Trump Tariffs
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The longstanding links between U.S. and Canadian electricity grid operators won’t be easily fractured by the tariff-driven political rift between D.C., and Ottawa, industry participants on both sides of the border say.
El Paso Electric
El Paso Electric again is seeking regulatory approval for its New Mexico renewable energy plan after resolving tariff-related cost uncertainty of a solar-plus-storage procurement proposed in the plan.
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.
Shutterstock
The policy changes and financial signals of the One Big Beautiful Bill Act will slow the addition of solar, storage and wind capacity, but only for a few years, BloombergNEF predicts.
EDF Renewables
A new analysis of the One Big Beautiful Bill Act from Aurora Energy Research found that the bill likely will increase wholesale power prices in NYISO and PJM.
BloombergNEF
Clean hydrogen is losing momentum in the U.S. due to higher costs, new tariffs and policy uncertainty.
CAISO
California should have plenty of electricity available to meet demand over the next few years, even during extreme weather events or if new energy resource installations are delayed, a California Energy Commission report said.
Hydro-Québec
The impending addition of new export commitments could pose a challenge for Hydro-Québec over the next few years if drought conditions persist.
ERCOT
Energy analysts provided their opinions on the Spain blackout; bills in the Texas Legislature; and the potential ramifications of a trade war as it relates to large power transformers.
Dominion Energy
Dominion Energy reported that Coastal Virginia Offshore Wind has already seen slight cost impacts from President Trump's tariffs, which could grow as the project is still on track for completion in 2026.
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