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Thursday, May 7, 2026

May 7, 2026 · 2 min read

Top Stories

TEXAS GOP GETS A DATA CENTER PROBLEM
The Texas Tribune
The party that made Texas the easiest place to build is now hearing from rural voters who see data centers as a water, power, and local-control fight.

'KEYSTONE LIGHT' GETS A TRUMP FAST TRACK
Grist
A Wyoming oil family is reviving the Keystone concept with a 647-mile Bridger expansion that would move Canadian tar sands crude into the U.S. pipeline network.

TUCSON SAYS PROJECT BLUE TOOK WATER WITHOUT PERMISSION
The Arizona Republic
Tucson says the Project Blue developer used city water without authorization, adding a fresh enforcement problem to a project already defined by water anxiety.

LYON DATA CENTER FIGHT TURNS INTO RECALL DRIVE
The Detroit News
Lyon Township opponents are trying to recall trustees over a data center fight, showing how quickly zoning fights can become election fights.

CORPUS CHRISTI RUNS SHORT ON WATER IN AN ENERGY BOOM
Marketplace
Corpus Christi is trying to support an energy boom while running short on water, the same constraint now haunting data center and industrial growth across Texas.

 

Power & Grid

PJM WEIGHS A MARKET OVERHAUL AS LOAD PRESSURE BUILDS
Reuters
PJM is weighing market changes after high prices, slow generation buildout, and fast-rising large-load demand exposed how thin the old market design looks.

AEP THREATENS TO QUIT PJM AND SPP OVER GRIDLOCK
Utility Dive
AEP says its utilities have 63 GW of contracted large-load customers by 2030, and the company is openly questioning whether PJM and SPP can move fast enough.

ENBRIDGE PIPELINE DRAWS A NEW NORTH CAROLINA FIGHT
Inside Climate News
A proposed Enbridge pipeline tied to Duke Energy is drawing local opposition in North Carolina, where the gas buildout is colliding with landowner and climate concerns.

NEW JERSEY ZOMBIE PIPELINE GETS FINAL APPROVAL
New Jersey Monitor
New Jersey gave final approval to a long-running pipeline project, reviving a fossil-infrastructure fight opponents had hoped was effectively dead.

NERC SOUNDS THE ALARM ON DATA CENTER LOADS
Utility Dive
The grid watchdog issued a rare Level 3 alert after computational loads unexpectedly dropped or swung quickly enough to create reliability concerns.

 

Data Centers

MICROSOFT'S AI BUILDOUT HITS ITS CLEAN POWER PROMISE
TechCrunch
Microsoft is adding AI capacity fast enough that its clean-power promises are becoming harder to square with the physical pace of grid and generation buildout.

KANSAS DATA CENTER PLAN GETS YANKED AFTER BACKLASH
The Kansas City Star
A developer withdrew a large Johnson County data center plan after resident opposition, turning another suburban site into a case study in early-stage project risk.

SAMSUNG FLOATS A WAY AROUND GRIDLOCK
WebProNews
Samsung is pushing floating power for AI infrastructure, a strange but revealing answer to the same problem every developer is facing: the grid is too slow.

THE COMPUTE TAX IDEA ENTERS THE AI FIGHT
The Wall Street Journal
The compute-tax idea is moving from thought experiment to policy conversation as lawmakers look for a way to price AI infrastructure and job-displacement risk.

SPACEX RENTS ANTHROPIC 300 MW OF AI COMPUTE
Tom's Hardware
SpaceX is renting Anthropic access to a 220,000-GPU system, another sign that AI compute is becoming a tradable power-and-chips commodity.

 

Stat of the Day

550K

barrels per day for the revived Keystone-style line
Grist reports the Bridger expansion would move at least 550,000 barrels of crude a day, with possible peak capacity above 1 million barrels.
Grist report ↗

 

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