U.S. power industry sees growth despite lean times

By Industrial Info Resources


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Despite the global economic downturn, the U.S. Power Industry is managing to see continued growth driven primarily by the development of renewable energy resources and new natural-gas-fired generation.

At present, there are 341 new generating units representing more than 45,000 megawatts (MW) of capacity under construction in the country. In addition, 300 units totaling 23,000 MW are scheduled to begin construction in the nation during the last half of 2009.

Much of this capital project spending activity is being driven by the construction of new renewable energy sources, led by wind, biomass and solar. In fact, Industrial Info Resources has identified 14,000 MW of renewable energy currently under construction in the country and an additional 9,900 MW earmarked for construction kickoff before the end of the year.

Assuming all of this planned capacity moves to fruition, it will represent an investment of more than $20 billion. This drive to build renewable energy sources is being driven by a number of factors, including incentives such as a three-year extension of the Renewable Energy Tax Credit, Investment Tax Credits and the passage of renewable energy portfolio standards by 28 states. Of course, this segment of the industry is facing a number of hurdles, as well, including financing issues, permitting obstacles and transmission constraints, to name a few.

In addition to construction activity to build new renewable energy sources, the industry is experiencing an upswing in activity to build new natural-gas-fired generation units.

Currently, 22,000 MW of simple-cycle and combined-cycle natural-gas-fired capacity is under construction. Furthermore, there are more than 100 units and 11,000 MW of new natural-gas-fired capacity under development and planned for construction kickoff before the end of the year.

Assuming this additional activity moves forward to a construction phase, it will represent a total investment of more than $7 billion. Much of this new capacity is being built to meet demand that was originally planned as coal-fired capacity and scheduled for completion after 2010. Other natural-gas-fired units are being built to supply peaking capacity and for grid support across the country.

Higher construction costs and uncertainty over looming carbon-dioxide legislation have derailed the development of new coal-fired projects. Yet still, there are 33 new coal-fired units under construction, representing 16,000 MW and more than $28 billion in the United States, that are expected to proceed to completion.

There are an additional six units and 1,900 MW of new coal-fired capacity scheduled for construction starts in 2009, but it is expected that these will be delayed for a few years. Beyond 2009, 27,000 MW of coal-fired capacity is under development in the United States.

While the industry has experienced a downturn in activity when compared to recent years, spending in the Power Industry is expected to remain healthy. Even though demand has been down for the past several months, projections indicate the need to develop 15,000-20,000 MW per year to meet demand and to replace older units scheduled for retirement.

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Why Atomic Energy Is Heating Up Again

Nuclear Power Revival drives decarbonization, climate change mitigation, and energy security with SMRs, Generation IV designs, baseload reliability, and policy support, complementing renewables to meet net-zero targets and growing global electricity demand.

 

Key Points

A global shift back to nuclear energy, leveraging SMRs and advanced reactors to cut emissions and enhance energy security.

✅ SMRs offer safer, modular, and cost-effective deployment.

✅ Provides baseload power to complement intermittent renewables.

✅ Policy support and investments accelerate advanced designs.

 

In recent years, nuclear power has experienced a remarkable revival in public interest, policy discussions, and energy investment. Once overshadowed by controversies surrounding safety, waste management, and high costs, nuclear energy is now being reexamined as a vital component of the global energy transition, despite recurring questions such as whether it is in decline from some commentators. Here's why nuclear power is "so hot" right now:

1. Climate Change Urgency

One of the most compelling reasons for the renewed interest in nuclear energy is the urgent need to address climate change. Unlike fossil fuels, nuclear power generates electricity with zero greenhouse gas emissions during operation. As countries rush to meet net-zero carbon targets, evidence that net-zero may require nuclear is gaining traction, and nuclear offers a reliable, large-scale alternative to complement renewable energy sources like wind and solar.

2. Energy Security and Independence

Geopolitical tensions and supply chain disruptions have exposed vulnerabilities in relying on imported fossil fuels, and Europe's shrinking nuclear capacity has sharpened concerns over resilience. Nuclear power provides a domestic, stable energy source that can operate independently of volatile global markets. For many nations, this has become a strategic priority, reducing dependence on politically sensitive energy imports.

3. Advances in Technology

Modern innovations in nuclear technology are transforming the industry. Small Modular Reactors (SMRs) are leading the way as part of next-gen nuclear innovation, offering safer, more affordable, and flexible options for nuclear deployment. Unlike traditional large-scale reactors, SMRs can be built faster, scaled to specific energy needs, and deployed in remote or smaller markets.

Additionally, advances in reactor designs, such as Generation IV reactors and fusion research, promise to address longstanding concerns like waste management and safety. For example, some new designs can recycle spent fuel or run on alternative fuels, significantly reducing radioactive waste.

4. Public Perception Is Shifting

Public opinion on nuclear power is also changing. While the industry faced backlash after high-profile incidents like Chernobyl and Fukushima, increasing awareness of climate change and energy security is prompting many to reconsider, including renewed debates such as Germany's potential nuclear return in policy circles. A younger, climate-conscious generation views nuclear energy not as a relic of the past, but as an essential tool for a sustainable future.

5. Renewables Alone Are Not Enough

While renewable energy sources like solar and wind have grown exponentially, their intermittent nature remains a challenge. Energy storage technologies, such as batteries, have not yet matured enough to fully bridge the gap. Nuclear power, with its ability to provide constant, "baseload" energy, as France's fleet demonstrates in practice, serves as an ideal complement to variable renewables in a decarbonized energy mix.

6. Government Support and Investment

Policymakers are taking action to bolster the nuclear sector. Many countries are including nuclear energy in their clean energy plans, offering subsidies, grants, and streamlined regulations to accelerate its deployment. For instance, the United States has allocated billions of dollars to support advanced nuclear projects, the UK's green industrial revolution outlines support for upcoming reactor waves, while Europe has classified nuclear power as "sustainable" under its green taxonomy.

7. Global Energy Demand Is Growing

As populations and economies grow, so does the demand for electricity. Developing nations, in particular, are seeking energy solutions that can support industrialization while limiting environmental impact. Nuclear energy is being embraced as a way to meet these dual objectives, especially in regions with limited access to consistent renewable energy resources.

Challenges Ahead

Despite its potential, nuclear energy is not without its challenges. High upfront costs, lengthy construction timelines, and public concerns over safety and waste remain significant hurdles. The industry will need to address these issues while continuing to innovate and build public trust.

Nuclear power's resurgence is driven by its unique ability to tackle some of the most pressing challenges of our time: climate change, energy security, and the growing demand for electricity. With advances in technology, changing perceptions, and robust policy support, nuclear energy is poised to play a critical role in the global transition to a sustainable and secure energy future.

In a world increasingly shaped by the need for clean and reliable power, nuclear energy has once again become a hot topic—and for good reason.

 

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Gov. Greg Abbott touts Texas power grid's readiness heading into fall, election season

ERCOT Texas Fall Grid Forecast outlines ample power supply, planned maintenance outages, and grid reliability, citing PUC oversight and Gov. Abbott's remarks, with seasonal assessment noting mild demand yet climate risks and conservation alerts.

 

Key Points

ERCOT's seasonal outlook for Texas on fall power supply, outages, and reliability expectations under PUC oversight.

✅ Projects sufficient supply in October and November

✅ Many plants scheduled offline for maintenance

✅ Notes PUC oversight and Abbott's confidence

 

Gov. Greg Abbott said Tuesday that the Texas power grid is prepared for the fall months and referenced a new seasonal forecast by the state’s grid operator, which typically does not draw much attention to its fall and spring grid assessments because of the more mild temperatures during those seasons.

Tuesday’s new forecast by the Electric Reliability Council of Texas showed that there should be plenty of power supply to meet demand in October and November. It also showed that many Texas power plants are scheduled to be offline this fall for maintenance work. Texas power plants usually plan to go down in the fall and spring for repairs to improve reliability ahead of the more extreme temperatures in winter and summer, when Texans crank up their heat and air conditioning and raise demand for power.

ERCOT for at least a decade announced its seasonal forecasts, but did not do so on Tuesday. The grid operator stopped announcing the reports after the 2021 winter storm event. A spokesperson for the grid operator, which posted the report to its website midday without notifying the public or power industry stakeholders, said there were no plans to discuss the latest forecast and referred questions about it to the Public Utility Commission, which oversees ERCOT. Abbott appoints the board of the PUC.

Abbott on Tuesday expressed his confidence about the grid in a news release, which included photos of the governor sitting at a table with incoming ERCOT CEO Pablo Vegas, outgoing interim CEO Brad Jones and Public Utility Commission Chair Peter Lake.

“The State of Texas continues to monitor the reliability of our electric grid, and I thank ERCOT and PUC for their hard work to implement bipartisan reforms we passed last year and for their proactive leadership to ensure our grid is stronger than ever before,” Abbott said in the release.

Abbott has not previously shared or called attention to ERCOT’s forecasts as he did on Tuesday.

Up for reelection this fall, Abbott has faced continued criticism, including from the Sierra Club over his handling of the 2021 deadly power grid disaster, when extended freezing temperatures shut down natural gas facilities and power plants, which rely on each other to keep electricity flowing. The resulting blackouts left millions of Texans without power for days in the cold, and hundreds of people died.

ERCOT’s forecasts for fall and spring are typically the least worrisome seasonal forecasts, energy experts said, because temperatures are usually milder in between summer and winter, even as ERCOT has issued an RFP to procure winter capacity to address shortages, so demand for power usually does not skyrocket like it does during extreme temperatures.

But they’ve warned that climate change could potentially lead to more extreme temperatures during times when Texas hasn’t experienced such weather in the past. For example, in early May six power plants unexpectedly broke down when a spring heat wave drove power demand up and highlighted broader heat-related blackout risks across the grid. ERCOT asked Texans to conserve electricity at home at the time.

Abbott released the seasonal report at a time when he has asserted unprecedented control over ERCOT. Although he had no formal role in ERCOT’s search for a new permanent CEO, he put a stranglehold on the process, The Texas Tribune previously reported. Since the winter storm, Abbott’s office has also dictated what information about the power grid ERCOT has released to the public.

 

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Electricity alert ends after Alberta forced to rely on reserves to run grid

Alberta Power Grid Level 2 Alert signals AESO reserve power usage, load management, supply shortage from generator outages, low wind, and limited imports, urging peak demand conservation to avoid blackouts and preserve grid reliability.

 

Key Points

An AESO status where reserves power the grid and load management is used during supply constraints to prevent blackouts.

✅ Triggered by outages, low wind, and reduced import capacity

✅ Peak hours 4 to 7 pm saw conservation requests

✅ Several hundred MW margin from Level 3 load shedding

 

Alberta's energy grid ran on reserves Wednesday, after multiple factors led to a supply shortage, a scenario explored in U.S. grid COVID response discussions as operators plan for contingencies.

At 3:52 p.m. Wednesday, the Alberta Electric System Operator issued a Level 2 alert, meaning that reserves were being used to supply energy requirements and that load management procedures had been implemented, while operators elsewhere adopted Ontario power staffing lockdown measures during COVID-19 for continuity. The alert ended at 6:06 p.m.

"This is due to unplanned generator outages, low wind and a reduction of import capability," the agency said in a post to social media. "Supply is tight but still meeting demand."

AESO spokesperson Mike Deising said the intertie with Saskatchewan had tripped off, and an issue on the British Columbia side of the border, as seen during BC Hydro storm response events, meant the province couldn't import power. 

"There are no blackouts … this just means we're using our reserve power, and that's a standard procedure we'll deploy," he said. 

AESO had asked that people reduce their energy consumption between 4 and 7 p.m., similar to Cal ISO conservation calls during grid strain, which is typically when peak use occurs. 

Deising said the system was several hundred MWs away from needing to move to an alert Level 3, with utilities such as FortisAlberta precautions in place to support continuity, which is when power is cut off to some customers in order to keep the system operating. Deising said Level 2 alerts are fairly rare and occur every few years. The last Level 3 alert was in 2013. 

According to the supply and demand report on AESO's website, the load on the grid at 5 p.m. was 10,643 MW.

That's down significantly from last week, when a heat wave pushed demand to record highs on the grid, with loads in the 11,700 MW range, contrasting with Ontario demand drop during COVID when many stayed home. 

A heat warning was issued Wednesday for Edmonton and surrounding areas shortly before 4 p.m., with temperatures above 29 C expected over the next three days, with many households seeing residential electricity use up during such periods. 

 

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Worker injured after GE turbine collapse

GE Wind Turbine Collapse Brazil raises safety concerns at Omega Energia's Delta VI wind farm in Maranhe3o, with GE Renewable Energy probing root-cause of turbine failure after a worker injury and similar incidents in 2024.

 

Key Points

An SEO focus on the Brazil GE turbine collapse, its causes, safety investigation, and related 2024 incidents.

✅ Incident at Omega Energia's Delta VI, Maranhao; one worker injured

✅ GE Renewable Energy conducts root-cause investigation and containment

✅ Fifth GE turbine collapse in 2024 across Brazil and the United States

 

A GE Renewable Energy turbine collapsed at a wind farm in north-east Brazil, injuring a worker and sparking a probe into the fifth such incident this year, the manufacturer confirmed.

One of the manufacturer’s GE 2.72-116 turbines collapsed at Omega Energia’s Delta VI project in Maranhão, which was commissioned in 2018.

Three GE employees were on site at the time of the collapse on Tuesday (3 September), the US manufacturer confirmed, even as U.S. offshore wind developers signal growing competitiveness with gas. 

One worker was injured and is currently receiving medical treatment, GE added.

"We are working to determine the root cause of this incident and to provide proper support as needed," it said

The turbine collapse in Brazil is the fifth such incident involving GE turbines this year, even as the UK's biggest offshore windfarm begins power supply this week, underscoring broader sector momentum.

On 16 February, a turbine collapsed at NextEra Energy Resources’ Casa Mesa wind farm in New Mexico, US, while giant wind components were being transported to a project in Saskatchewan, Canada. The site uses GE’s 2.3-116 and 2.5-127 models.

The New Mexico incident was followed by another collapse in the US — as a Scottish North Sea wind farm resumed construction after Covid-19 — this time a GE 2.4-107 unit at Tradewind Energy’s Chisholm View 2 project in Oklahoma on 21 May.

Two GE turbines then collapsed at projects in July: a 2.5-116 unit at Invenergy’s Upstreamwind farm in Nebraska on 5 July, followed by a 1.7-103 model at the Actis Group-owned Ventos de São Clemente complex in Pernambuco, north-eastern Brazil, even as tidal power in Scotland generated enough electricity to power nearly 4,000 homes.

No employees were injured in the first four turbine collapses of the year, in contrast with concerns at a Hawaii geothermal plant over potential meltdown risk.

In response to the latest incident, GE Renewable Energy added: "It is too early to speculate about the root cause of this week’s turbine collapse.

"Based on our learnings from the previous turbine collapses, we have teams in place focused on containing and resolving these issues quickly, to ensure the safe and reliable operation of our turbines."

 

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Solar-powered pot: Edmonton-area producer unveils largest rooftop solar array

Freedom Cannabis solar array powers an Acheson cannabis facility with 4,574 rooftop panels, a 1,830-kilowatt system by Enmax, cutting greenhouse gas emissions, lowering energy costs, and advancing renewable energy, sustainability, and operational efficiency in Edmonton.

 

Key Points

A 1,830-kW rooftop solar system with 4,574 panels, cutting GHG emissions and energy costs at the Acheson facility.

✅ 1,830-kW array offsets 1,000+ tonnes GHG annually

✅ Supplies ~8% of annual power; saves $200k-$300k per year

✅ 4,574 rooftop panels installed by Enmax in Acheson

 

Electricity consumption is one of the biggest barriers to going green in the cannabis industry, where the energy demands of cannabis cultivation often complicate sustainability, but an Edmonton-area pot producer has come up with a sunny solution.

Freedom Cannabis unveiled the largest rooftop solar system used by a cannabis facility in Canada at its 126,000-square foot Acheson location, 20 kilometres west of Edmonton, as solar power in Alberta continues to surge, on Tuesday.

The "state-of-the-art" 1,830-kilowatt solar array—made up of 4,574 panels—was supplied by Enmax and will offset more than 1,000 tonnes of greenhouse gas emissions each year, reflecting how new Alberta solar facilities are undercutting natural gas on price, the company said.

The state-of-the-art solar array—made up of 4,574 panels—was supplied by Enmax and will offset more than 1,000 tonnes of greenhouse gas emissions at Freedom Cannabis every year. Nov. 12, 2019. (Freedom Cannabis)

That will supply roughly eight per cent of the building's annual power consumption and reduce costs by $200,000 to $300,000 annually.

"This strategy will supplement our operating costs for power by up to eight to 10 per cent, so it is something that in time will save us costs on power requirements," said Troy Dezwart, co-founder of Freedom Cannabis.

Dezwart said sustainability was an important issue to the company from its outset, aligning with an Alberta renewable energy surge that is expected to power thousands of jobs.

"We're fortunate enough to be able to have these types of options and pursue them," said Dezwart.

The entire system cost Freedom Cannabis $2.6 million to build, but nearly a million of that came from a provincial rebate program that has since been cancelled by the UCP government, even as a federal green electricity deal with an Edmonton company signals ongoing support.

The company cited a 2017 report that found cannabis growers in the U.S. used enough electricity to power 1.7-million homes, and said cannabis-related power consumption is expected to increase by 1,250 per cent in Ontario over the next five years, even though Canadian solar demand has been lagging overall.

“It’s more important than ever for businesses to manage their energy footprint, and solar is an important part of that solution,” Enmax director Jason Atkinson, said. “This solar installation will help reduce operating costs and offset a significant portion of GHG emissions for decades to come.”

Freedom says it has other initiatives underway to reduce its footprint, in a region planning the Edmonton airport solar farm among other projects, including water remediation and offering 100 per cent recyclable cannabis packaging tins.

The company's first crops are expected to go to market in December.

 

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No deal Brexit could trigger electricity shock for Northern Ireland

Northern Ireland No-Deal Power Contingency outlines Whitehall plans to deploy thousands of generators on barges in the Irish Sea, safeguard the electricity market, and avert blackouts if Brexit disrupts imports from the Republic of Ireland.

 

Key Points

A UK Whitehall plan to prevent NI blackouts by deploying generators and protecting cross-border electricity flows.

✅ Barges in Irish Sea to host temporary power generators

✅ Mitigates loss of EU market access in a no-deal Brexit

✅ Ensures NI supply if Republic cuts electricity exports

 

Such a scenario could see thousands of electricity generators being requisitioned at short notice and positioned on barges in the Irish Sea, even as Great Britain's generation mix shapes wider supply dynamics, to help keep the region going, a Whitehall document quoted by the Financial Times states.

An emergency operation could see equipment being brought back from places like Afghanistan, where the UK still has a military presence, the newspaper said.

The extreme situation could arise because Northern Ireland shares a single energy market with the Irish Republic, where Irish grid price spikes have heightened concern about stability.

The region relies on energy imports from the Republic because it does not have enough generating capacity itself, and the UK is aiming to negotiate a deal to allow that single electricity market on the island of Ireland to continue post-EU withdrawal, while virtual power plant proposals for UK homes are explored to avoid outages, the FT stated.

However, if no Brexit deal is agreed Whitehall fears suppliers in the Irish Republic could cut off power because the UK would no longer be part of the European electricity market, and a recent short supply warning from National Grid underscores the risk.

In a bid to prevent blackouts in Northern Ireland in a worse case situation the Government would need to put thousands of generators into place, even as an emergency energy plan has reportedly not gone ahead nationwide, according to the report.

And officials fear they may need to commandeer some generators from the military in such a scenario, the FT reports.

An official was quoted by the newspaper as saying the preparations were “gob-smacking”.

 

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