Aug 11, 2026
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
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
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
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
Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.
Jul 7, 2026
The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.
Jun 30, 2026
Everyone agrees the data center should foot its own bill. No two states agree on what that means — or when it starts.
Jun 23, 2026
The most consequential grid ruling in years is, on paper, an order to write more orders — and that's exactly why it matters.
Jun 16, 2026
An interconnection agreement used to be the finish line. In 2026 it's barely the halfway mark — and the second half runs on a factory floor, not a queue.
