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January 11, 2026

Natural Gas

Casey Monaghan, CC-BY-SA 2.0, via Wikimedia
Vistra to Buy Cogentrix’s Natural Gas Generator Fleet for $4B
Vistra is paying $4 billion to acquire a fleet of natural gas plants in PJM, ISO-NE and ERCOT.
Hydro One
IESO Sees 2026 Demand Cooling from ‘Trade Tensions’
IESO's latest Reliability Outlook reduces its 2026 demand growth projection slightly, citing “international trade tensions.”
GE Vernova
Natural Gas Generation in Demand, and Priced Accordingly
With support from the Trump administration and demand from data centers, 2025 and now 2026 are high times for the U.S. natural gas sector.
CAISO
WEM Board OKs Gas Management Changes to Provide ‘Equitable Access’ to Markets
The Western Energy Markets Governing Body approved a set of revisions to CAISO's gas-fired energy generation resource management program after two years of work with stakeholders.
ICF EnergyInsite
ICF Paper Shows Where New Data Centers Can be Sited Quickly
ICF International has released a new paper discussing where data centers could be sited.
xAI
NAACP Event Examines Data Center Impact on Environmental Justice
Data center developers’ imperative of speed to market not only stresses the power grid but also is felt on the ground as the giant facilities — often paired with onsite generation — spring up in neighborhoods overburdened by pollution.
AdminMonitor
Texas PUC Approves 2 Energy Fund Completion Bonuses
Texas regulators have approved two more applications under the Texas Energy Fund’s completion-bonus program, making the generation resources eligible for more than $100 million in grants.
Charles River Associates
Analysis: OSW and Gas Together Help NYISO, ISO-NE Grid Reliability
Northeastern power systems cannot afford to drop offshore wind if they are to maintain reliability, reduce emissions and lower electricity prices, according to a new analysis from Charles River Associates.
Power Advisory
Big Jump in Ontario Capacity Prices Signals Tightening Supplies
IESO says record-high clearing prices in its capacity auction will have little impact on ratepayers because the ISO's medium- and long-term procurements play a larger role in the region’s resource adequacy.
Meta
NextEra Energy Pursues Gas-fired Data Center Deals
NextEra Energy’s annual investor event featured a goal to power 15 to 30 GW of data center hubs by 2035 and a series of nearer-term agreements in the technology sector.

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