NEMA SmartBrief
Plus: US solar capacity grows 12 GW in Q3
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December 11, 2025
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NEMA releases 2025 Guide to the Electroindustry
The National Electrical Manufacturers Association has published its 2025 Guide to the Electroindustry, providing an in-depth analysis of the electroindustry and underscoring its vital role in the economy, grid reliability and powering the future. The report highlights the sector's significant economic impact, contributing $333.76 billion, or about 1%, to US GDP and supporting 2.2 million jobs. It also breaks down the industry's impact by state, congressional district and sector.
Full Story: National Electrical Manufacturers Association (12/10)
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Grid Resilience
 
US solar capacity grows by 12 GW in third quarter
The US solar industry added nearly 12 GW of capacity in Q3, the third-largest quarterly addition on record, according to the Solar Energy Industries Association and Wood Mackenzie. The surge reflects the growing reliance on solar to meet increasing energy demand, with 85% of new power added to the grid in the first nine months of President Trump's administration coming from solar and storage sources. The momentum is further supported by new manufacturing facilities, which have expanded the nation's solar module production capabilities.
Full Story: Daily Energy Insider (12/10)
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Ember: Falling battery costs a major win for solar
Utility-scale battery costs declined by 40% in 2024 and will likely continue to fall -- which is great news for solar, reports Ember. That's because the trend is making it more affordable to store solar power for use later and giving the energy source a leg up on fossil fuels. "Solar is no longer just cheap daytime electricity, now it's anytime dispatchable electricity," says Ember's Kostantsa Rangelova.
Full Story: Bloomberg (12/10)
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Texas evolving into a geothermal innovation epicenter
Texas oilfields are emerging as early test beds for geothermal systems that use drilling and fracking techniques to store energy underground and generate electricity on demand. With crews, rigs and expertise already in place, geothermal developers such as Sage Geosystems and Fervo Energy are finding willing partners among oil and gas workers, executives and state lawmakers. Industry advocates are framing geothermal energy as "inexhaustible" rather than "renewable" to win support from Republican officials and sidestep polarized climate debates.
Full Story: The New York Times (12/9)
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PJM advances 220-mile transmission line with NextEra, Exelon
PJM Interconnection has recommended NextEra Energy Transmission and Exelon to develop a major 220-mile, 765-kilovolt transmission line connecting Pennsylvania and West Virginia. This large-scale project is a key part of PJM's 2025 Regional Transmission Expansion Plan and stands out as a significant infrastructure investment aimed at bolstering the region's power grid.
Full Story: Daily Energy Insider (12/10)
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Policy Watch
 
Crux: Industry preparing for FEOC rules without guidance
The Treasury Department is four months behind schedule on sharing guidance for the Big Beautiful Act's Foreign Entities of Concern provision, putting the industry in a sticky situation. Crux reports that 90% of surveyed companies are preparing for the FEOC rules, but are flying relatively blind without federal insight. Companies with partial ownership by entities from the target countries are considering measures such as liquidating stakes or renegotiating contracts.
Full Story: Latitude Media (12/10)
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House panel OKs bill to expand weatherization aid
The proposed legislation significantly raises the average subsidy available to each low-income household for weatherization, increasing the cap from $6,500 to $12,000. This boost is designed to support a broader range of energy efficiency upgrades and ensure that workers performing these improvements receive competitive pay. The increase is expected to enhance the impact of the weatherization program for eligible homeowners and renters.
Full Story: Utility Dive (12/10)
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Rethink Your Patch Strategy
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Standards & Technology
 
LLMs come up short on grid operator knowledge
The Electric Power Research Institute tested a variety of large language models, including GPT-5, Gemini 2.5 Pro, and Claude Sonnet, on issues facing US power systems and found that they performed poorly on open-ended engineering questions. GPT-5 managed a 63% success rate on the most challenging questions, while other models scored between 46% and 59%, highlighting reliability concerns.
Full Story: E&E News (12/10)
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