Ethan Howland

Exelon’s potential data center load jumps but PJM’s plan to delay an upcoming capacity auction “sends a clear message that [market] reform is definitely needed,” CEO Calvin Butler said. utilitydive.com/news/exelon-da…

How Tuesday’s elections could affect the #electricvehicle market. utilitydive.com/news/US-presid…

Capacity concerns in PJM come amid a surge in data center development, with FirstEnergy receiving more than 60 service inquiries larger than 500 MW this year, per CEO. utilitydive.com/news/states-po…

An independent analysis of CenterPoint’s July storm response included 77 recommendations, two-thirds of which the utility says it has already completed or is in the process of implementing. utilitydive.com/news/centerpoi…

The Southwest Power Pool’s $7.7B 2024 transmission plan – being voted on today – could be affected by a court decision that sided with NextEra and LS Power. utilitydive.com/news/texas-tra…

A deep dive into what the election means for FERC and its agenda, including transmission and natural gas policy.. “Largely speaking, I think we’re looking at a stable commission,” former FERC Chair Chatterjee said. utilitydive.com/news/ferc-2024…

Renewable technologies’ levelized cost of electricity fell 4.6% in North America this year, underpinned by a 4.2% drop in capital costs, per Wood Mackenzie. utilitydive.com/news/wind-sola…

Tesla’s Residential Powerwall deployments hit a record as Tesla targets 100 GWh in annual stationary storage shipments, company execs said. utilitydive.com/news/tesla-ene…

APS and Duke, along with PacifiCorp, Central Hudson Gas & Electric and Puget Sound Energy, see different paths to reach resilience planning’s potential while awaiting EPRI metrics. utilitydive.com/news/utility-r…

Governors urge the PJM to reform its capacity market rules and interconnection queue process. LS Power identifies 4.4 GW in potential capacity and storage projects totaling $8B but says unstable market rules hinder investment decisions. utilitydive.com/news/governors…

a great article on the outlook for nuclear power in the US from Floodlight New. floodlightnews.org/nuclear-power-…

Morgan Stanley analysts estimate Microsoft will pay Constellation Energy $98/MWh for power from a restarted Three Mile Island unit 1 (compared to about $50/MWh for wholesale power). utilitydive.com/news/fast-trac…

Constellation Energy said its plan to restart Three Mile Island Unit 1 and sell power to Microsoft data centers “paves the way for future strategic partnerships.” #nuclearpower utilitydive.com/news/constella…

BlackRock, Microsoft, Global Infrastructure Partners and United Arab Emirates-based technology investment firm MGX plan to invest in #datacenters infrastructure and energy supply to meet #AI computing needs. utilitydive.com/news/blackrock…

Expanding EV charger tax credits. utilitydive.com/news/biden-adm…

FERC may revise how it reviews gas infrastructure proposals and will hold talks with tribes on crafting grid interconnection rules for them. utilitydive.com/news/ferc-cpow…

An op-ed on permitting reform. “The well-intentioned reader is led to believe that to save the planet, the United States must dismantle federal environmental protections. There’s one major problem with this argument, however. It’s simply not true.” utilitydive.com/news/permittin…

The Federal Reserve’s 0.5% interest rate cut on Wednesday will boost solar, wind, energy storage and other renewable energy developers, analysts say. utilitydive.com/news/interest-…

States with higher retail energy prices — like Texas, California, Florida and New York — will see higher rates of rooftop solar adoption, per Enverus Intelligence Research. utilitydive.com/news/half-us-h…

The Viejas Band of Kumeyaay Indians closed on a $73M loan guarantee to finance a #microgrid with 15 MW of solar paired with 70 MWh of long-duration energy storage east of San Diego. utilitydive.com/news/tribal-mi…