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The BrightVolt Take: Gas Didn’t Win the AI Power Race

The BrightVolt Take: Gas Didn’t Win the AI Power Race

Aug 7, 2026 | Renewable Energy, Smartgrids

Gas did not win the AI power race. In 2026 the US grid will add a record 86 GW of capacity, and 6.3 GW of it is natural gas — 7% of the total, behind solar, batteries and wind. The turbine order books everyone points to are real, but the first slots GE Vernova is...
The BrightVolt Take: Storage Just Overtook Wind on Winter

The BrightVolt Take: Storage Just Overtook Wind on Winter

Aug 1, 2026 | Renewable Energy, Smartgrids, Wind

In PJM’s 2026/27 capacity auction, onshore wind was credited at 41% of its nameplate rating and a four-hour battery at 50%. In the 2028/29 auction held this July, wind was credited at 34% and the battery at 59%. Storage has overtaken wind on the one measure wind...