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Utility Dive•about 2 months ago

Kansas, Michigan regulators approve large load rules for Evergy, Consumers Energy

•Regulators in Kansas (Evergy) and Michigan (Consumers Energy) have approved new rules for large load interconnections, with similar legislation proposed in Delaware.
•The new policies aim to prevent existing utility customers from subsidizing the interconnection costs of new large loads, such as data centers and manufacturers.
•This regulatory shift means developers and large power consumers will directly bear the full costs associated with their project's grid interconnection.

datacenterinterconnectmiso

Utility Dive•about 2 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.

datacenterfinancinginterconnect

CleanTechnica•about 2 months ago

Massachusetts Still Has EV Purchasing & Leasing Incentives

•Massachusetts continues to offer significant EV purchase and lease incentives ($3,500 for new and used EVs), signaling ongoing state support for electrification.
•Sustained EV incentives in progressive states like MA, CA, CO, and NJ indicate a growing and predictable electricity demand segment for developers and IPPs.
•Increased EV adoption driven by these incentives will contribute to rising load growth, particularly for residential and commercial charging infrastructure, impacting grid planning, potential for demand-side management, and new generation needs.

emissionspolicystorage

CleanTechnica•about 2 months ago

Big Batteries Create Skinny Ducks, Reduce Gas

•Australia is experiencing a significant boom in both residential and utility-scale battery storage installations, driven by government programs like the Cheaper Home Battery initiative.
•The rapid deployment of large-scale batteries is contributing to a 'skinny duck curve,' indicating improved grid flexibility and reduced net load variability for conventional generators.
•This trend directly impacts gas-fired power generation, leading to reduced reliance on gas plants for grid balancing and potentially affecting their dispatch and market revenues.

ccgtemissionspolicy

Utility Dive•about 2 months ago

After rate case, Con Edison Q3 electric revenues up 10.6% on flat sales

•Con Edison's Q3 electric revenues increased by 10.6% due to a recent rate case, despite flat sales, indicating higher costs for large power consumers.
•The utility has proposed a substantial $17 billion, three-year capital spending plan for infrastructure upgrades.
•Key investments include new substations, transmission lines, and storm resiliency measures, which could impact grid reliability and future interconnection opportunities for developers and large loads in NYC.

interconnectpolicytransmission

Energy Storage News•about 2 months ago

US ROUNDUP: Fullmark California portfolio, Habitat-Ørsted Texas optimisation, flow battery player Quino secures funding

•Fullmark Energy's 130MWh BESS in California has reached commercial operations, adding significant grid-scale storage capacity to the CAISO market.
•Habitat is optimizing a 500MWh BESS for Ørsted in Texas, highlighting the growing focus on operational efficiency and large-scale storage integration in ERCOT.
•Flow battery developer Quino Energy secured US$16 million in Series A funding, signaling investor confidence in long-duration and alternative battery technologies.

caisoercotfinancing

Utility Dive•about 2 months ago

How we talk about next-gen electric vehicles matters for key regulations

•Regulators and utilities must explicitly distinguish between electric vehicles (EVs) merely 'capable' of bi-directional charging and those 'actively enabled' to perform it.
•This regulatory clarity is essential to reduce administrative burdens for all parties involved in EV integration and grid services.
•For developers and large power consumers, clear definitions will impact the deployment and integration of vehicle-to-grid (V2G) technologies, affecting potential revenue streams from grid services or operational efficiencies for large EV fleets and charging infrastructure.

interconnectoempolicy

Utility Dive•about 2 months ago

How network diversity protects utility operations in an evolving landscape

•Utilities are prioritizing robust and diverse communication networks to enhance grid reliability and operational resilience, directly impacting the stability of power supply for large consumers.
•Improved grid communication infrastructure facilitates better data exchange, which is critical for the efficient interconnection and operation of new generation projects (IPPs) and distributed energy resources (DERs).
•Long-term utility investments in network diversity aim to future-proof grid operations, suggesting a more stable and predictable environment for developers planning new projects and large loads seeking reliable service.

capacity-marketdatacenterinterconnect

Utility Dive•about 2 months ago

Future-proofing utility communications: The case for multi-carrier SIMs

Utility Dive•about 2 months ago

Why conductor strength matters for grid reliability

Energy Storage News•about 2 months ago

HD Renewable Energy secures 20-year offtake for 330MWh Templers BESS in South Australia

•HD Renewable Energy (HDRE) has secured a 20-year Power Purchase Agreement (PPA) with Zen Energy for its 111MW/330MWh Templers Battery Energy Storage System (BESS) in South Australia.
•This long-term PPA provides significant revenue certainty for the BESS developer, de-risking the project and facilitating financing.
•For large power consumers like Zen Energy, this agreement secures a substantial, long-term supply of dispatchable energy capacity, aiding in energy cost management and sustainability targets.

capacity-marketfinancingpolicy

Energy Storage News•about 2 months ago

AGL divests 19.9% Tilt Renewables stake to fund battery storage expansion

•AGL Energy is divesting a 19.9% equity interest in Tilt Renewables for AU$750 million (US$488 million) to a QIC and Future Fund-led consortium.
•The primary purpose of this divestment is to fund AGL's significant expansion into battery storage projects.
•This strategic capital reallocation by a major utility signals a strong market emphasis and increased investment flow towards large-scale energy storage.

financingm&asolar

CleanTechnica•about 2 months ago

Hydrogen, Measured Properly: What 2,000 Projects Reveal About Its Climate Value

•A major Nature Energy study by Terlouw et al. conducted full life-cycle assessments on 2,000 existing and planned global hydrogen projects.
•The research provides a data-driven, realistic evaluation of hydrogen's actual greenhouse gas emissions mitigation potential, moving beyond the current 'hype bubble'.
•For developers and large power consumers, this study offers critical intelligence to assess the true climate value of hydrogen projects, influencing investment decisions, PPA negotiations, and project viability.

emissionsfinancingpolicy

CleanTechnica•about 2 months ago

Fossil-Fueled Vehicle Sales Actually Grew in USA in 3rd Quarter

•Fossil-fueled vehicle sales unexpectedly grew in the USA in Q3, despite record high EV sales, indicating a more complex and potentially slower transition away from internal combustion engines than anticipated.
•This trend suggests continued demand for liquid fuels and could lead to a slower ramp-up of electricity demand from EV charging than some projections, impacting grid planning and investment timelines for EV-related infrastructure.
•The persistent growth in ICE sales, even with EV adoption, may intensify pressure on policymakers to implement more aggressive decarbonization policies and incentives for the transportation sector.

emissionsoempolicy

CleanTechnica•about 2 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.

capacity-marketdatacenteremissions

CleanTechnica•about 2 months ago

Is Musk Conceding Ground? And Does XPENG’s IRON Signal China’s Lead in the Humanoid Robot Race?

•Chinese EV manufacturer XPENG has unveiled a new humanoid robot, named "IRON."
•Elon Musk acknowledged XPENG's robot, suggesting Tesla and Chinese companies will dominate the humanoid robot market.
•The article questions if this signals China's potential lead in the humanoid robot race and if Musk is conceding ground in this emerging sector.

CleanTechnica•about 2 months ago

How Will Boston And Other Coastal Cities Fight Sea Level Rise?

•Coastal development, exemplified by Boston's Seaport, faces increasing long-term risks from sea level rise, necessitating significant investments in resilience for assets and infrastructure.
•Developers and large power consumers in coastal areas must anticipate higher construction costs and operational risks due to future requirements for elevating infrastructure and building sea walls.
•The article implies a coming wave of policy and regulatory changes that will mandate specific resilience measures for new and existing assets in vulnerable coastal zones, impacting project feasibility and timelines.

datacenterpolicytransmission

CleanTechnica•about 2 months ago

Gen4 Formula E Race Car — More Power In A More Sustainable Package

•Gen4 Formula E cars, debuting in 2026, will feature increased power and enhanced sustainability, showcasing rapid advancements in electric vehicle technology.
•These advancements, particularly in battery energy density, power delivery, and motor efficiency, are directly relevant to grid-scale energy storage solutions and the infrastructure required for large-scale EV charging.
•The focus on a 'more sustainable package' points to ongoing innovation in battery materials, manufacturing, and lifecycle management, which could influence future supply chain requirements and environmental standards for energy storage components.

emissionsoemstorage

CleanTechnica•about 2 months ago

EVs Take 65.7% Share In Sweden — Slowing Transition

•Sweden's plugin EV market reached 65.7% share in October, a modest increase from 62.2% year-on-year, indicating continued electrification of transport.
•Despite the high market share, the article's title suggests a 'slowing transition,' implying the *rate* of EV adoption growth may be moderating, which could influence long-term electricity demand forecasts.
•This trend highlights the increasing need for robust grid infrastructure, potential new generation capacity, and flexible load management solutions to accommodate growing EV charging demand.

datacenteremissionsoem

CleanTechnica•about 2 months ago

Epsilon Advanced Materials Anticipates EV Batteries For 1 Million US-Made EVs Per Year … Are They Nuts?

•Epsilon Advanced Materials, an Indian firm, plans to supply graphite anode material for 1 million US-made electric vehicles annually by 2030.
•This commitment indicates a significant ramp-up in domestic EV battery component supply, supporting US manufacturing targets and potentially lowering battery costs.
•The increased availability of critical EV battery materials is expected to accelerate EV adoption, leading to substantial growth in electricity demand for charging infrastructure and related industrial loads.

emissionsfinancingira