Energy is a topic tracked in our intelligence system with 5 linked articles.
PG&E's CEO used the Q3 2026 call to pressure California lawmakers for wildfire-liability reform — citing a Fitch negative outlook, a $2B cut to 2027 capex, and $4B in avoidable sub-investment-grade interest costs — while insisting the 12.87-GW data center pipeline remains intact.
NextEra Energy has locked in $5.7B in government-backed funding (Japan, South Korea, U.S. Commerce Department) for three gas-fired energy hubs totaling ~16.5 GW serving data center demand, reported alongside Q3 details showing a quiet solar-to-storage pivot and continued Dominion merger friction in Virginia.
LevelTen Energy's Q3 PPA price index shows solar power purchase agreement prices jumping 5%, driven primarily by new tariffs, while wind PPA prices held relatively steady but are expected to rise as the latest tariff round takes effect later this year.
Carbon Brief original analysis attributes nearly 90% of the rise in UK household electricity bills to the surge in wholesale costs driven by expensive natural gas.
Virginia Gov. Abigail Spanberger is conditioning approval of the Dominion-NextEra merger on a six-year rate freeze and a shift of Dominion's capital structure from 48% to 60% debt to cut its rate of return, competing with separate condition proposals from regulatory staff and the attorney general.
LS Power COO Darpan Kapadia argues that current electricity demand growth is real and structural, that supply will take years to catch up, and that capital must flow broadly across gas, renewables, and transmission.
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