EUCI Blog

By Mark Jaffe, EUCI energy writer Spurred by the growth in data centers, the electricity utility sector is preparing for a “super cycle” of capital expenditures with a projected $1.4 trillion in investments over the next five years, according to financial analyst Morningstar DBRS. “In response to increased demand, the utility sector in North America…

By Mark Jaffe, EUCI energy writer The independent market monitor for the PJM Interconnection is calling on federal regulators to reject an agreement to provide power to a planned Pennsylvania Amazon data center until there is evidence it won’t impact retail energy costs. The PJM is the largest grid operator in the U.S. covering Midwestern…

By Mark Jaffe, EUCI energy writer The virtual power plant (VPP) market grew by 13.7% year-over-year in 2025, reaching 37.5 gigawatts (GW) of capacity with an increase in company deployments, companies buying VPP energy credits, and utility-run programs, according to a Wood Mackenzie market report. The 33% in the number of a participants in the…

By Mark Jaffe, EUCI energy writer The Trump administration’s tariffs on aluminum, copper, and steel are posing a challenge to the utility sector as it faces the need to make “historic capital investments” in infrastructure, according to financial services company Morningstar. “The timing of these tariffs collides with an ambitious agenda to upgrade and expand…

By Mark Jaffe, EUCI energy writer Five state utility commissions opposed to paying for what they see as renewable energy projects for other states are seeking to change the financing for $22 billion in transmission projects planned by the Midcontinent Independent System Operator (MISO). In a complaint filed with the Federal Energy Regulatory Commission (FERC),…

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 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 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 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 The combination of coal-fired power plant closures, spurred by state and federal initiatives, and generous tax credits for new electric generation under the Inflation Reduction Act created a flood in renewable energy projects now waiting to get connected to the grid. “The surge in investment and development has overwhelmed…

By Mark Jaffe, EUCI energy writer The Southwest Power Pool (SPP) – serving all or part of 14 states from Texas to North Dakota – will need as much as $263 billion in new generation and transmission through 2050 to support a peak demand projected to rise 40% to 80%. Those investments can be made…

By Mark Jaffe, EUCI energy writer Efforts to expand and modernize electric grids around the world – to cope with growing demand for power and a shift to renewable generation – are struggling to keep pace in the face of supply chain bottlenecks, according to an International Energy Agency (IEA) report. “Prices and procurement times…