Rates hit a 24-year high at 5.36 percent and an oil shock lifted heating oil and diesel before winter, while natural gas stayed cheap. The squeeze is splitting by fuel, and owners can control which ones they depend on.
FERC conditionally approved but paused PJM's $20B backstop for a 6.8 GW shortfall, demanding data centers cover their own costs. The outcome decides whether capacity charges hit owners' bills.
Texas battery arbitrage profits have thinned as the market saturated. Owners being pitched storage should underwrite on demand-charge savings, capacity and resilience, not arbitrage returns.
Colorado, Michigan and Indiana rate cases show utilities' grid spending becoming your utility bill, and how much intervenor scrutiny cuts from the request. The rate case is a negotiated operating expense.
Schneider Electric research finds an AI layer on existing building controls cuts energy use up to 22 percent, saving $13,600 to $49,300 per building a year, with mid-sized buildings gaining the most.
New York's $3.7B storage awards, cross-border capital up 56%, C-PACE's first secondary-market sale, a developer buying land for truck charging, and data center power moves.