The residential battery startup has now raised over half a billion dollars to scale its fleet of home energy storage systems, positioning itself as a key player in the rapidly growing virtual power plant market aimed at stabilizing the national grid.
Pacific Gas & Electric and technology partner Itron are advancing a strategic collaboration focused on grid-edge intelligence. The initiative aims to bolster grid reliability, integrate renewable energy, mitigate wildfire risks, and support California's growing electric vehicle ecosystem.
Utilities are shifting their strategy for distributed energy, moving generation from scattered circuit locations directly to substations. This approach unlocks system-wide benefits—from peak shaving and emergency backup to market participation—offering a multifaceted solution for cooperatives, municipals, and investor-owned utilities alike.
The German state has acquired a 25.1% stake in the German subsidiary of Dutch grid operator TenneT for €3.3 billion, a move aimed at securing funding for critical infrastructure upgrades and reinforcing national energy resilience.
At DISTRIBUTECH 2026, GE Vernova launched its GridBeats Automation and Protection System (APS), a software-defined platform aimed at consolidating substation hardware to enhance grid resilience and flexibility amid growing digital and renewable integration demands.
As demand from data centers and AI strains the aging U.S. electrical grid, Hubbell Incorporated emerges as a critical supplier. Analysts argue its specialized products and regulatory moat position it for sustained growth, transcending its traditional industrial classification.
Hubbell Incorporated posts strong Q4 2025 results, fueled by surging investments in data center infrastructure and utility grid modernization, while navigating inflationary headwinds with strategic pricing and automation.
As utilities worldwide modernize, Itron Inc. (NASDAQ: ITRI) is shifting from a hardware-centric model to a software-driven platform. This strategic pivot, centered on recurring revenue and mission-critical grid management solutions, could be the catalyst for a significant market re-rating, argues a bullish investor thesis.
Siemens Energy announces a major $1 billion investment to scale up U.S. manufacturing of grid equipment and gas turbines, aiming to create over 1,500 skilled jobs as electricity demand from data centers and AI soars.
A new analysis reveals a surge in Gulf investment in African clean energy projects, while urging a strategic pivot towards funding the continent's underdeveloped power grids to unlock greater economic and climate impact.
The German industrial giant plans to expand manufacturing across five states and open a new Mississippi facility, targeting gas turbine and grid tech production while creating 1,500 jobs, as electricity demand from data centers reshapes the American energy landscape.
GE Vernova finalizes its takeover of the remaining 50% stake in the transformer manufacturing joint venture Prolec GE, integrating its operations and 10,000-strong workforce to meet rising grid demands across the Americas.
The severe winter storm Fern, leaving nearly a million customers without power, has starkly highlighted the U.S. electrical grid's persistent vulnerabilities. This comes despite repeated warnings from reliability monitors about the system's growing strain.
Amid tightening climate regulations, Southern States LLC launches a new line of high-voltage switching products that replace the potent greenhouse gas SF6 with a readily available blend of carbon dioxide and oxygen, promising a dramatic reduction in environmental impact without compromising grid reliability.
Alliance Resource Partners (ARLP) reported robust fourth-quarter earnings, driven by cost discipline and a resilient coal market. The company provided optimistic 2026 guidance, citing strengthening demand from data centers, industrial growth, and recent winter storms that underscored coal's critical role in grid reliability.
As AI data centers drive an unprecedented surge in U.S. power demand, natural gas producer EQT is positioning itself as a critical pillar of energy security. Its proven operational resilience during extreme weather events underscores a strategic shift from a pure commodity play to an essential infrastructure partner.
As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.
The German government, via KfW, is set to become a direct shareholder in TenneT Germany with a 25.1% stake, bolstering the grid operator's capital for critical energy transition investments. The deal is slated for completion by mid-2026.
A petition by Sempra's utilities to alter hydrogen blending mandates puts a spotlight on the practical challenges and financial implications of integrating the fuel into California's existing gas infrastructure, as the state balances climate goals with grid reliability.
Hubbell Incorporated (NYSE: HUBB) has officially launched Aclara360, a comprehensive grid analytics platform designed to help utility companies transform operational data into actionable intelligence. The move signals Hubbell's strategic push beyond its traditional hardware roots into higher-margin, recurring software and data services.
