Answering the same FERC order that pushed PJM's board to impose mandatory curtailment, CAISO's July 20, 2026 filing says California has no comparable shortfall and is choosing a slower, voluntary compliance path instead.
On August 11, 2026 Australia's NEM battery fleet discharged a record 4,325 MW while AEMO data show the same fleet's price spread fell 85 percent in a year, a warning for every grid now betting on batteries.
The US Energy Information Administration cut its Texas 2027 electricity growth forecast from 14 percent to 5.6 percent after Governor Abbott paused data center interconnections on August 3, 2026. No audit finding has been published yet.
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.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.