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
OpenAI's Grid Protectors program extends the Georgia Power deal that can curtail up to 1,000 MW of a planned 3,200 MW campus, so we ask how much load a site can turn down under contract.
Virginia utilities reported distribution grids at 41% average use, and Duke research says nearly 100 GW could connect if loads cut for ~0.5% of the year, so we price interruptible service in.
A July Ashburn fault sent data centers to backup and dropped more than 3 GW of grid load almost instantly, so we treat post-connect flexibility as a reliability design issue.
Crusoe's Spark Liquid modular unit targets 3.5 MW with direct liquid cooling for dense Nvidia racks and 2027 Colorado production, so we watch factory-built capacity around multi-year builds.
Digital Realty and Goodman offered AU$715 million for 9.9% of NextDC after Melbourne power-pole delays deferred revenue, so we treat grid upgrade fights as a real hit to listed operator finances.
Google plans $15 billion in 2027-28 for Selangor and Negeri Sembilan campuses plus more than 1 GW of clean power, which we file as overseas AI build with paid grid costs, not a U.S. interconnect win.
TrendForce says three-quarters of October's added pipeline sits next to self-supplied power, and Port Washington's 1.3 GW campus is power-limited, so on-site generation is the location filter.
Worley signed the EPC for Venture Global's CP2 expansion, sized in the FERC filing at about 11.7 Mtpa more peak LNG and about 1.9 Bcf/d on CP Express, so we mark more Gulf export capacity.
Orlen finished a PLN 580 million expansion that adds 800 million cubic meters at Wierzchowice, lifting the site from 1.3 to 2.1 billion cubic meters, so we mark about a quarter more Polish storage.
Egypt's ministry said Nov. 3 that Petrojet will build a 57 km, 36-inch line from Zohr facilities to Damietta LNG for Cronos gas, so we track East Med feed aimed at the first half of 2028.
DET received the first LNG cargo at its Stade FSRU, reported Nov. 3, so we mark that German floating import terminal as taking its first gas.
MARAD licensed an $8.2 billion offshore Matagorda LNG port for 8.4 Mtpa with 7.7 miles of pipeline, targeting 2029 operations, so we mark more Gulf Coast export capacity tied to existing Transco feed.
Kingston annexed about 561 acres 3-0 on Nov. 2 and approved Thor Equities' special-use permit 2-1 for a roughly 350,000-square-foot data center, so we treat it as approved with conditions.
Canton voted 7-4 on Nov. 2 for 75% abatements on three data centers, two for 30 years and one for 15, so we count an estimated $62.5 million in service payments over 30 years.
A FOIA suit seeks to void Botetourt's Google performance agreement on 312 acres at Greenfield, so we treat closed-session incentive votes as a live litigation risk on Virginia land deals.
Ohio alone passed at least 14 local bans or limits Tuesday, with more moratoria in Maine, Illinois, Kansas, and elsewhere, so we map municipal ballot risk before diligence.
Governor-elect Gina Hinojosa vowed a statewide data center moratorium until the legislature acts, so we treat Texas approvals as political risk until new rules land.
Midterm wins and anti-campus platforms are slowing some AI buildout capital, with power names down while hyperscalers rose, so we plan for longer entitlement clocks, not a stop on national demand.
California's grid operator board approved a 50 MW flexible interim interconnection with curtailment, due at FERC by Nov. 16, so we watch that filing before counting firm West Coast service.
Top signal
Voters in at least 29 jurisdictions passed bans or limits on data centers Tuesday, so we treat local ballot risk as a live gate on U.S. site selection.
Sweden's transmission operator may temporarily slow large individual withdrawals while it rewrites system-wide reviews, with 7.3 GW of data centers already in the queue.
Campuses can be ready in two to three years while large interconnects stretch toward seven, so we treat phased energization and on-site primary power as first-order site design.
Google plans $15 billion across 2027-28 for new Selangor and Negeri Sembilan campuses plus more than 1 GW of clean power, which we file as overseas AI build, not a U.S. interconnect win.
CloudHQ is lifting Querétaro power plans toward about 1,000 MW and nearly $6 billion of investment, so we mark another Latin American campus racing for firm power.
Green bought about 250,000 square meters of former ABB land in Birr for a phased campus with heat reuse, with MW and cost still unstated, so we treat it as site control, not capacity.
OB3 began commercial deliveries from ANOH and already carried about 10 percent of the plant's third-quarter sales, which we file as more African domestic takeaway coming online.
Energy Transfer took FID on a 215-mile, 1.2 Bcf/d South Mississippi line with a March 2030 in-service target and an open season through Nov. 25, so we track more Southeast takeaway.
LEAP is floating a possible 1 GW, about $10 billion Holt-area campus on 423 acres before any NDA or rezoning, so we watch community process under Delhi's moratorium.
WhiteFiber closed $60 million for about 120 acres and 500,000 square feet of warehouses in Yadkin County, aiming for at least 60 MW initially and late-2027 ready-for-service.
AWS confirmed it is the buyer of nearly 1,000 acres for up to 21 buildings, with no permits filed and a Nov. 19 open house set, so we treat the campus as owned, not entitled.
LandGate now counts 819 U.S. projects announced through October, already past all of 2025, while local limits reach 42 states, so we still treat power and zoning as the real filters.
Florida's PSC rejected Duke's large-load tariff under SB 484 for failing the full-cost test, so Duke must refile before Florida rates for data centers are settled.
A Nov. 4 Planning Commission draft would keep data centers 2,000 feet from homes and schools on lots of at least 50 acres, so we watch that advisory vote for Austin corridor zoning.
Senate leaders may start votes as early as Nov. 9 on a bill that shortens NEPA clocks and makes data centers pay their own power costs, so we watch lame-duck reconciliation with the House bill.
Virginia's implementing rules take effect Nov. 4 for applications filed since July 1, requiring Tier 4-equivalent gen-set limits, so we bake aftertreatment cost into Virginia air permits.
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