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US Army selects 5 companies to deploy microreactors at military installations

The U.S. Army announced on Wednesday that it has selected five companies to participate in its Janus program, deploying 1-20 megawatt nuclear microreactors at military bases. The project aims to provide resilient power for critical facilities while maintaining connection to the grid. Federal funding is approximately $2.2 billion, with private investment expected to make up the majority. The first reactors are planned to be operational by September 30, 2028.

Generation
Duke Energy Florida asks to punt on rate for large load customers

At a Tuesday hearing before the Florida Public Service Commission, Duke Energy Florida proposed not to set new rates for large-load customers, stating that its existing proposed rate provisions can prevent data center costs from being shifted to other ratepayers. Florida Public Counsel Walt Trierweiler countered that the proposal fails to meet the basic requirements of SB 484, and Duke's argument that a settlement agreement exempts it from statutory obligations is unfounded.

Regs
Trump declares emergency, moves to block some foreign-made equipment from grid

U.S. President Trump signed an executive order on Wednesday declaring a national emergency to protect the U.S. bulk power system, aiming to prevent utility companies from connecting certain foreign-made equipment, including transformers, batteries, inverters, and related software and digital products, to the power grid. The order also considers replacing installed equipment and authorizes the Secretary of Energy to impose conditions on the use, operation, maintenance, servicing, or updating of foreign-made or operated grid equipment purchased or installed before the order takes effect. The White House stated that this targets foreign transactions posing risks of disruption, unauthorized access, or other interruptions, and does not involve distribution-level equipment. The Department of Energy must develop implementation rules within 120 days.

Storage
Data center load made up 9% of PJM wholesale costs so far in 2026: market monitor

A recent report by PJM's market monitor, Monitoring Analytics, indicates that from January to July 2026, data center load accounted for 9% ($10.48/MWh) of PJM's wholesale electricity price costs, which are passed through the capacity market. Over the past four capacity auctions, growth in data center load increased capacity market revenues by a cumulative $29.4 billion. During the same period, PJM's total wholesale electricity price costs rose 46% year-over-year to $116.53/MWh.

Generation
Nevada ‘misses an opportunity’ in performance-based DER tariffs: advocate

The Nevada Public Utilities Commission approved NV Energy to launch two performance-based distributed energy resource credit programs on August 11, but did not allow third-party aggregators to participate, sparking industry controversy. Supporters argue that this move limits customer choice and the development of virtual power plants, while NV Energy responded that the proceeding was not the appropriate venue to determine the aggregator role.

Load Management
Drones are the next big security challenge for critical infrastructure

While drones enhance inspection efficiency for critical infrastructure, they also introduce airspace threats that existing security systems struggle to address. The article notes that physical security measures cannot cover airspace, only about 20% of flights comply with Remote ID, and operators need to leverage technologies like passive RF detection for comprehensive situational awareness and establish cross-agency collaborative response mechanisms to tackle increasingly severe airspace security challenges.

Opinion
Harbert acquires cogenerating heat, power plant in Georgia

Harbert Management Corp. announced this week the acquisition of the Mid-Georgia Cogen plant, located in Kathleen, Georgia, with an installed capacity of approximately 323 megawatts, adjacent to Robins Air Force Base, operating since 1998 and serving as a peaking plant for Georgia Power. The plant has signed a new 20-year power purchase agreement with Georgia Power starting in 2028, while also supplying thermal energy to the neighboring Frito-Lay facility. The transaction has been approved by the Georgia Public Service Commission, but the acquisition price was not disclosed.

Corp News
Trump’s energy policy could cost US 540 GW of renewables, says NRDC

An NRDC report warns that the Trump administration's energy policies could cause the US to lose up to 540 GW of renewable energy capacity over the next decade, with new natural gas generation of only about 9 GW, which cannot fill the gap and would raise residential electricity prices.

Renewables
BJ's Wholesale Club 计划削减约20% SKU,聚焦品类精简与库存健康

BJ's Wholesale Club 总裁兼CEO Robert Eddy 在8月21日的财报电话会议上表示,公司计划在未来几年内将SKU数量削减约20%,从平均7500个降至6000至6500个。此举旨在减少“不必要的选择”,同时通过新增产品和空白品类来提升销售与利润。

Risk
New Jersey seeks 150 MW of behind-the-meter storage to support VPP

The New Jersey Board of Public Utilities (BPU) proposed a procurement on August 17 targeting up to 150 megawatts of behind-the-meter storage capacity. Eligible customers of Atlantic City Electric, Jersey Central Power & Light, Public Service Electric & Gas, and Rockland Electric can receive compensation of up to $200 per kilowatt per year over a 10-year period for dispatching small battery storage during grid stress. This procurement is the first capacity block of the second phase of the 'Garden State Energy Storage Program,' aimed at helping the state deploy 2 gigawatts of storage capacity by 2030.

Storage

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