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PJM Warns of Power Crisis, Proposes Data Center Cuts Amid Demand
PJM Interconnection, the largest U.S. regional grid operator, warned of a potential power supply crisis. Surging electricity demand from data center expansion...
PJM Interconnection Warns of Power Supply Crisis, Plans Emergency Auction Amid Surging Data Center Demand
PJM Interconnection, the largest regional grid operator in the United States, warned of a potential power supply crisis, citing surging electricity demand from...
PJM Interconnection Warns of Power Supply Crisis, Plans Emergency Auction Amid Surging Data Center Demand
PJM Interconnection, the largest regional grid operator in the United States, warned of a potential power supply crisis, citing surging electricity demand from...
NextEra Energy Beats Q2 Profit Estimates, Driven by Rising Power Demand
NextEra Energy (NYSE: NEE) reported adjusted earnings of $1.15 per share for the second quarter of 2026. This result surpassed analyst expectations for the...
PG&E Posts Q2 Earnings Growth, Reaffirming 2026 Outlook Amid Wildfire Mitigation
PG&E Corporation (PCG) reported a year-over-year increase in second-quarter 2026 financial results. The utility posted GAAP earnings of $0.33 per share. This...
NextEra and Duke Pledge Higher AI Power Rates, Protecting Consumers
NextEra Energy and Duke Energy lead a coalition of nearly 200 organizations in a new Trump administration pledge. Participating utilities and data center...
Amentum to develop 2GW AI power hub, bypassing public energy grids
The National Nuclear Security Administration (NNSA) selected Amentum to negotiate the development of an integrated AI and energy infrastructure project in...
Dominion and NextEra Seek $67 Billion Merger, Targeting Rising Energy Demand
Dominion Energy and NextEra Energy filed a formal application with South Carolina’s Public Service Commission for a $67 billion merger. The combined utility...
NextEra and Dominion File for Landmark Merger, Citing Surging AI Demand
NextEra Energy and Dominion Energy filed regulatory applications today to approve their proposed merger. The deal would create one of the largest integrated...
🔴 IFRA is trading 5.3% down today amid a broad risk-off move in utilities
IFRA is trading 5.3% down following hawkish Fed commentary and a broad risk-off move that has placed significant pressure on the utilities-heavy infrastructure...
New York freezes large data center permits, citing AI power demands
Governor Kathy Hochul signed an executive order establishing a one-year moratorium on environmental permits for new, large-scale data centers. New York is the...
New York freezes large data center permits, citing power grid stability
Governor Kathy Hochul signed an executive order imposing a one-year moratorium on environmental permits for new, large-scale data centers. New York is the...
NextEra Energy proposes Dominion merger, seeking scale for AI power demand
NextEra Energy proposed an all-stock merger with Dominion Energy to create a utility giant. The combined company would reach a market capitalization exceeding...
Northland Power delivers first offshore wind to Poland, doubling its global capacity
Northland Power and partner ORLEN achieved first power at the 1.1-gigawatt Baltic Power project. This marks the first-ever delivery of offshore wind...
AI Demand Strains Power Grid, Pushing Transformer Wait Times to Years
Reuters reports that surging electricity demand from AI data centers is worsening shortages of high-voltage transformers. Delivery times for this critical...
Baker Hughes and Kodiak sign 1.8 GW deal, powering AI data centers
Baker Hughes and Kodiak Gas Services signed a multi-year strategic agreement to provide up to 1.8 gigawatts (GW) of power generation. The partnership addresses...
Dominion Energy Hikes Rates 25%, Forcing Virginia County To Conserve Power
Henrico County, Virginia, ordered government staff to conserve electricity following a 25% rate hike from Dominion Energy. The rate increase affects...
🔴 Infrastructure ETF (IFRA) is trading 4.5% down today on profit-taking and rotation out of rate-sensitive defensives
Infrastructure ETF (IFRA) is trading 4.5% down today as investors lock in gains and rotate out of interest-rate-sensitive defensive sectors following a rally...
🔴 Infrastructure ETF (IFRA) is trading 4.5% down today on profit-taking and rotation away from rate-sensitive defensives
Infrastructure ETF (IFRA) is trading 4.5% down today as investors trim exposure to interest-rate-sensitive assets following a strong run into record highs on...