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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 .
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Gas equipment backlog and slot reservations rose from 116 to 122 GW, with 130 GW expected by year end, so we still treat turbine delivery dates as a gating item for gas-backed sites.
Up to $5 billion for nearly 1.1 GW of uprates at eight existing plants is firm capacity added at sites already wired, which we rank among the quickest supply additions.
The state advocate alleges $156.9 million of $178.4 million in upgrades for one campus falls on other ratepayers, so we expect tougher cost terms on a 31.8 GW pipeline.
Thirty-nine projects have asked for nearly three times last year's utility peak, so we treat requests there as a queue to be paid for, not capacity to be served.
Stakeholders remain split on price-based curtailment for flexible large loads ahead of a vote, so we wait for final terms before scoring New England sites on flexible service.
On-site data center storage goes from 500 MW in 2025 to 4.9 GW this year, per BNEF, so we now count batteries as part of a site's power plan, not an add-on.
Georgia Power says most prospective projects cannot meet its financial requirements, which tells us credit, not land, is the first screen for a utility contract there.
PJM scheduled more than 50,000 MW a day of gas units ahead during Winter Storm Fern, and the $145 million fight over it is a winter price risk we price into sites.
PreussenElektra's eight retired reactor sites are the likely candidates and no investment decision is made, the same powered-brownfield screen we use on retired US plants.
Oracle plans multi-gigawatt Vera Rubin Superclusters on top of a 100,000-GPU Abilene build, more GPU demand that needs powered sites, so we watch where it is placed.
Vacancy is under 2%, yet nearly $68 billion of projects were blocked or delayed in Q2, so we read the ranking drop as an entitlement problem, not weaker demand.
A $589.9 million loan to fit out a 70 MW campus shows lenders still fund capacity in established markets, the benchmark US sites compete against for capital.
Helios racks are in testing at Meta and AMD will put $1 billion into Meta's equity offering, more capital behind the gigawatt-scale builds we expect to need new sites.
A 1,000,000 Dth/d lateral for one AI campus gets its EA on Jan. 8, 2027 and a federal decision deadline of April 8, 2027, the dates we now use for that campus's fuel.
A 920 MW gas plant for an 800 MW campus won approval with service possible by late 2027, a build-your-own-power timeline US sites waiting on utilities now compete against.
A 2.4 GW gas fuel cell plant keeps its Dec. 7 air permit hearing after a dismissal bid failed, so we track that date, not construction progress, as the power milestone.
Data centers made up half of APS demand growth this year, per an early analysis, so we expect gas capacity and pipeline access to decide which Arizona sites get served.
A 238-acre rezoning failed on a 2-2 vote, and the developer's second parcel in an 826-acre gas-powered assembly goes up Wednesday, so we hold the site as unentitled.
Supervisors nearly tripled the overlay and added 185 acres for a fourth campus, but land development and state approvals remain, so the 4,466 acres are zoned, not permitted.
Three rezonings for the campus and power corridor passed 6-1, but the emergency clauses failed, so we date entitlement from when the ordinances take effect.
A new ordinance heard Nov. 23 likely will not bind the 2.1 GW plan on 700 acres already filed, which is why we value submitted applications above raw zoning.
A reported $10 billion, 700 MW plan for 423 acres cannot file until the township moratorium ends in April 2027, so we list the site as marketed, not proposed.
A 45-day pause that can run nearly two years, with staff recommendations due in 180 days, takes San Diego off our near-term map.
Six permit votes for a 1.66 million square foot campus slip to Friday, with a court hearing Dec. 8, so we treat organized opposition as schedule risk even after zoning.
A unanimous ruling says a draft site plan creates no vested right, in a state with more than 100 moratoriums, so we count only completed permit steps as entitlement.
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