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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Google's first Wyoming campus is a $17 billion Laramie County build with 702 MW of Bloom fuel cells plus CCS, air cooling, and a pledge to pay full power and growth-driven infrastructure.
AEP plans about $4 billion for a 702 MW Bloom fuel-cell plant on a 20-year PPA, and Black Hills will add 564 MW of gas with late-2027 service, so we price Wyoming on contracted on-site power.
IIR puts new nuclear spending near $20 billion in 2026 and almost $50 billion by 2029 across more than 100 North American projects, so we still treat firm nuclear as a 2030s path for most campuses.
Turboexpanders can turn routine pipeline pressure drops into local electricity without new fuel burn, so we screen midstream sites for recoverable power as a complement to new generation.
Amazon, Google, Meta and Microsoft hold 14,103 MW of nuclear deals, but only 835 MW of new capacity is dated for 2027, so we separate contracts from megawatts that can energize a hall.
Google will backstop debt for TeraWulf's 480 MW Justified campus under Anthropic's $19bn lease, with Fluor on three buildings and 2027 first capacity, so hyperscaler credit is now a financing gate.
Pure DC secured a $780 million growth facility with a $1.1 billion accordion, lifting 12-month financing above $6.2 billion for Europe and Middle East sites still clearing capital.
Z Squared targets up to about 150 MW at its Union County campus while Entergy Arkansas covers only about 8 MW interruptible, so we wait on the power transfer and a first tenant before counting it.
TC Energy sanctioned Crossroads at 1.4 Bcf/d for about $1.8 billion and American Midwest at 1 Bcf/d, both take-or-pay for 2030 Midwest power including data centers, so we mark more firm gas there.
Coastal GasLink Phase 2 adds about 2 Bcf/d to roughly 4.5 Bcf/d after LNG Canada's FID, with TC equity up to about C$250 million and early-2030s service, so we track more Canadian feed for LNG.
CEO Francois Poirier said TC is focusing Midwest gas for data-center power where acceptance is higher, not Massachusetts, New York, or California, so we map pipe growth to states still open to fuel.
Mooresville's Nov. 2 vote blocks new data center applications through Nov. 1, 2027 while staff write water, power, and noise rules, so we keep the town and its ETJ off the active land list for a year.
West Richland limited data centers to Mixed-Use Light Industrial and defeated a six-month pause by three votes, with developer cost reimbursement, so we treat the city as open under new zone rules.
Enid voted 6-1 on Oct. 27 to rezone North and West Thunderbird tracts to heavy and light industrial, with no intensive-use filing yet, so we treat it as entitled for industry, not cleared to build.
After restrictive measures went 43-1 across 10 states with about 75% average support, Big Tech is pitching cash, school benefits, and bring-your-own-power pledges, so community pay is now site cost.
Nomura says 2027 capacity is mostly under construction while 2028 projects face more delay risk, and JPMorgan notes rising neocloud borrowing costs, so we value owned capacity over unbuilt pipelines.
Peru, Wiscasset, and Wells passed 180-day pauses while North Berwick rejected an outright ban on sites over 25,000 square feet, so we check each Maine town's ballot result before diligence.
BMI puts about 53% of post-2028 hyperscale pipeline growth in newly flipped governor states, and Cleanview counts 159 GW in pause-backing states, so we re-rank 2028 starts by state political risk.
Niles extended its permit pause 180 days and set a Dec. 2 zoning hearing after Hubbard voters banned data centers, so we treat that Ohio city as closed while a ballot petition also forms.
Write-in mayor Joe Monroe won 75% in Burgin after an annexation fight, and other Kentucky incumbents tied to data centers lost, so we treat local election results as a live entitlement risk.
Governor-elect Hinojosa pledged a moratorium until lawmakers pass protections on unions, water, NDAs, and ratepayer costs, taking office Jan. 19, so Texas new filings stay paused into the session.
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OpenAI's National Community Compact pledges owned campuses will pay full power costs, publish water and noise data, and skip broad NDAs with officials, so we treat ratepayer cover as table stakes.
Two days after midterm ballot losses for data centers, OpenAI restated it will pay full power costs and seek community input on owned campuses, so we map that pledge against state large-load tariffs.
Omdia projects 35 GW of behind-the-meter data center power by 2030 as Aligned and others pair gas turbines with batteries, so we treat on-site generation as a primary site filter.
Operators are buying converted aircraft engines for on-site gas power when grid waits stretch years, with xAI already running eight units in Mississippi, so we price temporary generation in.
Texas regulators are set to weigh Amazon's plan for 1,200 MW tied to Comanche Peak nuclear, ramping from about 100 MW in 2027, so we watch co-located nuclear as an alternative to long queues.
ABB and Hanwha signed a non-binding MoU on power systems for floating data centers, targeting LNG-engine designs and a review through May, so we file offshore compute as concept, not capacity.
Meta said Hyperion in Richland Parish will reach 5 GW and more than $50 billion, with 2 GW by 2030 and full build around 2032, so we mark Louisiana as hosting a top-tier U.S. AI campus.
Lambda plans a $33.1 billion Lowndes County campus with Alabama Power service pending approval and construction aimed at Q1 2027, so we treat power approval as the next gate.
Kino Aski's proposed $23 billion Quebec LNG export plan maps about 1,000 km of new pipe for up to 15 MMtpa, with other First Nations opposing, so we treat East Coast export as early and contested.
QatarEnergy contracted up to 3 MMtpa for 20 years from Woodside's Louisiana LNG, with trains 2 and 3 feeding the deal and first LNG still aimed at 2029, so we mark more Gulf offtake locked.
Yokogawa won the main automation contract for LNG Canada Phase 2, which doubles Kitimat from 14 to 28 MMtpy with Trains 3 and 4, so we mark West Coast expansion moving into execution.
FERC opened scoping on Kinder Morgan's Amarillo Expansion for 550,000 Dth/d to Alphabet-linked Intersect's Deaf Smith County campus, with comments due Dec. 2, so we read gas as primary fuel there.
ADNOC Gas and EtihadWE agreed Nov. 4 to align gas infrastructure for Northern Emirates power and Estidama pipeline feed to Ruwais LNG, so we track more MidEast feedgas planning.
Glendale voted 6-1 to annex and rezone about 160 acres for Project Eagle's 1.1 million sq ft of data halls plus 18 gas turbines near Luke AFB, so we treat the Arizona site as entitled with conditions.
Spartanburg County advanced second readings for three data center deals, including NorthMark's self-powered 457 MW, $2.8 billion campus, with a final reading still required.
Port Washington Town plans to use a $150,000 annual city payment for five years to offset tax base lost when about 1,900 acres went to Vantage's Lighthouse campus, so we track annexation fiscal terms.
Plymouth's plan commission unanimously backed annexing and rezoning nearly 900 acres for an innovation district that bars data centers without a variance, with a Nov. 9 council vote next.
DataCenterData counts 53 local, state, or grid pauses in effect across 23 states as of Nov. 5, so we screen every shortlist against live construction and interconnection freezes.
Brookings says the midterms open doors to tougher permitting, moratoria, ratepayer rules, NDA limits, and tax changes for data centers, so we treat rule fights as first-order site risk.
DCD reports anti-data-center platforms helped flip Texas and Ohio governorships and other races, so we map statewide moratorium threats into diligence before counting soft sites.
Wilmington, Ohio voters rejected four light-industrial rezonings totaling about 546 acres near a proposed AWS campus by roughly 80%, so we treat ballot risk as decisive on adjacent land.
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