Top signal
It's projected to cost ComEd $3.1B to connect data centers to the grid
Thirty projects need $3.1 billion in wires against $721 million in deposits, and that gap is the cost allocation fight we expect every large-load tariff to have next.
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Corridor Signal
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 .
Power
Evergy says data centers won't raise your rates. Here's how that works
Loads above 75 MW pay for dedicated infrastructure, post collateral, and sign 12 to 17 year contracts with exit fees, terms we now price into every site plan.
Consumer advocates warn Missouri lacks data center cost safeguards, but regulators disagree
The open question is who carries generation built for a campus that leaves early, and we expect exit fees and minimum bills to keep tightening as that debate spreads.
Clean energy groups, states oppose MISO's large load-generation study plan
Eleven of 15 state commissions want more protection before a 120-day fast track for 200 MW loads paired with nearby generation, so we would not count on that path for 2027 energization.
Why new Utah data centers are building 'off-the-grid' energy
State law lets loads near 100 MW build closed private generation and pay their own transmission, which moves the screen from utility capacity to gas access and land.
Data centers
OpenAI applies for federal permit to build portion of Effingham County, Texas, data center on wetlands - report
The Georgia campus seeks to fill 72 acres of wetlands on a 2,600-acre hub with 3.2 GW contracted, a reminder that Army Corps permits can set the schedule even after power is secured.
SpaceX secures $40bn in debt financing, Elon Musk says
Large balance sheets are still raising GPU money while smaller neoclouds report tighter credit, so we weight site demand toward tenants with revenue outside AI hosting.
Thieves repeatedly steal copper and tools from Culpeper data center construction site
Three break-ins since September, one taking over $200,000 in copper piping, make site security a line item for rural construction phases.
Gas and pipelines
Southeast Connector's 1 Bcf/d Capacity Blocks Outrun Likely Data Center Demand
East Daley risk-weights 42.5 GW of announced load in the line's six states to about 0.75 Bcf/d, so we read utility commitments beyond one block as bets on peak days and coal retirements.
EQT becomes the nation's leading natural gas 'juggernaut' with a $13B deal as data center, export demand surges
A combined 9 Bcf/d producer with 3,700 miles of pipe and a Q1 2027 close gives Appalachian sites one large counterparty for long-term supply deals.
Anthropic is burning gas to feed the AI boom
The S-1 lists competition for gas, pipeline capacity, and grid access as risks, which tells us tenants now underwrite fuel supply the way they once underwrote fiber.
Land and deals
BLM evaluating pitch for second data center on public land in Idaho
A 3,700-acre pitch near an existing substation shows federal land entering the site mix, though BLM says a notice of intent is likely a year or more away.
Council hears annexation, rezoning requests, QTS update
About 840 acres next to a $10 billion campus are moving to heavy industrial zoning, with a signed letter of intent under NDA on 684 acres and a final vote set for November 23.
Trinity council delays vote on nearly 184-acre rezoning request
A 141-acre piece is marketed as a data center site and more than 50 residents objected, so we expect industrial rezonings near homes to keep slipping a cycle.
Policy and regulation
Lawmakers say push from public, governor behind new batch of proposed data center guardrails
Bills filed for 2027 include a statewide pause for facilities at 20 MW or more through 2028, so we treat New England sites as on hold until the session settles.
Charlotte extends its data center moratorium for 11 months
The unanimous vote runs the pause to October 18, 2027, and the city is waiting on the legislature for downzoning power, so we expect new Charlotte applications to sit for a year.
Pittsburg City Council places 45-day moratorium on new data centers amid resident protests
The pause stops later phases of an approved project but leaves phase one alone, which is why we value sites with entitlements already in hand.
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