Oct 16, 2026
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4 min read
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 9, 2026
One side stays calm when October feels like August. The other scrambles. The gap between them is 21 gigawatts of lithium-ion.
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.
Oct 19, 2026
Across the whole industry, $1.4 trillion in data center debt sits off-balance-sheet right now.
