HD Hyundai Heavy Industries signed a $673.8 million deal to supply 1,000 MW of marine-derived engines to US data centers, its largest ever and its second record order in four months. The reason is a gas turbine backlog stretching to 2030.
Ofgem has ordered an independent probe into NESO after whistleblowers alleged staff were told not to keep records during June's heatwave. NESO's own long-term risk reports will not return until late 2028.
Samsung and SK Hynix are racing to open memory fabs 10 minutes apart in Yongin by 2027. The power grid and water supply those fabs need will not be finished until 2041. What that gap means for anyone buying AI memory.
CenterPoint raised its 10-year capital plan to $66.7 billion on 14 GW of Texas data-center demand and promised $5 billion in customer savings. ERCOT's collateral rules, not the demand forecast, are what make that number credible.
Five US start-up reactors went critical between June 4 and August 6, 2026 under a DOE pilot program built around a political deadline. None is NRC-licensed and none feeds a grid or a data centre yet.
Germany's grid regulator built a platform that can order 4,300 large power users to shut down within 24 hours, uncompensated, and only confirmed it after a leak forced its hand.
The European Commission pushed the EU ETS free-allocation phase-out for CBAM sectors out to 2038 on July 17, 2026. Steelmakers say the deadline that actually bites, 2029-2030, barely moved.
FERC ordered PJM, MISO, SPP, CAISO, ISO-NE and NYISO to justify or rewrite their large-load tariffs by mid-August. Most have an easy way to buy five more months.
BNetzA's August 6 draft decision sets capacity-based grid fees for all German generation and storage above 30kW from 2029. Miss financial close by January 1, 2027 and you lose 20-year fee protection.
FERC's approved PJM fast lane took effect July 31, 2026: 250MW minimum, governor-level siting backing required, only 10 projects a year. Here is what it means for owners still stuck in the 220GW regular queue.
EirGrid will not connect new Dublin-area data centres until 2028, and Ireland's regulator now requires large schemes to fund their own power. What this means for EU site selection.
French day-ahead power jumped 21.8 percent and German prices rose 22.8 percent as EDF curtailed 7.3 gigawatts of nuclear capacity in France's fifth heatwave of 2026 - the pattern four earlier heatwaves warned about is now confirmed in the market data.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.