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
Reviving Growth: Pure Salmon Virginia Resumes a $300M Industrial Build Read More »
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,
Grid at a Crossroads: Why the U.S. Energy Infrastructure Can’t Afford to Wait Read More »
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
AI’s Soaring Electricity Demand Is Reshaping the Energy Landscape Read More »
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
Power Surge Ahead: How Demand, Data, and Decarbonization Are Reshaping U.S. Utilities Read More »
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.
Explosive Power Demand Puts Grid Reliability in the Spotlight Read More »
Tucson Electric Power (TEP) is charting a bold course toward a carbon-free energy portfolio by 2050, with a full exit from coal planned by 2032. As part of its transitional strategy, TEP is leaning into small, flexible power generation to support grid reliability and complement its growing renewable energy portfolio. In 2020, TEP commissioned a
Tucson Electric Power Embraces Flexible, Engine-Based Generation for a Cleaner Future Read More »
