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.
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.
The interconnection queue isn't the bottleneck anymore
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.
When a Bitcoin miner signs a 4 GW nuclear MOU and Constellation refuses to price its next tranche, the supply squeeze isn't a forecast anymore — it's the procurement market.
