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Inside National Grid’s $1.75 billion bet on Joulent
Joulent emerged from stealth in late June, purpose-built to develop power plants for GW-scale AI data centers.
Bianca GiacoboneJul 10, 2026 -
The Southeast is missing out on cheaper power from PJM and MISO
The Department of Energy estimates the region needs to build transmission lines connecting it to neighboring markets.
Maeve AllsupJul 10, 2026 -
DOE closes $3.26 billion transmission loan to AEP Texas
The loan will fund 2,800 miles of transmission infrastructure as the utility races to meet load growth.
Catherine BoudreauJul 8, 2026 -
Duke Energy’s ‘light-touch’ large load tariff could be a problem.
The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure driven by the AI boom.
Bianca GiacoboneJul 8, 2026 -
A new crop of energy groups wants to lower your bills, not sell you solar
Many groups are swapping climate ideology for market economics, and shifting to state legislatures.
Catherine BoudreauJul 7, 2026 -
One year post-OBBB, what’s holding projects back?
Many clean energy projects succeeded in starting construction before the July 4 deadline — but federal policy hurdles remain.
Maeve AllsupJul 6, 2026 -
The new reality for data centers: No easy answers
Two data center developers on powered land, community opposition, and finding energy.
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Does Oracle actually have a case against Wisconsin’s data center rule?
The utility’s credit requirement is neither the strictest in the country nor unusual.
Nick ZenkinJul 1, 2026
Markets
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Tariffs won’t win America the industrial race
By leveraging strengths like innovative financing, insurance, and corporate participation, the U.S. can still outbuild China.
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Critical Capital: Is this infrastructure’s once-in-a-generation moment?
How a shifting world order is changing the game for infrastructure.
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Why energy bills may keep rising, even as utilities join Trump’s AI ratepayer pledge
The White House is taking credit for customer savings. But real change may ultimately be up to states.
Catherine BoudreauJul 23, 2026 -
PJM states don’t think it’s too big to fix
But they’re pushing for reforms that would give them more power.
Maeve AllsupJul 22, 2026
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