The Wave

1. 2d agoLatitude Media · research by Latitude IntelligenceQuantifying the state of AI power development post-midtermsAn analyst op-ed argues that Southwest Power Pool's CHILLS non-firm service for data centers, lacking curtailment hour caps and notice periods, will drive hyperscalers into private utility flexibility deals instead of the public grid market.

   2 articles

   1. 3d agoLatitude MediaEarliestCHILLS teaches data centers to keep their flexibility private
   2. 2d agoLatitude MediaQuantifying the state of AI power development post-midterms

   EnergyData centers weigh curtailable grid access for faster connection7 linked
2. KJK3d agoKevin J. KircherBAAJA, data centers, and (un)affordabilityKircher and Cha argue that the Bipartisan American Affordability and Jobs Act (BAAJA) would accelerate data center buildout, weaken community input and environmental protections, and do little to reduce electricity bills.1 outletEnergyAISenate advances bipartisan energy permitting bill as Democrats split21 linked
3. PN3d agoPR NewswireMARKET MONITOR FINDS PJM WHOLESALE ELECTRICITY MARKETS COMPETITIVEThe PJM Independent Market Monitor's 2026 quarterly report finds PJM energy markets competitive but capacity auctions uncompetitive due to data center demand, with wholesale costs up 40.9% year over year.1 outletEnergy1 linked
4. 5d agoYahoo · research by Rhodium GroupSenate Advances Bipartisan Permitting Bill That Could Unleash Energy Development With Major CaveatsThe Senate advanced Sen. Martin Heinrich's Bipartisan American Affordability and Jobs Act, a permitting reform bill to speed federal environmental reviews of energy projects, by a 73-25 cloture vote on Nov. 9, 2026, over opposition from tribes and environmental groups.

   10 articles · 6 outlets · The Guardian

   1. 9d agoSource NMNew analyses contend New Mexico US Sen. Heinrich’s permitting bill would cut emissions, costs
   2. 6d agoThe GuardianSenate votes on bill to speed up projects from gas pipelines to clean energy
   3. 6d agoYahooPickupDemocratic US senators see hope for permitting bill ahead of key Senate vote
   4. 5d agoLatitude MediaPickupSenate’s bipartisan permitting bill faces crucial test
   5. 5d agoSource NMEarliestUS Senate advances New Mexico US Sen. Heinrich’s controversial permit reform bill
   6. 5d agoInside Climate NewsSenate Advances Permitting Overhaul But Roadblocks Loom
   7. 5d agoReasonPickupSenate Advances Bipartisan Permitting Bill That Could Unleash Energy Development With Major Caveats
   8. 5d agoYahooPickupSenate Advances Bipartisan Permitting Bill That Could Unleash Energy Development With Major Caveats
   9. 4d agoYahooPickupMany liberals hate this bill to overhaul permitting. Democrats may help pass it anyway.
   10. 4d agoYahooPickupMany liberals hate this bill to overhaul permitting. Democrats may help pass it anyway.

   EnergySenate advances bipartisan energy permitting bill as Democrats split394 linked
5. 4d agoUtility DiveFERC’s LaCerte weighs in on midterms, PJM and utility monopoliesFERC Commissioner David LaCerte argues that adding new generation and grid infrastructure is the only path out of the electricity affordability problem, while also weighing in on the midterms, PJM and utility monopolies.1 outletEnergy2 linked
6. 5d agoLatitude Media · research by Latitude IntelligenceData centers face a carbon-free power gap that utilities haven’t filledLatitude Intelligence's analysis finds that roughly a quarter of signed data center electricity demand at vertically integrated utilities has no planned supply, with gas dominating the resource plans that do exist.1 outletEnergy8 linked
7. 9d agoUtility DiveData centers don’t need special treatment to get power fasterVerse CEO Seyed Madaeni argues in a Utility Dive op-ed that data centers should trade financial and operational certainty for faster grid interconnection, citing Ohio, Texas, SPP, PJM and FERC examples.1 outletEnergyData centers weigh curtailable grid access for faster connection6 linked
8. CMOct 29Canary MediaPJM desperately needs grid batteries. Here’s a way it could get some.Canary Media reports that PJM's market rules bar hybrid projects from splitting energy and capacity value between old and new resources at the same interconnection point, blocking surplus interconnection service batteries, and that PJM has proposed changes pending FERC approval.1 outletEnergy3 linked

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