May 27, 2026
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3 min read
PJM's capacity auction cleared at $329 — up from $28 a year ago. Plus: Virginia turned against data centers, and two risks NERC flagged for this summer.
May 26, 2026
4 min read
Data centers did it. And the companies spending $700B on AI are barely paying for the pipes.
May 22, 2026
May 21, 2026
5 min read
May 20, 2026
How four tech giants are rewiring the global energy grid and what it means for investors.
May 19, 2026
The grid can't keep up. Your bill already knows.
Jun 1, 2026
America's two biggest utilities are merging, Big Tech is burning $725 billion to feed the AI machine, and the grid can barely keep up.
May 29, 2026
America's power grid added a record wall of supply. Demand — and anger — are growing faster.
May 28, 2026
How Big Tech's spending spree is rewriting the power grid