North America
Where demand growth arrived first. Connection queues measured in gigawatts, capacity auctions clearing at their price caps, and a rulebook being rewritten around data centres.
State of play
The Daily Baseload Brief. Texas freezes data center grid connections pending ERCOT audit; Latin America's storage market remains stuck in demonstration scale. Power sector digest for 10 August 2026.
Latest from North America
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StorageenSights CEO says BESS developers are repeating solar's modelling mistakes, and investors are noticing
enSights CEO Alon Maskovich says PJM battery developers are losing investor confidence by repeating the same financial modelling errors the solar industry made years ago.
9 Aug 2026
GridTurboden America locks in 1,750 MW ORC framework with Fervo as geothermal turbine supply shifts from bespoke to standard
Turboden America signed a three-year, 1,750 MW ORC turbine framework with Fervo Energy in April 2026, marking a structural shift in how foreign suppliers are positioning for a US geothermal boom.
9 Aug 2026
StorageenSights launches auditable PJM battery economics calculator to fix the double-counting problem its CEO has been flagging
enSights released a PJM-specific Battery Economics Calculator on 7 July 2026, combining sizing, degradation, revenue modelling, and ROI in one auditable framework - targeting the spreadsheet errors its CEO says are blocking BESS financing.
8 Aug 2026
GridGeothermal'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 2026
StorageSpreadsheet errors, not market conditions, are blocking PJM battery storage financing, enSights CEO says
enSights CEO Alon Maskovich says PJM BESS developers are losing investor confidence because spreadsheet-based models double-count regulatory revenue streams - not because the market is weak.
7 Aug 2026
GridTurboden 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 2026
Markets & PolicyNatural gas price rebound drove U.S.-Canada gas and electricity trade value higher in 2025, even as total energy trade fell 11%
EIA data show U.S.-Canada natural gas and electricity trade value rose in 2025 despite an 11% drop in total bilateral energy trade to $137 billion, driven by a 56% surge in Henry Hub prices.
6 Aug 2026
RenewablesHeelstone acquires 188 MWp Cypress Pointe solar project in Texas from Azimuth Renewables
Qualitas Energy's U.S. subsidiary Heelstone has bought the 188 MWp Cypress Pointe development-stage solar project in Sabine County, Texas, targeting a 2029 COD.
6 Aug 2026
GridEversource 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 2026
GridPSEG 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 2026
The Daily BriefThe Daily Baseload Brief
PJM moves to curtail data centers without own generation, Energy Innovation finds clean energy saves $5 billion over fossil fuels for US demand growth, and the BYOG imperative hardens. Power sector digest for 6 Aug 2026.
6 Aug 2026
StorageInvinity sells 43 MWh of vanadium flow batteries to Dairyland Power Cooperative for US Midwest LDES programme
Invinity Energy Systems has sold 43 MWh of Endurium vanadium flow batteries to Dairyland Power Cooperative for deployment across three rural Midwest sites under the DOE-backed REVIVE programme.
5 Aug 2026