Oct 20, 2026
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4 min read
Each power island is 720 MW. They run on Venture Global’s own gas, on its own land, with no utility contract.
Oct 19, 2026
Across the whole industry, $1.4 trillion in data center debt sits off-balance-sheet right now.
Oct 16, 2026
The national average blends the spike with the drop and calls it 11%. Investors watching only the average will miss the trade.
Oct 15, 2026
5 min read
That’s not a winter storm or a heat wave. It’s a routine fall maintenance week — with 61,591 MW of generators already offline for repairs.
Oct 14, 2026
The deal: upgrade 11 existing reactors across three states. First new megawatts arrive by 2028.
Oct 13, 2026
A Duke study says that kind of flexibility could save the grid $40 to $150 billion over the next decade.
Oct 23, 2026
3 min read
That's from a 47-page report on $7.6 trillion in AI spending — and the grid is where the math falls apart.
Oct 22, 2026
Utilities have filed $23.1 billion in rate hike requests so far this year. The Q3 filing alone was the highest third quarter on record.
Oct 21, 2026
A $4B Bloom fuel cell plant for Google in Wyoming. A 960 MW nuclear deal with Amazon in Indiana. Same utility, one week.
