May 22, 2026
Dallas Wins #1 Globally as Corpus Christi Shows the Real ConstraintMeanwhile in Utah, Box Elder commissioners approved Kevin O'Leary's 40,000-acre Stratos project, but Utah Clean Energy estimates it would burn 448 billion cubic feet of gas annually, roughly 1.5 times the state's combined consumption, and large campuses can draw up to 5 million gallons of water daily.
May 16, 2026
Beacon Point Sets the 1-GW Template While 300 GW Wait in QueueIn Utah, Box Elder County's approval of Kevin O'Leary's 9-GW, 40,000-acre Stratos project triggered a 45-day referendum clock requiring 5,422 signatures.
May 12, 2026
Three Deals, One Thesis: The Capital Stack Is Buying Electrons NowKevin O'Leary's 9 GW Stratos project cleared Box Elder County commissioners unanimously, with MIDA approving a development agreement April 24, 2026.
May 11, 2026
Recycled Water Is the Texas Permit Edge. San Antonio Just Proved It.Box Elder County, Utah, approved the 40,000-acre Stratos Project over intense local opposition with state backing.
May 10, 2026
Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single TenantO'Leary Digital and Utah's MIDA got Box Elder County commission approval on May 4 for the 40,000-acre Stratos campus, slated for 9 GW of gas generation and an estimated 16.6 billion gallons of water annually from sources feeding a Great Salt Lake already at record lows.
May 5, 2026
Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit PriceIn Box Elder County, Utah, the Stratos Project's 3,000 acre-feet purchase plus 10,000 acre-feet backup drew roughly 500 protests on a single application.