Three structurally different state-level outcomes in one week, all in the ratepayer-protection family. Oklahoma is the cleanest version: statute-only, no PUC tariff layer, 75 MW threshold, effective July 1, and the 60-day pre-acquisition notice provision is...
KGOU / OKCFOX / Fox23 / Oklahoma House / Oklahoma Voice / The Gazette CO / Colorado Newsline / Westword / Virginia Mercury / WYDaily / Office of the Governor of Virginia ↗
PJMVirginiaColoradoWisconsinMoratoriumRatepayer protection
Read why it matters →HB 2992 is structurally different from the other four state-level ratepayer-protection actions in the May cluster. Pennsylvania's May 8 PUC model tariff is regulator-issued guidance (binding on the four PA investor-owned utilities only after...
Oklahoma House of Representatives / Oklahoma Senate / KGOU / OKCFOX / Fox23 / Oklahoma Energy Today ↗
PJMFERCWisconsinFloridaMoratoriumInterconnectionRatepayer protection
Read why it matters →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 ↗
ERCOTTexasVirginiaColoradoMoratoriumHyperscaler
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 →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 →The North Carolina cluster has reached critical mass through the May 4-10 window in three layered ways. Layer 1 (local moratoria): Harnett County's unanimous 1-year approval on May 4 — driven by Sen. Jim Burgin's disclosure that a developer was 'earnestly...
NC Newsline / Sanford Herald / Axios Charlotte / WBTV / Spring Hope Enterprise / NCleg ↗
VirginiaNorth CarolinaWisconsinMaineMoratoriumRatepayer protection
Read why it matters →Two updates on the local-moratorium tape that fill in the May 11 picture. (1) Kingsland GA: the City Council votes tonight on a 90-day moratorium that City Manager Lee Spell publicly recommended on April 24. The political context shifted last week when...
Georgia Public Broadcasting / The Current GA / Marengo Township / Bridge Michigan / WKAR Public Media ↗
TexasVirginiaWisconsinOhioMoratoriumBallot initiative
Read why it matters →Pending-item resolution for May 11. Colorado SB 102 (Sen. Cathy Kipp, March 18 introduction): the bill would have banned utility economic agreements incentivizing data centers and required 100% new-renewable sourcing by 2031. Per Colorado Politics ('Despite...
Colorado Politics / CPR / Seehafer News / 9News Denver / WBTV / ERCOT ↗
ERCOTPJMFERCColoradoMoratoriumInterconnectionRatepayer protection
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 →Four ongoing local-level developments tracked into May 9-10. (1) Box Elder UT referendum filing: data-center opponents in Box Elder County applied this week (reported by CNN May 9 syndication, KSL May 7 reporting) for a November 2026 ballot referendum to...
CNN / KSL / WVPE / 95.3 MNC / Seehafer News / WBTV ↗
North CarolinaWisconsinOhioGeorgiaMoratoriumRatepayer protectionHyperscaler
Read why it matters →HB 1030 was Colorado's primary 2026 attempt to attract data-center investment via tax incentives — the bill was first introduced in January and modeled loosely on the sales-and-use exemption regimes that Texas, Virginia, Georgia, Ohio, Iowa, Nebraska, and...
KUNC / CPR News / The Colorado Sun / The Durango Herald ↗
ERCOTPJMMISOTexasMoratoriumTax incentiveRatepayer protection
Read why it matters →Four jurisdictions moved on data-center moratoria in the May 4-8 window. (1) Durham NC city council unanimously approved a 60-day moratorium May 4. The 60-day duration is *not* the council's policy preference — Council member Nate Baker explicitly stated 'I...
WRAL / Indy Week / Axios Charlotte / Capitol Hill Seattle News / Lakeland Times / Northwoods River News ↗
North CarolinaWisconsinGeorgiaWashingtonMoratoriumRatepayer protection
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 →Three distinct state-level instruments and their May status: (1) Ohio Prohibition of Data Center Construction Amendment — a citizen-initiated state constitutional amendment that would write a 25 MW cap into Ohio's constitution. AG Dave Yost certified the...
Ballotpedia / Ohio Capital Journal / 13abc / Indiana General Assembly / Maine Governor's Office ↗
WisconsinOhioFloridaIndianaMoratoriumRatepayer protectionBallot initiative
Read why it matters →Two large hyperscaler footprint moves this past week. AWS: ~$15B planned investment in Northern Indiana for multiple data center campuses adding approximately 2.4 GW of capacity dedicated to cloud computing and AI workloads. Microsoft: the $3.3B Fairwater...
Microsoft / Mount Pleasant village ↗
PJMMISOWisconsinOhioMoratoriumBallot initiativeHyperscaler
Read why it matters →