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Friday, May 1, 2026

May 1, 2026 · 2 min read

THE DAILY MINE ⛏

May 1, 2026

Today's throughline is that the AI power boom is running into the same old fights: land, permits, bills, and who pays when the grid has to grow. The cleaner headline is not that data centers use a lot of power. It is that utilities and regulators are starting to decide who gets protected from the cost.
 

Top Stories

TEXAS RANCHERS GET A $33B POWER-LINE FIGHT
E&E News
Texas needs new transmission for booming load, but landowners say the approval process is moving too fast across private ranchland.

GOOGLE SHOWS HOW DATA CENTERS CAN PAY THEIR OWN WAY
KOSU
Oklahoma's Google deal puts interconnection costs, minimum bills, and walkaway penalties on the data center instead of nearby customers.

MICHIGAN DATA CENTER BANS HIT A LEGAL WALL
Detroit Free Press
Local officials want more control over data centers, but state law and zoning limits make blanket bans harder than the politics suggest.

INDIANAPOLIS SCRAMBLES TO REGULATE DATA CENTERS
Axios Indianapolis
The city is trying to draft guardrails fast enough to meet a project pipeline that arrived before the ordinance did.

IRAN WAR MAY SPEED UP THE ENERGY TRANSITION
Semafor
Semafor argues oil-shock risk is pushing countries toward EVs, renewables, and lower-carbon substitutes already on the shelf.

 

Power & Grid

ONCOR RACES WEST TEXAS LOAD GROWTH
Midland Reporter-Telegram
The Permian power story is turning into a transmission race as industrial demand keeps outrunning old assumptions.

PERMITTING REFORM RUNS INTO THE RENEWABLES FIGHT
Utility Dive
Senators are warning that a broader permitting deal may stall if the Trump administration keeps slow-walking renewable projects.

ARIZONA UTILITY SIGNS UP 3,000 MW OF SOLAR
KTAR News
Salt River Project's NextEra deal would add enough solar to serve nearly 600,000 homes by the end of 2034.

OHIO SOLAR BAN GOES TO THE BALLOT
Associated Press
Richland County voters will decide whether to keep a county-level utility-scale solar ban that followed Ohio's local veto law.

CHINA CHASES AN IRON BATTERY THAT LASTS 16 YEARS
TechRadar
A low-cost iron battery design would trade lithium scarcity for abundant materials and a water-based chemistry that does not explode.

 

Data Centers

CENTRAL TEXAS HAS 70 DATA CENTERS AND NEW HEALTH QUESTIONS
Austin American-Statesman
The health question is no longer hypothetical when diesel backup, water demand, and grid load all start clustering in the same region.

AI DATA CENTER MONEY HAS A MIDDLE EAST RISK
CNBC
One tech investor says markets are underpricing the chance that Middle East capital pulls back from global AI infrastructure.

VIRGINIA WANTS DATA CENTERS TO HELP LOWER POWER BILLS
Grist
The state is looking at carbon-market money as one way to soften the household bill shock from data center load growth.

AI'S POWER PROBLEM IS BECOMING A BUSINESS MODEL
Inc.
Companies selling grid flexibility, storage, and power management are pitching themselves as the infrastructure layer behind the AI boom.

DATA CENTERS MAY TURN WASTE HEAT INTO DRINKING WATER
TechRadar
A waste-heat desalination idea is being pitched as the rare cooling system that could make facilities water-positive.

 

Stat of the Day

800

Used EV batteries powering a Tahoe data center
Fast Company reports Redwood Materials is using second-life EV batteries and solar to run a Crusoe data center microgrid near Lake Tahoe.
Fast Company report ↗

 

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