We provide business journalism and in-depth insight into the most impactful news and trends shaping the utility industry. Sign up here: https://xitter.gq/t.co/0XKr5B1zcB
Washington, DC
Joined April 2011
- Tweets30.1K
- Following884
- Followers29.7K
- Likes450
Pinned Tweet
Don’t miss our preview of what’s ahead for the utility industry in 2026. From renewable energy to grid modernization, discover the trends shaping the future of energy. Read the full report: utilitydive.com/news/utility…
Eversource’s financial risk eases as Revolution Wind hits full commercial operations: CEO
Eversource's third-quarter income fell 22% year over year, driven in part by a lack of income from Aquarion, a water utility subsidiary the company sold in June.
utilitydive.com/news/eversou…
Sempra expects 20% increase to Oncor’s capex plan, driven by load growth
“We continue to believe that both parties want a strong and growing Texas," Oncor CEO Allen Nye said regarding the outcome of the midterm elections.
utilitydive.com/news/sempra-…
DTE expands investment plan 30%, will sell unregulated subsidiary to fund growth
After the $3 billion sale of DTE Vantage, DTE “becomes a higher growth premium utility” and “a simpler business,” CEO Joi Harris told analysts Thursday.
utilitydive.com/news/dte-exp…
Duke Energy to stay course on data center-fueled growth plan after ‘historic’ election
The company’s large-load pipeline of 15.4 GW has remained virtually unchanged since Q1 2026 as it pursues a $103 billion spending plan focused on new gas generation.
utilitydive.com/news/histori…
Co-located solar, storage jumps to 16% of all installations, up from 2% in 2017: EIA
The share of solar projects co-located with storage is projected to pass 30% over the next two years, based on planned additions, according to a report from the EIA.
utilitydive.com/news/storage…
Trump ban on foreign grid components sparks industry concern over cost, practicality
Stakeholders applauded the order’s intent but said restrictions based on geography, rather than function and capability, miss the point and threaten investment.
utilitydive.com/news/trump-b…
APS expects sales to double by 2041, plans extending coal use to 2038
Peak demand will grow about 3.4% annually over the next 15 years, driven by industry and data centers, Arizona Public Service said in an integrated resource plan.
utilitydive.com/news/aps-sal…
Entergy sees progress on Arkansas data center deal, strong Q3 sales
The New Orleans-based company separately inked firm pipeline contracts for enough natural gas to support 10 new combined-cycle power plants in Louisiana, CEO Drew Marsh said Monday.
utilitydive.com/news/entergy…
Eaton CEO: AC to DC migration for data centers ‘is real’
The company says it’s poised to capitalize on the trend by investing in solid-state transformers. But the “timing of that transition is not under our control,” said CEO Paul Ruiz.
utilitydive.com/news/eaton-c…
Exelon, Invenergy complaints at FERC seek capacity market changes
Exelon asked the Federal Energy Regulatory Commission to order PJM to adopt a “prompt” capacity auction; Invenergy wants MISO to let HVDC lines receive capacity payments.
utilitydive.com/news/exelon-…
Electric utilities join industries urging renewal of cybersecurity information-sharing law
CISA 2015, as the law is often called, provides liability protections for companies sharing cyber threat indicators amongst themselves and with federal agencies.
utilitydive.com/news/electri…
APS expects sales to double by 2041, plans extending coal use to 2038
Peak demand will grow about 3.4% annually over the next 15 years, driven by industry and data centers, Arizona Public Service said in an integrated resource plan.
utilitydive.com/news/aps-sal…
Trump ban on foreign grid components sparks industry concern over cost, practicality
Stakeholders applauded the order’s intent but said restrictions based on geography, rather than function and capability, miss the point and threaten investment.
utilitydive.com/news/trump-b…
Caterpillar expands production of engines and turbines to meet data center demand
The heavy machinery and power equipment maker saw its order backlog reach $78 billion during the third quarter, almost double what it was a year ago.
utilitydive.com/news/caterpi…
Can ‘BattMan’ secure the US battery manufacturing supply chain?
The Energy Department’s Battery Manufacturing Accelerator aims to plug gaps in domestic material and component supplies over the next few years as U.S. battery demand looks set to quadruple.
utilitydive.com/news/can-bat…
The Senate permitting bill holds promise but needs amendments
Targeted changes can minimize the most negative consequences of the permitting bill’s overreaching provisions, writes former FERC Chairman Mark Christie.
utilitydive.com/news/senate-…
PSEG Power plans 200-MW nuclear uprate as company eyes data center deals
But one of the units at the Salem plant in New Jersey, jointly owned with Constellation Energy, faces an extended outage to deal with degraded equipment, say federal filings.
utilitydive.com/news/pseg-po…
PJM’s revised data center backstop procurement plan reduces utility risks: ICF
The planned procurement could be for as little as 630 MW, down from an initial 6,800-MW target, after utilities in PJM’s footprint lowered forecasts, Jefferies analysts said.
utilitydive.com/news/pjm-rev…
Energy affordability tops voter concerns in election set to shake up Congress
“History shows us that energy crises create policy openings,” Hasan Nazar, head of policy at Crux, told Utility Dive.
utilitydive.com/news/energy-…
Mitsubishi Electric seeks to expand North American grid foothold
In August, the Japanese conglomerate said it would spend $1.4 billion to buy PCI Energy Solutions, whose platform manages about 60% of U.S. power generation.
utilitydive.com/news/mitsubi…
