#ferc-ruling

#ferc-ruling

Data centers accounted for around 50% of all electricity demand growth in the U.S. last year, according to the IEA, far surpassing the rise in electricity usage in the residential, industrial, and transport sectors.

At a meeting at the Paris headquarters of the intergovernmental body dedicated to global energy security, Wright referred to the "destructive illusion" of the IEA's commitment to massively reducing greenhouse gas emissions sourced from fossil fuels. The US, one of 45 member and associate countries of the IEA that represent 75% of the world's energy demand, is threatening to withdraw from the body if it does not quit its energy transition goals in the next year.

The bulk of the £200 (10%) saving from a year ago is not real. It's a transfer of bad climate policy costs from bills to taxes. Hiding the problem, not solving it. This means future taxpayers, your children, are now subsidising old wind farms and failed heat pump promotion campaigns, rather than stopping the waste.

Constellation's pullback traces to two friction points, the first being FERC's rejection of a behind-the-meter nuclear colocation deal between Amazon and Talen Energy in November 2024, which sent shockwaves through the sector. While Constellation wasn't directly involved, the ruling raised questions about the viability of similar hyperscaler partnerships.

TotalEnergies will abandon offshore wind projects deemed too big and expensive without federal subsidies in the U.S., opting instead for onshore wind, solar, and battery storage.

The Rapid Broadband Assessment Team (RBAT) used its Accelerated Docket Process to resolve a dispute in Virginia that had slowed down and would have added costs to Broadband Equity, Access and Deployment (BEAD) projects in the state. RBAT is composed of staffers from the Enforcement and Wireline Competition bureaus. They oversaw the development of a case record that presented both sides' legal arguments. The process led to the issuance of an order within 60 days.

Because they operate continuously, data centers consume electricity. These operations involve operating large numbers of servers, cooling systems, networking equipment, and other infrastructure components. The electricity consumption of data centers varies widely with size, capacity, efficiency, and geographic location, yet demand is constant. While that was an important data point over the past few years, many of the top stocks in the sector have delivered outsized gains and may be trading near their highs.

The DOE issued a Request for Information (RFI) on Wednesday, seeking responses from states that may be interested in hosting the campuses, which will operate a "full‑cycle nuclear ecosystem." In practice, this means these sites will be expected to provide facilities for atomic waste reprocessing and disposal, in addition to fuel fabrication and enrichment. They may also serve as locations for nuclear reactors and co‑located datacenters powered by them.

Energy Transfer ( NYSE: ET) delivered a mixed fourth quarter 2025 performance, posting $25.32 billion in revenue while net income declined to $928 million, down from $1.08 billion year-over-year. The midstream giant reported $0.25 EPS and adjusted EBITDA of $4.18 billion, representing an 8% increase from the prior year quarter. Despite the earnings decline, Energy Transfer achieved multiple operational records.

On February 12, 2026, the Trump administration officially repealed the Environmental Protection Agency's 2009 Endangerment Finding, which had determined that greenhouse gases are a threat to public health and welfare. The cost to future generations is incalculable, as a variety of rules that prevent global warming are now at risk. President Trump and EPA Administrator Lee Zeldin announced the decision at the White House, calling it "the single largest deregulatory action in American history."

The US is leading a huge global surge in new gas-fired power generation that will cause a major leap in planet-heating emissions, with this record boom driven by the expansion of energy-hungry datacenters to service artificial intelligence, according to a new forecast. This year is set to shatter the annual record for new gas power additions around the world, with planned and under-construction projects earmarked for 2026 set to nearly triple the amount of existing gas capacity, a report by Global Energy Monitor (GEM) found.

The Supreme Court said Monday that it will hear from oil and gas companies trying to block lawsuits seeking to hold the industry liable for billions of dollars in damage linked to climate change. The conservative-majority court agreed to take up a case from Boulder, Colorado, among a series of lawsuits alleging the companies deceived the public about how fossil fuels contribute to climate change.