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Geothermal's turbine supply chain is standardizing - but grid-connection hardware remains the parallel bottleneck

As foreign ORC turbine makers lock in framework deals for US geothermal, a May 2026 RMI report flags transformer and switchgear lead times as the parallel constraint on how fast EGS capacity reaches the grid.

8 Aug 2026Generated imageGrid

Turboden signs 1,750 MW ORC turbine deal with Fervo as US geothermal supply chain shifts from bespoke to standard

Turboden America's 3-year, 1,750 MW framework with Fervo Energy marks a structural shift in how foreign ORC turbine makers are positioning for a US geothermal boom driven by AI data center demand.

7 Aug 2026Generated imageGrid

Eversource Q2 GAAP income falls 85% to $53.7 million as FERC ROE cut and Revolution Wind charges land together

Eversource reported Q2 2026 GAAP income of $53.7 million, down from $352.7 million a year earlier, after $319 million in after-tax charges tied to its Aquarion sale, offshore wind liability, and a FERC transmission ROE refund.

6 Aug 2026Generated imageGrid

PSEG Power enters PJM's bilateral matchmaking process with multiple data center supply proposals

PSEG Power disclosed on 4 August 2026 that it has submitted multiple supply proposals in PJM's bilateral contracting process for data centers, ahead of a backstop auction starting 30 September.

6 Aug 2026Generated imageGrid

DTE ties a two-year rate freeze to the Oracle data center coming online by end of 2027

DTE Energy's proposed electric rate pause is contingent on its 1.4 GW Oracle facility in Saline Township beginning operations on schedule - and on a steady 7.4 GW pipeline holding together.

5 Aug 2026Generated imageGrid

Base Power closes a second $1 billion round and launches its largest home battery yet

Base Power's Series D values the Austin startup at $13 billion and funds production of Base Core, a 39.2 kWh residential battery designed to double as a dispatchable grid resource.

5 Aug 2026Generated imageGrid

Bureau of Reclamation proposes mandatory Colorado River cuts for Arizona, California and Nevada through 2036

The U.S. Bureau of Reclamation released its Final EIS on 31 July 2026, proposing up to 3 million acre-feet in annual cuts for the three Lower Basin states - with hydropower at Glen Canyon and Hoover dams directly in the frame.

5 Aug 2026Generated imageGrid

D.C. Circuit en banc panel rules EPA cannot claw back $20 billion in green bank grants

The full D.C. Circuit Court of Appeals ruled on 4 August 2026 that the EPA acted unlawfully in terminating $20 billion in Greenhouse Gas Reduction Fund grants, setting up a likely Supreme Court appeal.

5 Aug 2026Generated imageGrid

PJM filed a two-part data center capacity plan at FERC on 31 July 2026

PJM filed a backstop auction and curtailment framework at FERC on 31 July 2026, targeting a 6.8 GW shortfall - and leaving cost protection squarely with the states.

5 Aug 2026

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