US Power
US electricity market news — ERCOT, PJM, MISO, data-center demand, gas and grid coverage.
US AI Leadership Runs Into a Power Problem
United States
1 Jun
US Data Centers Set to Double Power Draw by 2030 as Water Fights Slow Site Approvals
United States
1 Jun
Babcock & Wilcox Lands $2.4 Billion AI Power Contract as Negative Equity Shadows the Rally
1 Jun
FERC Signals Tougher Hand Over PJM as Power Prices Surge
PJM
1 Jun
Iran Standoff Keeps US Pump Prices Elevated as Consumer Spending Hangs in the Balance
Iran
1 Jun
Florida Detention Center Air Pollution Lawsuit Tests Diesel Generator Oversight
1 Jun
MP Materials lawsuit tests US rare earths strategy as China dominance looms
United States
31 May
Fluence Energy surges 98% in a week as AI data center demand rewires utility procurement
30 May
US Fuel Inventories Are Drawing Hard Into Summer, Putting a Floor Under Diesel and Jet Prices
United States
30 May
A Fight at FERC Over Who Builds America's New Power Lines — and Whether Ratepayers Get to Bid It Out
FERC
30 May
Canada Approves Its First New Uranium Mines in Years as the West Hunts for Safe Supply
Canada
30 May
BP Ousts Its Chairman Just as South America Becomes Its Brightest Spot
BP
30 May
MISO Hit $260/MWh on Below-Normal Demand — the Grid Is Tighter Than the Bears Think
MISO
30 May
Chile Switches On Latin America's Longest-Duration Battery, and That's the Number That Matters
United States
30 May
A $67bn Utility Deal Just Reset the Ceiling on US Power Consolidation
United States
30 May
Grid Operators Want More Time to Upgrade Transmission. The Data Centers Won't Wait
30 May
Securing Grid Money Is the Easy Part. The Reporting Is Where Transmission Projects Stall
30 May
Solar Stocks Up 40% YTD but Section 232 Tariff Decision Could Reprice the Entire Deployment Thesis
29 May
US-Iran Nuclear Deal Stalls Over 408 Kilograms of Enriched Uranium as China Transfer Floated
United States
28 May
AI Power Demand Drives 98% Fluence Rally as FERC Queues Shape Who Gets Connected
FERC
27 May
Fluence Energy's $5.6B Backlog Signals the Scale of AI Power Demand
27 May
US Energy Net Exports Hit Record 11 Quads in 2025 as Petroleum Dominates Both Sides of the Ledger
United States
27 May
PJM Accelerates Backstop Capacity Auction as Stakeholder Process Begins Market Redesign
PJM
25 May
NextEra-Dominion $249 Billion Merger Sets New Scale Threshold for US Utilities Chasing AI Power Demand
United States
25 May
Semiconductor Decoupling Drives Energy Demand as US Onshoring Reshapes Power Markets
United States
25 May
Starship's Energy Ambitions Collide with Earthbound Power Demand
25 May
Trump's Nuclear Push Meets Data Centre Demand One Year On
25 May
Data Centres Consume 4.6% of US Electricity as Anti-Energy Backlash Shifts From Fossil Fuels to AI Infrastructure
United States
25 May
NuScale Joins TVA in 6 GW SMR Programme as Nuclear Stocks Whipsaw on AI Power Demand
24 May
ERCOT Advances Batch Zero Transmission Guidelines as Solar Overtakes Coal and Data Centres Pile Into Texas
ERCOT
24 May
Ontario's $3.2 Billion Grid Expansion Joins a Global Race to Build Transmission Before Data Centres Overwhelm It
24 May
Enbridge Revives Algonquin Pipeline Expansion as New England Gas Constraints and Data Centre Demand Collide
24 May
Trump's IRA Rollback Could Add a Billion Tonnes of Emissions by 2035, But AI Demand Is Keeping Clean Energy Capital F...
24 May
Ohio Bill Would Let Utilities Own Nuclear Plants as US Power Sector Races to Add Baseload Capacity
United States
24 May
AI Capex Surge Sends Power Equipment Stocks Soaring as Grid Investment Lags 70% Behind Generation
24 May
The Pentagon just placed the… — involving Asia, Brazil, Canada, China
23 May
say he has badly weakened the U.S. Centers for Disease Control and Prevention. And in January, he... — involving Fran...
23 May
Bloomberg: NextEra renewable growth signals utility consolidation trend ahead
23 May
Bloomberg: Taiwan supply chain risk boosts US chip factory buildout
22 May
IEA, Canada: forecast / forward_looking claim — From 2025 to 2028, analysts expect Cameco's revenue and adjusted earn...
22 May