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.
On 12 August a solar eclipse cuts Spanish solar output by about 5 GW just as a heatwave forces nuclear cuts in France, Romania and Bulgaria. Europe's doubled battery fleet faces its first real test.
Texas issued the largest air permit in US history for Amazon's Pecos County data centre: a 7.65-gigawatt private gas plant built to never enter the ERCOT connection queue.
Hungary shut its only nuclear plant for the first time in 44 years as Danube levels hit a record low. Why this is a recurring risk, not a one-off.
France's regulated electricity tariff rose 2.5% on 1 August 2026, hitting over 19 million accounts. The CRE ties most of the increase to TURPE, the grid network charge - and that charge is a recurring cost line, not a one-off.
NESO has commissioned the first of 16 synchronous condensers at Pembroke. Here is why Britain now has to build and pay for grid stability that used to come free.
Ofgem proposes a GBP 237,500 to 712,500 per megawatt fee to stop speculative data centre projects clogging Britain's 125 GW grid queue. What it means for operators and investors.
NuScale Power's Q2 2026 revenue collapsed to $0.1 million after its Romania engineering contract ended, even as cash reserves swelled to $1.9 billion. The TVA deal remains unsigned.
Valar Atomics closed a $1 billion Series B led by Sequoia Capital at a $6 billion valuation on Aug 3, 2026. What its reactor-fleet plan means for AI power strategy.
Ofgem's 29 July consultation would charge UK data centre developers 237,500 to 712,500 GBP per megawatt just to hold a grid connection offer, refundable at energisation. The UK demand queue grew from 41 to 125 gigawatts in seven months.
Page 6 / 11
One considered note on infrastructure, governance, and measurement, most mornings. No theory.