Oct 19, 2026
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4 min read
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 12, 2026
3 min read
New transmission lines take up to twelve years to permit and build. The chokepoint is paper, not power plants.
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.
Oct 20, 2026
Each power island is 720 MW. They run on Venture Global’s own gas, on its own land, with no utility contract.
