Utility Dive

Don’t miss our preview of what’s ahead for the utility industry in 2026. From renewable energy to grid modernization, discover the trends shaping the future of energy. Read the full report: utilitydive.com/news/utility-e…

Q1 saw net loss of 5,900 renewable energy manufacturing jobs: EDF report The Environmental Defense Fund cited $1.4 billion in canceled renewable energy investments stemming from federal policy shifts. utilitydive.com/news/q1-2026-c…

Security beyond CIP: When ‘low impact’ doesn’t mean low risk Today’s power grid was built to handle an outage at a major facility. But there is a growing risk from many smaller resources failing at once, writes Anirban Ghosh at Black & Veatch. utilitydive.com/news/when-low-…

California commission to make final decision on community solar rules State regulators will vote on whether to finalize a proposed decision by an administrative judge rejecting changes to the Community Renewable Energy Program sought by solar advocates. utilitydive.com/news/cpuc-fina…

US annual electricity consumption to grow 55% by 2050: NEMA The group representing electrical equipment manufacturers expects data center energy consumption to grow 300% over the next 10 years. utilitydive.com/news/us-annual…

Eversource misclassified $385M transmission project to avoid scrutiny: ratepayer complaint The complaint at FERC comes amid growing concern about electric affordability and calls for stricter vetting of local transmission projects. utilitydive.com/news/eversourc…

Why is the US walking away from energy efficiency? Policymakers should set strong energy efficiency standards and reinstate tax incentives for households and businesses to make upgrades, writes Ben Evans at the U.S. Green Building Council. utilitydive.com/news/policy-ma…

Fluence Energy signs master supply agreements with two ‘major’ hyperscalers The agreements came earlier than expected and represented “significant progress” on the company’s “emerging data center thesis,” said Jefferies analyst Julien Dumoulin-Smith. utilitydive.com/news/fluence-e…

2026 Q1 roundup: Utilities divided on data centers as affordability looms large Physics, policy and politics are beginning to constrain some of the electric utility industry’s highest aspirations for data center-driven growth. utilitydive.com/news/2026-q1-e…

PJM may be ‘too big to function’: FERC Chairman Swett Each of the 13 states in PJM, and the District of Columbia, have “fundamentally different regulatory structures, resource portfolios and politics,” said FERC Chairman Laura Swett. utilitydive.com/news/pjm-ferc-…

Hyperscalers driving record clean energy deals: CEBA CEO U.S. corporate clean energy procurement surpassed 27 gigawatts in 2025, with four companies accounting for about three-quarters of that capacity, said CEBA CEO Rich Powell. utilitydive.com/news/corporate…

In an era when reliability indices directly shape regulatory ratings, AI's predictive capability becomes a measurable operational asset, but only when people know how to use it, writes Sean Burri, a Dominion Energy infrastructure engineer. utilitydive.com/news/making-ai…

SPP, PJM, CAISO anticipate being able to meet power demand this summer The regions in each organization’s footprint are likely to see higher-than-average temperatures this summer, but supply is expected to reliably meet demand. utilitydive.com/news/spp-pjm-c…

Con Edison to spend $29B shoring up NYC area grid as electrification rises New York City and its suburbs are not seeing an influx of data centers like other parts of the country, but building and transportation electrification is driving demand growth. utilitydive.com/news/con-ediso…

Constellation Energy enters 5 GW of nuclear, gas, battery capacity in PJM queue Some potential data center customers are pausing decision-making in PJM to see how the grid operator’s colocation and backstop auction rules shake out, company officials said. utilitydive.com/news/constella…

Electricity markets are not perfect, but they remain one of the most powerful tools we have for delivering reliable, affordable power at scale, writes former FERC Commissioner Nora Mead Brownell. utilitydive.com/news/competiti…

Vistra adds 4.5 GW of capacity in line with ‘reasonable’ forecasts for PJM, ERCOT “While these views remain below many third-party forecasts and ISO projections, they reflect what we believe to be the pace of physical development,” CEO Jim Burke said. utilitydive.com/news/vistra-ad…

PPL ‘advanced’ data center pipeline grows to 28.3 GW in Pennsylvania A PPL-Blackstone joint venture is securing gas turbines for power plants that would serve data centers, company officials said. utilitydive.com/news/ppl-data-…

EDP Renewables and Meta ink PPA for 250-MW solar project This is the third such deal between EDP Renewables and Meta, bringing the total procured energy between the two companies to 545 MW. utilitydive.com/news/edp-renew…

Why procurement has become a grid reliability issue: ULE Critical grid work becomes harder for utilities to keep on budget when schedules are repeatedly disrupted by missing or delayed equipment, writes ULE Group President Danielle Pirrone. utilitydive.com/news/why-procu…

Will DOE’s ‘nuclear lifecycle innovation campuses’ solve the US nuclear waste problem? The DOE wants to collaborate with states that agree to take in and possibly recycle used nuclear fuel. Some have responded positively, but practical challenges remain. utilitydive.com/news/will-does…