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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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A first phase of up to 100 MW is aimed at early 2028 on a 1,000-acre station with 4 GW of grid access, so we treat planning and a tenant as the next gates.
Projects that broke ground in the last year waited just over two years after announcement, up from about 18 months, and we still treat a firm connection date as the real gate.
A Georgetown and Duke report puts more than 60 GW of utility gas plants and about 90 GW of behind-the-meter gas proposals on the table, so we track how much of that stack gets built.
California's grid operator set a 50 MW large-load line and a curtailable interim connection before upgrades finish, with a FERC filing due Nov. 16, so we watch that filing for firm rules.
AWS confirmed it is the buyer of nearly 1,000 acres, with three buildings first and no site plan filed yet, so we wait on SEPA and the Nov. 19 open house before counting capacity.
A 30 MW Jakarta campus is complete with a path to 400 MW, which we file as overseas AI capacity coming online, not U.S. interconnection progress.
Europe enters winter with storage at its lowest since 2013, and the IEA says that could keep global LNG tight into 2027, so we expect export demand to stay firm.
U.S. LNG to Europe rose 1 million tonnes in October to 6.89 million tonnes, near a record, so we treat winter European buying as support for Gulf Coast volumes.
Adnoc Gas tied long-term LNG growth to AI data centers and cited about 9.5 million tonnes for SpaceX alone, so we keep AI load in the LNG demand story.
A $3.1 billion stake behind LNG Canada's Phase 2 to 28 million tonnes a year is more liquefaction capital we track as North American export capacity scales.
QatarEnergy will take up to 3 million tonnes a year from Woodside's Calcasieu Parish plant starting in 2030, which we read as more U.S. Gulf offtake locked in.
Microsoft paid $95.5 million for 616 acres near Woodward, after the seller bought the same land for about $30.7 million that day, so we mark Des Moines-area land still clearing at a premium.
Amazon confirmed a West Richland land purchase for a possible campus, with no permit filed and an open house set for Nov. 19, so we treat the site as owned, not cleared to build.
Strategic UK projects that meet energy-cost, local-benefit and efficiency tests can get priority grid capacity, so we read national AI capacity targets as a two-tier connection market.
A Senate bill could push about $55 billion of transmission charges onto data centers over 10 years if enacted, so we budget for higher firm grid costs while it sits in committee.
Tuesday's agenda covers large-load tariffs for FPL, Duke and Florida Public Utilities under the 50 MW state rule, so we wait on the vote before treating Florida rates as settled.
Draft Greek rules would require 60 percent renewable power and €200,000 per MW in guarantees before a final connection offer, which we file as another market tying sites to prepaid grid costs.
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