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POWER Magazine•about 2 months ago

Duke Energy’s Robinson Nuclear Plant Gets NRC Approval to Operate Until 2050

•Duke Energy's 54-year-old Robinson Nuclear Plant received NRC approval for a subsequent license renewal (SLR), extending its operational life until 2050.
•This decision secures over 900 MW (estimated) of existing baseload, carbon-free generation for an additional 24 years, reducing the immediate need for new capacity in the Pee Dee region.
•The NRC's approval of an SLR reinforces the regulatory pathway for long-term operation of existing nuclear assets, providing certainty for other nuclear operators and potentially influencing regional capacity markets.

capacity-marketdatacenteremissions

POWER Magazine•about 2 months ago

TerraPower’s Kemmerer 1 Enters Construction: Timeline of the Natrium Project’s Road to First Power

•TerraPower officially commenced construction on its flagship Natrium sodium-cooled fast reactor plant, Kemmerer Unit 1, in Wyoming on April 23, 2026.
•This milestone represents a significant advancement in the U.S. effort to commercialize advanced reactor designs, moving them from concept to tangible project execution.
•For developers and large power consumers, this signals the potential emergence of a new, firm, and carbon-free baseload generation option that could impact future grid stability and energy mix.

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oem

policy

POWER Magazine•about 2 months ago

Rethinking Load Growth: New Partnerships Between Power Developers and Midstream Natural Gas Companies

•Unprecedented electricity demand, primarily driven by data centers and other large loads, is intensifying the need for new power generation.
•Power developers (IPPs) are actively pursuing new generation projects but face significant challenges with interconnection queues.
•Utilities are responding to demand by signing Power Purchase Agreements (PPAs), and distributed generation is emerging to address grid limitations.

capacity-marketccgtdatacenter

POWER Magazine•about 2 months ago

Air Force ANPI Picks Put Radiant, Antares, Westinghouse on Track for First On‑Base Microreactors by 2028

•The Air Force's ANPI program has selected Radiant, Antares, and Westinghouse to develop and deploy the first on-base nuclear microreactors at three military installations by 2028.
•These projects signify a major government-backed push to commercialize advanced, resilient, and localized power generation, creating a new market for microreactor technology.
•The 'contractor-owned' model implies opportunities for developers and IPPs through long-term power purchase agreements (PPAs) and private financing structures.

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Utility Dive•about 2 months ago

Economic development group pushes Congress on permitting reform

•An economic development group, Chambers for Innovation and Clean Energy, is actively lobbying Congress for permitting reform.
•The group emphasizes that faster permitting will unlock significant economic benefits, especially as electricity demand continues to rise.
•For developers and large power consumers, this signals a critical policy effort to accelerate the deployment of new generation and transmission infrastructure.

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Utility Dive•about 2 months ago

GE Vernova gas turbine backlog hits 100 GW as prices rise

•GE Vernova's gas turbine backlog has reached 100 GW, indicating robust demand for new gas-fired generation capacity.
•Gas turbine prices (dollar-per-kilowatt) are significantly increasing, signaling higher capital costs for new gas power projects.
•The market is also experiencing substantial growth in orders for grid infrastructure and wind power equipment, pointing to continued investment in renewables and grid modernization.

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Utility Dive•about 2 months ago

In New Jersey, we’re leading by example, tackling energy affordability head-on

•New Jersey's BPU is actively expediting the development and deployment of solar and energy storage projects, signaling a favorable regulatory environment for developers.
•The BPU is advocating for significant structural market and cost recovery reforms at state, regional (PJM), and federal (FERC) levels, which could impact market rules, pricing, and investment for both developers and large loads.
•A primary focus is tackling energy affordability, suggesting potential changes in cost allocation and recovery mechanisms that could affect large power consumers' operational costs and developers' project economics.

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CleanTechnica•about 2 months ago

3,000 Fast EV Chargers Were Installed In The US In Q1

•Over 3,300 new fast EV charging ports were installed in the US in Q1 2026, indicating a continued high rate of infrastructure build-out.
•Current utilization of these fast chargers remains low at approximately 15.6%, suggesting significant untapped capacity but also substantial future load growth potential.
•This rapid deployment signals increasing localized electricity demand for developers and IPPs, necessitating grid upgrades and potentially new generation capacity.

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CleanTechnica•about 2 months ago

IEA Says World Has Entered The “Age Of Electricity”

•The IEA's 2025 energy report declares the world has entered the 'Age of Electricity,' signaling a fundamental global energy paradigm shift.
•Solar and energy storage are identified as the primary drivers, rapidly displacing fossil fuels for electricity generation.
•This trend indicates increasing opportunities for renewable energy project development and a growing reliance on electrified solutions for large power consumers.

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CleanTechnica•about 2 months ago

Solar Power + Energy Storage Transform Church Into Resilience Hub

•A Georgia church implemented a 70.11-kW solar and 41-kWh battery storage system, projected to save $15,000 annually on utility bills.
•The project utilized a 'no up-front cost' financing model, supported by organizations like Hive Fund and Black Voters Matter, demonstrating accessible pathways for distributed energy adoption for various load types.
•The system transforms the church into a 'resilience hub,' underscoring the growing value proposition of solar+storage for critical loads and community support during grid outages.

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CleanTechnica•about 2 months ago

Coal Mines, Landfills, & The Persistence Of Solar Power

•Solar power development is increasingly focused on repurposing brownfield sites, such as landfills and derelict coal mines, for new projects.
•This trend suggests strong economic viability and investor confidence in solar, despite recent federal energy policy shifts.
•Developers should consider these industrial sites as prime locations for new solar installations, potentially offering advantages in land use and permitting.

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Utility Dive•about 2 months ago

PJM market monitor opposes waivers for Constellation’s Three Mile Island nuclear restart

•Constellation plans to restart its Three Mile Island nuclear unit, potentially next year, secured by a 20-year Power Purchase Agreement (PPA) with Microsoft for its data centers.
•The PJM market monitor opposes FERC waivers requested by Constellation, which are crucial for the unit to fully deliver power upon restart, signaling potential regulatory and market rule challenges.
•This situation highlights the strong demand from large power consumers like Microsoft for long-term, clean energy and capacity, and the regulatory complexities involved in bringing existing generation back online in organized markets like PJM.

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POWER Magazine•about 2 months ago

Cuba’s First Biomethane Plant: Renewable Fuel for Buses and Electricity

•Cuba's first biomethane plant, developed by state-owned Cupet, is in its final assembly and production phase in Martí, Matanzas province.
•The facility is designed to produce biomethane for fueling buses and generating electricity, marking a strategic move towards renewable energy for transportation and grid supply.
•This project signifies Cuba's advancement in energy diversification and local renewable fuel production, potentially indicating future opportunities for biomethane development in the region.

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Energy Storage News•about 2 months ago

RWE and Polarium to combine distributed batteries into 50MW/135MWh Germany VPP

•RWE and Polarium are partnering to develop a 50MW/135MWh Virtual Power Plant (VPP) in Germany, aggregating distributed battery storage assets.
•This project highlights a significant trend towards utility-scale aggregation of smaller, distributed energy resources (DERs) for grid services.
•For developers, it showcases a viable model for monetizing distributed battery storage through VPP participation and new market opportunities.

capacity-marketoempolicy

Utility Dive•about 2 months ago

CenterPoint to energize 8 GW of data center load by 2029

•CenterPoint Energy projects energizing 8 GW of new data center load in its Houston service territory by 2029.
•Houston is now a primary location of choice for major hyperscale data center operators.
•This substantial load growth will drive significant demand for new generation, transmission, and interconnection infrastructure within the ERCOT market.

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Energy Storage News•about 2 months ago

US battery recycling in doldrums: updates from Redwood Materials, Ascend Elements

•Two prominent US battery recycling companies, Redwood Materials and Ascend Elements, are experiencing significant difficulties, with Redwood laying off 135 employees and Ascend filing for Chapter 11 bankruptcy.
•This situation signals potential instability and supply chain risks for domestically sourced battery materials, which could impact the long-term cost and material availability for battery storage projects.
•The struggles highlight the nascent and volatile nature of the US battery recycling market, suggesting that a robust circular economy for batteries is still far from established, affecting developers and large consumers relying on sustainable battery solutions.

financingoempolicy

Energy Storage News•about 2 months ago

Tesla reports declines in quarterly energy storage revenues and deployments

•Tesla, a leading energy storage OEM, reported a 15% year-over-year decline in energy storage deployments for Q1 2026.
•The company's energy division revenues also dropped by 12% compared to Q1 2025.
•This performance from a major market player could signal increased competition, market maturation, or shifts in demand within the energy storage sector, potentially influencing future pricing and availability for developers and large power consumers.

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Energy Storage News•about 2 months ago

Green Capital enlists EPC Electrum for 320MWh Poland BESS, under full wrap for ‘cost predictability’

•Developer-operator Green Capital and EPC Electrum are constructing an 80MW/320MWh Battery Energy Storage System (BESS) in Poland.
•The project is being executed under a 'full wrap' EPC model, providing cost predictability and single-point responsibility, which is critical for project financing and risk management.
•This large-scale BESS deployment highlights the growing investment and maturation of energy storage markets in Europe, offering opportunities for grid stability, ancillary services, and potential arbitrage.

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CleanTechnica•about 2 months ago

Trump EPA Downplays Local Emissions in Proposed Repeal

•The EPA proposes reclassifying Utah's Wasatch Front ozone nonattainment from "serious" to "moderate," reversing a Biden-era ruling.
•This regulatory change significantly reduces required local pollution reductions, easing environmental compliance burdens for industries in the region.
•The proposal downplays local emissions, attributing pollution to foreign sources, indicating a shift in EPA's approach to environmental enforcement.

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Energy Storage News•about 2 months ago

AccelerateEU ‘emergency toolbox’ policy on fossil fuel dependence falls short on energy storage, trade groups say

•The AccelerateEU 'emergency toolbox' policy aims to reduce the EU's reliance on fossil fuels and mitigate energy price volatility.
•Clean energy associations welcome the policy's intent but criticize its inadequate provisions for energy storage.
•This perceived shortfall in energy storage policy could impact future investment signals for storage developers and the long-term stability and cost-effectiveness of energy supply for large power consumers.

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