Utility Dive - Page 3

Exelon Cuts Its High-Probability Data Center Load 40% to 11 GW After Demanding Signed Contracts and Collateral

August 9, 2026 · AI Energy Demand

4 sources Exelon cut its high-probability data center load from 18 GW to 11 GW after screening for signed transmission service agreements and posted collateral, and its longer-term pipeline fell…

Siemens Energy’s Grid Order Backlog Hits a Record 51 Billion Euros on Transformer Demand

August 9, 2026 · Analysis

4 sources Siemens Energy's Grid Technologies unit closed the June quarter with a record 51 billion euro order backlog as transformer orders pushed segment intake up 28%, and the company…

Lincoln Electric System Energizes a 3 MW, 12 MWh Eos Zinc Battery Inside Its 30 MW Downtown Community Microgrid

August 7, 2026 · Emergency & Local Government

5 sources Lincoln Electric System energized a 3 MW, 12 MWh Eos zinc battery at a downtown Lincoln substation, adding about 10 percent of supply capability to the 30 MW…

New Jersey Staff Propose a 3 Percent Peak Demand Cut per Utility Under a Virtual Power Plant Bridge Program

August 6, 2026 · Uncategorized

5 sources New Jersey Board of Public Utilities staff propose that each electric distribution company cut peak demand by at least 3 percent using customer-sited batteries and other behind-the-meter devices,…

Senator Welch Files the STRONG GRID Act, Directing $700 Million to Microgrids

August 5, 2026 · FERC & Federal

3 sources Senator Peter Welch introduced the STRONG GRID Act on July 29, directing $700 million to microgrids through a $200 million Department of Energy pilot and $500 million in…

Combined-cycle gas power block with heat recovery steam generators next to a data center campus and transmission lines

NRG Lines Up a $3.2 Billion 1.2 GW Texas Gas Plant Paid by Capacity, Not by Data Center Output

August 4, 2026 · AI Energy Demand

4 sources NRG Energy agreed on principal terms with an unnamed cloud and AI hyperscaler for a 1.2 GW gas plant in Texas. More than 95% of the project cash…

Texas Freezes New Data Center Grid Approvals Until PUCT and ERCOT Audit a 474 GW Queue

August 3, 2026 · Data Centers

4 sources Texas Governor Greg Abbott halted new data center grid connections on August 3, ordering the PUCT and ERCOT to audit an interconnection queue that holds more than 1,800…

Data Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says

July 23, 2026 · Analysis

4 sources PJM's independent market monitor attributes $6.3 billion of the latest capacity auction's $16.4 billion cost to data centers, and $29.4 billion across the last four auctions, ahead of…

Texas Awards Xcel’s Southwestern Public Service a $113 Million Grant to Harden the Panhandle and South Plains Grid

July 21, 2026 · News

4 sources Texas awarded Southwestern Public Service a $113 million Outside ERCOT grant to inspect 273,000 poles and harden distribution across the Panhandle and South Plains.

Virginia Regulators Weigh Shifting $1.5 Billion in Dominion Transmission Costs Onto Data Centers, Decision Due August 1

July 18, 2026 · Policy & Markets

5 sources Virginia's State Corporation Commission is deciding whether data center operators should directly fund the transmission lines their demand requires, in a Dominion Energy rate case with an August…

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