May 13, 2026
Subscribe for full access
Closed-Loop Cooling Wins Red Oak While Somervell Calls for a Statewide Pause
Separately, the EPA under Lee Zeldin has proposed letting gas plants and data centers begin non-emitting construction before air permits issue, opening a 45-day comment period.
May 12, 2026
Subscribe for full access
Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now
Federally, EPA Administrator Lee Zeldin's proposal to allow pre-permit construction of non-emitting components opened a 45-day comment period.
April 19, 2026
Subscribe for full access
Anchored Offtake Wins the Queue. Speculation Gets Repriced.
EPA Administrator Lee Zeldin, touring Switch in Las Vegas, said deals "must be carefully crafted" and flagged Nevada's evaporative cooling ban as the regulatory direction.