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After reviewing over twenty utility earnings calls from Q2 2026, Utility Dive found that while maintaining the data center growth narrative, the industry faces dual pressures from equipment order backlogs and public resistance. TD Cowen analysts point out that affordability is becoming a key constraint, with industry discussions shifting from 'finding growth opportunities' to 'recovering investments in ways acceptable to customers and regulators.' The three major gas turbine manufacturers have backlogs ranging from 35 to 116 gigawatts and are simultaneously expanding production.
As wildfires rage across North America, utilities face scrutiny over early warning and response. The past decade's grid hardening—vegetation management, covered conductors, undergrounding—has hit economic limits. The next era leverages existing sensors and AI to pinpoint risk, enabling surgical shutoffs, risk-based crew deployment, and smarter undergrounding investments, all while complementing physical infrastructure.
As investor-owned utilities plan $1.4 trillion in capital projects over five years, engineering capacity lags. Disconnected CAD, GIS, and BOM systems cause rework and delays. SBS, an Enverus company, offers connected design automation that enforces standards, documents compliance, and delivers 75-80% labor savings, enabling utilities to expand programs without adding headcount.
The AI race is increasingly a race for grid capacity. With data centers, electrification, and manufacturing growth driving record load increases, utilities must navigate uncertainty and accelerate planning. This article examines how grid readiness, interconnection timelines, and flexible strategies will shape the next decade of energy infrastructure.
WSP Global executives detailed broad-based strength across construction and engineering markets during the company's second-quarter earnings call on Aug. 6. Power and energy, data centers, advanced manufacturing, nuclear, water, defense and critical minerals were highlighted as key demand drivers, with US power work now representing roughly 35% to 40% of the firm's US revenue.
FERC on Thursday approved PowerTransitions' acquisition of the 1,242-MW Roseton gas- and oil-fired plant in New York from a Castleton Commodities International subsidiary, and TransAlta Holding's roughly $1 billion purchase of two gas-fired plants totaling 319 MW in Colorado from Kindle Energy subsidiaries. Both deals are expected to close by year-end.
美国土地管理局（BLM）6月在新墨西哥州举行的地热租赁拍卖创下多项纪录：47个地块以平均每英亩107美元成交，总金额超过1650万美元，为BLM历史上第二高拍卖收入；其中最高出价达每英亩701美元，刷新联邦纪录。分析机构Enverus Intelligence Research指出，竞标热度上升与电力需求增长及输电基础设施可达性密切相关，并预计后续犹他州、内华达州和爱达荷州的拍卖将延续这一趋势。
美国约95%的批发电量交易经由OATI系统完成。该公司已申请联邦资金，推进其PowerNow计划，宣称可在不新建基础设施的前提下，释放10%至20%的输电容量。
三菱重工高管表示，2026财年第一季度（截至6月）大型燃气轮机需求超出预期，订单积压达35吉瓦，较上年同期23吉瓦大幅增长。公司能源系统部门重组后首季订单量同比上升56%，其中美国4台、日本6台大型机组订单。公司计划将产能较2024年翻倍，并继续评估扩产需求。