News Markets Tools Newsletter About Services

Latest News

Automated analysis of power industry news, curated for developers and large loads.

Filter by Topic

All Topics CCGT Simple Cycle Solar Wind Storage Interconnect Queue ERCOT PJM CAISO MISO SPP Policy IRA FERC Data Center Transmission Capacity Market PPA Emissions M&A OEM Financing

Loading...

Page 1

Explore

News
Markets
Tools
Newsletter
About
Services

Markets

ERCOT
PJM
CAISO

Tools

All Tools
Interconnection Checker
Build vs Buy

Connect

Newsletter
LinkedIn
Twitter
Email

© 2025 PowerHeretic.com | Real-World Power Market Intelligence

Terms Privacy Contact

Utility Dive•1 day ago

PPL spending plan jumps 15%, to $23B, on transmission, grid hardening

•PPL is committing $23 billion (a 15% increase) to transmission and grid hardening, signaling major infrastructure investment and potential for improved grid capacity and reliability.
•A PPL-Blackstone Infrastructure joint venture is actively pursuing hyperscalers to provide dedicated, quickly deployable generation solutions for data centers.
•This highlights a significant and growing market demand from large power consumers for rapid-deployment, reliable generation, creating opportunities for developers of such technologies.

simple-cycle

Utility Dive•5 days ago

CenterPoint peak load to jump 50% by 2029 — 2 years earlier than previously expected

•CenterPoint Energy's peak load is now projected to increase by 50% by 2029, two years sooner than prior estimates, and is on track to double by the mid-2030s.
•This accelerated demand growth signals significant, urgent opportunities for new generation development (across all technologies) and energy storage projects within CenterPoint's service territory.
•Large power consumers should anticipate increased competition for grid capacity and potential upward pressure on power prices, necessitating proactive long-term power procurement and grid connection strategies.

simple-cycle

Energy Storage News

•

6 days ago

Australia’s NSW directs ASL to deliver firming tender for 2033-34 capacity shortfall

•New South Wales (NSW) government has directed a firming capacity tender to address projected energy shortfalls in 2033-34.
•This initiative creates a significant market opportunity for developers of firming generation and storage assets in New South Wales.
•The tender signals proactive policy action to ensure grid reliability and future supply for large power consumers in the region.

simple-cycle

CleanTechnica•6 days ago

Battle Over Colorado River Water Ends In A Draw

•The Colorado River basin faces increasing water scarcity due to growing demand from expanding populations and agriculture in the Southwest.
•The 'draw' signifies ongoing regulatory uncertainty regarding water allocation, meaning no definitive long-term solution has been reached, posing risks for water-intensive operations.
•This persistent water stress could constrain hydro generation and cooling for thermal power plants, potentially impacting grid reliability and power costs in the Southwest (e.g., CAISO region).

simple-cycle

POWER Magazine•14 days ago

Rolls-Royce Launches Hydrogen-Ready Modular Gas Engine Power Plants

•Rolls-Royce has launched new hydrogen-ready, modular gas engine power plants, providing developers and large power consumers with a future-proof dispatchable generation option.
•The modular design facilitates faster deployment and scalability, offering practical benefits for IPPs and large loads seeking flexible and reliable power solutions.
•Hydrogen-readiness aligns with evolving decarbonization policies and offers a pathway to lower emissions, potentially impacting long-term PPA structures and regulatory compliance.

simple-cycle

POWER Magazine•15 days ago

New Gas-Fired Plants Bring Needed Generation, Flexibility to the Power Sector

•New natural gas generation capacity is actively being developed to meet increasing electricity demand, particularly from the industrial sector and data centers.
•These gas-fired units are critical for providing essential grid flexibility and firming capacity, which is necessary to integrate higher penetrations of intermittent renewable energy sources.
•The trend highlights the ongoing strategic importance of natural gas as a reliable power source that supports both industrial growth and the broader energy transition.

simple-cycle

CleanTechnica•19 days ago

New Sierra Club Map Shows Expensive U.S. Gas Buildout

•The Sierra Club's new tracker identifies nearly 500 planned new gas-fired power plants across the U.S., signaling a significant buildout despite rising electricity costs.
•The report frames these proposed gas plants as "expensive and polluting," indicating increased regulatory and public opposition, and potential for stranded assets for developers and IPPs.
•Electricity prices have recently increased at double the rate of inflation, highlighting continued cost pressures for large power consumers and a challenging economic environment for new generation.

simple-cycle

Utility Dive•22 days ago

Gas, electricity prices spiked year over year in November: EIA

•Residential electricity prices rose 5.5% year-over-year in November.
•Residential natural gas prices surged 88.5% year-over-year in November.
•The dramatic increase in gas prices will significantly elevate operating costs for gas-fired generation (CCGT, simple-cycle) and directly impact wholesale electricity prices.

simple-cycle

Utility Dive•25 days ago

GE Vernova Q4 gas turbine orders surge 74%

•GE Vernova experienced a 74% surge in Q4 gas turbine orders, indicating robust demand for new thermal generation capacity.
•Global wind turbine orders increased by 8% in 2025, suggesting continued, albeit potentially challenging, growth in renewable energy.
•The Trump administration's efforts to stifle offshore wind development highlight potential policy-driven headwinds for U.S. renewable projects.

simple-cycle

POWER Magazine•26 days ago

NERC Warns Long-Term Grid Reliability Risks Mounting from Surging Demand, Lagging Resources

•The North American grid faces intensifying reliability risks from 2026-2035, primarily due to surging demand driven by data centers and artificial intelligence.
•Resource additions (generation and potentially transmission) are lagging significantly behind this demand growth, creating a critical resource adequacy challenge.
•This situation signals potential grid instability and higher energy costs for large power consumers, while simultaneously presenting urgent development opportunities for new generation and grid infrastructure.

simple-cycle

Utility Dive•26 days ago

US coal generation jumped 31% during Winter Storm Fern: EIA

•During Winter Storm Fern, US coal generation surged 31% and gas generation increased 14% in the Lower 48 states.
•Solar, wind, and hydropower contributions simultaneously declined, highlighting the intermittency challenge of renewables during extreme weather.
•This event reinforces the critical role of dispatchable thermal generation for grid reliability, impacting resource adequacy planning and capacity market value for firm power.

simple-cycle

Utility Dive•26 days ago

NextEra bets on gas as data center pipeline remains steady at about 15 GW

•NextEra is strategically acquiring gas supply and pipeline assets, anticipating increased demand for gas-fired generation.
•A significant 15 GW pipeline of data center demand is driving NextEra's expectation for more gas generation.
•NextEra's CEO emphasizes the critical skill of moving gas molecules nationwide, indicating a focus on infrastructure and supply chain control.

simple-cycle

POWER Magazine•27 days ago

AI’s Power Crunch: Six Trends That Will Decide Who Wins the Next Decade

•AI demand is identified as the biggest systemic risk for the U.S. power grid over the next decade due to its "insatiable appetite" for electricity.
•Meeting AI's power needs will require a massive, rapid expansion of new power plants, transmission lines, and advanced grid hardware.
•The article suggests leveraging AI itself to optimize power distribution and drive grid progress, indicating a dual role for AI in the energy sector.

simple-cycle

CleanTechnica•29 days ago

Severe Winter Weather Across Large Portions of the Country, Natural Gas Prices Increasing

•Henry Hub natural gas spot prices surged to nearly $8.15/MMBtu on January 22, driven by severe winter weather and increased heating demand.
•This sharp rise in natural gas prices is directly translating to higher wholesale electricity prices across the country.
•Developers and large power consumers should anticipate increased operational costs and potential impacts on project economics and PPA negotiations due to these elevated energy prices.

simple-cycle

Utility Dive•29 days ago

Winter peak demand could hit new highs, prompting DOE emergency orders

•Anticipated record-high winter peak demand is prompting grid operators to seek permission for maximum generator output.
•Despite claims of 'adequate' supply, the need for emergency requests signals potential grid stress and high spot market prices.
•Regulatory intervention (DOE emergency orders) is a real possibility, impacting dispatch and potentially leading to curtailment for large loads.

simple-cycle

Utility Dive•about 1 month ago

DOE orders diesel generators to be ready as electric sector prepares for Winter Storm Fern

•The Department of Energy (DOE) has directed grid operators to prepare up to 35 GW of backup generation, primarily diesel, in anticipation of Winter Storm Fern.
•This mandate highlights a critical and immediate need for dispatchable, reliable capacity to ensure grid stability during extreme weather events, signaling potential market value for flexible generation assets.
•Large power consumers should prepare for potential grid instability, high energy prices, and increased reliance on demand response or self-generation capabilities during such periods.

simple-cycle

POWER Magazine•about 1 month ago

Five Years After Winter Storm Uri, a Texas Co-op Shares Its Lessons Learned

•Rayburn Electric Cooperative faced unprecedented financial strain during Winter Storm Uri, incurring three years' worth of power costs in just five days.
•The crisis prompted a fundamental transformation in the co-op's approach to risk management, generation asset procurement, and long-term strategic planning.
•This shift indicates a heightened focus on resilience and reliability for power consumers and potential new opportunities for developers offering diverse and dispatchable generation solutions within ERCOT.

simple-cycle

CleanTechnica•about 1 month ago

Trump 2.0 Is Killing Us With His Assault On Climate

•The Trump 2.0 administration, one year into its term (Jan 2026), has rejected emissions-cutting policies.
•The administration is actively promoting enhanced burning of fossil fuels.
•This policy direction signals a less favorable environment for renewable energy development and potentially increased opportunities for fossil fuel-based generation.

simple-cycle

CleanTechnica•about 1 month ago

Students & Community Groups Cry Foul As University of Oregon Increases Fossil Fuel Use By Over Fifty Percent

•The University of Oregon launched a pilot project utilizing a new large methane gas turbine, increasing its fossil fuel use by over 50%.
•The university is generating electricity from this new turbine to sell to the local publicly owned utility, Eugene Water and Electric Board (EWEB).
•The project has drawn significant opposition from students and community groups, highlighting growing public scrutiny over new fossil fuel generation.

simple-cycle

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.

simple-cycle