Energy
Grid modernization, renewables, and the energy transition.
Power and utility deals hit a record $205 billion in the first half of 2026
Deloitte counts 92 deals and a record $205 billion in H1 2026. PwC says buyers are paying for one thing: power that can be delivered fast.
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NextEra Advances Duane Arnold Nuclear Restart With Federal Loan
NextEra secured a $1.9B federal loan and FERC approval to reconnect Iowa's Duane Arnold nuclear plant, backed by a 25-year Google power deal.
India Order Could Free Up 15.7 GW of Renewable Grid Access
India's regulator told renewable firms to give up transmission rights or post bigger bank guarantees if idle, a move Reuters says could free 15.7 GW.
India's Evening Power Deficit Persists Despite Record Solar Capacity Growth
India hit record electricity demand above 270 gigawatts in May 2026, with evening shortfalls even as solar capacity has expanded rapidly, Reuters reported.
Petrobras Subsea Tender Draws $1.4 Billion in Bids
Petrobras' subsea riser tender drew bids worth about $1.4 billion, Upstream reported, alongside separate offshore awards and mooring-chain work in 2026.
HFT Stores Battery and Charger Best Practices
Harbor Freight Stores best practices.
Grid OEMs are racing to build in the U.S., but transformers still take 2–3 years
New U.S. factory expansions target transformers, breakers and HV cable, but lead times, materials and labor still shape utility schedules.
Lead time is the new design constraint for transformers, breakers, and HV cable
Grid OEMs are adding U.S. capacity for transformers, breakers, and HV cable. For utility buyers, delivery, factory slots, and acceptance testing are now part of
Europe’s diesel premium just broke $100 a barrel, and logistics budgets will feel it first
Financial Times data shows Europe’s diesel crack spread topping $100 a barrel. Expect faster fuel-surcharge resets, tougher bid math, and more pressure to lock
U.S. grid batteries are set to top 100 GW by 2028, changing peak prices
EIA data shows U.S. battery storage reached nearly 52 GW by June 2026, with 54 GW planned through 2028.
NuScale and Nucor’s SMR talks put firm power back in industrial planning
NuScale and Nucor will study SMRs for EAF mills. It’s a live test of how steel, DERs, and managed EV load compete to deliver firm power.
GE Vernova is adding HVDC capacity as grids scramble to serve data centers
GE Vernova’s UK transmission work and new HVDC JV land amid a project crunch where equipment lead times, not design, set power-plant schedules.
SMR power deals hinge on fuel supply, licensing and waste, not just megawatts
New SMR deals and new waste projects are pushing nuclear decisions upstream: fuel, licensing pathway, and waste endpoints now belong in the first RFP.
Zinc and sodium-ion batteries emerge as alternatives to lithium's dominance
Solar Power World reports sodium-ion and zinc batteries are being pulled into grid plans where cold-weather performance and fire risk drive specs.
Europe’s 2026 energy planning is drifting back to gas, driven by €62/MWh summer spikes and 15-year supply deals
A hot summer, tighter system margins and slipping policy timelines are pushing European operators to rebalance toward firm gas supply, even as decarbonization roadmaps remain in place.
Utility-scale solar and batteries made up most new U.S. power plant builds in early 2026, and that shifts how operators should buy capacity
EIA’s January–June build list shows solar and storage dominating new projects. For big loads, the procurement question is shifting from megawatts to deliverabil
Extreme-heat grid performance is separating solar-and-storage regions from capacity-constrained markets as data center load accelerates
Heat-driven peaks in PJM, SPP and ERCOT are turning price spikes, demand-response headroom and solar-plus-battery penetration into immediate procurement questio
H1 2026 U.S. grid additions show solar plus batteries has become the default project, and gas is the long-lead counterweight
EIA data shows 368 new utility-scale plants in H1 2026, led by 207 solar and 95 batteries. For operators, the focus is shifting to duration, dispatch rights, and contract terms.
European gas at €62 per MWh is turning heat into an operations problem, not a trading story
Heat-driven power demand and reduced thermal availability are pushing European gas and power volatility back into procurement and continuity planning.
First-half 2026 US grid additions show storage is scaling almost as fast as solar, and that changes how operators should write load and interconnection plans
EIA’s January–June interconnection data shows solar led new US builds, but batteries were close behind, reshaping peak planning, contracts, and queue strategy.
Retail EV charging networks are becoming operational infrastructure: Walmart hits 100 fast-charging sites as utilities push fleet rebates
Walmart’s 100th company-owned fast-charging site and ComEd’s EV rebate spotlight show charging is shifting into standardized, procure-ready infrastructure.
Extreme heat is turning solar, batteries and load flexibility into the new capacity test for data center growth
Record summer peaks in PJM, SPP and Texas are exposing where data center load fits, and where it doesn’t, in today’s resource mix.
Heat and river constraints are turning Europe’s summer power stack into a gas risk again
August heat is tightening Europe’s power stack: wind dips, nuclear cooling limits and short-term gas outages are pushing TTF back toward recent highs and wideni
First-half 2026 grid additions show storage is being procured like capacity, not energy
EIA’s midyear plant list shows solar and batteries dominating new projects, pushing operators to rewrite specs around deliverable MWh and interconnection rights
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