Briefing
A national briefing on power, data centers, gas, land, and the policy that decides where large load can be built.
Updated every morning and afternoon. Last updated .
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CoreWeave said the election will not change its build schedule, and J.P. Morgan counts 59 percent of 430 GW proposed as active. We count work underway, not the full list.
Tapestry's tool screened site control for 220 GW of proposed generation in under a day, and 202 GW moved into study. We still wait on the engineering work that decides what gets built.
Mecklenburg County is weighing an air permit for 242 diesel generators, 726 MW, at a Digital Realty site the city's pause does not cover. We count that backup plant as a permitting item.
LCL plans rooftop solar on 35,000 square meters in Antwerp, expected to generate 4 to 4.5 GWh. We log a small power contract, not a new data center.
Kraft Group is discussing a 900 MW campus in Sutton, about $16 billion, with no application filed and a town vote aimed at May 2027. We keep it proposed.
A consortium plans up to 400 MW in Salalah for $3 billion, and Crusoe has only indicated interest. We will not count capacity until a tenant and a power deal are signed.
AWS opened its Chile region to select customers and plans more than $4 billion, with general availability aimed at the end of 2026. We log the early opening, not a full region yet.
STN says its first Odessa unit is commissioned at 2 MW, with on-site generation, and names more sites in Missouri and South Carolina. We count the 2 MW that is online.
Torus raised $500 million to place modular inference units on power a site already has, and says thousands of GPUs are running. We count installed units, not the 2027 target.
Posco and GS Group signed a pact to supply steel, construction, power, and cooling for AI data centers, starting in Korea. We do not count megawatts until a site is named.
Germany will build a 24 TWh state gas reserve over as long as three years after storage ended October at 62 percent. We treat winter LNG demand as still firm.
Orlen ended a QatarEnergy contract for 1 million tonnes a year through 2034 after missed deliveries, and says other supply covers it. We read that as more pull on US LNG.
Kinder Morgan's gas backlog is $13.2 billion, with Southeast Connector up to 2.6 Bcf a day and Permian Link about 2.8 Bcf a day. We mark those lines as planned, not flowing.
Patmos paid $32 million for the old Fairfield Walmart and plans a $150 million site starting at 20 MW. The city's pause exempts this project, and we still treat it as unpermitted.
JGT2 filed notice to reuse the old Androscoggin mill in Jay for computing gear and two 3.25 MW diesel units. Sentinel already left, so we keep the site proposed.
Oklahoma City extended its pause on data centers above 75 MW through the end of 2027 while it writes a zoning use. We treat those applications as closed.
Harmony's council tabled a data center ordinance Tuesday over the wording of its noise rules. We do not treat the city as closed.
Lee County, Georgia, extended its data center pause through June 30, 2027, so staff can write an ordinance. We treat new applications there as closed.
Center Point passed a 12-month data center pause, unanimous and effective Nov. 20, while it writes an ordinance. No application is on file, and we mark the city closed.
Meade County extended its large data center pause unanimously through Jan. 13, 2028, while it reviews rules it had not finished. We mark the county closed.
Ottawa, Kansas, voters backed a 10-year ban on data centers above 25 MW, with 71.85 percent in favor. The 450 MW plan was already dropped, so we mark the city closed.
FERC left large-load curtailment rules to the states, and new governors there campaigned on data center guardrails. We treat early projects as slower until those rules are written.
Salem voted 7-0 to put off a zoning interpretation that could block Verrus's Mill Creek campus until Nov. 12. We do not treat the site as closed.
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