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90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

•

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

•

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

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

Jun 2, 2026

•

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

Ratepayers

90 Gigawatts Announced. 2 Gigawatts Running.

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

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

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Ratepayers

90 Gigawatts Announced. 2 Gigawatts Running.

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

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

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