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 27, 2026 | Renewable Energy, Smartgrids, Solar, Wind
US wind and solar generated roughly 420 terawatt-hours in the first half of 2026 — about a fifth of the country’s electricity, and marginally more than its nuclear fleet’s 390 TWh, on Energy Information Administration figures. Their combined share climbed...
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...
Jul 31, 2026 | Renewable Energy, Smartgrids, Solar
Solar and battery storage account for 79% of every gigawatt the United States expects to add to its grid this year. The Energy Information Administration projects 86 GW of new utility-scale generating capacity in 2026 — a record if it lands — of which solar...
