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Monday, May 11, 2026

May 11, 2026 · 2 min read
Today's issue is about the cost of building enough power for the next load cycle. Nuclear is back in the policy conversation, but Vogtle's overruns still shape the debate over who takes construction risk. Gas is moving faster in Texas interconnection queues, pipelines are looking easier to finance, and local fights over renewables and data centers are getting more procedural than ideological. The useful question is not whether growth should happen. It is who pays, who decides, and whether the rules are clear before projects show up.
 

Top Stories

GAS PASSES WIND IN TEXAS GRID QUEUE
San Antonio Report
Natural gas projects have overtaken wind in ERCOT's interconnection queue for the first time in a decade, with data-center demand helping drive the shift.

VOGTLE STILL SHADOWS THE NUCLEAR COMEBACK
Inside Climate News
Two years after completion, the most expensive U.S. power project remains the central cautionary tale for states considering new reactors.

MISSOURI NUCLEAR BILL STALLS OVER COST RISK
Missouri Independent
Missouri lawmakers are split over whether customers should pay early construction costs for new nuclear plants before the power is delivered.

CHEVRON SEEKS TEXAS TAX BREAK FOR POWER PLANT
WIRED
Chevron is seeking a school-district tax break for a Texas power plant tied to data-center growth as lawmakers debate large-load incentives.

OHIO RENEWABLES BAN MAY HAVE TURNED ON WORDING
Canary Media
An early analysis suggests confusing ballot language may have helped uphold a Richland County ban on most large wind and solar projects.

 

Power & Grid

ENBRIDGE PITCHES NEW ENGLAND PIPELINE EXPANSION
E&E News
Enbridge is planning a Northeast gas pipeline expansion, teeing up another fight over reliability, winter prices, and regional climate goals.

ARIZONA GOVERNOR BACKS PIPELINE EXPANSION
KTAR News
Gov. Katie Hobbs is supporting Transwestern's Desert Southwest Pipeline expansion as Arizona prepares for more power and industrial demand.

ENBRIDGE CEO SEES BEST INVESTMENT CLIMATE IN YEARS
Reuters
Enbridge says North American energy infrastructure has its strongest investment backdrop in more than a decade.

MICHIGAN UTILITY WOULD SELL HYDRO DAMS FOR $13
E&E News
A small Michigan hydro deal is becoming a larger fight over aging assets, local control, and who should pay for maintenance.

AGRIVOLTAICS OFFER A SOLAR COMPROMISE
The Daily Yonder
Combining solar panels with farming is gaining attention as a way to soften rural land-use fights without stopping development.

 

Data Centers

RURAL DATA-CENTER SITING TESTS LOCAL REVIEW
Tom's Hardware
Developers are eyeing unincorporated land where review is lighter, reviving the local-control debate.

MAYORS GIVE MIXED REVIEWS ON DATA-CENTER BENEFITS
WNIJ
Local officials describe the upside in tax revenue and investment, but also point to pressure on power, water, and public trust.

OHIO DATA-CENTER INCENTIVES FACE ECONOMIC PUSHBACK
Ohio Capital Journal
Economists argue Ohio should avoid both blank-check incentives and outright bans as data-center demand pushes into ratepayer politics.

GOOGLE'S MICHIGAN DATA-CENTER PITCH GETS SCRUTINY
MLive
Google is pitching a different kind of data-center model in Michigan; the question is whether the power and water specifics match the pitch.

TAHOE UTILITY RESETS SUPPLY PLAN AS LOAD GROWS
The Cool Down
A Lake Tahoe-area utility says it must replace most of its supply after NV Energy changed course amid rapid load growth.

 

Stat of the Day

$13

proposed sale price for Michigan hydro dams
A Michigan utility's small hydro deal is becoming a larger fight over aging assets, local control, and maintenance costs.
E&E News report ↗

 

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