Power & Grid: 22 October 2026

What changed in power and the grid, and why it mattered.

01
Virginia officials approved Dominion Energy's proposed 3-GW gas-fired power station.
New gas capacity approved in a state with heavy power demand shows regulators letting utilities build firm supply. It points to utility spending on plants, and to the turbine makers and equipment suppliers that sit behind that kind of build.
US utilities· D·Source
Closest to a screener match in US utilities and Turbines · Thursday's close, 22 Oct
- Dominion EnergyD
  One check short of a pick.
  Not a match
- GE VernovaGEV
  Two checks short of a pick.
  Not a match
02
NextEra Energy reported third-quarter results, saying its Florida utility grew regulatory capital employed by about 9.2% over the year.
Regulatory capital employed is the asset base a utility earns allowed returns on, so growth there shows spending on the grid and plants is feeding through. It is a read on how regulated utilities turn capital spending into earnings.
US utilities· NEE·Source
Closest to a screener match in US utilities · Thursday's close, 22 Oct
- Dominion EnergyD
  One check short of a pick.
  Not a match
- Xcel EnergyXEL
  Two checks short of a pick.
  Not a match
03
PG&E told California regulators a government takeover of its San Francisco grid would cost $22.5 billion.
The filing puts a large price on public takeover of a utility's local network, a risk for investor-owned utilities in dense cities. PG&E reports earnings on 2026-10-22, where the topic may come up.
US utilities· PCG·Source
Closest to a screener match in US utilities · Thursday's close, 22 Oct
- Dominion EnergyD
  One check short of a pick.
  Not a match
- Xcel EnergyXEL
  Two checks short of a pick.
  Not a match
04
NANO Nuclear Energy signed a master services agreement with IMPSA to advance engineering and fabrication of key parts for its KRONOS micro modular reactor.
Lining up a manufacturer for reactor components moves a small reactor design a step toward hardware. It matters for the new-nuclear group, where companies are judged on progress from design to build.
New nuclear· NNE·Source
Closest to a screener match in New nuclear · Thursday's close, 22 Oct
- BWX TechnologiesBWXT
  Two checks short of a pick.
  Not a match
- OkloOKLO
  Too many figures missing to judge it yet.
  Not a match
05
The Trump administration took another regulatory action against offshore wind projects.
Repeated federal action adds permitting and approval risk for offshore wind developers and the suppliers who depend on those projects.
Theme-wide·Source
Closest to a screener match in Renewables · Thursday's close, 22 Oct
- VestasVWS.CO
  Two checks short of a pick.
  Not a match
- First SolarFSLR
  Two checks short of a pick.
  Not a match

Published 22/10/2026, 08:04 UTC · claude-sonnet-5-5

Virginia officials approved Dominion Energy's proposed 3-GW gas-fired power station.

NextEra Energy reported third-quarter results, saying its Florida utility grew regulatory capital employed by about 9.2% over the year.

PG&E told California regulators a government takeover of its San Francisco grid would cost $22.5 billion.

NANO Nuclear Energy signed a master services agreement with IMPSA to advance engineering and fabrication of key parts for its KRONOS micro modular reactor.

The Trump administration took another regulatory action against offshore wind projects.

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