Good morning. Meta is taking “moonshot” to the next level. The hyperscaler reserved up to 1 GW of capacity from Overview Energy, a Virginia startup planning a 1,000-satellite fleet to beam infrared light to solar farms after sundown. The contract even debuts a unit of measure invented for the occasion: the "megawatt photon." 🛰️
— Molly, Alex, and the Energy Central editorial team
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The NRC has cleared Duke Energy’s Robinson plant for an 80-year lifespace, marking the fastest license renewal in the agency’s history. (WNN)
Under new federal timelines mandated by a 2025 executive order, the NRC finished its review of the South Carolina plant in just 12 months, slashing six months off the previous schedule.
This marks the plant’s second 20-year renewal (the first came in 2004). The 759 MW Robinson Unit 2, which first powered up in 1970, is now authorized to keep chugging along until July 2050…at which time we hope to be sipping a piña colada on a beach somewhere.
Maine Gov. Janet Mills has vetoed the bill that would have made the state the first in the country to temporarily ban new data center development. (Portland Press Herald)
The governor’s reasoning? It’s a jobs thing. While she said she thinks a “moratorium is appropriate,” the bill passed by legislators would jeopardize a data center being built in the town of Jay, which Mills said would bring 800 temporary and 100 permanent jobs to the area.
Keep in mind: 12 other states are also considering legislative moratoriums on data center construction.
PJM’s market monitor is urging FERC to reject a proposed deal for private equity to buy two peaking power plants. Here’s why ➡️ (Utility Dive)
Hull Street Energy wants to buy two plants totaling 1,267 MW from Rockland Capital. PJM’s market monitor’s take? The deal would redirect the plants away from PJM’s grid capacity to just serve (you guessed it) data centers.
With supply tightening and demand spiking, the watchdog said this deal “enhances HSE’s ability to exercise market power adverse to competition and adverse to rates,” making the deal “inconsistent with the public interest.”
The Interior Dept. is merging its offshore regulatory offices into the Marine Minerals Administration (MMA). (E&E News)
Sec. Doug Burgum consolidated the Bureau of Ocean Energy Management (BOEM) and the Bureau of Safety and Environmental Enforcement (BSEE) into a single entity, reuniting leasing and safety oversight functions that were separated after the 2010 Deepwater Horizon disaster to prevent conflicts of interest.
Who does what: The MMA will manage a huge expansion of oil & gas leasing in the Gulf and Alaska, along with the launch of the nation’s first offshore mining industry. Worth noting? Headcount and funding are set for cuts in Interior’s FY27 budget…along with oil spill research and renewable energy activity.
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NextEra Energy signed a record 4 GW of new capacity in Q1 alone. (Utility Dive)
CEO John Ketchum noted that 200–300 MW projects no longer “get it done” for data center giants. NextEra is now focused on building 2–5 GW hubs, contributing to a total development backlog that’s ballooned to 33 GW.
The vision: “I truly believe that we need to be, as a country, looking at data centers as giant batteries that sit behind the grid,” Ketchum said. Think: data center hubs that can support overall system reliability and benefit all ratepayers.
The challenge: Workforce. NextEra’s gas buildout has enough turbines, but not enough skilled labor. Contractors are being cannibalized by competing projects for LNG terminals and data centers.
Itron has confirmed a cyberattack, raising the flag for the 110 million utility endpoints that use its internet-connected meters. (TechCrunch)
Itron said an “unauthorized third party” gained access to its internal IT systems earlier this month. The company activated its contingency response, engaged external investigators, and notified law enforcement to remediate the intrusion.
Big picture: Itron said it expelled the hackers and hasn’t logged any further intrusions to its internal systems, but attacks like these illustrate the potential vulnerability of smart meters and grid-edge innovations: The techier the grid gets, the more complicated it gets, too.
General Motors has become the first US automaker to power 100% of its domestic operations with renewable energy. (ESG Dive)
GM confirmed it reached its 100% US renewable target last year, matching every kWh used across its domestic sites and facilities. Globally, the company matched 70% of its electricity consumption with renewables in 2025—nearly 2Xing its 2023 performance.
The energy mix: 40% comes from utility green-power programs, 37% from VPPAs, and 14% from RECs. GM expects to phase out RECs as long-term projects, like NorthStar Clean Energy’s 180-MW solar farm in AK, come online.
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Smarter meters are reshaping grid operations. Tune in on June 9 to find out how Sense turns real-time data into faster fixes, sharper decisions, and stronger customer programs across the grid.
Thanks for reading. Have a great day!




