| Today’s issue is about the power system learning to price growth in real time. Data centers remain the clearest stress test. The AI buildout is real, useful, and increasingly central to the U.S. economy, but it is arriving faster than many utility rules, interconnection processes, and local review systems were designed to handle. Maryland, Pennsylvania, Oregon, Texas, Florida, Georgia, and Wisconsin are all testing different ways to assign the cost of large new loads. The same affordability question is spreading across the rest of the grid too, from Virginia’s carbon-market debate to battery storage in Kansas City and subsidy uncertainty around U.S. solar factories. The throughline is not whether demand growth should happen. It is whether the rules are keeping up with the buildout. Better rules are not anti-growth; they are what make durable growth possible. For a broader version of that argument, this Hill opinion piece is worth your time. | |
Top Stories |
|
|
MARYLAND RATEPAYER WATCHDOG FLAGS $1.6B AI-GRID BILL
PENNSYLVANIA PUC ADVANCES DATA-CENTER RATEPAYER GUARDRAIL
OREGON APPROVES A SEPARATE DATA-CENTER POWER RATE
TEXAS REGULATORS WEIGH DATA-CENTER GRID COST REVAMP
FLORIDA SETS NEW RULES FOR DATA-CENTER LOADS |
|
Power & Grid |
|
|
VIRGINIA CARBON MARKET COMEBACK RUNS INTO BILL PRESSURE
GEORGIA POWER FUEL CASE GETS A DATA-CENTER LENS
WISCONSIN APPROVES META RATE DEAL, WITH TRANSPARENCY CONCERNS
KANSAS CITY BATTERY PROJECT PITCHES LOWER POWER BILLS
CHINA-LINKED SOLAR RULES SLOW U.S. FACTORY BOOM |
|
Data Centers |
|
|
AWS DATA-CENTER OVERHEATING RIPPLE HITS MARKETS
RIOT EYES SMALL NUCLEAR FOR KENTUCKY DATA-CENTER POWER
BROOKFIELD EYES A NUCLEAR DO-OVER AT VC SUMMER
DATA CENTERS START TAKING ARCHITECTURE SERIOUSLY
OHIO DATA-CENTER REVIEW MOVES TOWARD THE BALLOT |
|
|
Stat of the Day $1.6B in extra Maryland residential power costs over 10 years |
|
Newsletter Edition