Google Wind Energy 2026, 36% US Investment Drop Post-OBBBA

Offshore Wind Cancellations, $34.8 B in Write-Offs, 10% Drop in Corporate PPAs,…


PJM Grid & Power Infrastructure 2026, 500 MW Microsoft PPA

Grid Infrastructure Bottlenecks, 25% of Global Capacity Stalled, $34 B in…


Google Wind 2026, 10 GW Com Ed Plans, Intersect Power

Onshore Wind PPAs for Data Centers, 833% PJM Price Spike, 7.9 GW Illinois…


PJM Fuel Cell 2026, 4.7 GW Capacity Loss, Dominion Energy

Grid Infrastructure Delays, 11 GW At-Risk Capacity, 5-Year Transformer…


Infinite Grid Capital Energy Storage 2026, $200M Neo Volta Deal

BESS Supply for AI, Infinite Grid Capital's 1.1 GWh Neo Volta LOI, $200 M Deal,…


PPL Natural Gas Generation 2026, 253 GW PJM Demand Surge

PPL Data Center Grid Overhaul, $23 B Capex Plan, Blackstone JV, and 25.2 GW…


Distributed Energy 2026, 190 GW Hyperscale Pipeline, PJM

Diesel Generator Demand, 7 GW Capacity Gap, 104-Week Lead Times, and PJM…


PJM Grid & Power Infrastructure 2026, 9.3 GW FERC Approval

PJM Grid Interconnection Failure, 220 GW New Apps vs. 3 GW Connected, a 60 GW…


Dominion Grid Infrastructure 2026, $1.6B Virginia Tax Loss

Data Center Project Cancellations, 7 GW Capacity Gap, 300 State Bills, and Tax…


AI & Data Center Energy 2026, 2,600 GW Queue & PJM Plan

Top 10 US Grid Bottleneck Risks: ERCOT's 410 GW Queue & PJM's 6.6 GW Shortfall…


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