Archive
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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CoreWeave said the election will not change its build schedule, and J.P. Morgan counts 59 percent of 430 GW proposed as active. We count work underway, not the full list.
Tapestry's tool screened site control for 220 GW of proposed generation in under a day, and 202 GW moved into study. We still wait on the engineering work that decides what gets built.
Mecklenburg County is weighing an air permit for 242 diesel generators, 726 MW, at a Digital Realty site the city's pause does not cover. We count that backup plant as a permitting item.
LCL plans rooftop solar on 35,000 square meters in Antwerp, expected to generate 4 to 4.5 GWh. We log a small power contract, not a new data center.
Kraft Group is discussing a 900 MW campus in Sutton, about $16 billion, with no application filed and a town vote aimed at May 2027. We keep it proposed.
A consortium plans up to 400 MW in Salalah for $3 billion, and Crusoe has only indicated interest. We will not count capacity until a tenant and a power deal are signed.
AWS opened its Chile region to select customers and plans more than $4 billion, with general availability aimed at the end of 2026. We log the early opening, not a full region yet.
STN says its first Odessa unit is commissioned at 2 MW, with on-site generation, and names more sites in Missouri and South Carolina. We count the 2 MW that is online.
Torus raised $500 million to place modular inference units on power a site already has, and says thousands of GPUs are running. We count installed units, not the 2027 target.
Posco and GS Group signed a pact to supply steel, construction, power, and cooling for AI data centers, starting in Korea. We do not count megawatts until a site is named.
Germany will build a 24 TWh state gas reserve over as long as three years after storage ended October at 62 percent. We treat winter LNG demand as still firm.
Orlen ended a QatarEnergy contract for 1 million tonnes a year through 2034 after missed deliveries, and says other supply covers it. We read that as more pull on US LNG.
Kinder Morgan's gas backlog is $13.2 billion, with Southeast Connector up to 2.6 Bcf a day and Permian Link about 2.8 Bcf a day. We mark those lines as planned, not flowing.
Patmos paid $32 million for the old Fairfield Walmart and plans a $150 million site starting at 20 MW. The city's pause exempts this project, and we still treat it as unpermitted.
JGT2 filed notice to reuse the old Androscoggin mill in Jay for computing gear and two 3.25 MW diesel units. Sentinel already left, so we keep the site proposed.
Oklahoma City extended its pause on data centers above 75 MW through the end of 2027 while it writes a zoning use. We treat those applications as closed.
Harmony's council tabled a data center ordinance Tuesday over the wording of its noise rules. We do not treat the city as closed.
Lee County, Georgia, extended its data center pause through June 30, 2027, so staff can write an ordinance. We treat new applications there as closed.
Center Point passed a 12-month data center pause, unanimous and effective Nov. 20, while it writes an ordinance. No application is on file, and we mark the city closed.
Meade County extended its large data center pause unanimously through Jan. 13, 2028, while it reviews rules it had not finished. We mark the county closed.
Ottawa, Kansas, voters backed a 10-year ban on data centers above 25 MW, with 71.85 percent in favor. The 450 MW plan was already dropped, so we mark the city closed.
FERC left large-load curtailment rules to the states, and new governors there campaigned on data center guardrails. We treat early projects as slower until those rules are written.
Salem voted 7-0 to put off a zoning interpretation that could block Verrus's Mill Creek campus until Nov. 12. We do not treat the site as closed.
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BNEF counts 181 GW of announced gas plants beside data centers, more than 90 percent in the US, and puts 2035 demand at 2,354 TWh. We treat on-site gas as a bridge, not a forecast of what gets built.
Atomarine raised $19 million in Cambridge and says gas generators come before any nuclear ship, with a first deployment aimed at 2031 or 2032. We do not count offshore power until a hull is permitted.
PPL's advanced-stage Pennsylvania queue rose to 35.3 GW, and 8.5 GW is under construction after a 2 GW increase in the quarter. We count steel in the ground, not the full queue.
Anthropic raised its Microsoft commitment to as much as $49.2 billion, and the $34.9 billion Lambda deal can be ended because the facility lease was missed. We treat that offtake as optional.
Drax and Brookfield aim for up to 100 MW by 2028 on the station's grid link, then behind-the-meter phases that could top 1 GW. We will not count load until the first phase is contracted.
QumulusAI took 1.2 MW of existing Denver colocation for five years, aimed at the first quarter of 2027, paid from operating cash. We count blocks of power that are already on the grid.
Equinix opened SG6 in Singapore, its first site under the city-state's allocation process, at $290 million and up to 20 MW. We log it as delivered cabinets, not a hyperscale campus.
SoftBank, Grab, and Petros signed a $1 billion deal with a 5 GW Sarawak target, and Petros plans more gas infrastructure. We will not count capacity until a site and a power deal are named.
Fluidstack has started work on 99 acres at Progress Park in Wythe County, with more than $1 billion planned and most of the campus aimed at the end of 2027. We log the start, not energized megawatts.
December gas rose 0.6 cents to $3.224, and Lower 48 output so far in November is 112.2 Bcf a day, down from 113.4 in October. We still see supply covering gas-fired load.
Rystad puts global LNG above $30 and sees Henry Hub peaking near $4 this winter, with US supply and full liquefaction keeping the domestic price apart from Europe. We use that split in fuel budgets.
Iroquois asked FERC to move its compression project's in-service deadline to March 25, 2029, because Connecticut has not approved the Brookfield station. We add that slip to Northeast gas timing.
Millennia is pitching data center space at Cleveland's 925 Euclid, now in receivership, with an auction set for Dec. 17. The city's pause runs through January, so we do not treat this as a site.
Monticello voted 3-1 to have staff draft approval papers for a data center on about 547 acres, with a final vote set for Nov. 30. We do not count the site until that vote.
A filing tied to Integra suggests $8 billion for the Quanah project, and the campus site lists up to 756 MW, with no tenant named. We keep it proposed.
Starbase annexed 444 acres that Brownsville had released, and a December hearing will take up tax breaks for the gas plant and compute site. Brownsville's new pause does not cover that tract.
Principal bought Switch's AMS2 hall near Amsterdam. Switch keeps a 20-year lease while a refurb lifts IT load to about 4.2 MW, with room for 14 MW more. We treat it as a sale of an existing building.
Fort Worth's commission delivered 19 recommendations, and the first hearing on a pause is done, with a possible start in late February. We do not mark the city closed.
Mahanoy Township adopted data center rules 3-0, as a conditional use, a week before its pause ends. Solstice is looking at the old plant site, so we treat the township as open only inside those rules.
Oakland extended its data center pause unanimously through Oct. 5, 2027, covering permits and zoning changes. We treat new applications in the city as closed while it writes rules.
Boise passed an emergency pause, unanimous and effective immediately, on data centers larger than 100,000 square feet or 20 MW, for up to six months. We mark those applications closed.
Lubbock held the first of two hearings on a 90-day pause, and the first vote is not until Dec. 10. We do not treat the city as closed.
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