Grid Energy

Sodium-ion batteries are reaching commercial scale, cutting China out of the energy storage supply chain

Sodium-ion batteries use abundant, domestically sourceable materials, positioning them as a credible alternative to lithium-ion for grid-scale storage.

AI data center demand is forcing a rethink of every power asset on the US grid

Soaring electricity demand from AI data centers is reviving shuttered plants and spawning record-scale solar projects, but grid buildout costs keep climbing.

The grid investment surge of 2026 is reshaping what utility operators must evaluate now

From a $1B home battery raise to a $510M Mexican wind project, capital is flowing fast into grid infrastructure, and operators need to know where it lands.

Transmission congestion cost the US grid $12B in 2024, and Texas's data center freeze is making the bottleneck worse

DOE's draft National Transmission Needs Study puts a $12B price tag on grid congestion while Texas halts data center interconnections amid a 474-GW queue.

Anaergia's 98% revenue jump and BHE Montana's EDAM move signal a maturing energy transition economy

From waste-to-energy to grid coordination, Q2 2026 earnings and deals show the energy transition is delivering measurable commercial results.

Shandong HiTHIUM's first LDES integrated industrial park enters production as grid-edge investment accelerates

HiTHIUM's Heze Base goes live, ConnectDER closes a $35M Series D, and Duke Energy rolls out heat-season demand tools, all signals for utility operators.

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.

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.

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.

Westinghouse files for IPO as utilities race to lock in nuclear, coal, and data-centre power capacity

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.

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

Utilities set to spend $1.1T on grid infrastructure as electrification drives five-year investment surge

The Edison Electric Institute projects utilities will pour $208B into the grid in 2025, part of a $1.1T five-year build-out driven by surging electrification de

Grid energy in 2026: connection backlogs, AI load growth, and the infrastructure race reshaping enterprise power

From $3.17T in global clean energy investment to 14-year data center connection waits, grid constraints are now the defining operational risk for energy buyers.

Cornerstone Energy Services' 4th Annual Energy Transition Forum tackles reliability, decarbonization, and New England's grid future

Utility leaders, engineers, and regulators met at Cornerstone Energy Services' 4th Annual Energy Transition Forum to address gas planning, winter reliability, a

Microsoft-commissioned report finds three soft barriers slowing AI adoption across Australia's electricity grid

A Mandala report commissioned by Microsoft identifies strategic, investment, and data fragmentation barriers holding back AI deployment in Australia's rapidly c

Utilities set to invest $1.1 trillion in grid infrastructure as electrification accelerates

U.S. utilities are committing $208B in 2026 grid investment, part of a $1.1T five-year buildout that will reshape procurement and operations planning.

Siemens Energy to rebrand as Omterra, uniting wind and grid businesses under one name

Siemens Energy is consolidating Siemens Gamesa and its grid operations under the new Omterra brand as it moves toward full independence.

CBAK Energy advances full-tab LFP cells for AI data center backup power as gas plants fill the grid gap

CBAK Energy's 26650 V2.0 LFP cells enter customer validation for AI data center BBU/UPS applications after a 15-month R&D program.

AI data centers are straining the grid faster than utilities can build. Fast storage is filling the gap.

AI data centers demand power in months; grid upgrades take years. Flexible fast storage and FERC action are reshaping how utilities keep the lights on.

Philippines raises renewable energy target to 50% by 2030, signaling major grid shift for industrial operators

The Philippine DOE has lifted its renewable energy target to 50% of the power mix by 2030, with direct implications for energy procurement and grid planning.

Cornerstone Energy's 4th Annual Forum puts New England grid reliability front and center

Utility leaders, engineers, and regulators gathered at the Energy Transition Forum to tackle winter reliability, decarbonization mandates, and grid planning.

$1.1 trillion in grid investment and AI data centers still face decade-long connection waits

Utilities plan $208B in grid spending in 2025 alone, yet data centers in Northern Virginia can wait 14 years for a grid connection.

Energy transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity

The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.

Energy transition market approaches $3.2 trillion in 2026 as grid bottlenecks emerge as the critical constraint

The global energy transition market hits $3.17T this year, growing at 11.1% CAGR, but 1,650 GW of renewable capacity is stuck waiting for grid connections.

Hitachi Energy expands digitalization portfolio to manage AI-driven grid complexity

Hitachi Energy's expanded digitalization suite targets utilities and asset-heavy industries facing surging grid complexity from AI load growth and the energy tr

DOE's Grid Modernization Initiative targets 21st-century grid demands with national lab partnerships

The DOE's Grid Modernization Initiative is coordinating public-private research to rebuild grid resilience, security, and distributed energy capacity.