supply chain
IESO
The reference scenario in IESO’s 2026 Annual Planning Outlook indicates net annual energy demand growth of 65% by 2050, from just over 150 TWh in recent years to 250 TWh.
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Reports of the energy storage industry’s demise are greatly exaggerated, experts said during the American Clean Power Association’s annual Energy Storage Summit.
SEIA
With the start of production at an ingot and wafer factory in Michigan, all components of a photovoltaic solar module can now be sourced from U.S. manufacturers.
Shutterstock
The National Rural Electric Cooperative Association has flown 2,000 member representatives into D.C. to lobby congressional leaders on key priorities for the nation’s co-ops, which this year include passage of permitting legislation and meeting rising demand.
MISO
MISO is on its way to installing a fourth, 20-year future to inform transmission planning in case supply chains remain unsteady.
FERC
Representatives of electric utilities and manufacturers provided feedback on proposed supply chain risk management standards at a workshop hosted by FERC and NERC.
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CERAWeek 2025 by S&P Global examined the changing energy landscape through 14 themes, from policy and regulation to climate and sustainability, but none seemed to draw more focus than the rapid expansion of AI and is potential transformative effects.
House Committee on Energy and Commerce
The House Energy and Commerce Subcommittee on Energy looked into demand growth, which both parties recognized as an opportunity that could benefit policy changes, though plenty of daylight exists on how to address it.
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Industry leaders spoke on the grid's supply chain challenges at a technical session during NERC's Board of Trustees committee meetings in Miami.
WIRES
FERC Commissioner David Rosner talked about his hope for more consensus on rehearing for Order 1920, and a panel of experts discussed supply chain issues at the WIRES fall meeting.
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