US Power
US electricity market news — ERCOT, PJM, MISO, data-center demand, gas and grid coverage.
Google commits $1 billion to Indiana data center as AI strains US power grids
United States
21 Jul
DOE bars gas-to-electric switch in $8.8B home rebate program, blunting electrification push
PJM
20 Jul
Bank of America Sees 100 GW US Power Gap as Data Centers Drive Behind-the-Meter Gas Push
United States
20 Jul
New York drew a record 52 GWh from Canada on July 3 as new transmission line hit full capacity
Canada
20 Jul
PJM Capacity Auction Misses Target by 6.8 GW as FERC Chair Warns of Compounding Failures
PJM
20 Jul
US Airstrikes on Iran and a Supply Freeze Put Asia's Renewable Hedge to the Test
United States
20 Jul
U.S. gas power burn to stay flat this summer despite rising electricity demand, EIA says
EIA
20 Jul
Grid bottlenecks put half of US AI data center plans at risk, Berkeley Lab data show
United States
20 Jul
ERCOT Data Centre Forecast of 228 GW by 2032 Tests Grid Rules Still Awaiting Final Form
ERCOT
19 Jul
Power Equipment Shortages Add a Second Bottleneck to AI Data Center Builds
IEA
19 Jul
RBOB Holds at $3.39 as U.S. Supply Signals Cloud Bearish Gasoline Outlook
RBOB
19 Jul
US Forced-Labor Tariffs Face Allied Pushback as Domestic Visa Regime Draws Scrutiny
United States
19 Jul
China Set to Displace US as World's Largest Nuclear Power Holder by 2036
China
19 Jul
NextEra-Dominion $67B Merger Filing Tests State Regulators on AI Era Scale
ExxonMobil
19 Jul
Fluence Energy surges 98% in a week as AI power demand collides with grid constraints
PJM
19 Jul
Nuclear Revival Meets a Chronology Problem as Data Centers Pile In
IEA
19 Jul
House geothermal bill clears as DOE sees 90 GW potential by 2050
PJM
19 Jul
Virginia SCC hears fight over who pays Dominion's $1.5bn data center grid bill
PJM
18 Jul
Demand Flexibility Has Replaced Generation as the Grid's Scarcest Asset
IEA
18 Jul
Pennsylvania Signs Data Center Oversight Law as Northeast States Tighten Grid Rules
PJM
18 Jul
US inflation hits 4.2% as energy surge tests consumer resilience
United States
18 Jul
BofA Sees 100 GW US Power Gap as AI Build Outpaces Utility Supply Plans
United States
18 Jul
Utility Rate Requests Jump 26% to $9.2 Billion as Grid Costs Hit Residential Bills
United States
18 Jul
Fed Committee Turns Hawkish, Putting September Rate Hike on the Table
PJM
18 Jul
Fluence Energy's 98% surge flags a rotation into power infrastructure stocks
PJM
18 Jul
FERC Advances PSE&G Transmission Cost Complaint as PJM Capacity Gap Widens
PJM
18 Jul
Nuclear ETFs Re-Rate as Hyperscalers Lock In Long-Term Reactor Contracts
United States
18 Jul
PJM tests bilateral contracts as legacy interconnection queue failures mount
PJM
17 Jul
Iran Orders Houthis to Arm for Red Sea Strike if US Hits Power Infrastructure
Red Sea
17 Jul
Indiana utility regulator probes above-authorized returns and tracker recovery costs
United States
17 Jul
Canada bets on sovereign AI as screening regimes tighten globally
Canada
17 Jul
FERC Orders Mandatory Grid Standards for Data Centers After Near-Miss Cascade in Eastern Interconnection
FERC
17 Jul
FERC Pushes Six Grid Operators to Rewrite Large-Load Rules as PJM's Queue Swells to 220 GW
PJM
16 Jul
U.S. Gasoline Stocks Fall as Refineries Run at Near-Peak Capacity
United States
16 Jul
USMCA review opens as Mexico ties fray, threatening North American energy trade
Mexico
16 Jul
PJM Capacity Auction Falls 6.8 GW Short as Data Centre Demand Drives Q1 Power Prices Up 76%
PJM
16 Jul
Fluence Energy's 98% rally bets the grid bottleneck outlasts chip supply
PJM
16 Jul
PJM's capacity shortfall is widening, not stabilising — and the demand data may already be wrong
PJM
15 Jul
NERC winter outlook puts coal back in the frame as data center load tests PJM and MISO
PJM
15 Jul
US energy net exports hit record 11 quads in 2025 as petroleum dominates trade flows
United States
15 Jul