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Energy Policy News 26 November 2025 - 19 December 2025

Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

Georgia Power’s $15B Data Center Energy Expansion Heads to Georgia PSC Vote as AI Power Demand Triggers New Federal Grid Rules

On Friday, Dec. 19, 2025, Georgia’s utility regulators are poised to make one of the most consequential energy decisions the state has faced in years: whether to approve Georgia Power’s plan to rapidly expand electricity supply to meet a surge in demand from data centers and AI-driven computing. Axios The stakes are immediate and personal—monthly bills, grid reliability, and how much new fossil-fueled generation Georgia locks in for decades—but they’re also national. In the last 24 hours, federal regulators moved to clarify how Big Tech can connect massive data centers directly to power plants in the country’s largest grid region,
19 December 2025
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House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

WASHINGTON, Dec. 18, 2025 — The U.S. House on Thursday approved sweeping permitting legislation aimed at speeding federal reviews for major energy and infrastructure projects, sending a high-stakes overhaul of the National Environmental Policy Act (NEPA) to the Senate — where both parties are already signaling major changes. AP News+2Axios+2 The bill, the Standardizing Permitting and Expediting Economic Development Act — better known as the SPEED Act — passed 221–196, with 11 Democrats joining Republicans and one Republican voting no, as lawmakers try to respond to soaring demand for new power generation, transmission, factories, data centers and other large projects.
19 December 2025
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India’s SHANTI Bill Passes Parliament: Private Entry into Nuclear Power, Liability Overhaul, and Protests Explained

India’s SHANTI Bill Passes Parliament: Private Entry into Nuclear Power, Liability Overhaul, and Protests Explained

New Delhi witnessed a watershed moment in India’s clean-energy debate on December 18, 2025, as Parliament cleared the Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India (SHANTI) Bill, 2025—legislation the government says will unlock investment and accelerate nuclear expansion, and critics say weakens accountability in one of the country’s most sensitive sectors. www.ndtv.com+2Reuters+2 The bill’s passage immediately triggered a political and social backlash: opposition parties raised alarms in the Rajya Sabha over safety, regulation, and liability, while power engineers, central trade unions and farmers’ groups announced nationwide protests from December 23, demanding the bill’s withdrawal. The Economic Times+2ETEnergyworld.com+2
18 December 2025
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Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

LONDONDERRY TOWNSHIP, Pa. (Dec. 18, 2025) — The U.S. Energy Secretary is betting that one of the most symbolically loaded names in American energy history can become a blueprint for the next era of electricity demand: artificial intelligence. This week, Energy Secretary Chris Wright visited the former Three Mile Island nuclear station—now branded as the Crane Clean Energy Center—to promote a planned restart of the site’s Unit 1 reactor, arguing that more nuclear generation will strengthen reliability, reduce blackout risks, and ultimately push electricity prices down. WHP+2WGAL+2 The visit, which drew Constellation Energy executives and local officials, comes as the
18 December 2025
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Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Portland General Electric faces scrutiny over data center costs as Oregon POWER Act hits its first big test

Oregon utility watchdogs say Portland General Electric’s proposed “Peak Growth Modifier” could shift long-lived grid upgrade costs from fast-growing data centers to households—despite the state’s new POWER Act. Here’s what’s in dispute, what PGE says, and what regulators decide next. Oregon’s push to stop homeowners from subsidizing energy-hungry data centers is colliding with a high-stakes regulatory fight now unfolding around Portland General Electric (PGE). In recent reporting, the Oregon Citizens Utility Board (CUB) accused PGE of trying to sidestep the intent of the state’s new POWER Act—an affordability-focused law designed to make large-load customers like data centers pay a larger
17 December 2025
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National Grid plc Stock This Week: RIIO‑T3 Decision, UK Grid Reforms, Analyst Targets and the Week‑Ahead Outlook (Updated 14 December 2025)

National Grid plc Stock This Week: RIIO‑T3 Decision, UK Grid Reforms, Analyst Targets and the Week‑Ahead Outlook (Updated 14 December 2025)

National Grid plc (LSE: NG.; ADR: NYSE: NGG) is ending the week with investors focused on one big theme: the “build-the-grid” era is getting real, and regulators are now putting hard numbers and rules on what that build-out can earn—and how fast it can happen. As of the last market close (Friday, 12 December 2025), National Grid shares were around 1,118.5p. One-week performance was +1.41%, with the stock trading below its 52‑week high of 1,183.5p and above the 52‑week low of 909.8p. Hargreaves Lansdown also lists a trailing P/E of ~20 and a dividend yield ~4.18% (figures can vary by
14 December 2025
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Australia’s AEMO Draft 2026 ISP: Coal Until 2049 as $128b Grid Overhaul Backs Solar and Batteries

Australia’s AEMO Draft 2026 ISP: Coal Until 2049 as $128b Grid Overhaul Backs Solar and Batteries

Australia’s energy market operator has released a sweeping new roadmap for the electricity grid that locks in coal-fired power plants until 2049, even as it doubles down on massive new investment in solar, batteries and transmission to hit net zero targets. On 10 December 2025, the Australian Energy Market Operator (AEMO) published its Draft 2026 Integrated System Plan (ISP) – a 25‑year blueprint for the National Electricity Market (NEM) that will shape how homes and businesses are powered through to mid‑century.AEMO+ 1 The draft plan recalibrates Australia’s transition in several striking ways: Below is a detailed breakdown of what changed,
10 December 2025
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Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

A New Energy Story Out of Central Asia While much of the global debate on energy still revolves around fossil fuels, one landlocked Central Asian country has started to quietly redraw the map. In the first week of December 2025, Uzbekistan unveiled a sweeping package of renewable energy and grid projects, deepened partnerships with Saudi and other foreign investors, and disclosed new figures showing that small-scale solar panels alone have already generated nearly 2 billion kWh of electricity this year.qazinform.com+1 The scale and speed of these changes have drawn international attention. A widely shared analysis on CleanTechnica goes as far
7 December 2025
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Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Tashkent / Bishkek – December 5, 2025 Uzbekistan has unveiled one of the most ambitious clean‑energy packages in Central Asia to date, combining a €9.46 billion rollout of domestic renewable and grid projects with a 2026 financing start for the region‑defining Kambarata‑1 hydropower plant in Kyrgyzstan. Together, these moves are set to reshape the country’s energy mix, deepen regional integration and test how fast Central Asia can pivot from fossil fuels to climate‑resilient power. euronews+1 A €9.46 billion clean‑energy package to power every Uzbek home At the “Powering the Future – Sustainable Energy for New Uzbekistan” forum in Tashkent on
5 December 2025
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Con Edison Rate Hikes 2025: How Public Outcry and Zohran Mamdani Are Reshaping New York’s Utility Bills

Con Edison Rate Hikes 2025: How Public Outcry and Zohran Mamdani Are Reshaping New York’s Utility Bills

NEW YORK – As of Friday, Dec. 5, 2025, the fight over Con Edison’s latest electric and gas rate hikes has turned into a full‑blown political drama, stretching from Westchester town halls to the Oval Office and City Hall in New York City. Westchester County Democrats are now looking to New York City mayor‑elect Zohran Mamdani as a key ally in their campaign to blunt the impact of the utility’s newly approved three‑year rate plan, which will raise bills for millions of customers starting in 2026. lohud.com+1 Their push comes after months of record public opposition, a revised settlement that
5 December 2025
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Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

President Donald Trump has unveiled a sweeping proposal to roll back U.S. fuel economy standards for cars and trucks, marking one of the most consequential reversals yet of the Biden administration’s climate and transportation agenda. Announced on December 3, 2025, at a White House event with executives from Ford, General Motors and Stellantis, the plan would sharply weaken federal Corporate Average Fuel Economy (CAFE) rules and ease the path for gas-powered vehicles for at least the next decade. The Washington Post+1 The Trump administration and its allies argue the move will lower vehicle prices and save families money, citing internal estimates
3 December 2025
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Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

ATLANTA — As Georgia races to become a hub for AI and cloud computing, state regulators are weighing a massive Georgia Power expansion that could reshape both the grid and your monthly bill. The utility is asking the Georgia Public Service Commission (PSC) to approve roughly 10,000 megawatts (10 gigawatts) of new power plants and batteries over the next few years, much of it justified by expected demand from energy‑hungry data centers.AJC+1 Analysts for the PSC warn that if commissioners green‑light most of the plan, residential customers could eventually pay about $20 more per month — or even higher —
26 November 2025
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Stock Market Today

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
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