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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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Anthropic's IPO filing warns of competition for gas supply, pipeline capacity and laterals, so we rank firm fuel and a lateral path ahead of acreage when we screen gas-backed sites.
Alliant closed $5.1 billion for more than 2.6 GW of gas, storage and upgrades in Iowa and Wisconsin, so we expect new firm supply there before most new transmission.
Consumers has energized about 450 MW of 745 MW in signed large loads, and a 1 GW Microsoft campus is still in zoning, so we count it as demand, not a sited project.
A $9.0 billion deal for a bushing and instrument transformer maker with about $5 billion in backlog closes in late 2027, so we do not expect quicker grid gear before then.
Orders doubled year over year and Americas revenue rose 75% to $3 billion, which tells us power and cooling buyers are still committing to new US capacity.
Oracle adds TPUs and four inference chip suppliers while planning multi-gigawatt Vera Rubin clusters, so we see more chip types competing for the same powered shells.
Ten older sites with 22.5 MW and $111.8 million in recurring revenue back an A- rated bond, evidence that lenders will fund secondary-market capacity we often overlook.
A 6.78-mile, 64,000 Dth/d tap line gets its EA on Feb. 5, 2027 and a decision deadline of May 6, 2027, a useful benchmark for how long a short industrial lateral takes.
A 9 GW gas buildout on 20,000 acres now carries a modeled $690 million a year in health costs, which we expect to weigh on air permits beyond the first 1.5 GW phase.
About 400 miles of Oklahoma gathering and 425 MMcf/d of processing push Howard toward 2 Bcf/d of pipe there, more supply we can route to gas-fired sites in the region.
A 63,000 square foot building with 4.5 MW on site buys entry to a market the buyer calls extremely limited, so we treat existing powered buildings there as scarce land.
Residents say a 200-page zoning code behind a $35 billion, 15-building plan on about 1,400 acres was adopted at an unadvertised meeting, so we hold those permits as contested.
About 3,000 acres of federal land near the Midpoint substation is in pre-application with BLM, a year or more from scoping, so we list it as early-stage with organized county opposition.
The township left its economic development group a day after a 423-acre pitch and will vote on formal opposition, so we move that site from marketed to unlikely.
A utility paid $4 million for 230 acres beside lines it plans to upgrade for several proposed campuses, so we read land near planned substations as already spoken for.
The first filing under new town rules was tabled until November, so we expect even small campuses to take an extra meeting cycle when rules are this new.
A pause of up to 182 days follows plans for 3.4 million square feet, and data centers are not yet a listed use there, so we treat the city as closed until zoning is written.
A 4-1 vote ends a moratorium in place since June, and the county holds occupancy until water, power and noise limits are met, so we read it as open with conditions.
Thirteen states tried statewide moratoriums in 2026 and three imposed bans, so we weigh local politics as heavily as power when we rank where a campus can still be built.
The UK will trade priority grid access and interim on-site power for jobs and water commitments, a model we expect US states to weigh as they write large-load rules.
A unanimous one-year pause follows a 100 MW filing near Kanner Highway, so we take the county off our new-application list while that one filing proceeds.
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Gas equipment backlog and slot reservations rose from 116 to 122 GW, with 130 GW expected by year end, so we still treat turbine delivery dates as a gating item for gas-backed sites.
Up to $5 billion for nearly 1.1 GW of uprates at eight existing plants is firm capacity added at sites already wired, which we rank among the quickest supply additions.
The state advocate alleges $156.9 million of $178.4 million in upgrades for one campus falls on other ratepayers, so we expect tougher cost terms on a 31.8 GW pipeline.
Thirty-nine projects have asked for nearly three times last year's utility peak, so we treat requests there as a queue to be paid for, not capacity to be served.
Stakeholders remain split on price-based curtailment for flexible large loads ahead of a vote, so we wait for final terms before scoring New England sites on flexible service.
On-site data center storage goes from 500 MW in 2025 to 4.9 GW this year, per BNEF, so we now count batteries as part of a site's power plan, not an add-on.
Georgia Power says most prospective projects cannot meet its financial requirements, which tells us credit, not land, is the first screen for a utility contract there.
PJM scheduled more than 50,000 MW a day of gas units ahead during Winter Storm Fern, and the $145 million fight over it is a winter price risk we price into sites.
PreussenElektra's eight retired reactor sites are the likely candidates and no investment decision is made, the same powered-brownfield screen we use on retired US plants.
Oracle plans multi-gigawatt Vera Rubin Superclusters on top of a 100,000-GPU Abilene build, more GPU demand that needs powered sites, so we watch where it is placed.
Vacancy is under 2%, yet nearly $68 billion of projects were blocked or delayed in Q2, so we read the ranking drop as an entitlement problem, not weaker demand.
A $589.9 million loan to fit out a 70 MW campus shows lenders still fund capacity in established markets, the benchmark US sites compete against for capital.
Helios racks are in testing at Meta and AMD will put $1 billion into Meta's equity offering, more capital behind the gigawatt-scale builds we expect to need new sites.
A 1,000,000 Dth/d lateral for one AI campus gets its EA on Jan. 8, 2027 and a federal decision deadline of April 8, 2027, the dates we now use for that campus's fuel.
A 920 MW gas plant for an 800 MW campus won approval with service possible by late 2027, a build-your-own-power timeline US sites waiting on utilities now compete against.
A 2.4 GW gas fuel cell plant keeps its Dec. 7 air permit hearing after a dismissal bid failed, so we track that date, not construction progress, as the power milestone.
Data centers made up half of APS demand growth this year, per an early analysis, so we expect gas capacity and pipeline access to decide which Arizona sites get served.
A 238-acre rezoning failed on a 2-2 vote, and the developer's second parcel in an 826-acre gas-powered assembly goes up Wednesday, so we hold the site as unentitled.
Supervisors nearly tripled the overlay and added 185 acres for a fourth campus, but land development and state approvals remain, so the 4,466 acres are zoned, not permitted.
Three rezonings for the campus and power corridor passed 6-1, but the emergency clauses failed, so we date entitlement from when the ordinances take effect.
A new ordinance heard Nov. 23 likely will not bind the 2.1 GW plan on 700 acres already filed, which is why we value submitted applications above raw zoning.
A reported $10 billion, 700 MW plan for 423 acres cannot file until the township moratorium ends in April 2027, so we list the site as marketed, not proposed.
A 45-day pause that can run nearly two years, with staff recommendations due in 180 days, takes San Diego off our near-term map.
Six permit votes for a 1.66 million square foot campus slip to Friday, with a court hearing Dec. 8, so we treat organized opposition as schedule risk even after zoning.
A unanimous ruling says a draft site plan creates no vested right, in a state with more than 100 moratoriums, so we count only completed permit steps as entitlement.
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