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...
Oct 5, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids
Japan has roughly 170 gigawatts of grid-scale batteries waiting to connect to its power grid and under one gigawatt actually connected. The queue is larger than the country’s entire peak electricity demand, and more than 99 percent of it has never produced a...
Sep 21, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids
Texas has built the largest grid-battery fleet in the United States — roughly 21 GW of operating capacity by mid-2026, against California’s 17 GW — and it did so with no storage mandate, no capacity market and no climate target. The lesson the rest of the...
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...
