PowerHeretic | Real-World Power Market Intelligence

Energy Storage News•about 1 month ago

Inlyte Energy completes UK factory acceptance test, CEO says US must ‘make better technologies’ than China

•US-based Inlyte Energy successfully completed a factory acceptance test (FAT) for its first field-ready iron-sodium battery in the UK, witnessed by US utility Southern Company, signaling readiness for commercial deployment.
•The introduction of iron-sodium battery technology offers a potential alternative to lithium-ion, diversifying supply chains and potentially impacting future energy storage costs and availability for developers and large power consumers.
•Inlyte's CEO emphasized the US's need to 'make better technologies' than China, highlighting a strategic focus on domestic innovation and competitiveness in advanced energy storage, which could influence future policy and incentives.

datacenter

CleanTechnica•about 1 month ago

Data Center Demand For Electricity Provokes US Government Response

•The US government has introduced a new 'emergency' plan to address the electricity demand from data centers.
•The policy aims to compel data centers to directly bear the cost of their electricity consumption.
•A stated consequence of this new plan is that it 'undercuts renewables,' potentially impacting renewable energy project viability and development.

datacenter

Energy Storage News•about 1 month ago

Inlyte Energy completes UK factory acceptance test, CEO says US must ‘make better technologies’ than China

•US-based Inlyte Energy successfully completed a factory acceptance test (FAT) for its first field-ready iron-sodium battery in the UK, witnessed by US utility Southern Company, signaling readiness for commercial deployment.
•The introduction of iron-sodium battery technology offers a potential alternative to lithium-ion, diversifying supply chains and potentially impacting future energy storage costs and availability for developers and large power consumers.
•Inlyte's CEO emphasized the US's need to 'make better technologies' than China, highlighting a strategic focus on domestic innovation and competitiveness in advanced energy storage, which could influence future policy and incentives.

datacenter

CleanTechnica•about 1 month ago

Data Center Demand For Electricity Provokes US Government Response

•The US government has introduced a new 'emergency' plan to address the electricity demand from data centers.
•The policy aims to compel data centers to directly bear the cost of their electricity consumption.
•A stated consequence of this new plan is that it 'undercuts renewables,' potentially impacting renewable energy project viability and development.

datacenter

CleanTechnica•about 1 month ago

The Complex Process Of An Urban Water Supply System

•Urban water supply systems are critical infrastructure with significant, often complex, energy demands for pumping, treatment, and distribution, representing a substantial load for local grids.
•The operational reliability and energy consumption of these systems are key considerations for large power consumers (e.g., data centers, industrial facilities) when evaluating site selection and infrastructure resilience.
•Understanding the energy profile of urban water systems can uncover opportunities for energy efficiency projects, demand-side management, or potential off-take agreements for IPPs and developers.

datacenter

CleanTechnica•about 1 month ago

Wild — Tesla Valuation 111× Company’s Forward Free Cash Flow

•Tesla's valuation is highlighted as an exceptionally high 111 times its forward free cash flow, indicating significant market speculation or extreme growth expectations.
•The article implicitly questions the sustainability of this valuation, framing it as a 'gamble' rather than a reflection of fundamental value.
•For developers and large power consumers, this signals a highly speculative market environment for high-growth technology companies, which can influence investment trends, financing costs, and supply chain stability for energy storage and EV infrastructure.

datacenter

CleanTechnica•about 1 month ago

8 Democratic Governors Urge Big Tech To Pay Their Fair Share

•Eight Democratic governors are urging PJM to implement new cost allocation mechanisms, specifically targeting 'Big Tech' for their 'massive power usage'.
•This initiative signals potential regulatory changes within PJM that could lead to increased electricity costs for large data centers and other high-load consumers in the region.
•For developers and IPPs, these policy shifts could create new market signals for generation and transmission projects, depending on how PJM reallocates costs and incentivizes grid upgrades to serve growing demand.

datacenter

CleanTechnica•about 1 month ago

How Motional’s Robotaxi is Making Driverless Vehicles a Safe, Reliable and Accessible Reality

•Motional (Hyundai Motor Group’s autonomous driving joint venture) is set to commercialize its fully driverless Level 4 robotaxi service in Las Vegas by the end of 2026, marking a concrete timeline for large-scale EV fleet deployment.
•This commercialization signals a significant, near-term increase in electricity demand for charging infrastructure, creating new opportunities for IPPs and developers in generation, transmission, and grid services.
•Large power consumers, particularly future robotaxi fleet operators, will face substantial new electricity loads and the need for robust charging infrastructure, potentially driving demand for demand-side management and energy storage solutions.

datacenter

POWER Magazine•about 1 month ago

Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting

•Mid-Atlantic generation permitting is undergoing procedural and regulatory reforms in 2026, driven by reliability concerns, transmission constraints, and significant load growth.
•States are exploring the allocation of generation development authority to public utilities to streamline processes and overcome frequent local obstruction of energy projects.
•These changes represent targeted reforms rather than wholesale deregulation, aiming to address practical challenges for new generation development.

datacenter

CleanTechnica•about 1 month ago

58 Gigawatts Of Solar Power Are Hiding In Plain Sight

•The US has an under-recognized 58.1 GW of solar capacity, primarily distributed or behind-the-meter, as reported by the US Energy Information Agency as of last October.
•This significant 'hidden' capacity impacts grid demand, energy market dynamics, and the business case for new utility-scale projects, often flying under the radar of traditional grid planning.
•The growth of this distributed solar fleet demonstrates resilience to policy headwinds, suggesting robust market drivers for smaller-scale installations despite broader political efforts.

datacenter

Utility Dive•about 1 month ago

The data center dependency crisis: When our grid can’t function without big tech

•Rapid data center load growth is creating a critical grid dependency on private technology companies, posing a significant risk to grid stability and reliability.
•The reliance on 'voluntary cooperation' from big tech introduces market instability and potential reliability issues, as grid function becomes tied to private sector interests rather than regulated obligations.
•Current policies and market structures are failing to adequately address this growing dependency, prioritizing short-term gains over long-term grid resilience and signaling a need for future regulatory intervention or new market mechanisms.

datacenter

Utility Dive•about 1 month ago

Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers

•The Trump administration is advocating for PJM to conduct an 'emergency' auction specifically to address the growing power demand from data centers.
•Capstone analysts view this proposal as 'policy signaling' rather than an imminent market reform, noting its current lack of binding authority.
•This initiative highlights increasing political and regulatory focus on securing adequate and timely power supply for rapidly expanding data center infrastructure within the PJM footprint.

datacenter

Utility Dive•about 1 month ago

Talen in deal to buy 2.6 GW of gas plants in PJM for $3.5B

•Talen Energy is acquiring 2.6 GW of gas-fired generation assets in PJM for $3.5 billion, signaling a major consolidation in the power sector.
•The acquisition price of approximately $1.35 million per MW reflects strong demand for dispatchable generation assets in the PJM market.
•This deal is driven by the surging demand for reliable power from data centers and broader electrification efforts, highlighting the critical need for new and existing dispatchable capacity.

datacenter

Energy Storage News•about 1 month ago

China deploys 65GWh of BESS in December, 25% of 2025 global total

•China deployed an unprecedented 18GW/65GWh of large-scale Battery Energy Storage Systems (BESS) in December 2025 alone.
•This single-month deployment in China represents 25% of the entire global BESS capacity installed throughout 2025, highlighting China's dominant role in BESS manufacturing and deployment.
•For developers, this scale suggests rapidly declining BESS component costs due to economies of scale, potentially increasing project viability and competition globally.

datacenter

Energy Storage News•about 1 month ago

Year in Review: Flexibility is more valuable than ever, says Fluence

•Energy storage transitioned from an "important" to an "essential" grid asset in 2025, signaling a critical market shift for developers and investors.
•The heightened value of flexibility means increased revenue opportunities for storage projects in ancillary services, capacity markets, and energy arbitrage.
•Large power consumers, such as datacenters, benefit from enhanced grid reliability and resilience provided by essential storage infrastructure.

datacenter

CleanTechnica•about 1 month ago

When Next-Generation Geothermal Meets First-of-a-Kind Reality

•Eavor is developing next-generation geothermal technology to overcome the geological limitations of conventional geothermal power generation.
•This innovation aims to expand the viability of geothermal energy beyond regions with naturally permeable, water-bearing hot rock formations.
•The article signals a significant 'first-of-a-kind' project or milestone for Eavor's technology, indicating its transition from concept to reality.

datacenter

CleanTechnica•about 1 month ago

It Seems Hyundai Has A Solution For Waymo’s Door-Closing Problem

•Autonomous vehicle (robotaxi) operators like Waymo are encountering operational inefficiencies, such as passengers not fully closing doors, leading to costs (e.g., $20 per incident for towing services).
•Automotive OEM Hyundai is reportedly developing a technical solution to address these specific operational challenges in future autonomous vehicle models.
•The continued development and scaling of autonomous vehicle fleets, particularly electric robotaxis, will contribute to growing electricity demand for charging infrastructure and the significant computational power required for AI and fleet management, impacting datacenter loads.

datacenter

POWER Magazine•about 1 month ago

PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

•PJM has reduced its near-term peak-demand forecast due to stricter vetting of large-load requests and updated EV/economic assumptions.
•Despite near-term adjustments, PJM reiterates strong long-term load growth projections, primarily driven by data centers and broader electrification.
•This signals potential near-term easing of capacity pressure but confirms significant long-term investment opportunities and challenges for new generation and transmission development.

datacenter

Utility Dive•about 1 month ago

Tariffs push construction input prices higher

•Construction input costs for critical electrical components are rising significantly, with switchgear, switchboard, and industrial controls equipment up 11.1% year-over-year, and copper wire and cable up 11.7%.
•These increases will directly elevate the capital expenditure (CapEx) for new power generation, transmission infrastructure, and large load interconnection projects.
•The article attributes these rising costs to 'tariffs,' indicating policy-driven cost pressures on imported materials and components.

datacenter

CleanTechnica•about 1 month ago

Ireland Tells Data Center Developers To Bring Their Own Clean Energy

•Ireland has implemented new policies mandating data centers to self-supply their entire electricity demand from renewable sources.
•This regulatory change significantly impacts data center developers, requiring them to directly integrate or contract for renewable energy generation as a core part of their project planning.
•The policy aims to reduce grid strain and accelerate the adoption of clean energy for large industrial consumers, shifting the burden of renewable procurement to developers.

datacenter

Utility Dive•about 1 month ago

America’s new power barons: Who will rule the AI-grade megawatt megasector?

•The emerging 'AI-grade megawatt megasector' will require a hybrid power model combining natural gas, renewables, and energy storage.
•Natural gas will provide essential firmness for AI loads, while renewables offer cost advantages and address public perception and policy considerations.
•Energy storage will be critical for ensuring grid stability to meet the demanding, continuous power requirements of AI infrastructure.

datacenter

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Inlyte Energy completes UK factory acceptance test, CEO says US must ‘make better technologies’ than China

Data Center Demand For Electricity Provokes US Government Response

Inlyte Energy completes UK factory acceptance test, CEO says US must ‘make better technologies’ than China

Data Center Demand For Electricity Provokes US Government Response

Yet Another US Startup Has A Global Energy Transition Plan Up Its Sleeve

The Complex Process Of An Urban Water Supply System

Wild — Tesla Valuation 111× Company’s Forward Free Cash Flow

8 Democratic Governors Urge Big Tech To Pay Their Fair Share

How Motional’s Robotaxi is Making Driverless Vehicles a Safe, Reliable and Accessible Reality

Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting

58 Gigawatts Of Solar Power Are Hiding In Plain Sight

The data center dependency crisis: When our grid can’t function without big tech

Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers

Talen in deal to buy 2.6 GW of gas plants in PJM for $3.5B

China deploys 65GWh of BESS in December, 25% of 2025 global total

Year in Review: Flexibility is more valuable than ever, says Fluence

When Next-Generation Geothermal Meets First-of-a-Kind Reality

It Seems Hyundai Has A Solution For Waymo’s Door-Closing Problem

PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

Tariffs push construction input prices higher

Ireland Tells Data Center Developers To Bring Their Own Clean Energy

America’s new power barons: Who will rule the AI-grade megawatt megasector?