NEMA SmartBrief
Plus: IEA revises long-term growth view for oil and gas
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November 14, 2025
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NEMA SmartBrief
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NEMA supports Veterans Energy Transition Act
The Veterans Energy Transition Act aims to assist veterans in transitioning into the civilian workforce, particularly in the energy and manufacturing sectors. Supported by the National Electrical Manufacturers Association, the VET Act would expand partnerships between the Department of Defense and employers, and create grants for training and certification. "The legislation connects two national priorities that unite us all: helping veterans and military families successfully move into civilian life, and strengthening the skilled workforce needed to build America's next generation of energy and manufacturing," write NEMA President and CEO Debra Phillips and Leviton Manufacturing CEO Daryoush Larizadeh.
Full Story: Stars and Stripes (tiered subscription model) (11/13)
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Grid Resilience
 
IEA revises long-term growth view for oil and gas
The International Energy Agency's latest annual World Energy Outlook features a Current Policies Scenario for the first time since 2019, marking a reversal in the agency's recent downbeat view on fossil fuels. The CPS predicts oil consumption will climb by 13% to 113 million barrels per day in 2050, contrasting with the IEA's Stated Policies Scenario, which sees oil demand peaking around 2030 and averaging 96.9 million bpd in 2050. The agency also lifted its long-term natural gas demand outlook and forecast a 50% increase in global LNG export capacity by 2030, but warned about oversupply risks.
Full Story: Yahoo (11/12), Financial Post (Canada)/Bloomberg (11/11), Financial Post (Canada)/Bloomberg (11/12)
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Prices soar as data center demand drives up consumer bills
Rising electricity prices are becoming a political football as backlash against data centers that support AI growth. Household electricity prices have soared across the US, with much of the cost increases attributed to the rapid development of AI data centers, especially in regions like the PJM Interconnection grid, which serves 65 million people. Higher costs are being passed on to consumers, fueling widespread voter frustration that could lead to action as Democrats and Republicans feel pressure. 
Full Story: CNBC (11/12)
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NARUC: Gas infrastructure needed to meet energy demand
The National Association of Regulatory Utility Commissioners' Gas-Electric Alignment for Reliability task force issued a report highlighting the urgent need for expanded natural gas pipeline infrastructure and increased storage capacity in the US. With electricity demand growing and extreme weather events becoming more frequent, reliable access to natural gas is considered crucial for supporting power generation and maintaining grid stability. The report recommends strategic investment in new infrastructure and storage solutions to address supply chain shortfalls.
Full Story: Utility Dive (11/13)
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Fewer solar project delays reported in third quarter, EIA says
Solar projects representing approximately 20% of planned capacity reported delays in Q3, down from 25% a year earlier, according to the Energy Information Administration. Delays are becoming less frequent and generally short-lived. The US added a record 31 gigawatts of utility-scale solar photovoltaic generating capacity in 2024.
Full Story: Daily Energy Insider (11/12)
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Shell Opens EV Charging Hubs in US
Shell, a global leader in energy solutions, has opened three new Shell Recharge EV charging hubs in the greater Houston area. Marking Shell's first EV charging hubs in North America, each location is fully equipped with DC Fast Charging (DCFC) stations.
Learn more about Shell Recharge
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Policy Watch
 
FERC faces tight deadline on large load interconnections
The Federal Energy Regulatory Commission must act fast to align with Energy Secretary Chris Wright's directive to standardize interconnections for large loads such as data centers. However, critics aren't sure the proposed rulemaking's technical requirements for flexibility and a six-month timeline are feasible. "It's not realistic," former FERC Commissioner Allison Clements says. "And Wright's authority to require that six-month speed rulemaking, is simply the bully pulpit, political pressure."
Full Story: Latitude Media (11/12)
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FERC rejects Ky. complaint on AEP transmission costs
The Federal Energy Regulatory Commission dismissed a complaint from Kentucky state officials alleging that Kentucky Power ratepayers were unfairly charged for transmission projects planned by other American Electric Power utilities. FERC determined that the evidence provided did not demonstrate that the cost allocation was unjust or discriminatory and emphasized that the overall framework aligns costs with network-wide benefits, supporting the dismissal.
Full Story: Utility Dive (11/12)
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Retail Evolution: Mobile Tech’s Impact
Facing labor gaps and high customer demands, retailers can innovate operations with mobile technology—enabling real-time insights, contactless payments, digital receipts, and loyalty programs. Dive into this paper to see how mobile solutions can enhance retail operations and engage shoppers.
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Standards & Technology
 
Anaphite dry coating tech could cut battery emissions
Anaphite's dry coating technology for battery electrodes can reduce carbon emissions by 3.57 kilograms of carbon dioxide equivalent per kilowatt-hour of cell capacity, according to an assessment by Minviro. The technology, which eliminates the need for energy-intensive drying ovens, could save 7 million metric tons of carbon dioxide if widely adopted, according to Minviro.
Full Story: New Electronics (UK) (11/11)
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