Good morning. Tech companies are opening their wallets after a 40-1 election rout, while clean-energy wins reshape state governments.
Top Stories
TECH GIANTS OPEN THEIR WALLETS AFTER A 40-1 ROUT
Axios
Developers are offering infrastructure payments, community benefits and labor and environmental concessions after restrictions won 40 of 41 local votes.
OPENAI PROMISES FULL POWER COSTS AND NO NDAS
CNBC
Its directly owned campuses would publish construction plans, seek community input and stop using nondisclosure agreements with public officials.
DEMOCRATS WIN FIVE STATE TRIFECTAS; ARIZONA LEANS BLUE
Canary Media
Michigan, Minnesota, Nevada, Pennsylvania and Wisconsin will have full Democratic control. Arizona could join them once its legislative races are called.
APS SEES POWER SALES MORE THAN DOUBLING BY 2041
Utility Dive
The Arizona utility plans 4 GW of new gas and could keep Four Corners burning coal through 2038 as large loads drive growth.
DATA-CENTER STOCKS EXTEND THEIR POST-ELECTION SLIDE
Reuters
CoreWeave, Nebius, Applied Digital, Cipher and IREN fell about 4% before trading. UBS says 30% of expected 2028 capacity additions face delay risk.
Power & Grid
FOREIGN-EQUIPMENT BAN COLLIDES WITH A TRANSFORMER SHORTAGE
Utility Dive
The order can block or force removal of foreign bulk-power equipment. DOE must issue rules by Dec. 24 as transformer shortages run 15%.
EXELON ASKS FERC TO SCRAP PJM'S THREE-YEAR AUCTION
RTO Insider
The utility says the forward capacity auction is no longer just and reasonable and wants bidding two months before each delivery year.
URENCO USA PRODUCES THE WEST'S FIRST COMMERCIAL LEU+
World Nuclear News
The New Mexico plant enriched uranium above conventional reactor levels. The fuel can lengthen operating cycles and supply future HALEU production.
SIX STATES CLEAR HIGHWAYS FOR TRANSMISSION LINES
pv magazine USA
Wisconsin has built more than 200 miles across 28 highway-sited lines. A federal program would support projects along roads and railways.
GRIDPOINT TARGETS 2 GW OF COMMERCIAL BATTERIES
pv magazine USA
The company plans financed and managed storage across more than 20,000 customer sites for bill savings, grid services and backup power.
Data Centers
GEORGIA REGULATOR-ELECT BACKS A DATA-CENTER MORATORIUM
WSB-TV
Shelia Edwards wants a pause longer than one year and statewide rules for power, water, siting and tax treatment.
AN OHIO VILLAGE MAKES DATA CENTERS BOND THEIR PROMISES
Vox
Subsidized projects must back promised jobs or tax revenue with a financial guarantee.
FLEXIBLE LOADS COULD PUT 100 GW ON THE GRID FASTER
Quartz
Duke researchers say new demand could connect if it curtails for roughly 0.5% of the year. PG&E cut some waits from years to months.
VIRTUAL POWER PLANTS COULD CUT $33 BILLION FROM AN AI BUST
Canary Media
Brattle says flexible homes and businesses could reduce stranded grid costs by 40% if actual load growth falls 5% below forecasts.
ON-SITE POWER COULD BEAT DATA-CENTER LOAD SHIFTING 5 TO 1
pv magazine USA
Ember says two Texas campuses could cut grid demand by 2.7 GW with generation or storage, compared with 0.55 GW from shifting compute.
Stat of the Day
87%
Perry voters who backed performance bonds for subsidized data centers
The proposed campus would cover about one-sixth of the village.
Vox ↗