The United States installed a record 57 gigawatt hours of new battery storage on its electric grids in 2025, a nearly 30% increase over the prior year that arrived even as the Trump administration cut tax credits for wind and solar in last summer's One Big Beautiful Bill. The figures come from a Solar Energy Industries Association report published Monday, which also projects the market will grow another 21% this year by adding 70 gigawatt hours in 2026 alone. Battery tax credits themselves survived the legislation largely intact, and the majority of last year's new installations were stand-alone systems not tied to specific solar projects. In Texas, solar met more than 15% of electricity demand throughout the summer and beat out coal for the first time, and the SEIA report predicts the state will overtake California this year in total deployed storage. Supply chain restrictions reinforced by the bill and project cancellations could slow the pipeline this year, the report cautions.

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U.S. battery storage installations hit a record 57.6 GWh in 2025, and Texas is now poised to surpass California as the nationâ(TM)s largest storage market in 2026. Electrek reports: According to the US Energy Storage Market Outlook Q1 2026 from the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, installations are now four times higher than totals from just three years ago. The US had a total of 137 GWh of utility-scale storage installed as of 2025, plus 19 GWh of commercial and industrial systems and 9 GWh of residential storage. Analysts expect the growth streak to continue. More than 600 GWh of energy storage is projected to be deployed nationwide by 2030, even as the Trump administration targets clean energy industries. Two-thirds of utility-scale storage installed in 2025 was built in red states, including nine of the top 15 states for new installations. Texas is projected to surpass California as the countryâ(TM)s largest battery storage market in 2026. Standalone battery projects accounted for nearly 30 GWh of new capacity in 2025, while solar-plus-storage installations made up about 20 GWh. Residential storage deployments reached 3.1 GWh last year, a 51% increase year-over-year. Analysts say virtual power plant programs in states such as Massachusetts, Texas, Arizona, and Illinois are helping drive adoption by reducing costs and easing strain during peak demand periods. The supply chain is shifting to support the boom. In 2025, some battery cell manufacturers pivoted production from EV batteries to dedicated stationary storage cells, converting existing lines and adjusting future plans. Lithium-ion cell manufacturing for stationary storage reached more than 21 GWh in 2025, enough to power Houston overnight, according to SEIAâ(TM)s Solar and Storage Supply Chain Dashboard. Meanwhile, US factories now have the capacity to manufacture 69.4 GWh of battery energy storage systems annually.

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Researchers at the Thomas Jefferson National Accelerator Facility are advancing Accelerator-Driven Systems (ADS) that use high-energy proton beams to transmute long-lived nuclear waste into shorter-lived isotopes. "The process also generates significant heat, which can be harnessed to produce additional electricity for the grid," reports Interesting Engineering. The projects are supported by $8.17 million in grants from the Department of Energy's NEWTON (Nuclear Energy Waste Transmutation Optimized Now) program. From the report: The researchers are developing ADS technology. This system uses a particle accelerator to fire high-energy protons at a target (such as liquid mercury), triggering a process called "spallation." This releases a flood of neutrons that interact with unwanted, long-lived isotopes in nuclear waste. The technology can effectively "burn" the most hazardous components of the waste by transmuting these elements. While unprocessed fuel remains dangerous for approximately 100,000 years, partitioning and recycling via ADS can reduce that window to just 300 years. [...] To make ADS economically viability, Jefferson Lab is tackling two primary technical hurdles: efficiency and power. Traditional particle accelerators require massive, expensive cryogenic cooling systems to reach superconducting temperatures. Jefferson Lab is pioneering a more cost-effective approach by coating the interior of pure niobium cavities with tin. These niobium-tin cavities can operate at higher temperatures, allowing for the use of standard commercial cooling units rather than custom, large-scale cryogenic plants. The team is also developing spoke cavities, which is a complex design intended to drive even higher efficiency in neutron spallation. The second project focuses on the power source behind the beam. Researchers are adapting the magnetron -- the same component that powers microwave ovens -- to provide the 10 megawatts of power required for ADS. The primary challenge is that the energy frequency must match the accelerator cavity precisely at 805 Megahertz. In collaboration with Stellant Systems, researchers are prototyping advanced magnetrons that can be combined to reach the necessary high-power thresholds with maximum efficiency. The NEWTON program aims to enable the recycling of the entire US commercial nuclear fuel stockpile within the next 30 years.

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An anonymous reader shares a report: The Trump administration wants some of the world's largest technology companies to publicly commit to a new compact governing the rapid expansion of AI data centers, according to two administration officials granted anonymity to discuss private conversations. A draft of the compact obtained by POLITICO lays out commitments designed to ensure energy-hungry data centers do not raise household electricity prices, strain water supplies or undermine grid reliability, and that the companies driving demand also carry the cost of building new infrastructure. The proposed pact, which is not final and could be subject to change, is framed as a voluntary agreement between President Donald Trump and major U.S. tech companies and data center developers. It could bind OpenAI, Microsoft, Google, Amazon, Facebook parent Meta and other AI giants to a broad set of energy, water and community principles. None of these companies immediately responded to a request for comment.

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Fortune reports on "a watershed moment" in American's nuclear power industry: In January, Meta partnered with Gates' TerraPower and Sam Altman-backed Oklo to develop about 4 gigawatts of combined SMR projects — enough to power almost 3 million homes — for "clean, reliable energy" both for Meta's planned Prometheus AI mega campus in Ohio and beyond. Analysts see Meta as the start of more Big Tech nuclear construction deals — not just agreements with existing plants or restarts such as the now-Microsoft-backed Three Mile Island. "That was the first shot across the bow," said Dan Ives, head of tech research for Wedbush Securities, of the Meta deals. "I would be shocked if every Big Tech company doesn't make some play on nuclear in 2026, whether a strategic partnership or acquisitions." Ives pointed out there are more data centers under construction than there are active data centers in the U.S. "I believe clean energy around nuclear is going to be the answer," he said. "I think 2030 is the key threshold to hit some sort of scale and begin the next nuclear era in the United States." Smaller SMR reactors can be built in as little as three years instead of the decade required for traditional large reactors. And they can be expanded, one or two modular reactors at a time, to meet increasingly greater energy demand from 'hyperscalers,' the companies that build and operate data centers. "There's major risk if nuclear doesn't happen," Oklo chairman and CEO Jacob DeWitte told Fortune, citing the need for emission-free power and consistent baseload electricity to meet skyrocketing demand. "The hyperscalers, as the ultimate consumers of power are, are looking at the space and seeing that the market is real. They can play a major role in helping make that happen," DeWitte said, speaking in his fast-talking, Silicon Valley startup mode.

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Somewhere on America's eastern coast, there's an economic development agency in Massachusetts promoting green energy solutions. And Monday the Massachusetts Clean Energy Center (or MassCEC) announced "a first-of-its-kind" program to see what happens when they provide free electric vehicle chargers to selected residents, school districts, and municipal projects. The catch? The EV chargers are bi-directional, able "to both draw power from and return power to the grid..." The program hopes to "accelerate the adoption of V2X technologies, which, at scale, can lower energy bills by reducing energy demand during expensive peak periods and limiting the need for new grid infrastructure." This functionality enables EVs, including electric buses and trucks, to provide backup power during outages and alleviate pressure on the grid during peak energy demand. These bi-directional chargers will enable EVs to act as mobile energy storage assets, with the program expected to deliver over one megawatt of power back to the grid during a demand response event — enough to offset the electricity use of 300 average American homes for an hour. "Virtual Power Plants are the future of our electrical grid, and I couldn't be more excited to see this program take off," said Energy and Environmental Affairs Secretary Rebecca Tepper. "We're putting the power of innovation directly in the hands of Massachusetts residents. Bi-directional charging unlocks new ways to protect communities from outages and lower costs for families and public fleets...." Additionally, the program will help participants enroll in existing utility programs that offer compensation to EV owners who supply power back to the grid during peak times, helping participants further lower their electricity costs. By leveraging distributed energy resources and reducing grid strain, this program positions Massachusetts as a national leader in clean energy innovation.

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Vineyard Wind (powering Massachusetts) is one of five offshore wind projects "that the Trump administration tried to hold up in December," reports The Hill. This week it became the fourth of those wind projects allowed by a judge to resume construction, the article notes, while even the fifth project "is still awaiting court proceedings." Federal Judge Brian Murphy, a Biden appointee, issued a preliminary injunction blocking the administration's stop work order against Vineyard Wind... According to its website, when complete, Vineyard Wind would be able generate enough power for 400,000 homes and businesses. The project already has 44 operational wind turbines and was working on an additional 18. The Trump pause applied to the construction work that was not yet complete.

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This year in America, renewables and battery storage "will account for 99.2% of net new capacity — and even higher if small-scale solar were included," reports Electrek, citing EIA data reviewed by the SUN DAY Campaign: EIA's latest monthly "Electric Power Monthly" report (with data through November 30, 2025), once again confirms that solar is the fastest-growing among the major sources of US electricity... [U]tility-scale solar thermal and photovoltaic expanded by 34.5% while that from small-scale systems rose by 11.3% during the first 11 months of 2025 compared to the same period in 2024. The combination of utility-scale and small-scale solar increased by 28.1% and produced a bit under 9.0% (utility-scale: 6.74%; small-scale: 2.13%) of total US electrical generation for January to November, up from 7.1% a year earlier. Wind turbines across the US produced 10.1% of US electricity in the first 11 months of 2025 — an increase of 1.2% compared to the same period in 2024. In November alone, wind-generated electricity was 2.0% greater than a year earlier... The mix of all renewables (wind, solar, hydropower, biomass, and geothermal) produced 8.7% more electricity in January-November than a year earlier and accounted for 25.7% of total US electricity production, up from 24.3% 12 months earlier. Renewables' share of electrical generation is now second to only that of natural gas, whose electrical output actually dropped by 3.7% during the first 11 months of 2025... Since January 1 to November 30, roughly the beginning of the Trump administration, renewable energy capacity, including battery storage, small-scale solar, hydropower, geothermal, and biomass, ballooned by 45,198.1 MW, while all fossil fuels and nuclear power combined declined by 519.2 MW... [In 2026] natural gas capacity will increase by only 3,960.7 MW, which will be almost completely offset by a decrease of 3,387.0 MW in coal capacity.

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This year in America, renewables and battery storage "will account for 99.2% of net new capacity — and even higher if small-scale solar were included," reports Electrek, citing EIA data reviewed by the SUN DAY Campaign: EIA's latest monthly "Electric Power Monthly" report (with data through November 30, 2025), once again confirms that solar is the fastest-growing among the major sources of US electricity... [U]tility-scale solar thermal and photovoltaic expanded by 34.5% while that from small-scale systems rose by 11.3% during the first 11 months of 2025 compared to the same period in 2024. The combination of utility-scale and small-scale solar increased by 28.1% and produced a bit under 9.0% (utility-scale: 6.74%; small-scale: 2.13%) of total US electrical generation for January to November, up from 7.1% a year earlier. Wind turbines across the US produced 10.1% of US electricity in the first 11 months of 2025 — an increase of 1.2% compared to the same period in 2024. In November alone, wind-generated electricity was 2.0% greater than a year earlier... The mix of all renewables (wind, solar, hydropower, biomass, and geothermal) produced 8.7% more electricity in January-November than a year earlier and accounted for 25.7% of total US electricity production, up from 24.3% 12 months earlier. Renewables' share of electrical generation is now second to only that of natural gas, whose electrical output actually dropped by 3.7% during the first 11 months of 2025... Since January 1 to November 30, roughly the beginning of the Trump administration, renewable energy capacity, including battery storage, small-scale solar, hydropower, geothermal, and biomass, ballooned by 45,198.1 MW, while all fossil fuels and nuclear power combined declined by 519.2 MW... [In 2026] natural gas capacity will increase by only 3,960.7 MW, which will be almost completely offset by a decrease of 3,387.0 MW in coal capacity.

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Researchers at the University of New South Wales are developing a "reverse solar panel" that generates small amounts of electricity at night by harvesting infrared heat radiated from Earth. "In the past, scientists have demonstrated that a 'thermoradiative diode' can convert infrared radiation directly into electricity; when used to convert heat from Earth, they exploit the temperature difference between Earth and the night sky, generating a current directly from heat," notes ExtremeTech. "This approach completely eliminates the need for heat to generate steam, though the resulting capacity is fairly low." From the report: The researchers estimate they could generate only about a watt per square meter, which isn't much. One reason for the low output is that the Earth's atmosphere lessens the heat differential that drives the generative process; in space, though, that's not an issue. Now, researchers believe that the ability to generate power in the moments between direct sunlight could help power satellites. That could be especially true in deep space, where periods without sunlight can be longer, and sunlight is often weaker; in these situations, losing electricity to heat loss is unacceptable. Many satellites already use heat to generate electricity, though with a much more rarified "thermoelectric generator" that uses rare, expensive materials like plutonium to create heat. With thermoradiative diodes, the heat source can be the Sun-warmed body of the satellite itself.

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California-based Karman Industries "says it has developed a cooling system that uses SpaceX rocket engine technology to rein in the environmental impact of data centers," reports the Los Angeles Times, "chilling them with less space, less power and no water." Karman has developed a cooling system similar to the heat pumps in the average home, except its pumps use liquid carbon dioxide as refrigerant, which is circulated using rocket engine technology rather than fans. The company's efficient pumps can reduce the space required for data center cooling equipment by 80%. Over the years, data centers have used fans and air conditioning to blow cold air on the chips. Bigger facilities pass cold liquid through tubes near the chips to absorb the heat. This hot liquid is sent outside to a cooling yard, where sprawling networks of pipes use as much water as a city of 50,000 people to remove the heat. A 50 megawatt data center also uses enough electricity to power a mid-sized city... Cooling systems account for up to 40% of a data center's power consumption and an average midsized data center consumes more than 35,000 gallons of water per day... U.S. data centers will consume about 8% of all electricity in the country by 2030, according to the International Energy Agency... The cooling systems are projected to use up to 33 billion gallons of water by 2028 per year... To serve this seemingly insatiable market, Karman has developed a rotating compressor that spins at 30,000 revolutions per minute — nearly 10 times faster than traditional compressors — to move heat... About a third of Karman's 23-person team came from SpaceX or Rocket Lab, and they co-opted technologies from aerospace engineering and electric vehicles to design the mechanics for the high-speed motors. The system uses a special type of carbon dioxide under high pressure to transfer heat from the data center to the outside air. Depending on the conditions, it can do the same amount of cooling using less than half the energy. Karman's heat pump can either reject heat to air, or route it into extra cooling, or even power generation. The company "recently raised $20 million," according to the article, "and expects to start building its first compressors in Long Beach later this year...."

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Can Aircela's machine "create gasoline using little more than electricity and the air that we breathe"? Jalopnik reports... The Aircela machine works through a three-step process. It captures carbon dioxide directly from the air... The machine also traps water vapor, and uses electrolysis to break water down into hydrogen and oxygen... The oxygen is released, leaving hydrogen and carbon dioxide, the building blocks of hydrocarbons. This mixture then undergoes a process known as direct hydrogenation of carbon dioxide to methanol, as documented in scientific papers. Methanol is a useful, though dangerous, racing fuel, but the engine under your hood won't run on it, so it must be converted to gasoline. ExxonMobil has been studying the process of doing exactly that since at least the 1970s. It's another well-established process, and the final step the Aircela machine performs before dispensing it through a built-in ordinary gas pump. So while creating gasoline out of thin air sounds like something only a wizard alchemist in Dungeons & Dragons can do, each step of this process is grounded in science, and combining the steps in this manner means it can, and does, really work. Aircela does not, however, promise free gasoline for all. There are some limitations to this process. A machine the size of Aircela's produces just one gallon of gas per day... The machine can store up to 17 gallons, according to Popular Science, so if you don't drive very much, you can fill up your tank, eventually... While the Aircela website does not list a price for the machine, The Autopian reports it's targeting a price between $15,000 and $20,000, with hopes of dropping the price once mass production begins. While certainly less expensive than a traditional gas station, it's still a bit of an investment to begin producing your own fuel. If you live or work out in the middle of nowhere, however, it could be close to or less than the cost of bringing gas to you, or driving all your vehicles into a distant town to fill up. You're also not limited to buying just one machine, as the system is designed to scale up to produce as much fuel as you need. The main reason why this process isn't "something for nothing" is that it takes twice as much electrical energy to produce energy in the form of gasoline. As Aircela told The Autopian " Aircela is targeting >50% end to end power efficiency. Since there is about 37kWh of energy in a gallon of gasoline we will require about 75kWh to make it. When we power our machines with standalone, off-grid, photovoltaic panels this will correspond to less than $1.50/gallon in energy cost." Thanks to long-time Slashdot reader Quasar1999 for sharing the news.

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Small modular nuclear reactors (or SMRs) are touted as "cheaper, safer, faster to build and easier to finance" than conventional nuclear reactors, reports CNN. Amazon has invested in X-Energy, and earlier this month, Meta announced a deal with Oklo, and in Michigan last month, Holtec began the long formal licensing process for two SMRs with America's Nuclear Regulatory Commission next to a nuclear plant it hopes to reactive. (And in 2024, California-based Kairos Power broke ground in Tennessee on a SMR "demo" reactor.) But "The reality, as ever, is likely to be messier and experts are sounding notes of caution..." All the arguments in favor of SMRs overlook a fundamental issue, said Edwin Lyman, director of nuclear power safety at the Union of Concerned Scientists: They are too expensive. Despite all the money swilling around the sector, "it's still not enough," he told CNN. Nuclear power cannot compete on cost with alternatives, both fossil fuels and increasingly renewable energy, he said." Some SMRs also have an issue with fuel. The more unconventional designs, those cooled by salt or gas, often require a special type of fuel called high-assay low-enriched uranium, known as HALEU (pronounced hay-loo). The amounts available are limited and the supply chain has been dominated by Russia, despite efforts to build up a domestic supply. It's a major risk, said Nick Touran [a nuclear engineer and independent consultant]. The biggest challenge nuclear has is competing with natural gas, he said, a "luxury, super expensive fuel may not be the best way." There is still stigma around nuclear waste, too. SMR companies say smaller reactors mean less nuclear waste, but 2022 research from Stanford University suggested some SMRs could actually generate more waste, in part because they are less fuel efficient... As companies race to prove SMRs can meet the hype, experts appear to be divided in their thinking. For some, SMRs are an expensive — and potentially dangerous — distraction, with timelines that stretch so far into the future they cannot be a genuine answer to soaring needs for clean power right now. Nuclear engineering/consultant Touran told CNN the small reactors are "a technological solution to a financial problem. No venture capitalists can say, like, 'oh, sure, we'll build a $30 billion plant.' But, if you're down into hundreds of millions, maybe they can do it."

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Slashdot reader Mr. Dollar Ton summarizes this article from Bloomberg: According to a new report from think tank "Ember", the availability of cheap green tech can have developing countries profit from earlier investment and skip steps in the transition from fossil to alternatives. India is put forward as an example. While China's rapid electrification has been hailed as a miracle, by some measures, India is moving ahead faster than China did when it was at similar levels of economic development. It's an indication that clean electricity could be the most direct way to boost growth for other developing economies. That's mainly because India has access to solar panels and electric cars at a much lower price than China did about a decade ago. Chinese investments lowered the costs of what experts call "modular technologies" — the production of each solar panel, battery cell and electric car enables engineers to learn how to make it more efficiently. The think tank's team even argues "that countries such as India, which don't have significant domestic fossil-fuel reserves, will become 'electrostates' that meet most of their energy needs through electricity generated from clean sources," according to the article: No country is an electrostate yet, [says Ember strategist Kingsmill Bond], but countries are increasingly turning to green electricity to power their economies. Nations that are less developed than India will see even more advantages as the cost of electricity technologies, from solar panels and electric vehicles to battery components and minerals, continue to fall. Neither India nor China is going electric purely to cut emissions or meet climate targets, says Bond. They're doing so because it makes economic sense, particularly for India, which imports more than 40% of its primary energy in the form of coal, oil and gas, according to the International Energy Agency. "To grow and have energy independence, India needs to reduce the terrible burden of fossil-fuel imports worth $150 billion each year," said Bond. "India needs to find other solutions...." [I]f countries like India find ways to grow electrotech manufacturing without absolute dependence on Chinese equipment, electrification could speed up further. With the U.S. and Europe continuing to add exclusions for Chinese-linked electrotech, countries like India will have an incentive to invest in their own manufacturing capacity. "We are probably at a moment of peak Chinese dominance in the electrotech system, as the rest of the world starts to wake up and realize that this is the energy future," he said.

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Wind and solar power overtook fossil fuels last year as a source of electricity in the EU for the first time, a new report found. Semafor adds: The milestone was hit largely thanks to a rise in solar power, which generated a record 13% of electricity in the EU, according to Ember. Together, wind and solar hit 30% of EU electricity generation, edging out fossil fuels at 29%. The shift is especially important with the bloc's alternative to Russian LNG -- Washington -- becoming increasingly unreliable and willing to weaponize economic tools. The US Commerce Secretary threw shade at the bloc's renewable push during Davos, warning that China uses net zero goals to make allies "subservient" by controlling battery and critical mineral supply chains. Still, renewables now provide nearly half of EU power, with wind and solar outpacing all fossil sources in more than half of member countries. "The stakes of transitioning to clean energy are clearer than ever," the Ember report's author said.

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A federal judge has temporarily lifted the Trump administration's suspension of the Coastal Virginia Offshore Wind, allowing construction on the largest offshore wind project in the U.S. to resume. CNBC reports: Judge Jamar Walker of the U.S. District Court for the Eastern District of Virginia granted Dominion's request for a preliminary injunction Friday. Dominion called the Trump suspension "arbitrary and illegal" in its lawsuit. "Our team will now focus on safely restarting work to ensure CVOW begins delivery of critical energy in just weeks," a Dominion spokesperson told CNBC in a statement Friday. "While our legal challenge proceeds, we will continue seeking a durable resolution of this matter through cooperation with the federal government," the spokesperson said. Dominion said in December that "stopping CVOW for any length of time will threaten grid reliability for some of the nation's most important war fighting, AI and civilian assets." Coastal Virginia Offshore Wind is a 176-turbine project that would provide enough power for more than 600,000 homes, according to Dominion. It is scheduled to start dispatching power by the end of the first quarter of 2026. In December, the Trump administration paused the leases on all five offshore wind sites currently under construction in the U.S., blaming the decisions on a classified report from the Department of Defense.

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The Trump administration urged the largest electricity grid in the U.S. to make big tech companies pay for new power plants to support the surging electricity demand from AI and data centers. CNBC reports: Electricity prices have exploded in recent years on PJM Interconnection due in part to the data centers that tech companies are building to train and power artificial intelligence. The PJM grid serves more than 65 million people across 13 states and Washington, D.C. Its service area includes northern Virginia, the largest data center market in the world. The Trump administration and several states signed a pact that calls for tech companies to pay for new power plants built in PJM. Leading tech companies have agreed to fund $15 billion of new generation for the grid, according to an administration statement. The Trump administration and the states urged PJM to hold an emergency capacity auction to procure this power, according to the Department of Energy. PJM should also cap the amount that existing power plants can charge in the grid's capacity market to protect ratepayers, according to the administration. "We have to get out from underneath this bureaucratic system that we have in the regional grid operators and we've got to allow markets to work," said Interior Secretary Doug Burgum at the White House. "One of the ways markets can work is to have the hyperscalers actually rapidly building power."

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The UK government has awarded guaranteed electricity prices to offshore wind projects totaling 8.4 GW in a bid to revive wind development, attract nearly $30 billion in private investment, and stabilize energy costs. The New York Times reports: On Wednesday, the British government said that it would provide guaranteed electricity prices for a group of wind farms off England, Scotland and Wales that would, once built, provide power for 12 million homes. The 8.4 gigawatts, a power capacity measure, that won support is the largest amount that has been achieved in an auction in Britain. The government said that these wind farms could lead to 22 billion pounds, or almost $30 billion, in private investment. The government holds regular auctions, roughly on an annual basis. Results have been improving after a failed auction in 2023 that produced no bids from developers. The government almost doubled its original budget for the recent auction to about 1.8 billion pounds per year. To encourage renewable energy sources like offshore wind, Britain offers a price floor to provide certainty for investors. The average floor, or strike price, from the auction on Wednesday was about 91 pounds, or $122 per megawatt-hour, in 2024 prices, up about 11 percent from the last auction. Over the past year the wholesale price for electricity in Britain was on average about 79 pounds, according to Drax Electric Insights, a market analysis website. The bulk of the planned wind farms that won price supports will be off eastern England. Support will also go to wind farms off Scotland and Wales. The British government wants at least 95 percent of the country's electricity generation to come from clean sources by 2030. Political consensus for ambitious climate goals is eroding in Britain, but the government of Prime Minister Keir Starmer believes that an enormous bet on clean energy, especially offshore wind, is necessary to protect consumers from volatile fossil fuel prices.

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America's largest power-grid operator, PJM, which delivers electricity to 67 million people across a 13-state region from New Jersey to Kentucky, is approaching a supply crisis as AI data centers in Northern Virginia's "Data Center Alley" consume electricity at an unprecedented rate. The nonprofit expects demand to grow by 4.8% annually over the next decade. Mark Christie, former chairman of the Federal Energy Regulatory Commission, said the reliability risk that was once "on the horizon" is now "across the street." Dominion Energy, the utility serving parts of Virginia, has received requests from data-center developers requiring more than 40 gigawatts of electricity -- roughly twice its Virginia network capacity at the end of 2024. Older power plants are going out of service faster than new ones can be built, and the grid could max out during periods of high demand, forcing rolling blackouts during heat waves or deep freezes. In November, efforts to establish new rules for data centers stalled when PJM, tech companies, power suppliers and utilities couldn't agree on a plan. Monitoring Analytics, the firm that oversees the market, warned that unless data centers bring their own power supply, "PJM will be in the position of allocating blackouts rather than ensuring reliability."

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An anonymous reader quotes a report from CNBC: President Donald Trump said in a social media post on Monday that Microsoft will announce changes to ensure that Americans won't see rising utility bills as the company builds more data centers to meet rising artificial intelligence demand. "I never want Americans to pay higher Electricity bills because of Data Centers," Trump wrote on Truth Social. "Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks." [...] Trump congratulated Microsoft on its efforts to keep prices in check, suggesting that other companies will make similar commitments. "First up is Microsoft, who my team has been working with, and which will make major changes beginning this week to ensure that Americans don't 'pick up the tab' for their POWER consumption, in the form of paying higher Utility bills," Trump wrote on Monday. Utilities charged U.S. consumers 6% more for electricity in August from a year earlier, including in states with many data centers, CNBC reported in November. Microsoft is paying close to attention to the impact of its data centers on local residents. "I just want you to know we are doing everything we can, and I believe we're succeeding, in managing this issue well, so that you all don't have to pay more for electricity because of our presence," Brad Smith, the company's president and vice chair, said at a September town hall meeting in Wisconsin, where Microsoft is building an AI data center. While Microsoft is moving forward with some facilities, the company withdrew plans for a data center in Caledonia, Wisconsin, amid loud opposition to its efforts there. The project would would have been located 20 miles away from a data center in the village of Mount Pleasant.

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