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 .
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Dominion now counts 54.9 GW of data center demand in contracting stages, including more than 12 GW under electric service agreements, so we treat Virginia load still climbing.
Utilities have committed to connect 201 GW of data center load, with waits as long as 84 months in Ohio, so we still treat a firm connection date as the gate.
A non-binding plan for 1 GW or more of gas fuel cells with carbon capture, front and behind the meter, is another on-site power path we watch for large load.
OpenAI's non-binding program aims for campuses that can cut load in a grid emergency, with up to 1 GW of flexible demand in Georgia, so we ask what a site can turn down.
A Gumi campus starts at 60 MW with a path to 120 MW and late-2028 completion, which we file as overseas AI capacity under construction, not a U.S. interconnect win.
A planned 222 MW TensorWave lease missed its Oct. 31 close, though both sides say they are still working, so we do not count that Amarillo capacity as contracted.
Google is in diligence on about 1,000 acres at West Creek for a 1.2 GW campus, with no hard plan yet, so we wait on site control and local process before counting it.
A 215-mile, 1.2 Bcf/d South Mississippi line with FID and a 2030 in-service target is more Gulf Coast takeaway we track for LNG and power fuel.
Williams put 413 MMcf/d of new pipe into service and launched Transco expansions plus 9.4 Bcf of Clay Basin storage, which we read as more capacity for LNG and power.
Adnoc Gas locked a five-year offtake of up to 1.6 million tonnes a year with TotalEnergies, which we file as more long-term LNG demand already spoken for.
Plaquemines Phase 1 hit commercial operations Oct. 31, 53 months after FID, with Shell lifting the first long-term cargo, so we mark more U.S. Gulf LNG online.
TerraVolt bought 1,077 acres in Cassia County with firm gas for 240 MW of islanded power, so we mark another shovel-ready land-plus-fuel package for sale.
Tract's first UK park targets seven buildings and 500 MW near an expanding substation, with a planning filing aimed at December, so we treat it as land diligence, not entitled.
A Vantage entity closed about $9.4 million for 181 entitled acres, with no site plan yet and power still years out, so we treat the campus as owned, not cleared to build.
The PSC voted 5-0 to reject Duke's large-load tariff for failing the state's full-cost rule, so Florida rates for data centers stay unsettled until a compliant filing lands.
PJM's revised backstop aims to start March 1 and may shrink toward about 630 MW after lower large-load forecasts, so we wait on FERC before budgeting that capacity charge.
NERC asked FERC to approve Computational Load Owner and Operator registry classes for sites of 50 MW or more at 100 kV, with comments due Nov. 20, so we track that compliance stack.
Six regional operators must answer FERC's large-load show-cause by Nov. 16 and 20, which will set study, cost, and interim-service rules we need before counting firm service.
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A first phase of up to 100 MW is aimed at early 2028 on a 1,000-acre station with 4 GW of grid access, so we treat planning and a tenant as the next gates.
Projects that broke ground in the last year waited just over two years after announcement, up from about 18 months, and we still treat a firm connection date as the real gate.
A Georgetown and Duke report puts more than 60 GW of utility gas plants and about 90 GW of behind-the-meter gas proposals on the table, so we track how much of that stack gets built.
California's grid operator set a 50 MW large-load line and a curtailable interim connection before upgrades finish, with a FERC filing due Nov. 16, so we watch that filing for firm rules.
AWS confirmed it is the buyer of nearly 1,000 acres, with three buildings first and no site plan filed yet, so we wait on SEPA and the Nov. 19 open house before counting capacity.
A 30 MW Jakarta campus is complete with a path to 400 MW, which we file as overseas AI capacity coming online, not U.S. interconnection progress.
Europe enters winter with storage at its lowest since 2013, and the IEA says that could keep global LNG tight into 2027, so we expect export demand to stay firm.
U.S. LNG to Europe rose 1 million tonnes in October to 6.89 million tonnes, near a record, so we treat winter European buying as support for Gulf Coast volumes.
Adnoc Gas tied long-term LNG growth to AI data centers and cited about 9.5 million tonnes for SpaceX alone, so we keep AI load in the LNG demand story.
A $3.1 billion stake behind LNG Canada's Phase 2 to 28 million tonnes a year is more liquefaction capital we track as North American export capacity scales.
QatarEnergy will take up to 3 million tonnes a year from Woodside's Calcasieu Parish plant starting in 2030, which we read as more U.S. Gulf offtake locked in.
Microsoft paid $95.5 million for 616 acres near Woodward, after the seller bought the same land for about $30.7 million that day, so we mark Des Moines-area land still clearing at a premium.
Amazon confirmed a West Richland land purchase for a possible campus, with no permit filed and an open house set for Nov. 19, so we treat the site as owned, not cleared to build.
Strategic UK projects that meet energy-cost, local-benefit and efficiency tests can get priority grid capacity, so we read national AI capacity targets as a two-tier connection market.
A Senate bill could push about $55 billion of transmission charges onto data centers over 10 years if enacted, so we budget for higher firm grid costs while it sits in committee.
Tuesday's agenda covers large-load tariffs for FPL, Duke and Florida Public Utilities under the 50 MW state rule, so we wait on the vote before treating Florida rates as settled.
Draft Greek rules would require 60 percent renewable power and €200,000 per MW in guarantees before a final connection offer, which we file as another market tying sites to prepaid grid costs.
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