Peter Cook, Editor
I’ve been on the road all week, so let’s jump right into the news and articles. I found the two articles providing words of caution to be interesting. I am always nervous when all the announcements and investments assume growth and profit forever!
And now, the news…
Lots of talk about the cancelled expansion, but let’s not lose sight of the 1.2GW, 1000 acre project continues to operate.
Read MoreMicrosoft is apparently discussing leasing out segments of an uncompleted data center site in Abilene, Texas, according to The Information.
Read MoreMeta Platforms is pursuing a roughly 2-gigawatt artificial intelligence data center in Texas, targeting the same Abilene site that OpenAI and Oracle just abandoned.
Read MoreIn tandem with Google’s assumption of Intersect, the company’s lead shareholders, including TPG, Google, Climate Adaptive Infrastructure (CAI), and Greenbelt Capital Partners, have spun off Intersect’s grid-tied power business into a new independent power producer (IPP), IPX Power. The new entity will focus on co-located solar and battery energy storage system (BESS) projects, primarily across Texas and California.
Read MoreThe agreement covers approximately 1.4 gigawatts of incremental power generation assets, with orders scheduled for 2027 through 2029.
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Germany’s RWE plans to invest around $20 billion in renewable energy and gas-fired power plants in the U.S. as it seeks to cash in on growing energy demand from data centers.
Read MoreB&W on March 4 said the deal with Base Electron, an IPP, will supply power for what the groups called artificial intelligence (AI) factory campuses for Dallas, Texas-headquartered Applied Digital.
Read MoreKinetik Holdings, a midstream operator focused on Permian Basin infrastructure, is extending its role beyond gathering and processing into on-site power generation.
Read MoreChris Seiple, Vice Chairman of WoodMac Power & Renewables group, joins the Redfiniing Energy podcast to try to make sense of the scale of the coming power demand surge and the strain it is placing on today’s US market structures.
Read MoreA critical emerging reliability risk has been identified: the potential for local load shedding during low wind conditions at night, compounded by transmission and thermal resource outages.
Read MoreData center companies will be scrambling this year to be part of the first group to receive possible interconnection agreements in the sprawling region managed by the Electric Reliability Council of Texas.
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A potential perfect storm for gas turbine price deflation in a market everyone still thinks is supply-constrained. Worth a read!
Read MoreSilicon Valley is now signing contracts that look a lot more like LNG supply agreements or pipeline capacity commitments than software subscriptions. And those don’t behave the same way when markets turn.
Read MoreDevelopers are focusing on fully packaged infrastructure solutions, pairing land, power, and water with upfront community and regulatory commitments.
Read MoreMany data center projects still start the same way most real estate projects do. Land is secured first. Power questions appear later. Increasingly that order is proving backwards. The grid determines whether the project exists at all.
Read MoreThe next decade of digital infrastructure will be defined not only by advances in computing technology but by the design of electricity markets capable of supporting it.
Read MoreThe debate centers on a simple question. If new transmission lines or substations are required to serve a hyperscale facility, should those costs be paid by the developer or spread across the broader customer base.
Read MoreSome entities are purchasing microgrids and behind-the-meter assets because they’re building their business and want to operate assets at a larger scale to meet growing demand.
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With surging demand, business-friendly legislation, and billions in investment, Ohio is building the energy infrastructure that factories, data centers, and advanced manufacturers need to grow.
Read MoreOne measure would require the centers to report their annual water and energy uses. The other would create a model law that towns and cities could adopt to set guidelines for how and where data centers could be built.
Read MoreCompanies that want to build data centers to expand their cloud and artificial intelligence computing are drawn to Pennsylvania due to its proximity to major East Coast cities, relatively affordable land and electricity, and legacy industrial infrastructure.
Read MoreIn a data center gold rush, there is a massive need to relieve an aging electric grid that is ill-equipped to handle the rate at which these facilities are trying to reach market.
Read MoreFor data center operators, treating power as a strategic asset and not just a utility is the only way to ensure long-term growth.
Read MoreAs electricity demand and infrastructure soar, U.S. utilities are turning to grid-enhancing technologies (GETs) to modernize the nation’s aging power grid.
Read MoreLooking to stay connected in the rapidly evolving Permian Basin? Look no further than The Power Connection Digest.
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