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FERC to grid operators: Connect large loads to transmission faster
In a unanimous vote, the commissioners agreed that current regulations are lagging behind the data center surge, but declined to exert federal power over RTOs.
Maeve AllsupJun 18, 2026 -
The grid’s choice is between large load flexibility versus defection
FERC’s long-awaited large load interconnection orders are here — but questions remain on how to best encourage flexibility.
Jackson EwingJun 18, 2026 -
SpaceX’s IPO is an energy story
SpaceX is about far more than rockets. Its bets on AI, data centers, private power, and solar-based orbital compute all have energy consequences.
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Enter the electric supercycle
EIP’s Andy Lubershane unpacks the tech fueling the next wave of power demand.
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A playbook for decarbonizing the home
Here’s what actually needs to happen to finish the job.
Nate AdamsJun 18, 2026 -
A government stake in AI means taking on the industry’s power problem
Trump and Sanders both arrived at the same idea in the same week: a public stake in AI giants like OpenAI and Anthropic.
Nick ZenkinJun 17, 2026 -
Will Musk and DOJ win a permit shortcut for off-grid data center power?
The Trump administration joined a federal court case with significant implications for how AI data centers use behind-the-meter generation.
Maeve AllsupJun 17, 2026 -
Why the climate tech ‘missing middle’ is a massive opportunity
S2G Investments’ Frank O’Sullivan on why founders need to stop pitching hockey-stick growth, and how infrastructure giants can bridge the climate finance gap.
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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