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.
Analysis
Energy and the grid, read from the primary documents
Who should own the battery? Exelon wants it in rates, Gresham House puts a fleet up for sale
Two announcements in two days show the same asset class pulled in opposite directions: a US utility seeking regulated ownership and a London-listed fund inviting a buyer.
Edison: delay on California wildfire reform will cost customers in credit
On its third-quarter call, Edison International asked for a liquidity source and a shareholder liability cap, and put a $300 million price on elevated credit spreads for SCE's 2027 bonds alone.
Spanish solar PPAs fall to €30.93/MWh; hybrid deals with storage reach €48
LevelTen's third-quarter data put a €17 premium on solar paired with batteries in Spain, as curtailment in the first half tripled; standalone prices are nearing the floor for financing.
Data centres lift Hubbell sales 80% and FirstEnergy's pipeline to 26 GW
Two third-quarter calls show the same demand at different stages: equipment already shipping to data centres, and a utility pipeline in which only a fraction of the load is contracted.
Singapore, Ethiopia and Australia show three different first steps toward nuclear power
Singapore trains people for an IAEA review next year, Ethiopia names three candidate sites for two 1,200 MWe units, and an Australian poll finds 56% back lifting the legal ban.
India runs 5.3 GWh of batteries and plans 185 GWh — a Gujarat flow battery shows the gap
A CEA official puts the 2035-36 storage need at 888 GWh; the same week a six-hour vanadium flow battery at an idle gas plant illustrates what delivery looks like project by project.
If utility returns are falling, the story of rising bills has to be about supply
A former EIA administrator argues the 'utility greed' framing does not fit the data, and that the real lever on electricity affordability is building enough supply.
FERC moves to drop air-dispersion modelling from its gas reviews — what that changes
A draft policy statement would stop FERC requesting or relying on air dispersion models for Natural Gas Act projects, leaning on EPA and state Clean Air Act permits; one commissioner dissented.
NESO raises its November balancing-cost forecast to £439m; constraints are three-quarters of it
The system operator's BSUoS report puts November 12% above its September view, with wholesale prices revised up 25%. Its six-month breakdown shows how little of the bill is anything other than constraints.