Infrastructure Intelligence

Weekly executive intelligence on the developments shaping energy infrastructure, electric power and the grid, interconnection, data centers, generation, storage, capital and infrastructure development. Published Tuesdays by Interface Holdings and Development Firm.

Aerial view of an energy and data infrastructure site at first light

Infrastructure Intelligence No. 02: The Power Business Is Becoming a Regulated Development Business

ERCOT issues its first Batch Zero conditional classifications inside an active statewide audit. MISO moves to hold large computational loads to generator-grade performance. Google contracts 396 MW of enhanced geothermal before committing to the data center it may serve. And Executive Order 14421 reaches into grid equipment sourcing.

mwilliams831

2 days ago14 min read

Infrastructure Intelligence No. 01: The Data Center Business Is Becoming the Power Business

Executive Order 14421 moves grid-equipment provenance into the development equation, ERCOT's Batch Zero reshapes large-load interconnection in Texas, and speed-to-power becomes the variable deciding which projects actually get built.

mwilliams831

Sep 28 min read