Large Load Interconnection

Ratepayers

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

Aug 18, 2026

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5 min read

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.

Julian Green

PJM Interconnection

Aug 4, 2026

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4 min read

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.

Julian Green

PJM Interconnection

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

Jul 28, 2026

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5 min read

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.

Julian Green

PSD Permit

+14

90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

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4 min read

90 Gigawatts Announced. 2 Gigawatts Running.

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

Julian Green

Energy Policy

Five states, five answers to "who pays for the grid?"

Jun 30, 2026

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4 min read

Five states, five answers to "who pays for the grid?"

Everyone agrees the data center should foot its own bill. No two states agree on what that means — or when it starts.

Julian Green

Energy Policy

+10

FERC didn't pick winners. It started a 60-day clock.

Jun 23, 2026

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4 min read

FERC didn't pick winners. It started a 60-day clock.

The most consequential grid ruling in years is, on paper, an order to write more orders — and that's exactly why it matters.

Julian Green

Energy Policy

FERC says it'll act by June. Watch for the number.

Jun 2, 2026

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4 min read

FERC says it'll act by June. Watch for the number.

One Commission order decides who carries the cost of the grid the AI build-out needs — and the rest of the ecosystem is already positioning around the answer.

Julian Green

Large Load Interconnection

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

The gas bridge is becoming the house

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

90 Gigawatts Announced. 2 Gigawatts Running.

Five states, five answers to "who pays for the grid?"

FERC didn't pick winners. It started a 60-day clock.

FERC says it'll act by June. Watch for the number.

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