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The BrightVolt Take: Gas Is Winning Behind the Meter

The BrightVolt Take: Gas Is Winning Behind the Meter

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...
Interconnection Queues: The Clean-Energy Bottleneck

Interconnection Queues: The Clean-Energy Bottleneck

Sep 14, 2026 | Renewable Energy, Smartgrids

In the United States the wait to plug a power plant into the grid is now longer than the time it takes to build one. Roughly 2,000 gigawatts of generation and storage — more than the entire installed US power fleet — sits in interconnection queues, and of every...
The BrightVolt Take: China’s Coal Is Contracted to Run

The BrightVolt Take: China’s Coal Is Contracted to Run

Sep 14, 2026 | Policy & Regulations, Renewable Energy, Smartgrids

China threw away an estimated 360 terawatt-hours of wind and solar in the first half of 2026 — more clean electricity than the entire country’s power demand grew by, and up 49% on a year earlier. In the same six months it switched on 30 gigawatts of new coal....
The BrightVolt Take: Solar Isn’t the Bottleneck. The Queue Is.

The BrightVolt Take: Solar Isn’t the Bottleneck. The Queue Is.

Jul 30, 2026 | Policy & Regulations, Renewable Energy, Smartgrids, Solar

The United States does not have a solar problem. It has a queue problem, and every headline celebrating record renewable output while data centre demand climbs is measuring the wrong thing. American solar farms posted their highest monthly output ever this summer, up...