Market context and why this analysis matters New Jersey’s power market is entering a compressed moment where politics, prices, and physics collide as customer bills jump, PJM’s reserve margin tightens, and large-load demand from data centers accelerates right when a new administration makes
Grid-scale storage at a turning point in the Upper Midwest power system Power demand is rising, coal retirements are accelerating, and weather volatility is testing the grid’s limits, so a 600‑MW battery at Sherco signals not just a project upgrade but a pivot point for how the Upper Midwest plans,
Lead/Introduction A single signature set off a cascade through the power market: a 1.4-gigawatt hyperscale agreement that would lift one utility’s electric load by roughly a quarter in as little as two to three years, reshaping how energy is planned, financed, and delivered while AI-fueled data
Christopher Hailstone has spent his career at the intersection of energy management, renewables, and grid operations, so he brings a practical lens to the post-OBBBA moment. LevelTen’s survey shows an enormous U.S. pipeline and a clear pivot toward storage and hybrids, and Christopher unpacks how
In a world increasingly driven by artificial intelligence, the backbone of this technological revolution—data centers—faces a critical hurdle: energy. These sprawling hubs, powering everything from cloud computing to AI algorithms, consume staggering amounts of electricity, often outpacing the
The energy sector stands at a critical juncture, grappling with an unprecedented surge in demand driven by high-intensity sectors like artificial intelligence data centers, which are projected to escalate power needs from a modest 4 GW today to a staggering 123 GW by 2035. This thirtyfold increase
