Ep362: Load Growth and the Future of Capacity Markets
Amy Brachio, CEO of Carbon Measures, discusses how product‑level carbon data and regulation can align market incentives to reduce emissions in hard‑to‑abate sectors.
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Trump Bans More Power Equipment
President Trump issued an emergency executive order this afternoon that bans "any acquisition, importation, transfer, or installation” of foreign-produced transformers, inverters, circuit breakers and other electrical equipment that can be used to sabotage US power plants and the electricity grid.
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Battery Gold Rush
The US is expected to install 24,000 MW of new utility-scale battery capacity this year, which is a 60% increase over installations last year. This is almost double the global growth rate.
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A Market in Motion
The US is projected to install a record 86,000 MW of new utility-scale electric generating capacity in 2026, with 93% of it coming from solar, wind and energy storage.
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Updated Foreign Inverter Ban
The Federal Communications Commission made two main updates today to its import ban on foreign-produced power inverters after receiving input from the US Department of War.
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