FERC accepted PJM’s one-time backstop for a 6,831 MW capacity shortfall but suspended it until 28 February 2027, with cost allocation, transmission owner exit and collateral still open. The regular auction cleared only 525 MW of new generation against the gap.
A Nature Energy paper lifts lithium-sulfur voltage from 2.05 V to 2.54 V with a three-electron sulfur reaction. ENB tests the 1,700 Wh/kg headline against first principles and shows why the stack-level estimate is 477 Wh/kg.
US developers delivered 69 to 82 percent of their early-year battery plans in 2024 and 2025. Applied to 2026, and checked against ERCOT outlooks, the 24 GW plan points to roughly 17 to 20 GW.
South Korea’s newly launched public-private SMR effort targets commercializing domestic light-water reactors by 2035, with construction of non-light-water designs not…
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