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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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The Senate voted 73-25 to open debate on the permitting bill, and the text would make data centers pay for power and grid work. We still need a final Senate vote and the House.
Vistra's call flagged slower data center hookups in Texas and a new 20-year, 207 MW contract at its Odessa gas plant. We treat connection timing as a contract risk.
Constellation agreed to buy Shell's 609 MW Rhode Island gas plant for $715 million and signed a first 20-year, 270 MW supply contract. We add both to the large-load supply stack.
NRG agreed to sell 4.9 GW of gas plants in New York, New England, and Texas to LS Power for $4 billion, with a close targeted for the second quarter of 2027. We keep the remaining 20 GW in view.
Microsoft is pressing to stop a ban on Chinese optical transceivers, and Cleanview counts 35 US sites under construction plus 134 planned, so we treat that supply as a build risk.
Vertiv signed a three-year deal with Infineon for silicon and silicon carbide chips for its 800-volt DC gear. We treat power-electronics supply as part of the build schedule.
Mavria, in The Woodlands, raised $130 million for factory-built 5 MW units it says can use local distribution lines, with tests aimed at early 2027. We will not count them until those tests.
Microsoft is winding down a 2023 Oracle contract for older Nvidia hardware, while newer contracts continue. We read that as pruning older offtake, not a halt to its build.
December gas was up 5.4 percent at $3.16, Lower 48 output is 112.1 Bcf a day, and LNG feedgas is a record 19.3 Bcf a day. We do not see a near-term supply pinch.
Platts counts 46.5 Bcf a day of US pipeline projects announced in 2026, about 20 Bcf a day out of Texas, including laterals to data center sites. We map those lines to new gas power.
Plymouth gave first reading to annexing about 900 acres. The draft does not allow data centers, and the council vote is in two weeks, so we do not treat this as a campus site.
The owner pulled a rezoning of nearly 184 acres in Trinity before Monday's vote, and the town's data center pause runs through June. We keep that Alabama tract closed for now.
Warrick County commissioners tabled a data center ordinance Monday after residents asked for another pause. We leave unincorporated sites there without adopted rules.
Edmond extended its data center pause through June 30, 2027 on a 5-0 vote, blocking new rezoning and building permits. We treat the city as closed to new applications.
A judge left Springfield's data center pause in place against NSI, and the council votes Nov. 16 on extending it into February. We keep that Missouri site on hold.
Romulus set a 180-day pause on data centers of every size, not only 1 GW loads, and the mayor says no proposal is on file. We mark the city closed while it writes rules.
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