Friday, July 3, 2026

Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

PJM's curtailment authority now cuts data centers without co-located generation first, and Oregon just forced a 29% rate hike on large loads while nine more states weigh the same math. Texas is writing its own rules by hand, and the developers locking firm generation and ride-through capability before the itemizing starts are the ones who sidestep it.

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