EV, Charging and Intelligent Electrification Roundup: 05/20/26 Edition
This week's electrification news.

This week's electrification news.

How the NextEra-Dominion merger redefines data center underwriting, PJM capacity, and CRE value.

As of May 13, 2026: Brent ~$107, WTI ~$102, 10Y Treasury 4.4%. AI infrastructure investment remains strong (~$110B YTD). PJM capacity prices are rising. Key energy tax incentives may sunset June 30, 2026. Biggest constraints: equipment lead times.

Power access impacts, FERC June action, NEC 2026, 30C/179D sunsets, & truck corridors.

Microsoft’s AI gap: speed-to-power premium. Data (Azure/RPO), trends, risks & next steps.

Wisconsin’s new We Energies tariff: data centers must pay 100% of costs to protect local ratepayers.