US states are betting on virtual power plants to cut grid costs. The US now has more than 40 GW of VPP capacity, and a 2025 DoE report says it could reach 160 GW by 2030, about one-fifth of expected peak demand. #VPP#PowerGrid#Energy#Utilities
Utilities may face pressure from regulators as affordability concerns grow. The sector earned roughly 10% on equity versus an estimated 7-8% theoretical cost, leaving allowed returns vulnerable to cuts. #Utilities#Power#Energy#Inflation
Exelon’s CEO is warning the U.S. could face blackouts by 2027 unless new power plants are built. With AI driving record electricity demand, utilities say permitting, market design and investment delays are threatening grid reliability. #PowerGrid#AI#Energy#Utilities
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