2,600+ GW
of clean power projects in US interconnection queues
20%
of US electricity from nuclear, the largest clean baseload source
projected grid storage capacity growth by 2030
$10T+
energy transition investment by 2050 (BloombergNEF)
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Utility Dive, July 7, 2026 us-supplythesis-confirm

Massachusetts files 4.5 GWh of Section 83E storage on former oil and coal sites

The Electric Distribution Companies filed three long-term storage contracts with the Massachusetts DPU under Section 83E Round I: Jupiter Power's 700 MW / 2,800 MWh Trimount at a former Everett oil terminal, Flatiron Energy's 250 MW / 1,000 MWh Energizar in Chelsea, and Flatiron's 168 MW / 672 MWh Salt Cod on the Montaup Power Plant site in Somerset. Combined, 1,068 MW / 4,472 MWh at four-hour duration, all on brownfields with utility offtake, all targeted at the state's 5 GW by 2030 goal.

Fluence Energy press release, July 13, 2026 us-supplyira

Fluence lands 800 MWh Rexford 2 EPC; the solar-plus-storage default hardens in California

Fluence Energy signed on July 13 to provide its Smartstack system and turnkey EPC for Avantus's Rexford 2 project in Tulare County, California: 200 MW solar paired with a 200 MW / 800 MWh, four-hour battery under a 20-year PPA with Clean Power Alliance. Cells, modules, enclosures, and thermal management ship from US plants in Utah, South Carolina, and Texas, keeping the stack inside the domestic-content perimeter.

Cypress Creek Energy ai-demanddata-centers

Google anchors 2.5 GW Arkansas solar-storage build, largest in US history

Cypress Creek Energy and Google broke ground this week on Steel River Energy Center in Mississippi County, Arkansas. Full build is 2.5 GWdc of solar plus 2.9 GWh of storage across three phases through 2029, with Google under PPA for the first two phases (1.6 GWdc, 1.9 GWh). Every major component is US-sourced: First Solar modules, 142,000-plus tons of structural steel from U.S. Steel's Big River facility in Osceola, LG Energy Solution Vertech battery systems assembled in the US.

Eos Energy Enterprises investor release, July 15, 2026 us-supplythesis-confirm

Eos preliminary Q2: record revenue, $807M backlog, second US battery line in production

Zinc-halide long-duration storage maker Eos Energy Enterprises pre-announced Q2 2026 revenue of $68 to $69 million on July 15, its highest quarter ever, with backlog up roughly 25 percent quarter-over-quarter to about $807 million. First-half 2026 revenue already exceeded all of 2025, and Battery Line 2 at the Thorn Hill, Pennsylvania plant has started commercial production, keeping the company on the path to a 4 GWh annual run-rate by year-end. The read-through: a non-lithium, US-domiciled long-duration storage supplier is finally clearing the scale threshold that offtake counterparties actually price.

McGuireWoods interconnectiondata-centers

FERC's large-load reform window opens: July 9 intervention passed, July 20 adequacy reports next

The six Section 206 show-cause orders FERC issued on June 18 have now moved into their working phase. The July 9 intervention window closed last week, resource adequacy informational reports from every RTO and ISO are due July 20, and the substantive tariff responses land August 17. The five reform categories set the terms of what a uniform federal large-load regime will actually look like.

Analysis

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Transmission tower silhouette against evening sky, standing in for the six regional grid operators that filed generation adequacy reports in the FERC Section 206 large load show cause dockets on July 20, 2026.
fercsection-206

The July 20 generation adequacy filings landed in the six Section 206 dockets. The variance in projected large load ramp across the five non-PJM ISOs is now the read against the August 17 tariff response deadline

All six generation adequacy reports required by the June 18 FERC show cause orders were on the docket by close of business Monday. The substantive read across the five non-PJM filings is the ratio of projected large load additions to projected non-large-load additions, and that ratio now clusters into two groups. MISO, SPP, and PJM sit above the 0.5 threshold at which the existing tariff becomes difficult to defend as still just and reasonable. CAISO, ISO-NE, and NYISO sit below it, on smaller pipelines but tighter transmission constraints. The August 17 tariff responses will now split along those two groupings, with the first cluster filing substantive reform proposals and the second cluster filing partial defenses supplemented by narrower reforms.

Transmission substation with switchgear and high-voltage equipment (file photo).
weekly-digestus-supply

weekly digest, july 13-19, 2026

The week after Google-anchored megawatts started converting off the safe-harbor bank, the story moved down a layer to the plumbing. Federal and state large-load interconnection reforms opened their working windows on the same tape: FERC's Section 206 informational reports from every RTO and ISO are due July 20, and ERCOT's inaugural Batch Zero utility-side deadline lands July 24. On the supply side, three US sodium-ion firms cleared commercial milestones in the same week (Peak Energy, ESS Tech, Unigrid), Eos Energy pre-announced a record $807 million zinc-halide backlog with a second US line in production, and Fluence signed on 800 MWh of Rexford 2 storage with cells, modules, and enclosures all built inside the domestic-content perimeter. Cypress Creek and Google broke ground on Steel River, a 2.5 GWdc Arkansas solar-plus-storage build with a near-complete US bill of materials. And the European Commission's inverter ban on China quantified: Wood Mackenzie put the redirect at 28 GWdc through 2030. The pattern: policy handed the safe-harbored inventory to hyperscaler procurement, and this week the pipes that carry it, cell chemistries, EPC stacks, interconnection queues, all moved to catch up.

Utility scale solar array with battery storage containers (file photo standing in for the co-located solar-plus-storage projects that carry hybrid capacity accreditation).
capacityelcc

Solar-plus-storage capacity accreditation now splits three ways across PJM, MISO, and ERCOT, and the hybrid ELCC number is what actually anchors the PPA

Every hyperscaler-anchored solar-plus-storage project of the Steel River class runs on a PPA whose economics assume a specific quantity of capacity value. That capacity number is not a single figure. It is set by the market operator the project lives inside, and PJM, MISO, and ERCOT now use three fundamentally different methods to produce it. PJM ELCC, MISO seasonal accreditation, and ERCOT energy-only settlement each produce a different accreditation percentage, on a different clock, with a different sensitivity to how much storage has already been built ahead of the queue. Reading a hybrid capacity value at face is the mistake. The value depends on which market design the project cleared into and where it sits on the ELCC saturation curve.

Frequently asked

Why not just read general energy news?

Because generalist coverage buries the supply-chain and policy texture. A permitting decision on a transmission project, a DOE loan commitment to a lithium refinery, an NRC licensing milestone for an SMR, a FERC rulemaking on interconnection reform: these move capital in ways that earnings coverage misses. Clean Power Press is built for the people who track those signals.

Is this for traders or long-horizon investors?

Long-horizon. The thesis is a multi-decade buildout. The daily briefs work for tactical positioning, but the analytical frame is structural: supply-chain, policy, project-pipeline. If you're trading micro-moves on spot prices, this isn't your tool.

What verticals do you cover and how do they connect?

Energy storage and lithium, solar, nuclear and SMRs, grid and transmission, and critical minerals. Climate policy is the connective tissue. The verticals are separate editorial frames but they share a common insight: the bottleneck on every one of them is permitting, supply-chain concentration, and policy implementation, not the underlying technology.

What's your stance on climate change?

Climate change is established science. We don't give false balance to fossil-fuel-industry framing on the science. Our editorial stance is climate-forward: the clean energy transition is necessary, urgent, and one of the most consequential investment stories of the next several decades. That's not advocacy. We report facts, cover setbacks as well as progress, and don't oversell the pace of transition.

What's your analytical frame across verticals?

Track marginal, watch policy, ignore most price noise. The marginal capex dollar, the marginal project entering permitting, the marginal regulatory decision: these are where the structural story moves. Average inventory levels, spot price tapes, and quarterly headlines follow later and with lower signal value.

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