Good morning. Louisiana commissioners adopted motions their own utility wrote, Georgia's data-center pipeline has outgrown the state's power supply, and a rust-powered battery company just raised another $750 million. Somebody is always holding the pen.
Top Stories
ENTERGY EXEC GHOSTWROTE LOUISIANA PSC MOTIONS
WWNO / Gulf States Newsroom
Word-file metadata ties motions supporting Meta and Hyundai to Larry Hand, Entergy Louisiana's VP of regulatory and public affairs. The commission's executive counsel read one into the record verbatim, and a two-word tracked edit could shape who pays for the infrastructure.
GEORGIA'S DATA-CENTER PIPELINE DWARFS ITS POWER SUPPLY
The Current GA
Science for Georgia estimates proposed data centers could demand more electricity than the state currently supplies, though the pipeline includes many projects that will never break ground.
FORM ENERGY RAISES $750 MILLION FOR 100-HOUR BATTERIES
The Wall Street Journal
The new round takes Form Energy's fundraising above $2 billion as it scales iron-air batteries designed to discharge continuously for more than four days.
KENTUCKY'S DATA-CENTER TAX BREAKS COULD HIT BILLIONS
Louisville Courier Journal
Sales-tax exemptions on data-center equipment are drawing fresh scrutiny as Kentucky's project pipeline expands, raising questions about how much revenue the state is giving up to land them.
BANK OF AMERICA PUTS $250 BILLION BEHIND INFRASTRUCTURE
Fox Business
The bank will count eligible lending, investment, capital-markets and advisory transactions through July 4, 2027, spanning data centers, power, chips, transmission, water and critical minerals.
Power & Grid
DEMOCRATIC GOVERNORS TURN TO NUCLEAR FOR THE ENERGY CRUNCH
E&E News
Governors who disagree with the White House on much of energy policy are embracing nuclear power as demand growth tightens regional grids.
TEXAS WOULD MAKE DATA CENTERS PAY FOR WIRES, NOT THE WHOLE GRID
The Texas Observer
Large hyperscalers would fund their direct connections, but who pays for the broader transmission and generation needed to serve them remains unresolved.
TEN COUNTIES CLAIM 88% OF NEBRASKA'S RENEWABLE TAX WINDFALL
Grist
Wind and solar revenue is transforming some rural schools and services, but the benefits remain concentrated in 10 of the state's 93 counties.
CALIFORNIA'S BATTERIES ARE REWRITING THE SOLAR CURVE
KQED
A rapid buildout of grid batteries is moving abundant daytime solar into the evening, changing how California balances its power system.
PUMPED HYDRO GETS A SECOND LIFE IN VIRGINIA
Cardinal News
Two proposed Wise County projects are part of a national revival of long-duration pumped storage as grids seek dispatchable power.
Data Centers
NVIDIA-BACKED DEBT COULD POUR MORE FUEL ON THE AI BOOM
Axios
A proposed structure would let Wall Street underwrite data-center debt partly backed by Nvidia, expanding financing capacity while tying more risk to AI demand.
AI'S BUILDOUT COMPLICATES THE FED'S INFLATION FIGHT
CNBC
Data centers, chips, power and construction are adding near-term price pressure before promised AI productivity gains arrive.
UTILITIES AND TECH FIRMS COURT REGULATORS OFF THE CLOCK
The Washington Post
Companies are sponsoring regulator-focused events and retreats while consumers fight higher power bills and data-center development.
AI-HARDWARE CARGO THEFTS TURN VIOLENT
WIRED
Two California incidents show organized thieves escalating their tactics to steal servers and other high-value equipment bound for data centers.
CONGRESSMAN CHALLENGES DOMINION'S DATA-CENTER POWER LINE
WUSA9
Rep. Suhas Subramanyam says Dominion overlooked an alternate transmission route that could spare Northern Virginia homes; the utility strongly disputes his claim.
Stat of the Day
29 TO 58 GW
Projected demand from proposed Georgia data centers
The upper estimate exceeds the state's current electricity supply, though many projects remain speculative.
The Current GA ↗