Nuclear Race: China is on track to overtake the U.S. as the world’s top nuclear generator within five years, fueled by AI-driven power demand and faster build timelines, reshaping baseload competition. Grid Reliability & Outages: Storms and equipment failures left thousands without power across the U.S. (Des Moines, Illinois Valley, New Albany, and more), while Gibraltar saw a wide outage tied to a gas-supply interruption at North Mole and a BESS response that couldn’t fully stabilize the sudden loss. Transmission & Interconnection: FERC approved PJM’s expedited interconnection track for large projects, aiming to speed capacity for data-center demand. Storage Financing: EBRD backed large battery storage in Romania (EUR 44m) and renewable buildouts across Bulgaria/Greece/Romania via a PPC loan (EUR 175m). Clean Power Deals: Cypress Creek closed $3.5bn for major solar-plus-storage in Arkansas; Meta signed a long-term PPA with RWE for Texas solar. Policy & Consumer Impact: Wisconsin groups warned ratepayer protections could be weakened as data-center risk shifts; New Jersey approved $79m for building retrofits and storage. Local Power Scrutiny: Oriental Mindoro’s provincial board asked for an independent review of its power woes.