Oct 22, 2026 | Policy & Regulations, Renewable Energy, Smartgrids
Behind the meter, gas is winning the AI power race. The US grid will add a record 86 GW of capacity in 2026, and only 6.3 GW of it is natural gas — a result we read as gas losing back in August. That reading was right about the grid. It missed a second power system...
Oct 21, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids
Data centers in the United States are building their own power plants, and roughly three-quarters of that on-site generation is natural gas. The obvious read is that gas has out-competed solar and batteries for the AI boom. It hasn’t. Gas is winning because it...
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...
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...
