Cliff Daily — Apr 29.

Why it matters

Strengthens the firm-equivalent-MW thesis: the curtailable/PCLR pathway gets relatively cheaper as gas-plant capex inflates. Worth a paragraph in firm-equivalent-mw-underwrite.md and de-rate-calculator-gtm.md.

Why it matters

The six-bucket output schema in firm-equivalent-mw-underwrite.md should make BESS pairing explicit (already implicit in 'flexible-curtailable'). Validates the all-BTM scenario page.

Why it matters

Update to byog-byong-state-patchwork.md — the federal umbrella now has THREE clocks (RM26-4 EOY June, ER26-1088 May 18 PJM compliance, DOE backstop June). All three squeeze toward the same June window.

Why it matters

Strongest single number to put at the top of de-rate-calculator-gtm.md. Easier to sell '20-30% effective derate' when the buyer already believes there's a 49 GW gap.

Why it matters

The 'air permits / Title V / RICE NESHAP — zero coverage' delta still holds, but BESS-economics is no longer empty. Add a 2026-04-29 entry to landgate.md changelog and revisit the partnership-vs-compete posture if the BTM whitepaper covers your wedge content.

Why it matters

A useful citation for outreach decks: Fluidstack/Anthropic $50B is the 'why $50K/MW for a known consultant' AI-trust-wall premise, externalized.

Why it matters

Useful per-MW pricing reference point for hyperscaler-lease-vs-build.md and ercot-large-load-underwriting.md scenario models.

Why it matters

Sharpens the strategy/xai.md page: Memphis is now a live federal-court matter, not just a regulatory appeal. Strengthens the Trettel / Mayo outreach hook — the NSPS KKKKa exposure becomes a current-litigation problem, not a future-permit problem.