Utility Dive•21 days ago
The week in 5 numbers: Wind and solar are what’s for dinner
Key Takeaway
The power market is facing significant regulatory pressure from antitrust actions and capacity market integrity concerns related to speculative data center demand, all while renewable energy integration continues to accelerate.
AI Summary
- •The Trump administration is actively pursuing antitrust actions against incumbent utilities (e.g., Duke Energy), signaling potential market restructuring and opportunities for IPPs.
- •Capacity market designs are under scrutiny due to disputes highlighting risks associated with speculative or 'phantom' data center load projections, impacting resource adequacy and pricing.
- •The increasing prevalence of wind and solar generation is noted, indicating continued renewable energy integration and market evolution.
Topics
capacity-marketdatacenterpolicysolarwind
Article Content
In other news, the Trump administration has fired shots at “established monopolist” Duke Energy as officials test antitrust tools in power markets, and a fight over capacity auctions highlights the risk of phantom data centers.