2026.01.28 | Winter Storm Fern: DOE Emergency Orders & Data Center Mandates

As Winter Storm Fern stresses the bulk power system, the Department of Energy has issued emergency orders requiring data centers to activate on-site backup generation to avert blackouts. We analyze the operational fallout for PJM and Duke Energy, alongside a federal court ruling that declares the suspension of NEVI EV infrastructure funding unlawful. Plus, we break down NextEra Energy’s Q4 earnings, which reveal a staggering 9-gigawatt pipeline of new data center load. Listen in to understand how the industry is pivoting from energy transition to urgent "energy addition" to maintain reliability.