers and regulators are advancing measures to enhance safety and oversight. U.S. battery storage capacity growth could reach a new high in…Read the full report …...
As battery storage plays a growing role in grid reliability and renewable integration, state lawmakers and regulators are advancing measures to enhance safety and oversight. U.S. battery storage capacity growth could reach a new high in 2025, with operators planning to add 19.6 gigawatts (GW) of utility-scale storage to the grid, according to the U.S. Energy Information Administration.