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Sunrun added 19,793 subscribers in Q2, down 31% year-over-year; solar installations were 174 MW, down 23% year-over-year. The battery attachment rate rose to 74%. The company lowered its full-year 2026 guidance for cash generation and total subscriber value, primarily due to the pain of the direct sales transition, Freedom Forever's bankruptcy, and high interest rates. Management stated that monthly sales in the direct sales business returned to positive growth in June and July.

PPL Corp. President and CEO Vincent Sorgi revealed on an earnings call that its joint venture with Blackstone Infrastructure, Invitium Energy, has locked in over 5 GW of gas turbine capacity for Pennsylvania data centers and has secured approximately 5 GW of interconnection queue acceptance from PJM. The joint venture expects to announce at least one power supply agreement this year, with potential investment reaching $15 billion by 2032.

Siemens Energy executives stated during the fiscal Q3 2026 earnings call that, driven by demand from data centers and other sectors, the company has added approximately 30 new medium and large gas turbine units, with orders reaching 15 GW this quarter and gas service backlog increasing to 69 GW. The company plans to expand medium gas turbine capacity to about 100 units by 2028 and increase grid equipment capacity such as transformers by approximately 50%.

This article explores how power companies address challenges from extreme weather and load growth through proactive resilience strategies, highlighting the roles of condition-based maintenance, system visualization, infrastructure modernization, and distribution automation in improving reliability and reducing restoration time.

As the number of U.S. electricity rate tariffs has grown by roughly an order of magnitude in five years to over 50,000, traditional billing systems (CIS), due to outdated architecture and redundant logic, have become a key bottleneck for rate innovation and program implementation. GridX Chief Commercial Officer Scott Engstrom analyzes that rate implementation cycles take 18 to 36 months, far exceeding the 12-month requirement for pilot programs, and cause delays in projects such as virtual power plants and EV charging management. The article suggests decoupling rate calculation from core systems through solutions like modular billing engines, while also urging regulators to take action on approval, cost recovery, and performance metrics.

Constellation Energy CEO Joseph Dominguez stated on an earnings call that existing generation assets are the 'cornerstone' for powering data centers in the early stages of development, noting that the grid faces a peak capacity issue rather than an energy shortage. The company also disclosed the impact of the suspension of data center interconnection in Texas and the progress of the Brazos Valley power plant sale.

Oncor executives said during a Thursday earnings call that approximately 44GW of large load projects in its service area have qualified for ERCOT's newly launched 'Batch Zero' large load interconnection process. However, Texas Governor Greg Abbott's order to suspend new data center interconnection approvals for a statewide audit has made the timeline for this process uncertain. Oncor's load service requests have increased from 289GW at the end of the first quarter to 298GW this quarter.

Gamers provide partial offtake support for a 110 MW solar project in Texas through virtual power purchase agreements, and the project has entered commercial operation.

Starbucks is testing a 24-hour operating model to enable same-day inventory replenishment and prevent stockouts, while also scaling daily delivery efforts. The initiative follows the company's decision to abandon an AI-powered inventory counting system after nine months due to reliability issues, and a 30% SKU reduction last year.

BloombergNEF (BNEF) said in an analysis on Wednesday that Texas's suspension of data center grid connection reviews could put about 20% of data center projects nationwide at risk of delay. Governor Greg Abbott announced the suspension on Monday, affecting nearly 49.8 gigawatts of projects and triggering a comprehensive audit of the ERCOT interconnection queue. BNEF estimates that if 60% of the delayed capacity is AI-related, data center revenue losses could reach $8 billion by the first quarter of 2027.