Archive

Sep 1, 2026

Everyone's arguing over who pays. The transformer line is three years long.

Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.

Aug 25, 2026

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

The nuclear PPA playbook — and why the next deal looks nothing like the first.

Aug 18, 2026

A $2.8 billion line, an $80 million deposit, and one 250 MW customer

A billion-dollar transmission line, a refundable advance under $80 million, and a pledge that says none of this reaches your bill.

Aug 11, 2026

Texas froze the queue. Four days later, someone sold 1.25 GW around it.

Energy Vault's largest-ever contract isn't a battery deal. It's a bet that speed-to-power is the product now, and the grid is the competitor.

Aug 4, 2026

The gas bridge is becoming the house

Enverus says 40% of new data center capacity is going off-grid — but the gas demand attached to that same forecast describes a bridge carrying far less weight than the headline implies.

Jul 28, 2026

The pledge doesn't set your rate. Here's what does.

Twenty-three governors signed a promise in Washington. The documents that actually allocate cost were signed in Richmond, Atlanta, and Albany — most of them before the pledge existed.

Jul 21, 2026

Coravel signed a customer before it had a logo

ACS and BlackRock's GIP signed a hyperscaler before the brand had a logo. What they're actually selling isn't real estate — it's a place in the equipment line.

Jul 14, 2026

90 Gigawatts Announced. 2 Gigawatts Running.

Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.

Jul 7, 2026

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.