PJM wants up to 6.8 GW of new backstop power to cover a shortfall driven by data centers. FERC put the plan on hold over who gets the bill, and DOE says households should not. This was first run on the Energy News Beat Substack. Here is what is at stake for the 13 states […]
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Data centers are being built where land, fiber and tax breaks are, not where the power plants are. Moving that power takes new capacity, new high-voltage lines and new substations. This report follows the money from the PJM capacity auction to the Dominion transmission rider, the MISO, SPP and ERCOT long-range plans, the FERC rules […]
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On October 19, 2026, the U.S. Department of Energy announced it will use up to $42 million in Defense Production Act (DPA) Title III funding to advance the long-stalled Constitution Pipeline. The 125-mile natural gas line would move up to 650,000 dekatherms per day of Marcellus Shale gas from northeastern Pennsylvania into New York, connecting […]
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If you live in one of the 13 states or D.C. served by PJM, data centers are already on your power bill. The grid’s own market monitor puts their added capacity cost at $29.4 billion over four auctions. On Friday evening, federal regulators threw out most of PJM’s plan to make new data centers bring […]
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The U.S. power grid faces a long-standing vulnerability that has resurfaced in recent discussions: a coordinated attack on a small number of critical substations could trigger a cascading nationwide blackout lasting months—or longer. This warning, originally highlighted by former Federal Energy Regulatory Commission (FERC) Chairman Jon Wellinghoff, stems from analysis following the 2013 Metcalf substation […]
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HOUSTON — NextDecade Corporation has locked in approximately $4.6 billion in financing tied to its Rio Grande LNG (RGLNG) project in South Texas, strengthening the balance sheet for Phase 1 while advancing expansion plans. The moves, detailed in the company’s second-quarter 2026 business update released July 30, 2026, refinance existing construction debt and free bank […]
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Coal-fired power plants have long been portrayed as outdated, expensive burdens on the American grid — relics that must be retired to make way for “cheaper” renewables. But the data tells a very different story. Energy Bad Boys (analysts Mitch Rolling and Isaac Orr) have delivered the receipts with a rigorous analysis of real-world operating […]
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In a landmark transaction underscoring the surging investor appetite for U.S. power infrastructure amid booming electricity demand, Stonepeak Partners LP and Bernhard Capital Partners have reached a definitive agreement to acquire Cleco Group LLC from a consortium led by Macquarie Asset Management, along with Macquarie Asset Management (BCI) and Manulife Investment Management. The deal, valued at […]
Continue ReadingDaily Standup Top Stories Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? June 2, 2025 Clark Savage It has been clear for well over 6 months that President Trump does not have the information he needs to end the war in Ukraine, and we are watching peace slip through his fingers, which […] Trump […]
Continue ReadingDaily Standup Top Stories Venezuela Stops Taking US Deportees After Trump Orders Chevron Out March 11, 2025 Clark Savage ENB Pub Note: We kind of need the Canadian heavy oil sands more now – just saying. In 2023, Chevron’s joint ventures with Venezuela’s state oil company, Petróleos de Venezuela S.A. (PDVSA), were producing approximately […] ‘Strangling Our […]
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