July 2, 2026
Subscribe for full access
FERC Orders Six Grid Operators to Defend the Rules or Rewrite Them
In Wisconsin, Oracle sued to overturn We Energies collateral requirements, but the challenge is weaker than it looks: Indiana, Michigan, and Ohio use the same A-/A3 rating floor Amazon, Google, and Microsoft already accepted.
May 5, 2026
Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit PriceWisconsin's revised We Energies tariff and North Carolina's proposed Ratepayer and Resource Protection Act both require large loads to fund their own infrastructure, with North Carolina adding a 25% on-site clean generation mandate that bars credits and virtual PPAs.
April 15, 2026
Build Your Own Power Plant or Lose Your Place in LineIn Wisconsin, Port Washington voters approved the state's reportedly first data center-specific referendum, requiring city approval for TIF districts exceeding $10 million.
April 13, 2026
ERCOT's Queue Is Separating Real Developers From the RestThe common thread across opposition movements, from Conewago Township, Pennsylvania (100+ residents at a hearing over a 541-acre zoning amendment) to Columbus, Georgia (Project Ruby's undisclosed end user fueling organized resistance) to Wisconsin ($2.6-2.98 billion in transmission costs triggering ratepayer advocacy), is a transparency gap.
April 9, 2026
Nine Months to Shape the Rules Texas Is About to WriteWisconsin regulators don't yet understand the water demands of three new hyperscale projects from Microsoft, Vantage, and Meta.
March 16, 2026
"Bring Your Own Power, Water Plan, and Community Deal"Wisconsin illustrates the legislative paralysis this creates.
March 8, 2026
Opacity Is the Moratorium Movement's Best Recruitment ToolWisconsin: Protesters rallied at the state Capitol demanding a development moratorium; Dane County formed an advisory committee with a February 2027 reporting deadline
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?The project will generate 4,000 peak construction jobs and 300 permanent roles, joining a March deal wave that includes AMD's $100 billion supply agreement with Meta for up to 6 GW of AI capacity, Microsoft-Duke Energy power contracts covering 4.5 GW of committed generation, and Microsoft's 15-datacenter approval at the former Foxconn site in Wisconsin with $13 billion+ in taxable construction value.