WEEK OF MARCH 6, 2026

The tail end of 2025 saw continued growth in most utilities’ spending and load projections, with Duke Energy claiming the distinction of having the largest capital spending plan of any regulated electric utility in the U.S. 

Companies used their fourth-quarter earnings presentations to highlight their efforts to address affordability concerns through large load tariffs and other means as they come under pressure from ratepayers, regulators and elected representatives over rising costs.

The agreement outlines the deployment of 1,400 MW of wind, 200 MW of solar and Form’s 300-MW battery on Xcel’s Upper Midwest grid. 

Kevin Coss, a utility spokesperson, said Xcel had not yet determined where it will deploy Form’s modules nor whether the entire 300-MW capacity will comprise a single installation “or multiple smaller installations.”

At the end of 2025, the U.S. had 137 GWh of utility-scale storage, 19 GWh of commercial and industrial storage and 9 GWh of residential storage, Benchmark said.

By 2030, the consultancy expects more than 600 GWh of energy storage on the U.S. grid.

The PJM Interconnection on Friday asked the Federal Energy Regulatory Commission to approve two key elements of its emerging plan for ensuring it has enough power supplies to meet growing loads, driven mainly by data centers.

Under a proposed “expedited interconnection track” process, PJM would consider up to 10 interconnection requests a year on a fast-track basis for new or uprated capacity resources of at least 250 MW.

The largest provider of residential solar and battery subscriptions in the U.S. saw a year-over-year decline in subscriber additions and installation volumes in the fourth quarter of 2025.

In an earnings report and investor update released Thursday, Sunrun said its closely watched “subscriber value” metrics also fell last quarter.

Bloomfire’s Enterprise Intelligence platform – a knowledge management and AI-powered search solution – will be integrated into Worley Consulting’s digital offerings to help companies move beyond traditional ways of managing information.

Enterprise Intelligence centralizes and organizes critical company information, making it easier for organizations to apply collective expertise.

The authorization allows additional exports of up to 0.47 billion cubic feet per day (Bcf/d) of U.S. natural gas as LNG to non-Free Trade Agreement (non-FTA) countries from Trains 8 and 9 of the Corpus Christi Stage 3 Project, known as the Midscale Trains 8 & 9 Project.

With this order, Corpus Christi LNG is now authorized to export a total of 4.45 Bcf/d, making it the second-largest LNG export project in the U.S.

Just a month ago, Europe was attracting most LNG spot cargoes as solid demand and fast-depleting gas inventories fetched higher prices than in Asia, where demand was lackluster.

A month is a long time in today’s geopolitical order and this week the global gas market was jolted into a massive shock that upended supply and demand trends.

Canadian Natural Resources surpassed analysts’ expectations for fourth-quarter profit on Thursday, benefiting from higher oil production.

Canadian oil sands producers, including Canadian Natural Resources, weathered a global sector downturn, hit by U.S. tariff uncertainty and rising OPEC+ supply, thanks to years of investment that kept their costs among the lowest in North America.

See more Notable News articles such as these via Utility Dive, BIC Magazine, Oilprice.com and EnergyNow.ca.