Federal energy regulator's decision set for June to propose large-load interconnection rule could reshape US transmission planning, reallocate upgrade costs and boost utility infrastructure expansion
Federal Energy Regulatory Commission plans action on proposal to expand oversight of AI-driven data center grid connections as utilities accelerate transmission upgrades.
As Toronto's grid reaches its limits, Ontario's electricity system operator has proposed a $9.8 billion plan to address the issue, potentially establishing one of North America’s largest high-voltage construction programs.
Wind, nuclear, solar and hydropower generated more than one-third of China's power in 2025, the government said, with more than half of expanded installed transmission capacity now from clean sources.
With interconnection queues topping 2,000 GW of capacity, firms aim to expand engineering and advisory services upstream of transmission and generation construction
Private equity firm Littlejohn is backing grid consultant GDS as interconnection queues and power demand reshape when transmission, generation and substation projects reach construction.
As data center demand surges, grid access—not land—is deciding which projects move forward, forcing builders to rethink power infrastructure, costs and schedules before construction begins.
A large renewable energy project cancellation in New York and the threat of Trump administration growth curbs are raising market jitters, but more federal project approvals are pushing forward.
Projects selected by the U.S. Dept. of Energy would add nearly 1,000 miles of transmission development and 7,100 MW of capacity in Louisiana, Maine, Mississippi, New Mexico, Oklahoma and Texas.