- Utilities Sector Wrap-Up Jul 21Solar and storage led the headlines on Jul 21 as Xcel’s Sherco Solar reached 710 MW, LONGi set a 35.5% cell-efficiency record, and storage M&A and VPP deals accelerated deployment. Regulators and higher power-sector CO2 add a note of caution for tomorrow.
- Utilities: Storage, EV Demand, Grid Tech - Jul 21Strong EV adoption and big storage projects are driving momentum across utilities. New pumped hydro approvals and a 200 MW/500 MWh solar+storage ramp in California highlight near-term capacity growth.
- Utilities: Renewables & Storage Momentum - Jul 20Large-scale solar plus storage began commercial operations in California and several storage and grid moves signaled accelerating clean-energy deployment. You’ll want to watch storage rollouts, policy developments, and regional water risks.
- Utilities Momentum as Electrification Grows - Jul 20Charging networks in Europe now generally outpace EV sales, XPeng's L03 launch spotlights demand, and experts say grid flexibility works but needs scale. Read what this means for utilities today.
- Utilities Outlook Bright on Electrification - Jul 19ASEAN pushes battery manufacturing and Geely’s 93.8% EV powertrain boost demand for electricity and grid upgrades. A proposed Canadian pipeline complicates the picture, but momentum favors utilities.
- Utilities Sector Snapshot - Jul 19A mix of demand drivers and new risks shapes utilities heading into the July 20 open. Offshore wind and EV programs accelerate load growth while regulators and capacity shortfalls force planning changes.
- Utilities Wrap Jul 18: Renewables vs. Grid StrainRenewables momentum meets grid and trade headwinds in this sector wrap. Offshore wind, EV logistics pilots and an acquisition in solar sit alongside capacity shortfalls and a U.S. trade probe.
- Utilities Sector: Grid Strains & Solar News - Jul 18A mixed picture for utilities heading into the long weekend: big opportunities from AI data centers and solar expansion clash with tariff probes, capacity alarms and permitting gaps. Read what you should track before markets reopen.
- Utilities Sector: Grid Stress and Solar News - Jul 17AI data center demand, FERC alarm bells and new solar deals dominated utilities headlines today. You’ll see clear opportunities for investment in grid upgrades even as capacity and workforce gaps raise risks.
- Utilities: Renewables, Rate Hikes in Focus - Jul 17Solar and storage set new first-half records while China’s battery fleet shows untapped value. High PJM capacity prices and $18B in US utility rate requests keep the sector in focus.
- Utilities Momentum on Big Clean-Energy Wins - Jul 16Big clean-energy wins dominated the utilities beat today, from Google’s massive Arkansas solar and storage deal to multiple new solar builds and a NASA-recognized battery invention. You’ll find what moved the sector, why it matters, and what to watch next.
- Utilities: Renewables Momentum and Grid Risks - Jul 16Utilities headlines this morning show accelerating renewables and EV infrastructure growth, led by a 2.5 GW Google-backed solar start and major factory expansions. Still, PJM capacity strains and governance gaps mean you should watch market design and congestion risks closely.
- Utilities: Distributed Solar Momentum Builds - Jul 15Distributed-solar momentum dominated headlines today as EPC Power announced a major factory, state solar policy activity surged, and Sunrun launched a distributed data-center pilot. Grid capacity strains in PJM temper the optimism, leaving selective opportunities for investors.
- Utilities Sector Sees Solar Surge - Jul 15Renewables drove headlines overnight as solar hits records in the EU, major U.S. projects reach commercial operation, and Google signs a 2.5 GW PPA. Read what you should watch today.
- Utilities: Big Solar, Storage Moves - Jul 14Gigascale solar and several large U.S. projects advanced today while new battery tech and community-solar pilots expanded options for grid capacity. Read how these developments may affect utility planning and your exposure to the sector.
- Utilities Sector Brief - Jul 14Regulatory shifts on data-center permitting and Texas 'ride-through' rules meet M&A in storage and new hydropower projects. Read what matters for grid reliability, utilities names, and near-term catalysts.
- Utilities: Renewables Momentum - Jul 13Renewables and storage led today’s utilities headlines as Lazard’s LCOE+ favored wind and solar, Stryten announced a battery-brand acquisition, and new hydropower projects moved ahead. Regulatory and wildfire liability stories temper the outlook but don’t erase the sector’s near-term momentum.
- Utilities Sector Momentum on Renewables - Jul 13Renewable projects and storage deliveries dominate today's utilities headlines, from Qcells' Arizona equipment shipments to new solar builds on reclaimed coal land. Learn the key catalysts and risks you'll want to track.
- Utilities Sector: Solar Projects Shine, Mixed Signals - Jul 12Major solar project deliveries and a C&I portfolio sale point to steady renewables investment, while IEA criticism and hydrogen doubts temper the outlook. What should utilities investors watch ahead of Monday?
- Utilities Sector Snapshot Jul 12Weekend roundup: major renewable investments and data‑center power builds contrast with rising PPA costs and regulatory risks. Read what you should watch heading into Monday.
- Utilities Sector: Renewables Growth Meets Policy Risk - Jul 11Renewables saw major financing and capacity wins this week, while policy shifts and rising PPA costs introduce new risks. Heading into the long weekend, here's what utility investors need to know.
- Utilities Sector Brief, Jul 11Big financing rounds and new projects are pushing renewable capacity higher, while policy shifts and rising PPA costs complicate the economics. Heading into the long weekend, here's what you need to know.
- Utilities Wrap: Big Projects, Policy Risks - Jul 10Today’s utilities news balanced major financing and project milestones with policy and market headwinds. Big transmission and solar financings point to momentum, even as PPA costs and regulatory risk rise.
- Utilities Roundup: Grid Finance and Emissions Jul 10Today’s utilities briefing balances big financing wins with rising emissions tied to AI data centers. Read how $AEP, $BE, $RUN and project financings shape demand and risk.
- Utilities Sector Wrap - Jul 9Today's utilities news mixed growth and headwinds: a $3.2B gas plant and $4.2B M&A deal sit alongside reports of nearly 500,000 lost clean energy jobs and regulatory friction. Read how this affects your view of the sector going into tomorrow.
- Utilities: Grid Investment and Solar Momentum - Jul 9Major investments and project milestones push the utilities narrative this morning. From a $1.75bn JV stake to new solar builds and VPP approvals, here’s what you need to know for Jul 9.
- Utilities Advance on Grid, Solar, VPP Wins - Jul 8Renewables and grid resilience led the Utilities sector today, with Avangrid starting panel installs, National Grid Ventures making a $1.75bn strategic investment, and Illinois approving a ComEd VPP. Regulators and new customer tools keep transparency and affordability in focus.
- Utilities Advance Renewables, Storage - Jul 8Heavy investments and big storage deals dominated overnight utilities news. From a $1.75bn stake for large-load solutions to rooftop solar plus a 120 MWh BESS at a new airport, the sector is moving toward cleaner, more flexible capacity.
- Utilities Momentum: Storage, PPAs and Grants - Jul 7Storage contracts, corporate PPAs and grants drove a busy day in the utilities sector. You’ll find key deployments, grid-edge programs, and regulatory friction that could shape near-term projects.
- Utilities Sector: Clean-Energy Momentum - Jul 7Overnight policy moves and project milestones pushed renewable deployment, storage insight, and nuclear progress to the front of the utilities agenda. Read what you need to watch today in your portfolio management.
- Utilities: Renewables Growth, Grid Strains - Jul 6Distributed solar and advanced reactors showed momentum today even as hydropower declines and AI-driven generation raise emissions questions. Read a balanced wrap of the key moves and what to watch.
- Utilities Outlook: PJM Rates, Grid Upgrades, EV Demand - Jul 6PJM's rate change, a push for digital customer upgrades and urgent storage needs from AI and EV growth are shaping utility priorities today. Read what you need to watch and why it matters to your portfolio.
- Utilities Sector: EV Momentum and Battery Swap News - Jul 5EV adoption and new battery-swapping pilots are widening electricity demand and infrastructure needs. Heading into the July 6 open, utilities face growth opportunities and operational questions.
- Utilities: Grid, Nuclear and Solar Advances - Jul 5A 4.2 GW SMR fleet bid in the U.K. and practical grid-storage uses for electric school buses highlight growing momentum in generation and distributed energy. Read what you should watch heading into the next trading week.
- Utilities: Nuclear and Solar Momentum - Jul 4Nuclear and solar advanced this weekend as project bids, manufacturing milestones, and policy-friendly distributed solar trends gained traction. Read how these developments affect the utilities landscape heading into July 6.
- Utilities Sector Sees Nuclear, Storage Gains - Jul 4Nuclear and storage projects grabbed headlines heading into the long weekend, with a $900M DOE task order, SMR fleet bids, and pumped storage topping 200 GW. Distributed solar, EV buses and modular storage add momentum.
- Utilities Update: Nuclear, Storage, Solar - Jul 3Nuclear wins, storage milestones and new solar tech are shaping the utilities landscape heading into the long weekend. Key deals and product launches could set the agenda for next week.
- Utilities: Grid, Nuclear, Solar Moves, Jul 3EV sales surges, a $900M DOE nuclear contract, pumped storage milestones and new solar/storage products set the utilities agenda heading into the long weekend. Read what you should watch.
- Utilities: Storage and Solar Momentum - Jul 2Pumped storage just topped 200 GW and SolarEdge launched a U.S. modular storage platform as states push solar-friendly laws. You’ll want to watch PPA pricing, grid stress and regulatory moves tomorrow.
- Utilities Momentum from Renewables, Nuclear - Jul 2Private capital, project milestones and grid reforms are driving momentum in utilities today. $KKR's $4.2B buy, a 600 MW supply deal and a reactor achieving criticality are top stories to watch.
- Utilities: Nuclear Milestone and Big Renewables Deal - Jul 1A DOE-backed nuclear startup hit criticality, KKR agreed to buy EDF’s North American renewables arm for $4.2B, and utilities rolled out targeted grid and solar programs. Read what this means for you into tomorrow's session.
- Utilities Momentum Accelerates - Jul 1Big renewable milestones hit overnight: Ethiopia's 5.15 GW GERD and the 2.6 GW Coastal Virginia Offshore Wind cleared major hurdles. New storage and community solar projects signal expanding capacity and grid investment.
- Utilities: Clean Wins, Policy Headwinds - Jun 30Today brought state-level policy wins for electrification, a community solar energization, and a solar patent ruling, offset by Duke Energy’s offshore pullback and a new Florida anti-net-zero law. Read what matters for utilities and what to watch next.
- Utilities: Renewables Expand, Policy Risks Linger - Jun 30Solar and storage projects are scaling from balconies to commercial sites while states and grid operators test rules and capacity. You’ll want to watch policy decisions, interconnection bottlenecks, and local resilience projects today.
- Utilities Momentum on Renewables, Jun 29Solar builds, storage at community centers and a 270 MWAC interconnection shortcut set the tone for utilities today. Policy progress on agrivoltaics and grid digitization add momentum for renewables.
- Utilities: AI, Solar & Tourism Risks - Jun 29Vertical AI and distributed solar are reshaping utility operations while rising air travel adds demand and policy pressure in Europe. Read what moved overnight and what to watch today.
- Utilities Outlook: Electrification Momentum - Jun 28AI hardware shortages, cement decarbonization and XPENG's global EV plans signal growing electricity demand and grid investment needs. Heading into the long weekend, these themes matter for utilities and energy infrastructure investors.
- Utilities Sector: Renewables Momentum Builds - Jun 28Utility-scale solar, pumped storage and virtual power plants are driving a turning point in the power sector heading into the long weekend. Read what matters to your holdings and the grid.
- Utilities Shift Toward Storage and Solar - Jun 27Storage and solar headlines dominated the utilities news flow, with pumped storage topping 200 GW and EIA projections showing rapid renewables growth. Read why that matters as markets reopen after the long weekend.
- Utilities See Renewable Momentum - Jun 27Renewables and storage are scaling quickly, with pumped storage topping 200 GW and utility-scale solar growth threatening gas capacity by 2027. Read what to watch heading into the long weekend.