January 31, 2025

Generation

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Trump Picks Burgum to Head Interior, Fracking Exec Wright to Lead DOE
President-elect Donald Trump intendeds to nominate North Dakota Gov. Doug Burgum as secretary of the interior and Chris Wright, CEO of Liberty Energy, as secretary of energy.
NextEra Energy
MISO: Flag, Penalties Needed to Address Generators’ Uninstructed Deviation
MISO expects to roll out a new flag system by June 2025 to give a stronger indication when generation owners are deviating from dispatch instructions.
Bloom Energy
AEP Adding Fuel Cells as Temporary Data Center Power
American Electric Power will meet data center power demand with what it calls the largest utility initiative of its kind in the nation, buying up to 1 GW of Bloom Energy’s solid oxide fuel cells. 
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Lame Duck Congress Could be Last, Best Chance for Permitting Reform
To move forward in the second Trump administration, both Democrats and Republicans will need to depoliticize the debate around climate and energy issues as they face the impacts of increasingly frequent and severe extreme weather, while meeting growing power demand from artificial intelligence, data centers and new manufacturing.
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FERC-State Collaborative Holds 1st Meeting on Gas-electric Coordination
FERC and a group of regulators from 10 states began discussing gas-electric coordination at the first meeting of the new Federal-State Current Issues Collaborative.
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MISO Sets Surplus Reserve Margin Requirement for LSEs Opting Out of Capacity Auction
Load-serving entities that decide against participating in MISO’s capacity auction must secure anywhere from 1.5% to 4.2% beyond their reserve margin requirements in the 2025/26 planning year.
Duke Energy
Duke Reports on Hurricanes’ Impact, SMR Plans in Q3 Earnings
Duke Energy reported third-quarter earnings of $1.226 billion ($1.60/share), a dip of about 15% from the same period in 2023, as its utility territories were hit by three hurricanes.
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MISO Prelim Regional Resource Assessment Calls for 343 GW by 2043
MISO members will likely have to add 343 GW of installed capacity by 2043 to meet policy goals while maintaining resource adequacy, the RTO said in preliminary results from its annual Regional Resource Assessment.
© RTO Insider LLC 
Trump’s Victory and its Implications for FERC, Power Markets
Change is coming to FERC after Tuesday's election, but the policies the agency oversees are rarely top of mind during campaigns, so it is unclear how much will be different.
Dominion Energy
Clean Energy Sectors Brace for Impact of Trump 2.0
Several clean energy industries were clear losers after former President Trump's reelection, and offshore wind and EV company stocks took hits the day after the election.

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