Good morning. The grid is doing the hard part in public today: PJM is warning on congestion and record demand, New Jersey is trying to wall off data-center costs from other ratepayers, and solar developers are squeezing through the last tax-credit gate.
Top Stories
NEW JERSEY SENDS DATA-CENTER TARIFF BILL TO GOVERNOR
Utility Dive
The bill targets data centers of at least 50 MW, putting ratepayer protection at the center of the AI power fight.
PJM WARNS ON PRICE SPIKES AS DEMAND PUSHES RECORDS
Reuters
The largest U.S. grid operator is not just managing heat-driven load; it is flagging congestion costs that can turn scarcity into bills.
SOLAR RACES PAST TAX-CREDIT DEADLINE
E&E News
Developers safe-harbored much of the utility-scale pipeline, but the next wave of projects faces harder economics and murkier federal rules.
KKR BUYS EDF NORTH AMERICA RENEWABLES FOR $4.2B
Reuters
Private equity is still paying up for operating clean-power platforms as demand growth makes generation portfolios more valuable.
NUCLEAR STARTUP, NVIDIA TEAM ON WATER-SAVING DATA CENTER
Reuters
Valar Atomics is pitching small nuclear and water conservation together, a sign AI infrastructure is forcing new power-and-cooling combinations.
Power & Grid
NEW YORK TRANSMISSION OVERHAUL FREES 1 GW
Adirondack Explorer
The Smart Path Connect work shows how reconductoring and line upgrades can unlock capacity without waiting on entirely new corridors.
GRID TECH BACKERS MAKE THE COST-CUTTING CASE
Pennsylvania Capital-Star
Advanced transmission technologies are getting a policy moment because they promise more usable grid capacity from infrastructure already in the ground.
CONNECTICUT UTILITIES SUE OVER GRID INCENTIVES
CT Insider
The fight over transmission-connection incentives is a reminder that grid cost recovery can get political fast when regulators see easy savings.
ILLINOIS SOLAR PROJECT USES OLD GAS INTERCONNECTION
Interesting Engineering
Earthrise moved 270 MW of solar faster by reusing surplus interconnection capacity, the kind of shortcut developers need in clogged queues.
VIRGINIA RETURNS TO RGGI WITH RATEPAYER REBATE PLAN
WHRO Public Media
The state is rejoining the carbon market while trying to redirect some proceeds back to ratepayers, a political hedge around climate policy costs.
Data Centers
POLIS DEFENDS DATA CENTERS IF THEY CUT BILLS
Axios
Colorado is becoming another test case for whether governors can welcome AI load while demanding proof on utility rates and water use.
PENNSYLVANIA MOVES TO CLOSE DATA-CENTER MEETING LOOPHOLE
PennLive
The Sunshine Act push turns data-center siting into a transparency fight after local residents complained of surprise approvals.
LOUDOUN PRESSES TO REROUTE DATA-CENTER POWER LINES
WUSA9
Northern Virginia opposition is moving from data-center buildings to the transmission infrastructure needed to feed them.
DATA-CENTER DEVELOPER OFFERS HOUSEHOLDS $10K
PennLive
The Hazle Township offer is a blunt version of community-benefit politics: direct payments in exchange for local support.
CONSUMERS ENERGY CANCELS GAS PLANT AFTER LOCAL UPROAR
MLive
The canceled Michigan project shows that even dispatchable capacity can hit a wall when communities decide the siting burden is too high.
Stat of the Day
165,563 MW
PJM's all-time demand record, set in 2006 and forecast to fall today
Peak load for July 2 is projected to top that mark as heat and data-center demand collide, pushing the largest US grid into emergency operations.
Reuters ↗