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mwilliams831
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Join date: Aug 14, 2025
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Oct 20, 2026 ∙ 14 min
Infrastructure Intelligence No. 08: The Next Megawatt
Amazon, AEP and X-energy study a 960 MW nuclear plant at a retired Indiana coal site. DOE funds grid technologies to unlock 290 MW on existing lines. FERC proposes faster LNG and gas reviews. Google pays for $600 million of Arkansas grid upgrades, and CBRE agrees to buy Onnec.
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Oct 13, 2026 ∙ 13 min
Infrastructure Intelligence No. 07: From Capacity to Certainty
FERC accepts PJM's large-load registry and rejects the interim-service framework behind it. A Senate permitting bill would make data centers carry their transmission costs. PJM fast-tracks 2.1 GW, Google backs 890 MW of nuclear uprates, and DOE issues another emergency order for PJM.
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Oct 6, 2026 ∙ 12 min
Infrastructure Intelligence No. 06: Power Responsibility Is Becoming Development Credibility
Project Star moves 6.47 GW of gas generation toward a 5 GW campus. TeraWulf doubles its Kentucky position to 1 GW and funds $100 million in proposed customer credits. FERC suspends PJM's backstop procurement to February 2027. And ERCOT's Batch Zero audit continues.
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