EUCI Blog

By Mark Jaffe, EUCI energy writer U.S. installations in the first quarter of 2025 more than doubled year-over-year with 2.1 gigawatts (GW) of capacity coming online, but tariffs and shifting federal regulations led to a sharp drop in wind turbine orders, according to the U.S. Wind Energy Monitor. The report – a collaboration of consultant…

By Mark Jaffe, EUCI energy writer Prices for guaranteed power in the PJM Interconnection – through a capacity auction – rose 22% from last year’s price to $329.17 a megawatt-day, the nation’s largest grid operator announced July 22. The jump would have been even sharper at $389 a megawatt-day, if the PJM had not agreed…

By Mark Jaffe, EUCI energy writer The combination of geopolitical uncertainty – driven by war in Ukraine and the Middle East – and a soaring demand for energy are reviving global prospects for coal, according to a Wood Mackenzie analysis. “Coal-fired power could be a bigger part of the energy mix for longer than expected,…

By Mark Jaffe, EUCI energy writer Three Utah electricity providers are seeking to block their power wholesaler, PacifiCorp, from adding $1.7 billion to their rates to pay for liabilities from a string of wildfires in Oregon and California. The three – the Deseret Generation & Transmission Co-operative, Utah Associated Municipal Power Systems (UAMPS), and Utah…

By Mark Jaffe, EUCI energy writer Global electric vehicle (EV) sales are set to have another record-breaking year in 2025, even as the U.S. market is hit with policies to cut back support for the vehicles, according to BloombergNEF. BNEF is projecting nearly 22 million passenger EV sales this year, up 25% from 2024. China…

By Mark Jaffe, EUCI energy writer U.S utilities have been caught “flat-footed” in the face of the soaring demand for electricity from data centers and manufacturing plants, according to a Wood Mackenzie study. Wood Mackenzie is tracking 134 gigawatts (GW) of proposed data centers across the U.S., a 68% increase from the 50 GW in…

By Mark Jaffe, EUCI energy writer Growth in spending and production in the U.S. oil industry are projected to slow over the next few years, after a boom in drilling and capital spending between 2015 and 2024, according to an International Energy Agency (IEA) analysis. Upstream oil investments are on track to fall by nearly…

By Mark Jaffe, EUCI energy writer The solar industry posted a solid first quarter in 2025, but is already seeing a slowdown that will continue through 2030 due to federal tax and tariff policies, according to a Wood Mackenzie-Solar Energy Industries market analysis. The industry installed 10.8 gigawatts (GW) of solar generating capacity in the…

By Mark Jaffe, EUCI energy writer The U.S. Department of Energy (DOE) has canceled $3.7 billion in grants to industries aimed at cutting carbon emissions and improving energy efficiency at facilities ranging from cement kilns to a ketchup factory. “DOE found that these projects failed to advance the energy needs of the American people, were…

By Mark Jaffe, EUCI energy writer The repeal of renewable energy tax credits, part of the proposed Republican budget bill, would lead to a 15% decline in wind, solar, and battery storage capacity by 2035 and an increase in wholesale and retail electricity prices, according to an S&P Global forecast. “As renewable generators lose the…

By Mark Jaffe, EUCI energy writer Wholesale electricity prices in the U.S. are projected to rise by an average 12% this summer, and while the margin between demand and generation capacity will be thinner, there should be adequate capacity, according to a Federal Energy Regulatory Commission (FERC) assessment. Electricity demand this summer is expected to…

By Mark Jaffe, EUCI energy writer Electricity consumption in the U.S. is forecast to reach an all-time high by 2026, driven mainly by commercial and industrial demand, according to the federal Energy Information Administration (EIA). During the same 2025-2026 period, retail electricity prices are set to increase from 13% to 18%, depending on the region,…