Waaree Solar Americas doubles its Texas module plant to 3.2 GW with two new 800 MW lines
Commercial production at Brookshire began on 29 October; with Arizona growing to 1.6 GW, the company expects 4.8 GW of US module capacity in fiscal 2027.
Serguey Asael Shinder
Contributing writer
Engineer. Reads grid data, market notices and regulator decisions, and writes down what each one changes for the people who operate and pay for the system.
Signed pieces
PJM's 6.5 GW forecast cut and PSEG's nuclear deals: the data-centre load is being priced twice
On the same day, PJM's backstop auction may shrink to 630 MW while a nuclear owner in the same market plans a 200 MW uprate to sell to large loads.
NRC finishes its safety review of X-energy's Xe-100 plant for Dow's Long Mott site in Texas
The Final Safety Evaluation Report came on 30 October; with the environmental review done in May, the four-reactor project moves to the last stage of its construction permit.
Mitsubishi Electric grows its utility business 20% as it moves on PCI and an ABB venture
The Japanese group is buying PCI Energy Solutions for $1.4 billion, a platform Utility Dive says manages about 60% of US power generation, and plans a components joint venture with ABB.
UK publishes Load Control Licence conditions, covering cyber security and fair exit
Published on 2 November, the conditions apply to load controllers and flexibility service providers ahead of the Load Control Licence Regulations 2027, to be laid before Parliament this year.
AGL's 2 GWh Mount Britton battery enters federal environmental review
AGL referred its 500 MW / 2,000 MWh project near Nebo in Queensland under the EPBC Act, and ACEnergy referred its 250 MW Joel Joel battery in western Victoria.
Five days earned 38% of Australia's grid battery revenue in October
NEMPulse estimates the NEM's 63 grid-scale batteries took AU$37.62 million in October, 97% of it from arbitrage, with 12 October alone worth AU$6.82 million.
Westinghouse starts six-month FEED study for an AP1000 at Bohunice
The study, partly funded by the US State Department's FIRST programme, follows ČEZ's exit from the project company JESS; Slovakia targets completion of the new unit by 2040.
Xcel puts 9.2 GW of renewables at the centre of a $70 billion plan
The plan adds 9.2 GW of renewables, 2.3 GW of storage and 3.3 GW of gas plus 2,400 miles of transmission; it is funded with $26 billion of debt and $8 billion of new equity.
UK Budget keeps heat pump grant, cuts its funding and ends zero VAT on solar
The boiler upgrade scheme stays at £400 million for 2027-28 instead of £600 million, home solar and batteries move to 5% VAT from April 2027, and Warm Home Loans guidance is published.