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Or, one reason why we haven’t seen more blackouts this week.

Sometimes to get what you want, all you have to do is ask. That’s what the organizations managing electricity grids across the country (and outside of it, but we’ll get to that) learned this week as plunging temperatures led to record-high electricity usage while lights (and heaters) stayed on.
One can get an eyeball sense of the effect these voluntary conservation notices have by looking at the difference between expected electricity demand versus what actually was needed this week. While some of this could just be normal forecasting errors, recent history suggests that big divergences during peak demand hours are likely the result of requests to use less power.
In contrast to past cold snaps such as Winter Storm Uri in 2021 and Winter Storm Elliott in 2022, utilities did not need to do any mass “load shedding” — i.e. rolling blackouts — in order to handle the high demand. During Uri, much of the Texas electricity system essentially failed for several days, leading to hundred of deaths, while during Elliott, the Tennessee Valley Authority instituted rolling blackouts for the first time ever as hundreds of thousands of Duke Energy customers in the Carolinas lost power.
This time around, TVA requested customers conserve power from 6 a.m. to 10 a.m. on Wednesday morning, citing extremely low temperatures throughout the Tennessee Valley and the areas it serves.
TVA was right that the grid would be stressed — it would ultimately break its all time record for demand. And yet, that demand peaked on Wednesday morning at 8 a.m. at 34,376 megawatts, notably short of the forecast demand of 35,125 MW, according to Energy Information Administration data.
There was also a sizable gap between forecast demand and actual demand the evening prior, after the TVA put out a release requesting conservation the following morning, but before the actual conservation period began. The request was tweeted out a little after 5 p.m. Central time on Tuesday; by 8 p.m., there was a roughly 3,000 MW gap between forecast demand and actual demand.
Something similar happened earlier this week in Texas. This time, ERCOT, which runs the market for 90% of the state’s electricity consumption, issued requests to conserve for Monday and Tuesday mornings. At 9 a.m. Central time on Monday, ERCOT forecasted demand of 83,561 MW, while actual demand was 74,452 MW. And on Tuesday morning at 8 a.m., forecasted demand was 87,055 MW, while actual demand was 78,155 MW. ERCOT’s all-time demand record from last summer still stands, but it broke winter records this week.
And in the U.K., the national grid operator has turned this into a business, paying homes and businesses some $11.4 million so far this winter to conserve demand in peak moments, according to Bloomberg. The combined energy saving was enough to power six million homes for at least an hour, per the report.
Voluntary conservation calls, while often effective in the short term, are often an indication that something has probably gone wrong. In both Texas and the TVA territory, advocates have called for measures to make grids more resilient and to improve energy efficiency, especially during cold weather. This means everything from winterizing natural gas infrastructure to updating building codes to better insulating homes so that they require less heat during cold snaps.
There are also more structured ways to get customers to consume less electricity during peak demand times than putting out voluntary requests — so-called “demand response” includes systems of incentives and payments to use less electricity at peak times. But Texas does not, as yet, offer them at a meaningful scale to residential customers, just businesses.
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A proposed change in how the agency implements an obscure Cold War-era law would impose onerous reporting requirements on renewables and pipelines.
Democrats in Congress claim that a new Trump administration proposal will have a chilling effect on the energy sector by subjecting renewables and fossil fuel pipelines alike to an obscure, rarely cited Cold War-era law requiring detailed information on foreign farmland ownership be submitted to the Agriculture Department.
In late June, the Agriculture Department released a proposal to change implementation of the Agricultural Foreign Investment Disclosure Act of 1978, which requires companies to provide information to the federal government on foreign investors in farmland holdings, acquisitions, and sales. If finalized, the new rule would expand the definition of “agricultural land” in regulation to include all renewable energy facilities and pipeline corridors by explicitly tying the term to those industries’ formal codes under the North American Industry Classification System.
Top Senate Democrats on Monday argued that taken together with expanded investor reporting thresholds and land boundary mapping requirements, this rule change “may exceed what is necessary” to deal with national security issues around farmland ownership.
One of the letter’s signatories, Pennsylvania’s John Fetterman, has previously joined the GOP in railing against foreign companies purchasing U.S. farmland as a potential national security concern. And indeed, there certainly exists a broader bipartisan anxiety around Chinese influence on essential industries, e.g. mining and critical minerals. That Fetterman is now joining climate hawks Martin Heinrich and Sheldon Whitehouse in opposing the administration’s move is a striking moment of unity, especially as Fetterman bats away beltway rumors that he’ll flip parties.
The letter demands a briefing from the Agriculture Department that includes the proposal’s “anticipated impacts on the energy, infrastructure, and agricultural sectors,” as well as the legal basis for changing its definition of “agricultural land.”
“[W]e are concerned that USDA’s proposed rule may exceed what is necessary to address those objectives, have unintended national security consequences, and may create substantial compliance burdens on agricultural producers, landowners, infrastructure operators, energy developers, and investors that could undermine efforts to address rising energy and food prices without a corresponding national security benefit,” the letter reads.
As I have previously written, the USDA is an increasingly vital organ in the Trump administration’s war on renewable energy projects, and focusing its laser beam at project development on what it calls “prime” farmland. Trump also recently tapped country music star John Rich to be his “special envoy for American landowners,” which directly led to the USDA working with people fighting solar on farmland in upstate New York.
The Trump change goes after pipelines as well as renewable energy, although logic suggests that solar development could be more vulnerable due to the sheer acreage often required for utility-scale project construction and property setbacks.
The Agriculture Department responded to my request for comment with a statement: “As Secretary [Brooke] Rollins has noted before, the regulations governing the Agricultural Foreign Investment Disclosure Act of 1978 are extremely outdated and need to be updated to better reflect today’s conditions. USDA looks forward to considering all public comments before finalizing the rule.”
Editor’s note: This story has been updated to include the statement from USDA.
Americans paid $217 on average for electricity last month, according to Heatmap and MIT’s Electricity Price Hub.
July is typically the season of high electricity bills, and this year is no exception.
Nationally, the average electricity bill spiked to $217, an all-time high, according to new data from Heatmap and MIT’s Electricity Price Hub. That’s up from $177 in June, and $215 last July. Meanwhile, electricity rates were 19 cents per kilowatt-hour, virtually unchanged from June and slightly higher than July of last year.
Throughout the country, many ratepayers are seeing higher costs and charges in the portion of their bill covering the cost of power generation.
Once again, some of the most notable electricity price and bill trends were seen in the mid-Atlantic region, the heart of the data center boom and the anchor area of the PJM Interconnection. The region also includes Virginia, where Florida utility and energy developer NextEra is attempting to acquire the commonwealth’s dominant utility, Dominion.
In July, Dominion customers saw typical generation charges rise to $155 a month, up from $124 a year ago. Overall bills for Dominion customers were about $259 this past month.
The higher bills are in part due to the “fuel charge rider” that went into effect this past month to help recover about $1 billion in additional generation costs claimed by the utility. Those charges stem in part from higher fuel costs this past winter, when natural gas prices spiked to their highest level since the winter of 2022-23, Dominion officials said in a filing to the state’s utilities regulator. The MIT researchers estimate that the fuel charge added around $53 to July bills, up $12 from July of last year.
In neighboring Delaware, bills were $216 a month in July, a record high, while prices were around 19 cents per kilowatt-hour. Customers of the state’s main utility, Delmarva Power, saw a near 20% hike in the supply charge in their standard service offerings, as prices rose from around 16 cents per kilowatt-hour from last year.
The Delaware Public Service Commission voted at the beginning of last month to allow an interim rate increase of about $3 per month for the typical customer, which went into effect July 9. Soon after, Delaware Governor Matt Meyer signed a law giving the state’s regulators more discretion to reject putting certain utility costs into the rate base and thus limit subsequent price hikes requested by utilities. The governor’s office described the law as a mechanism “to prioritize prudent spending over unchecked cost recovery.”
The energy developer is backing off after a Heatmap report.
Clearway says it is backing off its plans to build a data center and gas power plant on federal land, days after Heatmap revealed the energy developer’s proposal.
Last week, I reported that Clearway asked the Trump administration’s Bureau of Land Management to swap a five year-old application for a solar farm’s permits with “a proposed data center and natural gas facility.” Clearway’s chief development officer John Woody had written in a letter to BLM dated April 3 that the swap was “the result of a shift in our internal development priorities” and intended “to better align with the goals of our Administration.” He also noted the plans were in “exploratory early stages.”
This news fit a trend. I obtained Clearway’s letter right after reporting on a different solar project on federal land that was being swapped for a data center. But it turns out, the company’s internal thinking continued to shift: on Friday, they reached out to me saying they are now nixing the data center and gas plant, after concluding it wasn’t the right call for their business.
“Since our initial filing, we’ve evaluated how to make the best use of this public land in a way that serves its intended purpose: the public interest. As a clean energy developer and operator, our focus in Nevada remains solar and battery storage,” Clearway said in a statement it provided to me from an unnamed spokesperson. “We are in the process of amending our application to reflect the state’s growing demand for low-cost, reliable energy.”
In addition, Clearway on Monday sent a letter to BLM formally alerting the agency it has no plans to build the data center, which it also provided to me.
When I first broke news of Clearway’s plans, I said it was an apparent aberration – they oversaw relatively few fossil projects and had never worked in data centers. I chalked this pivot up to yet another energy developer changing its tune with the winds of national politics. Now that the company is apparently sticking to its guns, I’m mostly just left wondering what happened here – and relieved some still remain committed to zero-emissions power in the booming business of electrons.