Plain-English background on why 'statewide' and '1 MW threshold' are the two most important words in this item. Until this week, every US data center moratorium was either a county ordinance (Linn IA, Washington MD, Prince George's MD, Whitley IN, Clark IN,...
Source New Mexico — New Mexico lawmakers announce proposed statewide moratorium on data centers (Jul 3 2026) + Santa Fe New Mexican — Santa Fe County approves 18-month data center moratorium + KRQE — Santa Fe County commissioners approve 18-month moratorium on data centers + KOB — Santa Fe County approves 18-month moratorium on data center development + Albuquerque Journal — Santa Fe County becomes latest New Mexico community to adopt data center moratorium + Los Alamos Daily Post — State Lawmakers To Introduce Data Center Moratorium In Upcoming Legislative Session + Santa Fe New Mexican — Four New Mexico lawmakers plan to propose statewide data center moratorium ↗
ERCOTVirginiaIllinoisMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English background. Four separate regulatory clocks all reach 12:01 AM Wednesday July 1, 2026 at the same instant. Three are state-level and point toward friction — they increase cost or reduce access for hyperscalers building in that state. One is...
Greenberg Traurig — Virginia Legislature Approves Tax on Data Center Electricity Consumption (Jun 2026) + Data Center Knowledge — Virginia Approves First-Ever Data Center Power Tax + Illinois Governor's Newsroom — Gov. Pritzker Pauses New Data Center Tax Incentives + Capitol News Illinois — Gov. JB Pritzker to Suspend Tax Breaks for Data Centers, Urging More Discussion + The Hill — Pritzker Pauses Data Center Tax Incentives in Illinois + MultiState — State Data Center Policy Shifts as Governors Impose New Restrictions (Jun 22 2026) + Whitehouse.gov — Executive Order 14318 Promoting Advanced Artificial Intelligence Innovation and Security (Jun 2026) + AI Governance Institute — EO 14318 Accelerating Federal Permitting Data Center Infrastructure 2026 + Henrico Citizen — Virginia Has a New Two-Year Budget. Here's What Lawmakers Now Require of Data Centers + Kiplinger — Virginia Approves First Data Center Power Tax ↗
ERCOTPJMMISOEPAMoratoriumTax incentiveInterconnection
Read why it matters →Plain-English background. Virginia has two governors who matter for data centers: the Republican-appointed State Corporation Commission (SCC) that sets utility rates, and the elected governor who signs budgets. Gov. Abigail Spanberger (D) was elected in...
Virginia Mercury — Virginia General Assembly approves Spanberger's budget amendments, ending monthslong impasse (Jun 29 2026) + VPM News — Lawmakers accept Spanberger's budget amendments, averting state funding crisis (Jun 29 2026) + News From The States — Virginia has a new two-year budget. Here's what lawmakers now require of data centers + Canary Media — Virginia slaps data centers with big new tax — but no climate rules + Northern Virginia Daily — General Assembly OKs Spanberger's budget amendments, ending impasse + Virginia Scope — Data center debate spills over into Spanberger bill signing ↗
VirginiaMoratoriumTax incentiveBehind-the-meter
Read why it matters →Plain-English background. Data centers are huge users of electricity, and US states have spent the last 10-15 years competing for data center investment by offering tax breaks. The two main breaks are (a) a sales-tax exemption on the hardware (servers,...
Virginia Mercury — Virginia legislators advance $205B budget including new tax on data centers (Jun 22 2026) + Data Center Knowledge — Virginia Approves First-Ever Data Center Power Tax + Croke Fairchild Duarte & Beres — Governor Pritzker Directs DCEO to Pause Data Center Investment Program Agreements Effective July 1, 2026 + Gov. Pritzker Newsroom — Gov. Pritzker Pauses New Data Center Tax Incentives (Jun 5 2026) + Capitol News Illinois + Multistate — State Data Center Policy Shifts as Governors Impose New Restrictions (Jun 22 2026) ↗
VirginiaIllinoisTax incentiveBehind-the-meter
Read why it matters →Plain-English version of what just happened. Virginia is the data center capital of the world. Northern Virginia's Loudoun County alone hosts more data center capacity (~3.5 GW operating, another ~7 GW in the queue) than any other county on earth, and...
Virginia Mercury — Virginia legislators advance $205B budget including new tax on data centers (Jun 22 2026) + Data Center Knowledge — Virginia approves first-ever data center power tax + Kiplinger + HB30 Conference Report Item 3-5.24 (budget.lis.virginia.gov) + Bisnow — Virginia keeping data center tax breaks adding tax energy use ↗
PJMVirginiaTax incentiveInterconnectionBehind-the-meter
Read why it matters →Plain-English version. On June 18, 2026, the Federal Energy Regulatory Commission (FERC, the federal regulator with jurisdiction over the interstate transmission grid) used Section 206 of the Federal Power Act to issue what are called 'show-cause orders'...
FERC — FERC Launches Aggressive Targeted Action to Speed Large Load Integration (Jun 18 2026) + Mondaq + Day Pitney summaries of the six Section 206 orders + Akin Gump abeyance analysis ↗
PJMMISOCAISOSPPMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English version. Over the last 30 days, a narrative has hardened in trade press and political coverage: roughly half of US data center capacity 'planned for 2026' will be cancelled or delayed. The claim comes from a few different sources stacked...
SemiAnalysis (Dylan Patel) — Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Jun 25 2026) + Data Center Watch + Tom's Hardware / TechRadar / TechSpot coverage of Bain analysis ↗
MoratoriumBehind-the-meterHyperscaler
Read why it matters →Plain-English version. Until June 24, the most common threshold for state and local data-center legislation was either 100 MW+ (hyperscale conventional definition, used by industry groups like AFCOM and Uptime Institute) or no threshold at all (county...
Federal Energy Regulatory Commission — FACT SHEET: FERC Directs Nation's Largest Grid Operator to Create New Rules (Jun 18 2026) + cross-reference to NY S.10642 / AOC HR / Sanders S.4214 statutory text ↗
NYISOFERCOregonOklahomaMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English version of what happened. Tuesday, June 23 was the single most active moratorium day Florida has had — three county boards moved separate ordinances forward in a coordinated wave. Clay County (just south of Jacksonville, ~220,000 residents) gave...
Florida Politics — Three counties moving forward with one-year data center moratoriums (Jun 24 2026) ↗
ERCOTPJMMISOCAISOMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English version of what Project Kilby is. Microsoft and Chevron jointly announced on June 22 that they are co-developing a roughly 2.67 gigawatt natural gas power plant in the Permian Basin near Pecos, Texas (about 200 miles east of El Paso), paired...
Chevron newsroom — Chevron signs 20-year power agreement with Microsoft for West Texas data center (Jun 22 2026) ↗
ERCOTMISOFERCTexasMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English version of what Abbott actually directed. On June 10, 2026 — twelve days before the Project Kilby announcement — Texas Gov. Greg Abbott sent a formal directive letter to the Public Utility Commission of Texas (PUCT, the state utility regulator)...
Office of the Texas Governor — Governor Abbott Directs PUC and ERCOT to Shield Texans from Data Center Infrastructure Costs ↗
ERCOTPJMFERCTexasInterconnectionBehind-the-meterRatepayer protection
Read why it matters →The chronology. December 18, 2025, FERC issued a separate order (not yesterday's) directing PJM specifically to revise its tariff to provide clear rates, terms, and conditions for co-located load (a data center plus its own on-site generation, sitting at the...
Gibson Dunn — analysis of Dec 18, 2025 FERC order to PJM ↗
PJMMISOCAISOSPPInterconnectionBehind-the-meter
Read why it matters →Plain-English version. Crusoe is a data center developer that originated in Bitcoin-flared-gas-to-compute and pivoted into AI-specific hyperscale campuses, most notably the Abilene Texas site that anchors a leg of the Stargate program. Meta is one of the four...
Data Center Dynamics — covering the original Bloomberg report ↗
ERCOTPJMMISOFERCMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English version of what FERC is and why this matters: the Federal Energy Regulatory Commission (FERC) is the federal body that approves the rules governing the interstate transmission grid — the high-voltage lines that move bulk power between states....
Federal Energy Regulatory Commission — official notice of June 2026 action ↗
FERCTexasVirginiaInterconnectionBehind-the-meterRatepayer protection
Read why it matters →Plain-English framing. The Clean Air Act's New Source Review (NSR) program requires that a 'major source' of air pollution obtain a pre-construction permit before construction begins. The phrase 'begin actual construction' has been interpreted (since the 1980...
EPA proposed rule / Gibson Dunn / Butler Snow / Inside Climate News / Troutman Pepper Locke ↗
ERCOTPJMEPAOhioAir permitInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. 'Behind the meter' (BTM) means generation that sits on the customer's side of the utility meter and never injects power into the grid. It bypasses every interconnection-queue rule, every capacity-market rule, every transmission-cost...
DCD / Power Magazine / Power Engineering ↗
ERCOTPJMFERCEPAMoratoriumAir permitInterconnection
Read why it matters →Plain-English framing. An AUAR (Alternative Urban Areawide Review) is the Minnesota equivalent of a NEPA Environmental Assessment — a structured analysis of a project's water, air, noise, and traffic impacts, required before construction. The Minnesota Center...
Post Bulletin / KARE 11 / Engineering News-Record / kimt.com ↗
OhioArizonaMinnesotaMoratoriumBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. The Portsmouth Gaseous Diffusion Plant (or 'Piketon site') is a Cold War-era uranium-enrichment facility on ~1,200 acres of DOE-owned federal land in southern Ohio. It was decommissioned, and the cleanup created a large, fully-graded...
The Reporting Project (Ohio) / DCD / Network World / Scioto Post ↗
TexasWisconsinOhioArizonaMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. Arizona has used a Computer Data Center sales-tax exemption since 2013 to attract hyperscaler builds in the Phoenix metro and Pinal/Maricopa counties; the program currently exempts qualifying equipment purchases from state sales tax....
Arizona Capitol Times / CALO News / BGOV ↗
TexasOhioArizonaMoratoriumTax incentiveBehind-the-meter
Read why it matters →Plain-English framing. Angelina County is in deep East Texas, between Lufkin and Nacogdoches, in the Piney Woods region. Like Hood, it's rural and politically conservative — the moratorium push is not coming from the typical environmental-left coalition...
Texas Tribune / KBTX ↗
TexasWashingtonMoratoriumBehind-the-meter
Read why it matters →Plain-English framing. Schedule 96 is Oregon's version of the separate-rate-class concept that New York's S10642 mandates: a tariff schedule specifically for data center loads with longer contract terms (typically 15-20 years), demand-charge floors, and...
OPB / Utility Dive / KOIN ↗
ERCOTTexasOregonMoratoriumInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. The Public Utility Commission of Texas (PUCT) is the three-member state regulator that approves ERCOT's market rules. PUCT meetings happen every two weeks. June 18 is the next scheduled meeting, and the agenda was posted today (June 13)...
PUCT June 18 agenda / EPE Consulting / Keentel Engineering ↗
ERCOTFERCTexasInterconnectionBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. (Recap from yesterday for new context.) FERC committed in April to act by end of June on the Advance Notice of Proposed Rulemaking covering large-load interconnection to the interstate transmission system. The substantive ruling could...
FERC / Holland & Knight / Power Magazine ↗
ERCOTMISONYISOFERCInterconnectionBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. FERC (Federal Energy Regulatory Commission) is the federal body that regulates interstate transmission and wholesale electricity markets. State PUCs handle retail rates and local distribution; FERC handles the high-voltage grid...
FERC / Holland & Knight / Troutman / TDWorld ↗
ERCOTFERCOhioOregonInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. The Ohio Power Siting Board (OPSB) is the state body that issues construction certificates for large generation and transmission projects in Ohio (similar role to a state public utility commission's siting arm). It is separate from...
Data Center Dynamics / Ohio Power Siting Board ↗
OhioAir permitInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. Yesterday's digest flagged HB 646 with a 48-hour-to-floor-vote scenario. That outer-bound timing did not materialize. The substitute bill was discussed in committee June 10, but a committee report-out and Senate floor vote did not...
Statehouse News Bureau / Policy Matters Ohio ↗
OhioTax incentiveBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. PJM is the regional grid operator covering 13 states from Illinois to North Carolina — the largest power market in North America by load and the biggest data center buildout zone in the country. To connect a new power plant to PJM's...
Utility Dive / PJM ER26-1563 filing / FERC order ↗
PJMFERCNorth CarolinaIllinoisInterconnectionBehind-the-meter
Read why it matters →Plain-English framing. Crusoe is the developer that built Stargate Abilene (the OpenAI / Oracle / SoftBank campus in West Texas that opened earlier this year). The Cheyenne project was supposed to be the second major site — partnered with Tallgrass, a...
Bloomberg / Data Center Dynamics / Crusoe newsroom ↗
TexasMoratoriumBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. A regulated utility (Xcel) signed a one-off contract with a single very large customer (Google) instead of running the cost-allocation through a new public tariff. In a state with a regulated monopoly utility, every cost the utility...
Xcel Energy Newsroom / Q1 2026 8-K / 24/7 Wall St ↗
WisconsinFloridaOregonMinnesotaBehind-the-meterRatepayer protectionHyperscaler
Read why it matters →Plain-English framing. 'Co-located load' is the structure where a generator (a power plant) and a load (a data center) sit on the same site, behind the same point of interconnection, so the data center is electrically 'hidden' from the rest of the grid....
White & Case / FERC / Mayer Brown / PJM ↗
ERCOTPJMFERCTexasInterconnectionBehind-the-meterHyperscaler
Read why it matters →Plain-English framing. FERC regulates the interstate transmission grid. Until now, interconnection rules for loads (as opposed to generators) have been overwhelmingly state-level — a developer interconnects through whichever state PUC and utility happens to...
FERC / Utility Dive / Snell & Wilmer / White & Case ↗
ERCOTPJMMISOCAISOInterconnectionBehind-the-meterHyperscaler
Read why it matters →Plain-English framing: where Wisconsin's tariff change was a regulator (PSC) tightening one utility's rate plan, North Carolina is a state legislature pre-emptively writing the rules for the whole state across every utility — Duke, Dominion-NC, ElectriCities....
WRAL / WUNC / Data Center Knowledge / Data Center Dynamics ↗
VirginiaColoradoNorth CarolinaWisconsinBehind-the-meterRatepayer protection
Read why it matters →Plain-English framing: 'co-location' means putting a data center directly next to a power plant and having the plant feed the data center directly (rather than going through the grid). 'Behind the meter' means the generation is on the data center customer's...
FERC / National Law Review / Troutman Energy Report / Akin Gump / Day Pitney ↗
PJMFERCInterconnectionBehind-the-meter
Read why it matters →Today is the single highest-density 'moratorium decision day' of 2026 so far. Four municipal-level decisions in geographically distinct markets (Mountain West urban, Sun Belt urban, central Kentucky rural, Mountain West regional capital) plus a structurally...
9news / CBS Colorado / Yellow Scene / Denver Gazette / Cap City News / Wyoming Public Media / WBTV / Axios Charlotte / Govtech / WCLU Radio / Utility Dive ↗
PJMFERCEPATexasMoratoriumInterconnectionBehind-the-meter
Read why it matters →Two parallel Texas tracks. (1) Batch Zero (PGRR145 + NPRR1325) is ERCOT's proposed replacement for the existing one-at-a-time Large Load Interconnection Study (LLIS) process — instead of studying each new large-load request individually, Batch Zero would...
Cliff repo / ERCOT PGRR145 + NPRR1325 / ZeroEmissionGrid / EPE Consulting / SK Energy / Perkins Coie / Mayer Brown / Greenberg Traurig / Baker Botts ↗
ERCOTPJMMISOFERCInterconnectionBehind-the-meter
Read why it matters →Hyperion is the largest single-site hyperscaler gas-fleet buildout in US history. The 10-gas-plant, 7+ GW figure is roughly 2x the next-largest hyperscaler gas commitment on the public tape (Microsoft's Quincy WA campus, ~3.5 GW gas commitment) and roughly...
Yahoo Finance / The Cool Down / WinBuzzer / EnergyNow / Energy Connects / Utility Dive ↗
ERCOTTexasVirginiaTennesseeMoratoriumInterconnectionBehind-the-meter
Read why it matters →Three more entries in the local-moratorium tape, each illustrating a different sub-pattern. Penn Township MI: pure preemptive moratorium with no land sold and no developer named. The Diamond Lake Association (the local lake-property-owner organization) drove...
WNDU / WSBT / IPM News / Washington Times-Herald / News4Jax / Seehafer News ↗
North CarolinaWisconsinOhioGeorgiaMoratoriumBehind-the-meterHyperscaler
Read why it matters →Two procedural patterns that materially change how to read the local-moratorium tape and the PJM NCBL timeline. (1) Pennsylvania's 180-day moratorium-by-MPC-invocation: the state Municipalities Planning Code has provisions that allow any municipality to...
Morning-Times / Modo Energy / RTO Insider / PA MPC / Independent Market Monitor for PJM ↗
PJMFERCMoratoriumBehind-the-meterCapacity market
Read why it matters →PJM's 'Powering Reliability Through Market Design' paper is the most significant single regulatory-process document in the PJM footprint since FERC's December 18, 2025 order on co-located generation (which Cliff has been tracking via the pjm-er26-1088 page)....
PJM Inside Lines / Utility Dive / Modo Energy / PR Newswire / ROI-NJ / Daily Caller (yournews) ↗
PJMFERCVirginiaWisconsinInterconnectionBehind-the-meterCapacity market
Read why it matters →Three regulatory events in the same 24-hour window on May 8 — Pennsylvania PUC's model-tariff vote, PPL Electric's pending rate-case settlement (filed March 13, ALJ recommendation April 17, effective July 1), and Oregon PUC's PGE Schedule 96 directive —...
WHYY / WESA / Utility Dive / KGW / KOIN / Beaver County Radio / RTO Insider ↗
ERCOTPJMFERCWisconsinMoratoriumInterconnectionBehind-the-meter
Read why it matters →Hut 8 Corp (Nasdaq: HUT) — formerly a Bitcoin miner, similar pivot trajectory to IREN — announced on May 6 the commercialization of the first phase of its Beacon Point AI data center campus on a 525-acre site in Nueces County, Texas (near Corpus Christi). The...
Hut 8 / PRNewswire / DCD / KRIS-TV / CoinDesk ↗
ERCOTTexasInterconnectionBehind-the-meterHyperscaler
Read why it matters →Microsoft's 2030 climate commitments include three distinct goals: (a) carbon-negative by 2030, (b) water-positive by 2030, and (c) 100% renewable matching for all electricity consumption on a 24/7 basis (the 'hourly matching' goal). Annual 100% renewable...
Bloomberg / TechCrunch / Seeking Alpha / Reuters / Yahoo Finance ↗
TexasWisconsinAir permitBehind-the-meterHyperscaler
Read why it matters →All four hyperscalers reported Q1 2026 earnings April 29 and collectively raised 2026 capex guidance to $725B vs $410B actually-spent in 2025 — a 77% YoY increase. Microsoft set 2026 capex at $190B (well above the $152B analyst consensus); CFO Amy Hood...
Tom's Hardware / Yahoo Finance / Sherwood News / CNBC ↗
TexasArizonaUtahBehind-the-meterHyperscaler
Read why it matters →Virginia Department of Environmental Quality's APG-576 (Diesel Engine-Generator Set Procedure for Writing New and Modified Permits) became effective April 9, 2026, with the new BACT (Best Available Control Technology) requirements applicable to air permit...
Virginia DEQ / Trinity Consultants ↗
EPATexasVirginiaAir permitInterconnectionBehind-the-meter
Read why it matters →Maricopa County, Arizona supervisors approved a Military Compatibility Permit for Project Baccara, a Takanock-developed campus comprising two 1 million-square-foot data centers plus a 700 MW on-site gas generating station. The site is roughly 1 mile from Luke...
12 News Phoenix / KJZZ / FOX 10 Phoenix ↗
ArizonaMoratoriumBehind-the-meter
Read why it matters →PJM filed its Expedited Interconnection Track (EIT) proposal February 27, 2026 in response to FERC Order EL25-49 (issued December 18, 2025) directing PJM to revise its Open Access Transmission Tariff to address co-located load and behind-the-meter generation...
FERC / PJM / Day Pitney / Digitimes ↗
ERCOTPJMFERCTexasInterconnectionBehind-the-meterFERC action
Read why it matters →Box Elder County commissioners voted unanimously to approve two resolutions in support of a 40,000-acre data center campus on an unincorporated site in northern Utah. The project, dubbed Stratos and developed by O'Leary Digital, would span 40,000 acres of...
Utah News Dispatch / KSL.com ↗
ERCOTPJMMISONorth CarolinaMoratoriumInterconnectionBehind-the-meter
Read why it matters →WRAL and Data Center Knowledge confirm North Carolina lawmakers have moved HB 1004, the Ratepayer and Resource Protection Act, into the 2025-2026 General Assembly. Filed April 27, 2026. Threshold: facilities with peak electricity demand of ≥40 MW...
Data Center Knowledge ↗
ERCOTPJMFERCTexasMoratoriumInterconnectionBehind-the-meter
Read why it matters →PJM Inside Lines and Utility Dive both confirmed April 29 that 811 new generation projects representing 220 GW of nameplate capacity have entered PJM's first interconnection cycle since the queue was paused for reform in 2022. Mix by fuel: gas-fired 106 GW...
Utility Dive ↗
PJMFERCAir permitInterconnectionBehind-the-meter
Read why it matters →Fleet Data Centers filed applications with Nevada state energy regulators April 20 to construct more than 350 MW of behind-the-meter natural gas and diesel power for two data center campuses at Tahoe Reno Industrial Center (TRIC) in Storey County, NV. South...
Carson Now ↗
ERCOTTexasUtahKansasMoratoriumAir permitInterconnection
Read why it matters →Joule Capital Partners, Caterpillar, and Wheeler Machinery (the Cat dealer for Utah/Idaho/Nevada/Wyoming/Montana) announced an agreement to power Joule's 'super-compute-ready' campus in Millard County, UT — 4,000 acres, gigawatt-scale operational launch in...
Caterpillar press release ↗
UtahMoratoriumAir permitInterconnection
Read why it matters →Tom's Hardware and Digitimes reported May 2 that OpenAI has in practice walked away from the original Stargate JV model (Jan 2025 announcement: $500B / 10 GW by 2029 with SoftBank + Oracle) and is now pursuing large bilateral compute-leasing deals — primarily...
Tom's Hardware ↗
Behind-the-meterHyperscaler
Read why it matters →Related Digital announced Apr 25 financing close on the $16B / 1.4 GW 'The Barn' campus in Saline Township, Michigan. Capital stack: equity from Related Digital + Blackstone funds; long-dated fixed-rate debt anchored by PIMCO-managed funds and accounts. DTE...
Bank of America newsroom (Related Digital announcement) ↗
Behind-the-meterRatepayer protectionHyperscaler
Read why it matters →OG&E announced a contract with Google for three new data centers in Muskogee and Stillwater. Google will cover 100% of grid-connection costs and pay all contracted charges regardless of consumption (take-or-pay capacity), and will contribute capacity from two...
OG&E press release ↗
TexasOklahomaInterconnectionBehind-the-meterHyperscaler
Read why it matters →Virginia DEQ's revised guidance APG-576 ('Diesel Engine-Generator Set Procedure for Writing New and Modified Permits') became effective April 9, 2026. New sections set presumptive BACT for both emergency and non-emergency gen-sets at data center stationary...
Hunton The Nickel Report ↗
VirginiaAir permitBehind-the-meter
Read why it matters →Apr 20 announcement: both top execs stepped down (Neugebauer remains on Board, Everson resigned from CFO role, both retained as observers). Interim Office of the CEO co-led by COO Jacobo Ortiz Blanes and board observer Anna Bofa; Heidrick & Struggles...
Fortune ↗
PJMTexasAir permitBehind-the-meterHyperscaler
Read why it matters →BloombergNEF (released Apr 24, covered Apr 27): CCGT capex jumped from <$1,500/kW (2023) to $2,157/kW (2025). Global turbine orders at 110 GW vs 60–70 GW manufacturing capacity at the Big Three. This is the BTM-economics input to every de-rate-calculator...
TechCrunch ↗
ERCOTInterconnectionBehind-the-meter
Read why it matters →Bloomberg / Fortune (Apr 24): largest US data center projects deploying BESS alongside gas gens, taking advantage of battery cost drops. Hybrid stack — gas for capacity, batteries for ride-through and ancillary capture — is becoming default rather than...
Fortune ↗
Behind-the-meter
Read why it matters →Analysis presented to PJM Interconnection's governing board: roughly 49 large gas-plant equivalents short by 2028. Aligns with the air-permit / interruptible-load wedge — 49 GW of unrealized capacity is the same number as 'load that needs to be derated,...
ENR ↗
PJMInterconnectionBehind-the-meter
Read why it matters →LandGate published a 'definitive' BTM whitepaper and shipped a Battery Storage Analysis tool. Ships in the same window as their Topos acquisition (Dec 2025) and Enterprise AI Data Agent (Feb 2026). The 2026-04-27 strategy/landgate.md sweep is now slightly...
PR Newswire ↗
Air permitBehind-the-meter
Read why it matters →