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Utility Dive•8 days ago

Large load tariffs could streamline interconnection by shrinking queues: Enverus

•Speculative data center interconnection requests are overwhelming utility queues, creating significant bottlenecks for all new projects.
•Proposed 'large load tariffs' are being considered as a regulatory mechanism to reduce the volume of non-viable projects in interconnection queues.
•For developers and large power consumers, these tariffs could introduce higher upfront costs or stricter requirements for interconnection, but potentially accelerate queue progression for serious projects by clearing congestion.

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Energy Storage News•11 days ago

Energy Storage Europe welcomes EU proposal to end ‘first-come-first-served’ grid connections

•The European Union is proposing significant reforms to its grid connection and permitting processes, moving away from the current 'first-come-first-served' approach.
•Energy Storage Europe (ESE), a trade association, has welcomed these proposed changes, signaling broad industry support for the reforms.
•This policy shift is expected to streamline and accelerate grid access for new projects, potentially reducing development timelines and uncertainty for energy storage developers, IPPs, and large power consumers in the EU.

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Utility Dive•15 days ago

GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029

•GE Vernova anticipates an 80 GW gas turbine backlog by the end of 2025, with deliveries extending into 2029.
•Gas turbine reservations are expected to be fully booked through 2030 by the end of 2026, indicating extremely long lead times for new equipment.
•This strong demand for gas turbines suggests a tightening market for dispatchable generation, potentially leading to higher equipment costs and project delays for developers.

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Energy Storage News•16 days ago

Submissions rebound in UK BESS development market in November

•UK grid-scale Battery Energy Storage System (BESS) development saw a significant rebound in November, with over 1GWh in both pre-application and full planning submissions.
•This marks the first time since June that BESS submissions surpassed the 1GWh threshold, indicating renewed developer interest in the UK market.
•The surge occurred just before NESO's announcement of grid connection queue reshuffle results, suggesting developers are strategically positioning for future grid access.

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Utility Dive•17 days ago

PJM, others challenge large load interconnection filings at FERC

•PJM Interconnection, utilities, and power producer/data center trade groups are urging FERC to reject proposed changes to PJM's large load interconnection rules.
•This action highlights a significant regulatory dispute concerning the process and rules for how large electricity consumers, such as data centers, integrate into the grid.
•The outcome will directly impact the timelines, costs, and feasibility of new large load developments and expansions within the PJM territory.

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Energy Storage News•17 days ago

UK: ‘Painful but necessary’ reforms see 153GW of battery storage projects cut from grid connection queue

•The UK's National Energy System Operator (NESO) has reformed its grid connection process, offering connections for 283GW of projects through 2035.
•This reform led to the removal of 153GW of battery storage projects from the grid connection queue, significantly reducing congestion.
•The new methodology aims to streamline connections, providing greater certainty and clearer timelines for developers with viable projects.

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Energy Storage News•21 days ago

Australia’s grid-forming battery storage pipeline extends to nearly a hundred projects, says AEMO

•Australia's National Electricity Market (NEM) has a pipeline of nearly 100 grid-forming battery energy storage systems (BESS) projects.
•Grid-forming BESS are considered essential by AEMO for maintaining grid stability amidst increasing renewable energy penetration.
•This trend signals significant opportunities for BESS developers and investors in the Australian market.

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Energy Storage News•22 days ago

PJM awards interconnection agreements to 23 BESS resources

•PJM has awarded interconnection agreements for 23 battery energy storage systems (BESS) totaling 2.2 GW, marking a significant milestone in its first transition cycle (TC1) of the reformed interconnection process.
•This indicates PJM's new interconnection queue reform is actively processing projects, providing a clearer and more predictable path to market for BESS developers.
•The impending addition of 2.2 GW of BESS capacity will enhance grid flexibility, potentially influencing wholesale energy and capacity market prices, and creating new arbitrage and reliability opportunities for large power consumers.

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Utility Dive•24 days ago

California lawmakers say utilities must be accountable for interconnection delays

•California utilities PG&E and SCE are under legislative pressure for repeatedly missing state-mandated interconnection timelines for solar and storage projects.
•This issue creates significant project development risks, including delayed commercial operation dates, increased costs, and uncertainty for developers and IPPs in California.
•The legislative letter to state regulators signals potential for stricter enforcement or new policies aimed at utility accountability, which could impact future interconnection processes and timelines.

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Utility Dive•24 days ago

MISO begins reviewing 6.1 GW — 70% of it gas — in fast-track interconnection study

•MISO's Expedited Resource Addition Study (ERAS) is reviewing 6.1 GW of new generation, with 70% being gas-fired, indicating a significant influx of fossil fuel resources.
•The total ERAS pipeline has grown to 11.2 GW, with an additional 18 GW seeking entry, highlighting a substantial and growing demand for new generation capacity within MISO.
•For developers, this signals MISO's active efforts to fast-track generation, particularly gas, while large power consumers can anticipate potential grid reliability enhancements and diverse supply options.

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Utility Dive•about 1 month ago

Georgia Power’s large load pipeline shrinks by 6 GW

•Georgia Power's large load pipeline has shrunk by 6 GW, primarily due to underperforming data center projects.
•Data centers in Georgia are experiencing lower materialization rates, project cancellations, and delays, as noted by Georgia Public Service Commission staff.
•This intelligence signals a potential overestimation of future load growth in the region, impacting long-term planning for generation and transmission developers and potentially reducing future PPA opportunities.

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Utility Dive•about 1 month ago

DOE large load interconnection proposal sparks federal-state jurisdiction concerns

•A DOE proposal for large load interconnection is sparking significant federal-state jurisdiction concerns among regulators and lawmakers.
•State regulators, lawmakers, and ratepayer advocates have voiced alarm over the potential implications of the proposal.
•The Data Center Coalition has offered qualified support, indicating a nuanced stance from a key large load sector.

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Utility Dive•about 1 month ago

New FERC commissioners say connecting data centers is key priority

•FERC's new commissioners are prioritizing the expedited interconnection of data centers to the grid.
•The agency will also focus on streamlining permitting processes for liquefied natural gas (LNG) and hydroelectric projects.
•This signals a regulatory push to accelerate grid integration for high-demand loads and certain generation assets, potentially easing development bottlenecks and impacting interconnection queue timelines.

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Utility Dive•about 1 month ago

PJM stakeholders fail to agree on data center interconnection rules

•PJM's board is considering developing new interconnection rules specifically for large loads, including data centers.
•The timeline for the development and implementation of these new rules remains uncertain, creating regulatory ambiguity.
•Stakeholder disagreement on these rules could lead to delays or increased complexity for large power consumers seeking grid access in the PJM territory.

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Energy Storage News•about 1 month ago

Hydrostor and 3CE amend Willow Rock ESA for third time, ‘permitting and interconnection challenges’ to blame

•The energy storage agreement (ESA) between developer Hydrostor and California CCA 3CE is being amended for the third time, indicating significant project delays.
•The primary reasons cited for these delays are 'permitting and interconnection challenges,' highlighting systemic hurdles for new energy storage projects.
•This situation signals increased development timelines, potential cost overruns for developers, and delayed access to contracted storage capacity for large power consumers like CCAs.

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Utility Dive•about 1 month ago

How renewable energy producers can navigate FERC’s new interconnection rules

•FERC has implemented new interconnection rules aimed at accelerating the grid connection process for energy projects.
•Renewable energy producers must understand and strategically navigate these reforms to expedite their project timelines.
•Regional differences in implementation and impact of FERC's new rules are a critical factor affecting project development schedules.

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Utility Dive•about 1 month 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•about 1 month 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•about 1 month 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•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.

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