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Grid modernization, renewables, and the energy transition.
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U.S. wind and solar output climbed 10% in the first half of 2026, outpacing coal and nuclear despite federal headwinds
Wind and solar hit 20% of U.S. electricity generation through June 2026, surpassing both coal and nuclear even as federal incentives expire.
U.S. refiners are running at capacity as global fuel supply crunches tighten
America's fuel-makers are maxed out trying to fill gaps in global fuel supply, while sodium-ion batteries and a depleted Strategic Petroleum Reserve reshape ene
The NextEra-Dominion mega-merger and a natural gas overbuild risk are reshaping how utilities plan for data center demand
NextEra and Dominion's merger would immediately create the world's largest regulated utility upon its targeted 2027 close, even as analysts warn gas overbuilds may strand costs on ratepayers.
Grid modernization and defense contracts are reshaping how energy infrastructure operators deploy capital in 2026
From DARPA atomic clocks to 297 MWh battery storage deals, the energy and utility sector is directing fresh capital toward precision infrastructure.
Europe's summer heatwave is forcing simultaneous power crises across Italy, Hungary, and France
Heatwave stress is hitting European power grids from multiple directions at once, straining procurement teams reliant on stable wholesale electricity prices.
Most organizations are still in AI's early stages, and the gap between adoption and impact is widening
McKinsey and BloombergNEF research signals that AI transformation demands change leadership and massive infrastructure investment, not just tool deployment.
Europe's 2026 summer heatwave is simultaneously cutting nuclear output, spiking spot prices, and forcing rationing across multiple countries
A convergence of extreme heat, Danube drought, and nuclear curtailments is straining European power systems from France to Moldova this August.
Data center energy demand is forcing a redesign of power grids, and emerging markets like Andhra Pradesh are already building the institutions to manage it
Global data center spending could hit $7 trillion by 2030. Here's how grid operators and state utilities are structuring for what comes next.
Rolls-Royce reports 50%-plus order surge in data center energy as AI infrastructure demand reshapes power procurement
Rolls-Royce's data center energy orders jumped over 50% in H1 2026, while AI-native platforms are entering renewable and battery R&D workflows at scale.
Data center load is reshaping how U.S. utilities plan, price, and build generation
Exelon cut speculative data center load by 40%, FirstEnergy's contracts surged 50% in Q2, and Texas just approved its first AI co-location site next to a wind f
ComEd's 60-site rooftop solar deal and new Colorado River framework mark a pivotal day for utility operators
Three major utility developments landed July 31: a 44 MW community solar buildout in Illinois, a final EIS for post-2026 Colorado River operations, and a prefer
Dominion's 53.8 GW data center backlog and a $66.8B merger make it the utility to watch in 2026
Dominion Energy beat Q2 estimates on surging data center demand, while its pending $66.8B merger with NextEra advances toward a 2027 close.
US power sector CO2 emissions jumped 4% in 2025, just as SBTi opens its net-zero standard for comment
US power sector emissions rose 4% in 2025, driven by coal and data center demand, as SBTi launches its second public consultation on a new net-zero standard.
P&G absorbs a $1 billion war-cost hit and signals a flat-to-3% EPS growth year ahead
Procter & Gamble expects a $1B cost hit from the Iran conflict, guiding fiscal 2027 adjusted EPS to flat-to-up 3%, roughly $7 at the midpoint.
Mastercard's Q2 revenue jumps 14% to $9.28 billion as payment network volumes climb
Mastercard posted Q2 revenue of $9.28 billion and profit of $4.39 billion, both ahead of analyst estimates, on payment network growth.
Europe's energy grid is being pulled in four directions at once, and operators have weeks to respond
Heatwaves, Middle East disruptions, CBAM compliance, and surging data-centre load are converging on European energy operations right now.
Data center power demand is forcing utilities to rethink capital plans and grid design in real time
CenterPoint hiked its 10-year capex plan on data center load, while Midwest wholesale prices topped $500/MWh amid heat and wind shortfalls.
Utilities are committing $1.1T over five years as heat stress reshapes electricity demand
Surging heat stress and population growth are forcing a $1.1T utility infrastructure overhaul, with $208B earmarked for 2025 alone.
Equinor's Q2 adjusted operating income surges over 75% as Middle East conflict drives energy prices higher
Equinor reports a 75%-plus jump in Q2 adjusted operating income and raises its share buyback, capturing oil and gas price gains tied to Middle East conflict.
Westinghouse files for public listing nine years after bankruptcy, as Brookfield plots stock market return
A burst of utility-sector deals in late July 2026 signals that enterprise energy procurement teams face tightening supply across nuclear, coal, and grid infrast
Europe's summer power crunch is accelerating battery and solar investment across the continent
Heat waves, nuclear outages, and drought are pushing European power prices to multi-year highs and fast-tracking grid storage projects from Italy to Slovenia.
Renewable energy roundup: Offshore supply chains, storage deals, and output records define July 16
From a 3.2GW Korean offshore cluster to a GB solar output record, July 16 brought a wave of concrete procurement and operational signals.
Heat stress is expanding faster than utility grids can keep up, and the investment gap is widening
A Nature study finds some regions now endure 50 more heat stress days per year, while U.S. utilities plan $1.1T in grid investment over five years to meet surgi
Fitch downgrades utility sector outlook as $240B capex wave collides with affordability backlash
Fitch shifted its utility sector outlook to "deteriorating" in June 2026, citing affordability pressure that threatens cost recovery on a historic capital build
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