Tag: Utilities
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The Turbine Bottleneck
AI data centers are accelerating demand for gas-fired power, but turbine production is concentrated among only a few manufacturers with years-long backlogs. The resulting shortage is raising costs, delaying projects, and revealing how the expansion of artificial intelligence increasingly depends on heavy industrial infrastructure.
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PJM Overhauls Its Interconnection Queue to Prioritize Ready-to-Build Energy Projects
PJM is replacing its first-come, first-served interconnection queue with a system that prioritizes viable, ready-to-build energy projects. By filtering out speculative proposals, the grid operator aims to reduce delays, accelerate new power generation, and support the surging electricity demand created by AI data centers.
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FERC Targets the Interconnection Bottleneck Holding Back America’s Energy and AI Expansion
FERC is pressuring six regional grid operators to reform years-long interconnection backlogs that are delaying new energy projects and data center expansion. By prioritizing viable, construction-ready projects over speculative proposals, regulators hope to accelerate grid access and remove a growing bottleneck for America’s energy and AI ambitions.