Good morning. A Cold War uranium site is becoming an AI campus, utilities want $18.6 billion more from customers, and Ohio is putting a giant battery beside its computing hub. The power race is moving from projections to concrete.
Top Stories
AN AI CAMPUS RISES FROM A COLD WAR URANIUM SITE
Financial Times
NextEra and Brookfield plan 1.2 GW of computing capacity on DOE's shuttered Paducah enrichment site in Kentucky, supported by as much as 2 GW of gas generation and 2.6 GW of batteries.
UTILITIES ASK CUSTOMERS FOR $18.6 BILLION MORE
Latitude Media
First-half electric and gas rate requests could affect more than 56 million customers, with the second quarter's $9.2 billion setting a new record.
DOE REOPENS THE TRANSFORMER RULE UTILITIES THOUGHT WAS SETTLED
Utility Dive
Power companies want more compliance time rather than a repeal, warning that another standards reversal could complicate investment during a severe equipment shortage.
A FALLING DANUBE SHUTS ROMANIA'S NUCLEAR FLEET
Reuters
Low river levels forced both Cernavoda reactors offline, turning a summer water shortage into a national electricity-supply problem.
THREE MILE ISLAND'S RESTART CLOCK TICKS TOWARD 2027
Pennsylvania Capital-Star
Unit 1, renamed the Crane Clean Energy Center, is moving toward a Microsoft-backed return while safety, workforce and community questions follow the compressed restart schedule.
Power & Grid
PJM'S BIGGEST BATTERY BREAKS GROUND BESIDE OHIO'S AI HUB
Canary Media
Eolian's 1-GWh project will deliver 200 MW for five hours into the New Albany substation, with the first phase scheduled for June 2027.
A BIPARTISAN BILL TRIES TO CLEAR THE PATH FOR MICROGRIDS
VermontBiz
The STRONG GRID Act would streamline development and interconnection for localized systems that can keep critical facilities running when the larger network fails.
NEW ALBANY BUILDS A GRID BEHIND THE GRID
NBC4i
Veolia will operate a 350-MW private microgrid for an Ohio AI campus, bypassing the wait for conventional utility interconnection.
WEC SAYS ORACLE WILL PUT SECURITY BEHIND ITS POWER REQUEST
WisBusiness
The utility expects Oracle to satisfy collateral requirements for its Wisconsin campus, a concrete test of whether hyperscalers will absorb the financial risk of new infrastructure.
NEW JERSEY STARTS BUILDING A VIRTUAL POWER PLANT
New Jersey Board of Public Utilities
The state is designing a program to combine home batteries, smart thermostats and EV chargers into a grid resource aimed at lowering peak demand and customer bills.
Data Centers
THE DATA-CENTER INDUSTRY TAKES ITS CAMPAIGN TO SEVEN STATES
Ohio Capital Journal
A newly visible network is funding ads around tax incentives and restrictions in Ohio, Oregon and five other states as local resistance hardens.
NEW YORK WANTS DATA CENTERS TO PAY FOR THEIR OWN DEMOLITION
WXXI News
Gov. Kathy Hochul wants decommissioning bonds to cover obsolete facilities, adding a cleanup requirement to the state's moratorium and power-cost framework.
BRITAIN MAY CHARGE DATA CENTERS TO JOIN THE GRID QUEUE
IT Pro
Ofgem is considering application fees to deter speculative connection requests that consume planning resources and clog an already crowded pipeline.
THIRTY GEORGIA HOMES STAND IN THE PATH OF AI'S POWER LINE
CBS News
A 35-mile, 500-kV Georgia Power project would affect more than 300 properties and could demolish roughly 30 homes as data-center demand reshapes the transmission map.
THE CAROLINAS LAND $160 MILLION FOR AN AI-READY GRID
Live 5 News
A National Science Foundation award will back a regional push to modernize power electronics and grid infrastructure for rising AI, manufacturing and electric-vehicle demand.
Stat of the Day
$100B
Planned investment at DOE's Paducah site
NextEra says the project satisfies the White House ratepayer pledge by bringing its own generation, the first real test of what that voluntary commitment means in practice.
Financial Times ↗