Industry News

America’s largest power grid is running out of room. And if you’re tracking energy infrastructure or the AI boom, that should be on your radar. A new warning from the North American Electric Reliability Corporation (NERC) highlights a growing mismatch in PJM Interconnection, covering 65 million people across 13 states, as power demand surges faster […]

In a major regulatory shift, Texas has passed Senate Bill 6 (S.B. 6), giving its grid operator (ERCOT) the authority to disconnect large data centers and industrial loads during emergency events. The move is designed to protect system wide reliability as data center growth accelerates across the state. A New Reliability Playbook for a New

As turbine backlogs stretch into the next decade, the grid, and the AI industry, are entering a new era of scarcity. The Rocky Mountain Institute (RMI) recently flagged a critical inflection point in U.S. energy strategy: gas turbines, once a go to solution for peaker power and grid reliability, are now backordered well past 2028.

Industry Insight Long used for backup power in remote areas, microgrids are now anchoring the energy strategies of military bases, data centers, tribal nations, logistics hubs, and utility challenged regions across the U.S. Their appeal? Resilience, flexibility, cost control, and grid independence, right as centralized systems face surging demand and instability. “Microgrids are not just

August 2024 Mid Atlantic Region Power prices across the PJM grid just surged 800% year over year, and this time it’s not speculation. Goldman Sachs says the jump reflects a new reality: AI data centers are rapidly outpacing grid capacity, and supply can’t keep up. In PJM’s latest capacity auction (2025-26 planning year), prices cleared

After years of dormancy and speculation, one of Appalachia’s most ambitious industrial builds is officially back in motion. Pure Salmon, the global aquaculture company backed by Singapore based 8F Asset Management, has resumed work on its inland salmon facility in Southwest Virginia, a $300+ million project now positioned at the intersection of food security, infrastructure

A new report titled “Out of Sync: The Infrastructure Misalignment Undermining the U.S. Grid” warns of mounting risks to grid reliability as energy demand accelerates faster than the nation’s infrastructure can keep up. From transformer bottlenecks to natural gas storage constraints, the U.S. power system is under increasing strain with major implications for investors, developers,

As artificial intelligence continues its rapid ascent, the energy required to power its infrastructure is emerging as a major concern for utilities, policymakers, and energy analysts alike. Recent estimates suggest that AI systems, especially large language models like those powering chatbots and advanced analytics tools consume vast amounts of electricity. For example, it’s believed that

The U.S. electricity sector is undergoing a once-in-a-generation transformation, fueled by explosive demand growth from data centers, electric vehicles, domestic manufacturing, and smart electrification. According to Deloitte’s 2025 Power & Utilities Industry Outlook, this demand surge marks a sustained departure from two decades of flat consumption and it’s forcing utilities to rethink everything from infrastructure

Surging demand from data centers, EVs, and AI is straining the U.S. power grid, prompting warnings of increased blackout risks. As legacy infrastructure retires, the need for flexible, resilient energy solutions presents a major opportunity for forward-thinking investors.