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A national briefing on power, data centers, gas, land, and the policy that decides where large load can be built.
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Alliant expects 1 GW more on top of 3.4 GW already contracted and lifted 2027-2030 capex 19% to $15.9 billion, so we read Iowa and Wisconsin as utilities still taking large load.
Closing on 10 gas plants and about 5.5 GW takes Vistra to nearly 50 GW, much of it in Pennsylvania, New Jersey and Maryland, where we expect buyers to seek supply for large load.
A 10 to 20 year minimum payment with a make-whole charge and posted security would move grid cost risk onto the data center side, so we budget for collateral at interconnection.
A planned $490 million addition to Mitsubishi Heavy's Georgia turbine plant helps, but we still treat a turbine slot as a gate on gas-fired power for a new campus until units ship.
Most of a $5 billion federal grant to modernize eight nuclear plants goes to Illinois's six stations, which we read as more output from sites already on the grid, not new ones.
A 350 MW off-grid plan on 700 of 2,000 ranch acres, powered behind the meter by gas, began after the county judge said residents had no notice, so we watch local pushback there.
Google paying $160 million for a shared 65 million liter a day water plant shows hyperscalers funding public water to win sites, a trade we expect to see asked for here too.
A campus still in design and approvals, aiming for Q2 2028 and up to 100 MW, is an announcement, so we would count it only once a first phase has power and a tenant.
Green bought a 250,000 sqm former ABB brownfield site but named no capacity or cost, so we file it as land banked for later phases, not capacity coming online.
Phase one started on 1,100 acres near Harlingen after the city tabled a drainage deal, so we read the county permit as enough to build while wastewater plans are still changing.
Options on Cassia County land near the Williams Northwest Pipeline, with a firm gas supply deal behind 240 MW of islanded power, are the gas-first site model we track.
A public agency has sued in more than 20 cases for easements on a 53-mile line backed by $30 million in state money, so we treat easement fights as schedule risk on new gas laterals.
A 32.4-mile, 16-inch private lateral off Florida Gas Transmission, with one customer holding all capacity, shows us how a single large user can bring its own gas line.
A Vantage entity paid about $9.4 million on Oct. 21 for 180 acres already approved for data centers, roughly $52,000 an acre, which we read as a price for entitled land.
The grid operator buying more than 70 acres for a 3.2 GW substation before a data center partner is chosen shows us power land being secured ahead of the tenant.
Annexing 171.88 acres from county industrial zoning into city industrial mixed use was pushed to Nov. 10, and one parcel sits outside the water growth area, so we wait on that vote.
Zoning for nearly 300 acres inside city limits, after months of deferrals, gives Oklahoma City its first hyperscale-level site, so we treat the Beltline Energy parcel as entitled.
Draft rules would block data centers drawing over 30 MW and offer no incentives, with a vote in January, so we treat unincorporated Larimer County as closed to hyperscale.
The county closed a 2021 loophole so the Brightseat Park plan must go back to the council, which we read as prior approvals in Prince George's County no longer being safe.
The county can only urge townships and the city to pause data centers, since they hold zoning, so in Michigan we check each township's status before the county's.
Commissioners moved to pause applications through June 11 with hearings Nov. 17 and Dec. 1, waiting on the legislature, so we keep unincorporated Lake County off our list.
A bill with no cosponsors would make data centers of 20 MW or more file public reports with the Energy Department, so we note it as a disclosure push, not a near-term rule.
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