Meta covers the full revenue on Entergy's new gas plants for 15 years. The plants run for about 30. A Louisiana commissioner named who carries the difference, and the same structure is arriving in Europe.
EirGrid measured 900 MW of demand vanishing during voltage dips. Its fix makes riding through mandatory, and the relief pins your load to 2025.
Israel froze new data centre grid connections for 140 days after requests hit 27 gigawatts against 9 gigawatts of average national demand. Denmark already wrote the fix.
Ember found 25 GW of wind and solar can share existing EU hydropower connections. Spain and Portugal already let hybrid projects skip the queue.
Hut 8 redesigned one Beacon Point data hall from 224 to 352 megawatts inside the same grid connection. Capacity planned in megawatts is planned in a unit that drifts.
The Champlain Hudson Power Express hit full output on 3 July and tripped offline on 4 July. A cable section was the cause. Nameplate capacity is not availability.
Ofgem is reviewing whether record-keeping during June's Electricity Margin Notices was sufficient. Until it reports, the evidence base for GB grid risk is unsettled.
An FTC clearance notice and a 5 percent shareholder's SEC filing show Elon Musk bought New APR Energy's mobile generation fleet in May 2026. Neither side announced it. The disclosed proceeds imply a transaction above one billion dollars.
Oracle's 2.45 gigawatt Project Jupiter will power itself with Bloom fuel cells instead of the grid. The real limit on frontier AI is no longer chips, it is electricity. What that means for owners planning compute.
Iberia has announced 10.5 GW of data-centre power but only 4.5 GW is real, says CBRE. The bottleneck is grid connection, not renewables. What buyers should diligence.
China holds over half of global battery storage yet left 23 TWh of clean power unshifted in 2025. Ember shows the lever is utilisation, not nameplate GW.
The Commission's Electrification Action Plan asks member states to cut the electricity-to-gas price ratio to 2.0 for industry by 2030. Two countries already do.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.