Indiana Utility Regulatory Commission unanimously approved the I&M / Google demand-response agreement for the $2B Fort Wayne campus. Google agreed to cut load when the grid is strained and to share clean-energy capacity with the system; I&M will discount Google's electric rate during curtailment events. The order language explicitly cites the deal as removing the need for grid upgrades that other ratepayers would have funded, with Google's bill helping offset rates for smaller customers.
Primary source · 21Alive News ↗
Why it matters
This is the cleanest precedent yet for the firm-equivalent-mw-underwrite.md / interruptible-load-derate.md thesis: a state regulator just stamped 'curtailment commitment in exchange for tariff discount, transmission upgrade waived' as the standard structure for hyperscaler interconnection. Add to interruptible-load-derate.md as the first IURC-approved template alongside the ERCOT PCLR work. This is the exact regulatory primitive Cliff's de-rate calculator needs to price — what's the $/MW-yr discount for X% curtailment availability, and how does that compare to the $50K/MW interconnection-fee path in TX or the cost-shift path in VA. Open question for outreach: does this template extend to AEP / Indiana Michigan Power's pending Amazon and Meta filings (also IURC-jurisdictional)? Worth a 1-day read of the IURC docket.
Related filings
WY / Cheyenne / first Mountain West moratorium / 70-project pipeline
Cheyenne is the first city anywhere west of the Mississippi to introduce a data-center moratorium ordinance at the council level in 2026 (the Wisconsin/Michigan/Ohio/Indiana cluster is Midwest; the GA/NC/FL/AL cluster is Sun Belt; Texas has no moratorium tape...
Cowboy State Daily / KGAB / Cap City News / Wyoming News / Casper Star-Tribune ↗
Exelon cuts high-probability DC load 18→11 GW -40% / pipeline 43→25 GW / ComEd cancels PowerHouse Hillwood 1.8 GW $20B TSA / EXC -3.1% / EIA TX 2027 14%→6% / outlier: FirstEnergy +50% AEP 63→69 GW Dominion 53.8 GW Southern 17 GW Camellia 3.2 GW with 1 GW flexible DR / BofA 230+ GW needed vs 93 GW planned / JLL 25 GW H1 absorption 1% vacancy 66 GW UC 95% pre-let / BNEF +52% 2030 118 GW +83% 2035 194 GW / $11.3M per MW +6% / 499k worker shortfall
On July 30 Exelon became the first major utility to mark its data center pipeline to market: 'high probability' load cut from 18 GW to 11 GW (-40%), total future pipeline from 43 GW to 25 GW, disclosed in the Q2 8-K alongside the state-policy squeeze (NJ...
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While the audit froze the front door, the rest of the Texas architecture kept assembling. Abbott's July 17 PUCT/ERCOT joint memo produced its public actions July 24: data centers pay for their own infrastructure, residential ratepayers get shielded from...
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Form W Part A closed July 10 as scheduled, and the numbers came back science-fictional: 326 study-eligible projects totaling ~205 GW entered Batch Zero — roughly double the ~100 GW ERCOT had projected. On July 29, CEO Pablo Vegas told the Texas Senate...