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April 3, 2026

Natural Gas

Constellation Energy
Constellation Stock Jumps off Reported $2.32B in 2025 Profit
Constellation Energy reported a net income of $2.32 billion in 2025 and gave updates on the planned restart of the former Three Mile Island nuclear facility.
PJM
PJM MRC/MC Briefs: Feb. 19, 2026
Stakeholders endorsed PJM’s recommended installed reserve margin and forecast pool requirement for the 2028/29 Base Residual Auction at the Markets and Reliability Committee meeting.
AdminMonitor
ERCOT Promises More Details on Batch Study Process
ERCOT staff have promised more clarity on the link between the initial batch study process for large loads and the subsequent studies and existing planning structure during an upcoming workshop.
EIA
Record 86 GW of Generation Additions Projected in 2026
The EIA released a report that said a record 86 GW of utility-scale capacity is projected to be added to the grid in 2026, which if true, would far outpace the 53 GW of capacity added in 2025.
Constellation Energy
FERC Denies Rehearing Requests on Constellation-Calpine Merger
FERC upheld its approval of Constellation Energy’s purchase of Calpine while also addressing arguments from consumer and environmental groups.
BloombergNEF
Report Touts U.S. Sustainable Energy Despite Volatile Policies
The annual status report from the Business Council for Sustainable Energy finds sustainable energy met rising U.S. power demands in 2025 despite the far-reaching policy shifts roiling the sector.
Duke University
Duke University Study Quantifies Benefits of Data Center Flexibility
Demand flexibility among data centers could reduce the need for new gas-fired generation needed to supply their energy consumption while driving development of additional renewables and cutting electricity prices, according to a Duke University report.
Windy.com
Navigating Extreme Winter Storms: A System-of-systems Perspective
With Winter Storm Fern, we learned, once again, that our nation’s power grids rely on a significant fossil mix when the weather turns nasty, writes columnist Peter Kelly-Detwiler.
Shutterstock
NYISO Recounts Challenges During January
The NYISO Operating Committee discussed the challenges it faced while successfully navigating through several events in January, including a major winter storm.
Eversource Energy
Eversource Adds $2.3B to 5-Year Capital Investment Plan
Eversource Energy increased its five-year capital investment plan by $2.3 billion, an increase largely driven by investments in its gas and electric distribution systems.

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