The Watt Report

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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.