Archive
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 .
Top signal
Dominion Energy Virginia reports about 54.9 GW of contracted data center capacity, up 13% since December, with the capital plan near $65 billion, so we still read most of that queue as unbuilt.
A $70 billion five-year plan puts $7 billion toward data centers already under contract and looks for 4 GW more by the end of 2027, which we read as large load entering the base case.
Defining large load at 50 MW and filing early-connection rules by Nov. 16 gives us the first board-approved large-load package among the regional grid operators.
Utilities have committed to connect 201 GW of data center load, but a new Virginia site can wait 54 months and heavy gas turbines are quoted into 2032, so we plan on power already in hand.
Gas turbine orders reached about 103 GW in 2025, up 72%, and some large units now take more than five years, so we treat a turbine slot as a gate on gas-fired power for a new campus.
Record bookings of $533 million and a plan to beat this year's cabinet target by nearly 40% tell us smaller interconnection sites are filling even as giant campuses draw the fights.
Quarterly spending above $77 billion, with free cash flow negative $42.4 billion over the past year, shows us Amazon is still funding data centers after the shares sold off.
A hyperscale site that could start in March 2027 and open in 2030, aimed earlier at 50,000 GPUs, is one we read as a manufacturer building compute instead of leasing it.
Breaking ground on 52 MW next to a live 30 MW hall, on a campus with 150 MVA of power, shows us ready blocks abroad that can take tenants who cannot wait on US power.
A first lease on a 2 MW modular site, with no location, timeline, or power source named, is an option on inference capacity, so we count it only after a permit exists.
A cancelled 1.36 MW US module, with the buyer unlikely to take a larger campus, shows a neocloud can walk after design work, so we do not book modular deals until they are paid.
Comments are due Nov. 27 on about 800,000 dekatherms a day of new firm capacity into the Waha hub, which we read as more Permian gas aimed at markets that can serve new power load.
A backup-fuel test at Sabey's Austin campus, where the second phase is planned at 84 MW, stays a pilot until it works, so we do not assume diesel is leaving other sites.
Federal scoping is open on a Hawaii LNG import plan with about 3 miles of subsea pipe, which we read as a reminder that a fuel path still has to exist before large load can land.
Google is studying about 1,000 acres in Goochland and still has not closed on 94 acres in Roanoke County, so we keep both off the built map until diligence ends.
Google paid €10.7 million for about 56 hectares beside a running Finnish campus, and a 30 to 40 MW project nearby dropped its plot, so we separate expansion land from new-site risk.
An 11-acre pre-application for 20 to 100 MW, with no design locked, is a land inquiry, so we would not count it until the council has a real filing.
Two Northampton panels advanced a one-year pause to a Nov. 5 council vote, and a councilor says Oct. 1 hearing notice may already bind later permits, so we treat the city as closed for now.
A draft caps larger data centers at 50 MW and makes developers pay their power upgrades, with a hearing proposed for Dec. 2, so we see this pause turning into rules.
Grading has started on a three-building Google campus while the Army Corps declined a hearing after 282 requests, so we still treat the federal permit as open.
All 79 Victorian councils asked the state to pause data center approvals ahead of an election, the same local push we see here, so we expect more fights over who can say no.
Dresden planners would allow data centers only in heavy industrial zones and keep hyperscale sites 1,000 feet from homes, and a nearby proposal was pulled, so we see rules arriving before projects.
Top signal
A 1.4 Bcf/d, 350-mile line across North Dakota from late 2029, with spare capacity expected, makes eastern North Dakota a gas-backed option we will watch for large loads.
About 12% a year of large-load growth through 2030, including a Verrus site of up to 420 MW, keeps Oregon utility capacity in play even with state permits paused.
Data centers now take 15% of Hubbell's electrical sales and it plans $200 million of new capacity in 2027, which tells us gear lead times stay tight next year.
Duke moving South Carolina to a standard large load tariff while Dominion keeps one-off contracts means we expect clearer terms for new loads on Duke's side first.
Police opening a criminal case over 816 acres of cleared forest shows land clearing ahead of permits can now carry criminal risk, so we check clearing approvals early.
Homes a county road away from a 420-acre Google campus now want buyouts, so we flag sites with houses on the fence line as a cost and schedule risk, not just a hearing risk.
A 14 MW lease with talks toward 114 MW shows AI cloud firms taking ready capacity abroad in small blocks, which competes with US sites for the same near-term tenants.
A non-binding MoU with no capacity named and a 24-month exclusivity window is an option on land, not a project, so we would count it only after studies are done.
About 300 MMcf/d more on Midwestern Gas Transmission plus a new lateral to an Indiana power plant shows Midwest gas supply for generation is getting firm commitments.
Local reviewers say only federal regulators can set pipeline volume, so we read gas capacity on replacement lines from federal filings, not from local hearings.
A preliminary filing for more than 3,000 acres of federal land near Jerome adds to 12 proposals on 17,500 BLM acres, so we now screen federal parcels alongside private land.
Sending an approved site back for council review shows prior approvals can be reopened, so we treat suburban infill entitlements as revocable until building permits issue.
The landowner taking over a 1,250 MW plan after the developer left shows control of the land can outlast the developer, so we track who holds title, not just who announced.
Staff were told to stop taking data center applications now, ahead of a Nov. 5 resolution and hearings into January, so we treat Tampa city sites as closed for now.
A 9-2 council vote set new data center rules aimed at the far Northwest side, where most of the city's data centers sit, so we expect stricter review there, not a ban.
A unanimous resolution suspending data center permits, with an ordinance held in reserve, adds another southwest New Mexico pause, so we keep that area off our active list.
A pause extended to April 27, 2027 with no proposals ever received shows Ohio townships writing rules ahead of demand, so we check township status before county status.
A draft that allows hyperscale sites by right in only two zoning districts, with larger setbacks, narrows where we look in Tulsa to industrial land with room for buffers.
Corridor Signal newsletter (link pending)