INTELLIGENCE ARCHIVE

Grid & Energy

Library Report

Grid-Interactive Buildings in 2026: How to Turn Your HVAC Into a Grid Asset

The cheapest megawatt in 2026 is the one your building agrees not to draw. A US utility now pays existing offices to go grid-interactive, and Taiwan's VPP capacity (Enel X 211 MW, Taipower 2,730+ MW) makes HVAC flexibility a board-level OPEX question. Here's the OpenADR 3.0 playbook.

4 min read
Library Report

The 5,000-kW Line: How Taipower's New Grid-Stress Review and Taiwan's 2026 Green-Power Deadline Just Converged

Taipower's July grid-resilience screening and Taiwan's Article 12 renewable obligation just converged on the identical 5,000 kW threshold — and the 2021 cohort's compliance buffer closes this year. Here's what a Northern Taiwan building at that line needs to check now.

4 min read
Library Report

The Curtailment Fork: What PJM's July Grid Emergency Just Proved About Your Building's Power Position

Over 1–3 July 2026, the largest U.S. power grid ran a live stress test, and it split the commercial world in two. The Department of Energy authorized PJM to forcibly curtail data centers and large loads, capacity cleared at a record $333.44 per…

5 min read
Library Report

The Grid Now Pays Your Building: Demand Flexibility Went Operational in 2026

Through the first half of 2026, grid-interactive demand flexibility crossed the line from pilot to procurement. New aggregator partnerships, a doubling of contracted virtual-power-plant (VPP) capacity, and the first contractual AI-data-center…

4 min read
Library Report

The Grid Just Became a Co-Tenant: APAC's New Pay-to-Connect Era for Power-Hungry Buildings

In January 2026 Taiwan started charging data centers a tiered electricity tariff — discounts for PUE under 1.3, surcharges up to 20% for the inefficient — while regulators across APAC quietly rewrote the deal: you no longer just buy grid capacity…

4 min read
Library Report

From Load to Asset: The 2026 Speed-to-Power Playbook for Commercial Buildings

The grid is short of capacity, and the queue to add more is now the binding constraint — a new interconnection can take up to three times as long as building the thing that needs the power. That has flipped the economics of building flexibility.

4 min read
Library Report

Taipower's 2026 Demand-Response Window: The 90-Day FM Playbook for Taiwan Commercial Buildings

The 90-day demand-response playbook for Taiwan commercial buildings, keyed to Taipower's published outlook.

6 min read
Library Report

Grid Demand Crunch Hits CRE: PJM Cleared at the Cap, Taipower Froze Northern Capacity

Two grid events this quarter changed the math for every commercial building owner with a peak demand charge or a tenant data closet. PJM's 2026/2027 capacity auction cleared at the FERC-approved $329.17/MW-day cap across the entire footprint…

6 min read
Library Report

Grid Energy 2026: The 22% PJM Spike, CAISO EDAM Launch, and a 90-Day GEB Playbook

PJM's 2026/27 capacity auction cleared at the cap of $329.17/MW-day — a 22% spike on top of last year's record. Bills land June 2026. Data centers drove ~40% of that $16.4B cost.

7 min read