Ferguson Reiterated by Bernstein on Data-Center Proximity Bernstein reiterated Ferguson on Mar 27, 2026 (Investing.com); note cites data-centre proximity as a differentiator against a backdrop of ~1% global power demand from data centres (IEA 2023).

Ferguson Reiterated by Bernstein on Data-Center Proximity: Bernstein reiterated Ferguson on Mar 27, 2026 (Investing.com); note cites data-centre proximity as a differentiator against a backdrop of ~1% global… 👈 Read full analysis #DataCenters #Investment #DataCenterProximity #TechTrends #PowerDemand

Data Centers vs. Power Grid: A Northeast Pennsylvania Crisis - Cozzy Energy Solutions Data center expansion is straining Northeast Pennsylvania’s electrical grid, pushing demand to levels that threaten to outpace supply. Shelby Linton-Keddie, of PPL Electric Utilities, addressed the escalating situation at a conference held March 13, emphasizing the urgent need for increased power generation. PPL’s daily peak demand currently sits at 7.8 gigawatts, but existing agreements with

Data Centers vs. Power Grid: A Northeast Pennsylvania Crisis #PJM #EnergyGrid #DataCenters #PowerDemand #ElectricBills #RenewableEnergy

A reality check on energy poverty.

In India, running a 1-kW AC for just 44 minutes consumes as much electricity as the average person uses in an entire day.

#Energy #EnergyPoverty #India #Electricity #Climate #Heatwave #PowerDemand #EnergyTransition

Powering California’s Future: Addressing Growing Energy Demands - Cozzy Energy Solutions California grid operator seeks public input on managing large power demands. The California Independent System Operator (CAISO) is soliciting feedback on issues surrounding substantial power usage, encompassing transmission cost allocation, interconnection timelines, and the accuracy of short-term demand predictions. Danielle Mills, infrastructure policy development principal at CAISO, confirmed a surge in inquiries regarding the ISO’s

Powering California's Future: Addressing Growing Energy Demands #CAISO #EnergyGrid #PowerDemand #CAISO #RenewableEnergy #GridModernization

Powering Growth: Ohio’s New Transmission Project - Cozzy Energy Solutions Power Grid Project Approved to Address Growing Demand The PJM Interconnection, a regional grid operator, has announced the approval of a 300-mile electric transmission project designed to address what it identifies as a “critical infrastructure need in central Ohio.” The project, developed jointly by Transource Energy, a partnership between American Electric Power Company (AEP) and

Powering Growth: Ohio's New Transmission Project #PJM #EnergyGrid #TransmissionLines #PowerDemand #RenewableEnergy #Infrastructure

The Great Lakes are entering a new energy era — and water is on the line. Our new Shockwave series explores what this energy boom means for the future of the lakes. buff.ly/3GJ34qk
#GreatLakes #WaterAndEnergy #DataCenters #EnergyTransition #Freshwater #ClimatePolicy #WaterProtection #PowerDemand

Grid Currents: Updates and Challenges - Cozzy Energy Solutions PPL Corporation detailed a $220 million project during a February 9, 2026 presentation, intended to meet the power demands of a customer planning to establish a 1 gigawatt load in Archbald, Pennsylvania. Julia Spatafore of PJM introduced a short-term strategy to integrate battery storage dispatch into the base cases of the Regional Transmission Expansion Plan.

Grid Currents: Updates and Challenges #PJM #EnergyGrid #PowerDemand #TransmissionLines #RenewableEnergy #GridReliability

Pennsylvania Can’t Afford an Unregulated AI Data Center Boom | COMPUTE FORECAST Pennsylvania AI data center regulation must balance opportunity, grid resilience, safeguards, and community protection.

#AI #datacenters are reshaping #powerdemand in Pennsylvania. Without clear regulation, rapid growth risks grid strain, higher costs for ratepayers, and tougher reliability trade-offs as #energy needs approach small-city scale.

Read more- www.computeforecast.com/Opinion/penn...

#Sustainable

Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis? Analysts still see multi-year deficits in U.S. transformer supply, even as equipment manufacturers invest billions in new factories and advanced manufacturing processes. But some brokers suggest there is no real shortage and that, if there is a crisis, it stems from procurement blinders.

Despite billions in investment, analysts forecast ongoing U.S. transformer supply deficits. Industry insiders claim delays stem from access and procurement rules, not just capacity. Explore the full report's insights. #TransformerSupply #EnergyCrisis #PowerDemand

Russia’s falling power demand highlights growing stagnation It’s a classic proxy for economic growth: Russia’s demand for power in 2025 turned negative for the first time in four years underscoring a self-inflicted economic slowdown that threatens to turn into a recession this year.

It’s a classic proxy for economic growth: Russia’s demand for power in 2025 turned negative for the first time in four years underscoring a self-inflicted economic slowdown that threatens to turn into a recession… Bne IntelliNews #Russia #EconomicGrowth #PowerDemand #Recession #EconomicStagnation

renewables can’t power data centers fast enough, catch the full video exclusively on collide.io/community #datacenters #energyinvestment #powerdemand

A Potentially Harsh Winter Raises Concerns About Electricity Reliability Across North America As winter approaches, concerns are growing about electricity reliability across North America due to projected increases in power demand and natural gas supply limitations. Data from the North American Electric Reliability Council (NERC) indicates varying degrees of change in electricity demand across regions, with some experiencing significant declines while others face substantial increases, highlighting the challenges posed by rising demand, strain on existing infrastructure, and pipeline capacity constraints that threaten to disrupt natural gas supply, particularly in the Northeast.

A Potentially Harsh Winter Raises Concerns About Electricity Reliability Across North America #ISONE #ElectricityReliability #NaturalGasSupply #WinterOutlook #PowerDemand #EnergyInfrastructure

ai power boom is forcing a scramble for generation, catch the full video exclusively on collide.io/community #energytransition #datacenters #powerdemand

Day-ahead electricity prices across the US Northeast show bullish trend on Intercontinental Exchange driven by winter storm and rising natural gas costs The US Northeast experienced a surge in day-ahead electricity prices across various zones on the Intercontinental Exchange (ICE) due to forecasted winter storm activity and rising natural gas costs. Prices for on-peak delivery jumped significantly, with New York's ISO Zone G seeing a $65.25 increase to approximately $113.75 per MWh, while regional natural gas prices also rose, driven by increased demand and supply chain volatility. The anticipated arrival of the region's first winter storm is expected to lead to higher electricity demand, with grid operators anticipating peakload increases ranging from 500 MW to over 20 GW in New England on December 2nd.

Day-ahead electricity prices across the US Northeast show bullish trend on Intercontinental Exchange driven by winter storm and rising natural gas costs #ISONE #ElectricityPrices #NaturalGas #WinterStorm #PowerDemand #NEGrowth

Electrical Load Planning for MEP Systems: A Must-Have Guide for Modern Building Professionals Practical guide to electrical load planning for MEP and HVAC systems. Learn power demand, safety, and efficiency. Global HVAC consulting available.

Electrical Load Planning for MEP Systems: A Must-Have Guide for Modern Building Professionals hvac-blog.cfn-hvac.com/2025/11/elec...
#MEP #ElectricalEngineering #HVAC #BuildingServices #ConstructionEngineering
#ElectricalLoadPlanning #MEPSystems #PowerDemand #HVACConsultant
#BuildingDesign

Electrical Load Planning for MEP Systems: A Must-Have Guide for Modern Building Professionals https://bit.ly/m/HVAC In today’s increasingly complex building environments, properly planning electrical loads for Mechanical, Electrical, and Plumbing (MEP) systems is more critical than ever.

Electrical Load Planning for MEP Systems: A Must-Have Guide for Modern Building Professionals www.linkedin.com/pulse/electr...
#MEP #ElectricalEngineering #HVAC #BuildingServices #ConstructionEngineering
#ElectricalLoadPlanning #MEPSystems #PowerDemand #HVACConsultant

PJM Grid Faces Rapid Growth of Data Centers Amid Power Demand Concerns A growing coalition of state lawmakers and advocates is proposing significant changes to address the rapid expansion of data centers within the PJM Interconnection grid, which serves 13 states in the Northeast. The plan aims to balance incentives for data centers to generate their own power with measures to protect ratepayers and reduce blackout risk, including prioritizing power interruptions for data centers without on-site generation during periods of high demand. As the data center industry is projected to add nearly 32 gigawatts to the grid's peak load by 2030, lawmakers seek a collaborative solution to mitigate the impact on consumers and ensure reliable energy supply.

PJM Grid Faces Rapid Growth of Data Centers Amid Power Demand Concerns #PJM #DataCenters #PJMGrid #PowerDemand #EnergyRegulation #InfrastructureInvestment

Will Oklo generate good returns for investors? Welcome to Stock Takes, my thrice-monthly take on an individual stock. I look at the big picture, unlike Wall Street analysts who are geared to earnings, and the media that focuses more on news value.

#Oklo #nuclearenergy #powerdemand

Will Oklo generate good returns for investors?
open.substack.com/pub/stocktak...

utility strain from a new mega load like colossus i can be real, memphis even had a blue-sky outage the same day, catch the full video exclusively on collide.io/community #gridreliability #powerdemand #energypolicy

U.S. Electricity Demand Experiences Renewed Growth as Commercial and Industrial Sectors Drive Upgrades The U.S. electricity demand has experienced a recent resurgence, driven primarily by increased usage in commercial and industrial sectors. A significant number of proposed developments, including large-scale manufacturing plants and data centers, are anticipated to place substantial demands on the power grid, particularly in regions such as Texas's ERCOT (Electric Reliability Council of Texas) and PJM (PJM Interconnection), which serve 13 states across the Middle Atlantic and East North Central Census Divisions.

U.S. Electricity Demand Experiences Renewed Growth as Commercial and Industrial Sectors Drive Upgrades #PJM #Electricity #USEnergy #IndustrialGrowth #DataCenters #PowerDemand

Extreme heatwave breaks power demand records, China 🇨🇳 #chinaheatwave #climatechange #powerdemand #extremeweather watchers.news/2025/07/17/e...

Data Centers Drive Surge in Electricity Bills Amid Summer's Arrival Summer’s arrival often brings unwelcome surprises in the form of higher electricity bills, and this year is no exception. A recent independent report has identified a significant contributor to these rising costs: the booming data center industry. The analysis, conducted by Monitoring Analytics, an independent watchdog for the PJM regional grid operator, attributes the dramatic surge in wholesale power prices largely to the rapid growth in electricity demand from data centers. The report’s findings are particularly noteworthy given the results of PJM’s latest capacity auction, which determines future electricity prices for utilities three years in advance. This auction concluded with a price of $269.92 per megawatt-day—an astonishing 800% increase compared to the previous year. These increased costs are ultimately passed on to consumers. Monitoring Analytics argues that the market results aren't simply a natural consequence of supply and demand, but instead are “almost entirely the result of large load additions from data centers.” The data center industry’s impact on power prices has sparked concern and frustration among consumer advocates and residents already facing a proposed new PJM-backed transmission line meant to accommodate growing electricity needs in Maryland, Northern Virginia, and surrounding areas. David S. Lapp, head of Maryland’s Office of the People’s Counsel, expressed little surprise at the report’s findings, stating that a regulatory response is needed. He believes the pricing outcome is unfair, as residential customers are bearing the brunt of costs driven by data centers—a violation of established rate-making principles where those causing the cost should also bear it. PJM maintains that the price increases are a result of declining electricity supply and increased demand, fueled by data centers, electrification, and the return of U.S. manufacturing. The company defends the auction results as a truthful reflection of market forces. Critics, including state regulators and consumer advocates, have officially filed complaints with the Federal Energy Regulatory Commission (FERC), which has the power to reject the auction results. FERC has not yet taken any action.

Data Centers Drive Surge in Electricity Bills Amid Summer's Arrival #PJM #DataCenters #ElectricityBills #SummerSurge #GridOperators #PowerDemand

Data Centers Push PJM to Reassess Grid Stability Amid Rapid Expansion Data centers are rapidly expanding across the PJM region, fueled by the rise of cloud computing and artificial intelligence. This surge in construction is creating substantial pressure on PJM’s ability to consistently and reliably supply power to the grid. PJM, already dealing with peak demand challenges, is finding it increasingly difficult to maintain grid stability. The pace and magnitude of this data center growth are complicating PJM's long-term planning efforts. Accurate forecasting of future electricity requirements is crucial for effective infrastructure investment, and the current rate of growth makes this task significantly harder. There’s a growing recognition that the present market mechanisms may not be providing enough incentive for power generation investment to keep pace with demand. Experts suggest that adjustments are needed to better reflect the escalating power needs of data centers. This includes exploring ways to maximize the utilization of existing transmission infrastructure through grid-enhancing technologies. Ultimately, a reassessment of the capacity market structure may be necessary to ensure sufficient generation capacity is available to meet the growing demands of the data center industry and maintain a reliable power grid for the entire region.

Data Centers Push PJM to Reassess Grid Stability Amid Rapid Expansion #PJM #Datacenters #PJM #GridStability #PowerDemand #CapacityMarket

New Orleans Power Outage Leaves 100,000 Without Electricity as Grid Reliability Concerns Grow A widespread power outage recently struck New Orleans, leaving roughly 100,000 customers without electricity. The sudden loss of power prompted a query from City Council member Joe Giarrusso, who expressed concern and requested a detailed explanation of the event. Reports indicate that the Midcontinent Independent System Operator (MISO) provided Entergy with just three minutes’ warning before the power was cut, though the cause of this limited notification period remains under investigation. Louisiana Public Service Commissioner Davante Lewis clarified that the outage stemmed from a combination of factors. One Entergy generator was already offline for planned maintenance, and a subsequent failure of a second generator compounded the problem, leading to power demand exceeding anticipated levels. The situation highlights ongoing concerns about grid reliability and the transition to renewable energy sources. Secretary of Energy Chris Wright previously directed MISO to maintain operation of the J.H. Campbell coal-fired power plant in Michigan to bolster capacity and avoid potential shortages. He emphasized a commitment to preventing policies that could compromise grid stability. MISO, which oversees the electric grid serving portions of 15 Midwestern states, has been moving toward increased reliance on solar and wind power, reducing dependence on conventional sources such as natural gas, coal, and nuclear energy. A recent assessment by the North American Electric Reliability Corporation (NERC) identified this shift as a potential risk factor. Similar reliability warnings were also issued by NERC’s summer assessment for MISO and other grid operators. MISO worked with local utilities to expedite power restoration. Numerous parties, including the City of New Orleans Mayor’s Office, the Department of Energy, Cleco, Giarrusso, Moreno, and Lewis, did not provide comment when contacted.

New Orleans Power Outage Leaves 100,000 Without Electricity as Grid Reliability Concerns Grow #MISO #EnergyReliability #GridOutage #RenewableEnergy #PowerDemand #MISO

Texas passes new law aimed at bolstering grid reliability amidst growing demand from data centers and population growth Texas has enacted new legislation addressing electricity management and distribution within the state, primarily aimed at bolstering grid reliability amidst rising demand from sources like data centers and population growth. Representative Phil King spearheaded the bill, which introduces several key changes. A significant provision allows electricity companies to curtail power to industrial users prior to implementing widespread rolling blackouts. New requirements mandate that industrial facilities inform grid managers about their backup generator capacity and utilize these generators during curtailments, preceded by a more detailed notification process. The law also encourages demand response programs and requires electricity providers to maintain availability during emergencies. Authority previously held by the Utility Commission regarding electricity supply conditions has shifted to grid operators. While data centers aren't explicitly mentioned, the legislation’s focus on grid stability and potential curtailments strongly suggests a response to their increasing electricity needs. Concerns have been voiced, particularly from the natural gas industry, related to potential revenue impacts stemming from industrial curtailments or increased reliance on backup power. Potential business disruptions and the transfer of authority from the Utility Commission have also drawn scrutiny. Key figures involved include Representative Phil King, grid operators now wielding greater authority, industrial users directly affected by the changes, the Utility Commission facing reduced authority, and the data center/industrial sectors driving the need for this legislation. The legislation reflects an ongoing effort to adapt to Texas's escalating electricity demand and has undergone revisions.

Texas passes new law aimed at bolstering grid reliability amidst growing demand from data centers and population growth #ERCOT #Electricity #TexasLaw #GridReliability #DataCenters #PowerDemand

Blackstone bets on soaring power demand with $11.5 billion TXNM Energy deal (Reuters) -Blackstone Infrastructure will acquire utility company TXNM Energy in an $11.5 billion deal, including debt, as the investment firm bets on rising U.S. electricity demand and a shift to cleaner energy sources. Shares of TXNM rose 9.2% to $57.75 in premarket trading after the New Mexico-based utility said on Monday the all-cash deal from Blackstone (NYSE:BX) Infrastructure valued it at $61.25 per share, representing a nearly 15% premium based on the stock’s last close, according to LSEG data. With U.S. power demand projected to reach record levels in 2025, driven by mounting energy needs of AI and cryptocurrency data centers as well as increased residential and commercial consumption, more companies are investing in utilities. Utility NRG Energy (NYSE:NRG) said last week it would acquire some power generation assets from energy infrastructure investment firm LS Power in a deal valued at $12 billion. Earlier this year, KKR and PSP Investments also bought a 20% stake in American Electric Power (NASDAQ:AEP)’s transmission network for $2.82 billion. Reuters reported last week that Blackstone was in talks to buy the New Mexico and Texas-focused utility, citing people familiar with the matter. Blackstone, which manages $60 billion in infrastructure assets, is betting that stable, regulated returns and high capital needs in grid modernization make TXNM a long-term investment fit. The long-term capital from Blackstone is expected to help TXNM meet its clean energy goals and electricity demand, while maintaining grid reliability, the utility said. It also expects to issue an additional $400 million of equity before the Blackstone transaction is closed. CEO Pat Collawn will step down upon closing of the transaction, expected in the second half of 2026, and will be succeeded by insider Don Tarry, TXNM said. Should you invest $2,000 in AEP right now? Before you buy stock in AEP, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is AEP one of them? Reveal Undervalued Stocks Now

Click Subscribe #Blackstone #TXNM #EnergyDeal #PowerDemand #Investment

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Texas Awaits Surge in Power Demand as Temperatures Rise Texas anticipates a surge in power demand beginning Tuesday, potentially setting a record for the month as temperatures rise. According to ERCOT, the agency responsible for managing most of the state’s electrical grid, current power supply appears sufficient, but the focus is on meeting the escalating demand. Experts project a peak demand of approximately 84,000 megawatts, significantly higher than the 77,000 megawatts used in May of last year. The state's rapid population and business growth, particularly the increasing power needs of data centers, are driving this expansion. Texas is actively exploring strategies to effectively double its power grid capacity, a growth rate not seen since the 1980s. ERCOT’s forecasts indicate a projected increase of nearly 50,000 megawatts needed by 2030. To illustrate the scale, one megawatt can power roughly 250 homes during peak usage. Recent discussions reveal a mix of optimism and concern regarding the state’s grid expansion efforts, acknowledging the expected costs which are likely to impact consumers. The need for grid upgrades drives expenses, with consumers potentially bearing the burden of replacing aging equipment. The Texas legislature is playing a crucial role, with multiple bills related to the power grid currently under consideration in the House, including Senate Bill 6, which aims to improve infrastructure and reliability and is currently pending in a House committee after passing the Senate.

Texas Awaits Surge in Power Demand as Temperatures Rise #ERCOT #PowerDemand #TexasGrid #EnergyExpansion #Megawatts #Electricity

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Dominion beats quarterly estimates on Virginia, South Carolina power demand (Reuters) -U.S. utility Dominion Energy (NYSE:D) reported first-quarter revenue and profit above Wall Street expectations on Thursday, helped by lower interest costs and strong demand from Virginia and South Carolina. Power demand in the U.S. is expected to hit record highs in 2025 and 2026 due to rising demand from AI data centers, cryptocurrency technologies as well as homes and businesses, according to the U.S. Energy Information Administration. Adjusted operating earnings from Dominion’s Virginia segment rose 32.3% to $561 million in the first quarter from a year ago, while those from the South Carolina segment rose 90% to $152 million. Dominion’s Virginia utility services the world’s largest cluster of data centers, which has a bigger capacity than the next four largest global data center clusters combined, according to the company. The utility expects tariff impacts to be manageable as the vast majority of its material suppliers are in the U.S., especially those related to solar procurement, CEO Robert Blue said on a post-earnings call. "We have been placing some orders ahead of tariff effective dates to mitigate cost increases... so those actions have enabled us to avoid some of the impact," Blue said. Dominion Energy’s first-quarter interest expenses fell 16.4% to $480 million. Its electric and gas service areas saw a 25.6% rise in actual heating degree days - a measure of energy demand for space heating - during the quarter. Its quarterly revenue was $4.08 billion, up from $3.63 billion a year ago, beating analysts’ average estimate of $3.97 billion, according to data compiled by LSEG. Shares of the company rose 1.4% in afternoon trading.

Click Subscribe #DominionEnergy #PowerDemand #QuarterlyEarnings #Virginia #SouthCarolina