ERCOT, SPP and 3 US regions need significant investment in new generating capacity: BofA

U.S. battery storage capacity has grown exponentially over the last five years with more than 40 GW added to the grid during this period. We expect 2026 to be another big year for solar additions, similar to the record utility-scale solar capacity added to the U.S. grid in 2024 (30.8 GW) and in 2025 (27.2 GW). Developers plan to add 43.4 GW of new utility-scale solar capacity in 2026, a 60% increase in capacity additions from last year if realized. Account-level intent data provides insights into the collective behavior of an organization, such as when multiple employees from the same company are researching similar topics. This type of data is useful for identifying when an entire organization might be in the market for a particular solution, allowing marketers to prioritize these accounts for outreach. Within the broader TAM, the ideal customer profile (ICP) narrows down the focus to those accounts who are most likely to benefit from the company’s offerings and, in turn, are most valuable to the business.

Here’s how AI is rebuilding the foundation of modern marketing.

However, NESO missed its target of running the electricity network for at least 30 minutes in 2025 without any fossil fuels. Overall, UK electricity became slightly more polluting in 2025, with each kilowatt hour linked to 126g of carbon dioxide (gCO2/kWh), up 2% from the record low of 124gCO2/kWh, set last year. Matt has a passion for electric vehicles, renewable energy, and cutting-edge tech. Born in Canada, Matt has been covering Tesla, SpaceX, and the broader EV landscape for years, helping readers stay informed about the latest technology. Other Japanese automakers, including Honda, have also recently adjusted long-term electrification targets as the industry navigates shifting market conditions and uncertain consumer demand.

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Other energy generation sources — like hydrogen and geothermal — also were not included on the updated generation plan, while previously accounting for 4% and 0.01% on the current plan. The current diversified blend plan, which was approved in December 2022, starts falling short of meeting demand in the early part of 2030, Kee said. While the utility aims to keep the diversified approach of that strategy, the recommended plan changes the mix of its energy generation sources. With traditional AI, the energy usage is split fairly evenly between data processing, model training, and inference, which is the process of using a trained model to make predictions on new data. Developers plan to add 24 GW of utility-scale battery storage to the grid this year, compared with a record 15 GW added in 2025.

• However, the Northeast was the only U.S. region to see improvement in both missing young households and the overall supply gap in 2025, supported by housing starts reaching their highest level since 2015.
• A diversified content approach, where content is carefully matched to each stage of the buyer’s journey, is essential for an effective demand generation strategy.
• Here’s an interesting case study of how Responsify helped ScholarChip increase its sales through data analysis and content strategy.
• Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026.

Market research firm TechInsights estimates that the three major producers (NVIDIA, AMD, and Intel) shipped 3.85 million GPUs to data centers in 2023, up from about 2.67 million in 2022. “When we think about the environmental impact of generative AI, it is not just the electricity you consume when you plug the computer in. Beyond electricity demands, a great deal of water is needed to cool the hardware used for training, deploying, and fine-tuning generative AI models, which can strain municipal water supplies and disrupt local ecosystems. The increasing number of generative AI applications has also spurred demand for high-performance computing hardware, adding indirect environmental impacts from its manufacture and transport. The report said the EIA expects electricity demand in PJM to grow by 3.3% in both 2025 and 2026. Much of the projected load growth is in the grids managed by the PJM Interconnection and the Electricity Reliability Council of Texas, and the total downward revision appears to be driven by changes in ERCOT’s projected demand growth.

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“It’s unlikely, for example, that we’ll see many, if any, standalone solar farms built in at least on the east coast of Australia going forward,” Mr Tickler says. “There’ll still be solar farms built, lots of them, but they will be developed, co-located with battery storage from the get-go.” Mr Tickler notes some solar farms on Australia’s eastern seaboard are losing as much as 30 per cent of their potential production to curtailment.

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Solar power makes up 51% of the planned 2026 capacity additions, followed by battery storage at 28% and wind at 14%. A diversified content approach, where content is carefully matched to each stage of the buyer’s journey, is essential for an effective demand generation strategy. By delivering content that is relevant to their current stage, businesses can guide buyers more smoothly through the journey, leading to higher satisfaction and stronger loyalty.

Mr Tickler says the extraordinary take-up of rooftop solar in Australia is supercharging the trend. About one in three “small-use” customers in Australia — or more than 4 million homes and businesses — now have solar panels on their roofs. Curtailment is most pronounced in the shoulder seasons of spring and autumn, when solar output is elevated but mild temperatures mean demand for electricity is often subdued. Experts warn that Trump’s efforts to block clean energy will have a long-term impact.

• In October, for the first time ever, clean energy trumped fossil fuels in supplying electricity to homes and businesses on the eastern seaboard.
• We asked senior executives at Demand AI to help B2B marketers navigate this challenge.
• “Even buyers who earn solid incomes are struggling with down payments, closing costs, and qualifying at today’s rates,” says Jhayem.
• ERCOT now has 1,999 active generation interconnection requests—mostly solar and battery projects—totaling 432 gigawatts.
• Meanwhile, the West saw fewer new households than the Midwest, contributing to a widening relative gap in the Midwest.
• The increased autonomy of buyers means that organizations need to be more proactive in reaching out at the right moments and through the right channels.

The Complete Guide to B2B Demand Generation: Strategies, Content and Best Practices for Modern Marketers

They create marketing engines that don’t just fill the funnel but actively contribute to closing more deals faster. Done right, AI infrastructure can be a catalyst for the broader energy investment the country needs. These commitments are the beginning of our efforts to address data centers’ impact on energy costs.

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Lengthy lead times are likely to continue for now and reliability in that environment depends on early, informed decisions, writes Electric Power Research Institute Senior Program Manager Bobby Noble. Mr Tickler says consumers themselves will also be a key part of the solution to the times when too much power is being generated. David Dixon from Rystad Energy says Australia is about to bring online vast amounts of grid-scale storage, which could soon slash the need to curtail much power. Mr Tickler says batteries are in many ways an ideal complement to variable renewable sources such as solar, soaking up excess generation in the day so it can be used at night.

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We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Since generators sell their electricity supply to the energy market, when prices are too low to make any money, an owner may choose not to produce https://master-your-business.com/what-role-does-marketing-analytics-play-in-decision-making/ power at that time, Mr Tickler explains.

Power grid operators must have a way to absorb those fluctuations to protect the grid, and they usually employ diesel-based generators for that task. In a two-part series, MIT News explores the environmental implications of generative AI. A second piece will investigate what experts are doing to reduce genAI’s carbon footprint and other impacts. The EIA said it had revised its forecast of ERCOT growth rates since last month, shrinking its projections from 6% to 5% growth in 2025 and 15.7% to 9.6% growth in 2026. The agency expects the United States will generate 4,327 billion kWh in 2026, down from a 4,382 billion kWh estimate issued last month.