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New Mexico regulators are still weighing potential costs to PNM customers as they review Blackstone’s proposed acquisiti...
09/14/2026

New Mexico regulators are still weighing potential costs to PNM customers as they review Blackstone’s proposed acquisition of TXNM Energy, months after regulators ordered the rollback of a $400 million stock transaction. The deal has been under scrutiny since Blackstone announced its plans in 2025.
🔗 Read in Utility Dive:

TXNM unwound a Blackstone stock sale ruled illegal, but the state Department of Justice is seeking more information related to potential indirect costs to PNM ratepayers.

Hyperscalers and mission-critical defense customers are emerging as the earliest adopters of advanced nuclear, helping d...
09/04/2026

Hyperscalers and mission-critical defense customers are emerging as the earliest adopters of advanced nuclear, helping developers move toward commercial deployment.
From the Los Alamos Nuclear Forum: Utilities see an opportunity for SMRs and microreactors, with cost recovery a key factor in whether they move forward.
🔗 Read in Utility Dive:

Deep-pocketed tech companies and mission‑critical defense customers are emerging as the earliest adopters of advanced reactors, but utilities see potential if siting and cost recovery issues can be resolved.

Most Army installations in the continental U.S. get electricity through the same regional grids that serve surrounding c...
08/27/2026

Most Army installations in the continental U.S. get electricity through the same regional grids that serve surrounding communities, via investor-owned, public or cooperative utilities.

The Army’s new microreactor projects will fit into that existing power system, with the five initial sites expected to remain connected to local utility service. The reactors are intended to provide additional resilience if grid service is disrupted.

🔗 Read more in Utility Dive:

The $2.2B in federal funding is intended to boost the sites’ resilience and the commercial viability of next-generation nuclear power.

The Pacific Northwest is preparing for a sharp rise in electricity demand, with its regional power council calling for 1...
08/18/2026

The Pacific Northwest is preparing for a sharp rise in electricity demand, with its regional power council calling for 11 GW of new generation and 5 GW of storage by 2032. Development of the Ninth Power Plan began in February 2025 and is now out for public comment ahead of a targeted 2026 adoption, with early 2027 also possible. 🔗 Read more in Utility Dive.

The Northwest Power and Conservation Council estimates the portfolio for its Ninth Power Plan would have a fixed cost of $2.3 billion in 2032.

New reporting for Access Intelligence ExchangeMonitor: New Mexico is disputing an EPA warning over proposed requirements...
08/18/2026

New reporting for Access Intelligence ExchangeMonitor:
New Mexico is disputing an EPA warning over proposed requirements for how much waste from Los Alamos National Laboratory must be sent to the Waste Isolation Pilot Plant, the nation’s only operating deep geologic underground repository for the permanent disposal of defense-related radioactive material.
The proposal would require LANL’s older, or “legacy,” waste to make up at least 55% of the waste placed at WIPP from 2027–2031, rising to 75% in 2032.
EPA says the changes could disrupt shipments from other sites and potentially threaten New Mexico’s authority to administer the federal hazardous-waste program.
The state and DOE continue negotiations over the proposed permit conditions.
🔗 Read the story:

The New Mexico Environment Department rejected U.S. Environmental Protection Agency concerns about proposed changes to the Waste Isolation Pilot Plant

Geothermal is heating up in New Mexico. The Bureau of Land Management’s June auction drew a record $16.3 million in winn...
08/13/2026

Geothermal is heating up in New Mexico. The Bureau of Land Management’s June auction drew a record $16.3 million in winning bids, with competition and transmission access driving valuations.

One parcel in New Mexico sold for $701 per acre in June. Analysts cited stronger bidder competition as the Bureau of Land Management prepares for another lease sale in Utah scheduled for Aug. 18.

Texas’ power grid is hitting a potential ceiling on data center and industrial growth: ERCOT, the state’s grid operator,...
08/12/2026

Texas’ power grid is hitting a potential ceiling on data center and industrial growth: ERCOT, the state’s grid operator, may not be able to add generation fast enough to serve the demand developers are lining up.
The latest Utility Dive report looks at what this could mean for the race to connect data centers and other large loads.

Ascend Analytics says more than 80% of new large loads seeking interconnection will not have matching generation online by 2030, even as data centers and industrial demand continue to surge.

WIPP has resumed underground transuranic-waste operations after a nearly two-month outage involving failures of two agin...
08/09/2026

WIPP has resumed underground transuranic-waste operations after a nearly two-month outage involving failures of two aging hoists and subsequent electrical problems. The update comes as DOE and the New Mexico Environment Department continue to negotiate a proposed permit modification governing WIPP disposal priorities and the flow of waste from sites including Los Alamos.

🔗 Read more here:

The Department of Energy contractor that runs the Waste Isolation Pilot Plant (WIPP) said on Wednesday the underground transuranic waste repository has

Texas regulators have approved a 260-MW AI data center co-located behind a 265.5-MW wind farm in the Panhandle and impos...
07/30/2026

Texas regulators have approved a 260-MW AI data center co-located behind a 265.5-MW wind farm in the Panhandle and imposed conditions that may serve as a framework for future behind-the-meter projects.

A final order in the case could offer an early template for other large behind-the-meter loads, requiring rapid curtailment during grid emergencies while limiting participation in demand response programs.

As Wisconsin considers two gas plants expected to serve AI data centers, a new Union of Concerned Scientists report argu...
07/22/2026

As Wisconsin considers two gas plants expected to serve AI data centers, a new Union of Concerned Scientists report argues the state's split review process leaves key questions about project need, customer impacts and long-term risks unresolved until after construction decisions are made.

Integrated resource planning would give regulators a clearer long-term picture of electricity needs before major energy investments are approved, advocates say.

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