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
Wood Mackenzie puts new US turbine delivery talks in the 2030 to 2031 window, so we count used and jet-engine units as a partial bridge while permits and grid access still set the date.
APS lists 5.8 GW committed and 4.9 GW still unserved, WEC expects 4.9 GW more Wisconsin demand through 2031, and we read NorthWestern's 1,100 MW study load as earlier stage.
PPL lifted its 2027 to 2030 plan to $25 billion, led by a 645 MW Kentucky combined-cycle for 2032, and we note Invitium's terms for about 2 GW at QTS in Salem Township.
A Nature Energy paper out today finds data centers paid 38% of an $8.25 billion 2025 grid bill, so we keep cost-sharing rules in the national site screen.
On its call, TeraWulf put Lake Mariner on track for about $700 million of run-rate lease revenue by the end of Q1 2027, and we mark Muskie's first 500 MW for 2028.
Crusoe said Friday it sold the southeast Wyoming site to Google with no price given, so we treat a hyperscaler buyout of a stalled campus as one way to hold the power plan.
FERC staff let Boardwalk start the Kosciusko line, about 1.175 million Dth/d into the Southeast, so we add that Mississippi capacity to the gas map for new power plants.
Federal permits are done for Kinder Morgan's South System Expansion 4, about 1.3 Bcf/d from Mississippi through Alabama and Georgia, so we mark more Southeast gas for generation.
Davidson County votes Monday night on about 1,600 acres for gas storage tied to two plants, and we treat that rezoning as the local gate on Duke's Carolinas build.
Hutchinson's draft caps a campus at 5,000 hundred cubic feet of water a month and limits the largest halls to two industrial parks, so we screen those Kansas sites before Tuesday's hearing.
Residents sued Monday over the closed path to OpenAI's Effingham land deal, and we set the $4 billion campus against an MOU for about $870 million in taxes over 15 years.
Augusta set a Nov. 23 hearing to rezone about 383 acres into a data center district for 3 G Investments, so we flag that Richmond County tract as a live zoning case.
Three groups sued Monday to void Louisiana's Lightning fast track, and we watch it because Entergy is using the rule for more than $14 billion of plant and line work for Meta.
TD Cowen cut odds on the permitting bill to 25% from 40% before the election, and we watch today's Senate debate on whether large loads must pay their grid upgrades.
Aurora's mayor wants back the pause he voted down in August, and we note the 860,000-square-foot Trident plan already has city approval.
Grand County approved up to $5,000 for draft rules covering a ban and a small-facility option before its pause ends Jan. 3, so we keep Moab-area sites closed to new applications.
Ida County is holding its indefinite pause while counsel rewrites a 25 MW cap per parcel and a closed-loop cooling rule, so we treat those Iowa sites as closed for now.
Arizona's senior commissioner says customers want proof that growth pays for growth, and we expect water disclosures and supply agreements to set terms in coming rate cases.
Xcel told NARUC a gigawatt of hyperscaler load could put about $1 billion of downward pressure on rates over 15 to 20 years, which we still test against who pays for the grid.
Top signal
Saturday's manager's amendment keeps the large-load cost rule, adds a DOE data center community program, and one year of state review before the federal siting backstop. Cloture needs 60 votes Monday.
The Starbase notice describes a 35-turbine, 748 MW plant paired with a compute facility, with a tax abatement hearing set for Dec. 9.
Anthropic bought commitments for 1.7 GW of gas-fired generators from OnePWR, per the FT, so we treat turbine and engine slots as a site input alongside the grid.
Oncor sees its 2027 to 2031 capital plan up about 20% and holds about $6 billion in customer collateral against 293 GW of data center requests, which we read as requests, not load.
Ameren has 2.8 GW signed, 1.2 GW under construction agreements, and 4.4 GW through studies in Missouri, plus a 2.1 GW West Alton gas plant filed for 2031.
TVA's new data center rate runs about 10% above its manufacturing rate with a roughly $1.5 million per MW capacity fee, so we model that charge on Valley sites.
A 15-year powered land lease on a 332-acre Corsicana site, delivered in phases from September 2027, shows we should price energized land with permits in hand at a premium.
Nvidia is reportedly eyeing more than 130 Brightspeed properties across up to 20 states with about 1 GW combined, so we watch existing powered buildings as an inference siting path.
An Environmental Integrity Project review counts almost 200 proposed pipelines over 17,000 miles that could feed at least 98 gas plants planned for data centers.
Storage sits at 3,801 Bcf, 54 Bcf above the five-year average, and power burn fell 2% week over week, so we see no near-term supply squeeze on gas-backed sites.
Alaska's DNR issued a preliminary finding to convert the conditional Alaska LNG mainline and Point Thomson right-of-way leases into full leases.
Harwood, N.D. voters rejected added reviews 325 to 105, clearing a $3 billion Applied Digital campus, which supports our view that rural tax-base towns stay open to deals.
Woodbury County, Iowa planners take public input Monday night on data center permitting rules for unincorporated land, so we flag county parcels there as rules in flux.
NextNRG signed a nonbinding $22 million term sheet for 33 acres it says could support 70 to 100 MW with on-site generation, storage, and a microgrid.
TPL's filing shows $42.5 million in land consideration paid through 2046 for Chevron's Reeves County power site, with exclusive water rights and repurchase options tied to milestones.
New governors from Texas to Ohio and Georgia ran on tighter rules, and one analyst expects projects without power or permits to move to Louisiana, Oklahoma, or nowhere.
Conserve Ohio, after helping pass 10 local bans, now wants a 12-month statewide moratorium, so we expect local wins to turn into statehouse bills in 2027.
CoreWeave's CEO asked Hinojosa's team to let permitted projects finish and set lasting rules, and offered to fund grid costs, though her team has not said how a pause would work.
Corridor Signal newsletter (link pending)