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Utility Dive•3 months ago

Groups sue FERC over MISO, SPP fast-track interconnection programs

•Environmental and consumer groups are suing FERC over fast-track interconnection programs implemented by MISO and SPP.
•The lawsuit alleges these programs provide an "undue advantage" to certain projects, potentially leading to higher residential ratepayer costs, which could indirectly affect PPA pricing for large power consumers.
•This legal challenge could prompt FERC, MISO, and SPP to re-evaluate or modify their interconnection queue reform efforts, impacting the timelines and competitive landscape for new generation project development.

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POWER Magazine•3 months ago

Transmission Lines Will Determine America’s Power Future

•U.S. electricity demand is experiencing an unprecedented surge, ending an era of gradual growth.
•This demand surge is driven by electric vehicles (EVs), data centers, technology advancements, and population shifts.
•Transmission lines are identified as the critical determinant of America's power future, implying a significant bottleneck for meeting new demand.

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Utility Dive•3 months ago

Solar project delays decreased in Q3 2025: EIA

•Solar project delays decreased significantly in Q3 2025, with only 20% of planned capacity reporting delays, down from 25% in Q3 2024.

•This trend suggests improving project execution and potentially easing bottlenecks in the solar development pipeline.

•For developers, this indicates greater predictability in project timelines and reduced risk of delays, aiding financial planning and resource allocation.

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Utility Dive•4 months ago

Duke Energy five-year capital plan could exceed $100B

•Duke Energy plans to invest over $100 billion in capital expenditures over the next five years.
•This capital plan includes adding more than 13 GW of new generation capacity to its system.
•This represents a significant pipeline for developers seeking PPA opportunities and a substantial increase in available power, making Duke's service territories attractive for large power consumers like data centers and industrial facilities.

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CleanTechnica•4 months ago

US Auto Sales Highest In Years in 3rd Quarter — Charts

•US auto sales, including EVs, reached multi-year highs in Q3 2025, signaling robust consumer demand for vehicles.
•Electric Vehicle (EV) sales experienced a significant surge in Q3, partly attributed to consumers accelerating purchases before the expiration of the US EV tax credit.
•This strong and potentially accelerating EV adoption trend represents a substantial and growing electricity load, driving the need for increased generation capacity, grid upgrades, and charging infrastructure development.

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POWER Magazine•4 months ago

Nuclear, Natural Gas Power Generation Planned for Massive New Mexico Data Center Site

•A Texas-based developer plans a massive 3,500-acre data center campus in New Mexico, signaling a new era of hyperscale digital infrastructure development.
•The project includes plans for over 2 GW of natural gas-fired generation capacity and 5 GW or more of nuclear power to energize the site, representing an unprecedented scale of self-generation.
•This initiative highlights the critical need for reliable, high-capacity power for large data centers and the willingness of developers to integrate diverse generation assets directly.

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Utility Dive•4 months ago

Making flexibility work: A concrete framework for the DOE large load proposal

•The DOE's proposal for interconnecting large loads, particularly data centers, mandates load flexibility but lacks specific implementation details.
•A framework is being proposed by former FERC Commissioner Allison Clements and Roselle LLP to provide concrete guidelines for operationalizing this required load flexibility.
•Developers and large power consumers, especially data centers, should anticipate new, detailed interconnection requirements focused on demand-side management and grid responsiveness.

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Energy Storage News•4 months ago

Origin Energy secures AEMO Connection Agreements for 650MWh grid-forming BESS in Australia

•Origin Energy has secured unconditional AEMO connection agreements for its 300MW/650MWh grid-forming Battery Energy Storage System (BESS) at Mortlake Power Station in Victoria, Australia.
•The 'grid-forming' capability of this BESS signifies a critical advancement in grid stability and resilience, enabling better integration of intermittent renewables and potentially reducing curtailment.
•This milestone demonstrates successful navigation of the complex regulatory and interconnection processes for large-scale battery storage in the Australian National Electricity Market (NEM), offering a precedent for future projects.

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Energy Storage News•4 months ago

Xcel Energy plans 600MW ‘US Midwest’s largest BESS project’ in Minnesota

•Xcel Energy plans to develop a 600MW battery energy storage system (BESS) at the Sherco Energy Hub in central Minnesota, making it the largest BESS project in the US Midwest.
•This significant utility-scale storage deployment will enhance grid reliability and flexibility within the MISO region, potentially stabilizing energy prices and reducing peak demand charges for large power consumers.
•The project signals a strong market commitment to large-scale BESS, creating substantial opportunities for developers in co-located renewable + storage projects, BESS component supply, and related services, while also highlighting the need for robust interconnection and transmission planning.

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Utility Dive•4 months ago

SPP proposes landmark merger of transmission planning, interconnection processes

•The Southwest Power Pool (SPP) has proposed a 'consolidated planning process' to the Federal Energy Regulatory Commission (FERC).
•This proposal aims to merge transmission planning and interconnection processes, with the goal of making it easier and faster to bring new power supplies online.
•For developers and IPPs, this represents a significant regulatory change designed to streamline project timelines and reduce barriers to grid connection.

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Utility Dive•4 months ago

Xcel Energy rolls out $60 billion capital spending plan

•Xcel Energy plans a massive $60 billion capital expenditure, including 7.5 GW of renewables, 3 GW of gas generation, and 1.9 GW of energy storage, signaling significant market opportunities for developers and equipment providers.
•The plan includes 1,500 miles of high-voltage transmission and $5 billion for wildfire mitigation, addressing critical grid modernization, reliability, and interconnection challenges across Xcel's service territories.
•This substantial investment indicates a strong utility commitment to decarbonization and grid resilience, driving demand for new generation, storage, and transmission projects, and offering new PPA opportunities for large power consumers.

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Energy Storage News•4 months ago

Hecate cancels 650MW Staten Island, New York BESS project

•Hecate Energy has cancelled its 650MW Swiftsure battery energy storage system (BESS) project in Staten Island, New York.
•This cancellation removes a significant 650MW storage asset from New York's future capacity pipeline, potentially impacting future capacity prices and grid stability for large power consumers in the region.
•The unstated reasons for cancellation highlight potential, unarticulated challenges (e.g., permitting, interconnection, community opposition, financing) for large-scale BESS projects, particularly in dense urban areas like NYC, which developers must factor into risk assessments.

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POWER Magazine•4 months ago

Data Centers Are Turning to Gas Generators for Prime Power to Eliminate Long Lead Times for Grid Connections

•Data centers are increasingly deploying gas generators for prime power, moving beyond their traditional backup role.
•This strategic shift is driven by chronic power shortages and excessively long lead times for grid interconnections across North America.
•Data center developers are prioritizing speed to market and operational certainty by investing in on-site generation to bypass grid bottlenecks.

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Energy Storage News•4 months ago

Australia: Energy storage comprises 26.1GW of AEMO’s record 56.6GW NEM project pipeline

•Australia's National Electricity Market (NEM) has a record 56.6 GW development pipeline for new generation and storage capacity.
•Energy storage projects constitute a significant 26.1 GW (46%) of this pipeline, indicating a strong market focus on grid flexibility and renewable integration.
•This massive pipeline signals substantial future supply growth and investment opportunities for developers in the Australian market, particularly in battery energy storage systems.

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