Competitive Power Highlights | April 2026
Competitive power suppliers are investing in new technologies and infrastructure—from AI partnerships and battery storage to hydrogen and advanced generation—to meet rising electricity demand and support a more flexible and reliable grid.
Across the U.S., competitive power suppliers are stepping up to meet a new wave of electricity demand—driven by data centers, AI, and continued economic growth. To keep pace, they’re investing in innovative solutions, including repowering existing assets, expanding storage, and advancing next-generation technologies.
EPSA member companies are not only adding capacity, but also finding creative, more flexible ways to deliver power—strengthening reliability while preparing the grid for what’s ahead. Their work highlights how competitive power continues to adapt in real time to meet the country’s evolving energy needs.
Read for more updates from Alpha Generation, Constellation, Copia Power, Earthrise Energy, Invenergy, Jupiter Power, Kindle Energy, Talen Energy, Tenaska, TXU Energy, and Vistra Corp.
EPSA Members Work to Support Grid Reliability in Their Regions
Constellation, Invenergy, and Vistra Corp. are working with NVIDIA and Emerald AI to pioneer flexible AI factories that integrate generation, storage, and compute—accelerating speed to power while supporting grid reliability.
Vistra also announced the expansion of its battery aggregation program through its flagship retail brand TXU Energy, further scaling its residential virtual power plant to strengthen grid reliability in ERCOT.
Through the program, Battery Rewards, Vistra aggregates energy from participating, customer-owned residential batteries and dispatches it to the Texas grid, and TXU Energy customers who enroll in the program and own an Enphasr IQ battery will receive financial incentives for participating while maintaining control of their systems during local power outages.
“As Texas continues to expect rapid load growth, demand-side solutions are becoming increasingly important,” said Sam Sen, Vistra’s vice president of energy transition solutions. “By bringing additional flexible resources like batteries online during critical periods, we can strengthen grid reliability and serve more load using the infrastructure already in place.”
Alpha Generation proposed repowering existing generation sites and deploying battery storage to help maintain New York City’s long-term grid reliability while advancing cleaner energy solutions.
The proposal centers on AlphaGen’s plan replace aging, less efficient power generation units on six barges at the Gowanus and Narrows Generating Stations in Brooklyn with three new state-of-the-art, lower emitting power barges that will each deliver 273 MW of fast-start, dispatchable capacity and will reduce emissions intensity by more than 50% compared to the existing units.
“New York City’s electric grid is facing a growing reliability gap as older infrastructure retires and demand continues to rise. AlphaGen’s Repowering Projects would be sited in the very same location as the existing power generation units, would ensure continued reliability of the electric grid and would utilize newer, cleaner technology that can be delivered and operational on an accelerated timeline to meet the city’s urgent needs,” said Curt Morgan, CEO of AlphaGen.
Invenergy, and Jupiter Power Advance Solar and Storage Projects
Invenergy announced an agreement with Salt River Project to add 200-MW of solar energy and 200-MW of 4-hour battery storage to help meet Arizona’s growing energy demand.
The SunDog Energy Center will provide enough capacity to power up to 45,000 homes, “As energy demand continues to grow in Arizona and across the country, hybrid projects like SunDog help strengthen the grid and give utility customers reliable, affordable energy solutions they can trust,” said Ted Romaine, Invenergy’s Executive Vice President for Origination.
The project is also expected to bring significant economic benefits to Pinal County, including more than $209 million in local tax revenue, land costs and lease payments, as well as anywhere between 200 and 400 jobs during peak construction.
Jupiter Power received Massachusetts state approval for the Trimount Energy Storage project, which includes two substations and two underground transmission lines.
The two electric substations will take the generated power and increase its voltage to interconnect with the existing Eversource Mystic Substation. In turn, they will also take power from the Eversource substation and decrease it for storage in the battery energy storage system. With the three substations connected, the Everett project will ensure that excess energy from the electric grid is available for later use when needed.
Beyond battery power, the facility will be a key connector for wind-generated power and other sources of renewable energy.
Tenaska Advances Virginia Natural Gas Project With Local Approval
Tenaska has secured approval from the Fluvanna County Board of Supervisors to move forward with the Expedition Generating Station, a proposed 1,540-megawatt natural gas-powered plant capable of powering about 1.5 million homes in Virginia. The project was selected by PJM Interconnection as part of its Reliability Resource Initiative, reflecting its role as a needed resource to address tightening reserve margins and growing electricity demand across the region amidst data center growth.
This local approval marks an important milestone in the project’s development. The project will next enter the state permitting process, with a targeted in-service date of late 2031.
Tenaska noted “We are pleased that the Board recognizes our desire to develop a project that not only benefits Tenaska but also benefits Fluvanna County, while at the same time delivering on the goal of reliable power for the region.”
Kindle Energy Wins Power Deal of the Year Award
Kindle Energy in partnership with Blackstone won the Power Deal of the Year Award at IJGlobal’s Americas Awards for the construction and operation of Kindle’s Wolf Summit project. The financing package highlights the growing role of private capital in advancing new dispatchable generation. It includes a construction and term loan facility alongside working capital and letter-of-credit support, enabling both the buildout and long-term operation of the project.
Beyond its scale, the deal reflects increasing lender confidence in new natural gas generation at a time when grid operators, including PJM, are signaling urgent reliability needs driven by rising demand and generator retirements. Complex, multi-source financing structures like this are becoming essential to bringing large-scale energy infrastructure online.
Talen Energy Intends to Advance Nuclear SMRs in PJM
Talen Energy signed a letter of intent with advanced nuclear reactor and fuel technology developer X-energy to assess deploying small modular reactors in Pennsylvania and across the PJM Interconnection market. The companies will evaluate building multiple four-unit XE-100 plants to provide new clean, baseload capacity as electricity demand accelerates.
Talen President Terry Nutt noted the project reflects the company’s “all-of-the-above” approach to meeting future power needs. “Commercial nuclear energy is a proven carbon-free energy source that provides for energy independence and diversification.”
EPSA Members Give Back to Their Local Communities
Copia Power volunteered at the Pet Project Foundation at the San Clemente–Dana Point Animal Shelter and donated $1,000 of animal products.
Earthrise Energy is sponsoring a food bank in Eastern Illinois to help local families facing food insecurity.
