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Current Events - 2025.07.17 - A Nation's Divided Grid
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First, a nation divided. We are witnessing a stark and accelerating divergence between federal and state energy policies. While Washington rolls back broad support for renewables, powerful states are forging their own paths, creating a high-stakes, fragmented reality for the energy transition.
Second, the data center demand shock. The voracious energy appetite of the AI and cloud computing industries is no longer a forecast; it's a reality that is forcing a fundamental rethink of how utilities plan for the future. Regulators in key states are taking starkly different approaches, with billions of dollars and the future grid mix hanging in the balance.
And third, the grid on the edge. As extreme weather pushes legacy systems to their breaking point, we're seeing new, decentralized technologies emerge as unlikely heroes, proving their worth in real-time and challenging long-held assumptions about grid reliability.
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