Good morning. SpaceX plans a $24 billion campus beyond Brownsville's moratorium, and BloombergNEF tracks 181 GW of gas behind the AI boom.
Top Stories
SPACEX SKIRTS A MORATORIUM WITH A $24 BILLION STARBASE PLAN
The Texas Tribune
SpaceX proposes a gas-fired power plant and super-compute campus on 444 acres. Brownsville de-annexed the land before Starbase annexed it, leaving the project outside Brownsville's 90-day pause.
DATA CENTERS LINE UP 181 GW OF ON-SITE GAS
BloombergNEF
More than 90% of the announced capacity is in the United States. BNEF says the projects vary widely in maturity and the total is not a forecast of what will be built.
TAMPA ELECTRIC'S DATA-CENTER PLAN IS FLORIDA'S NEXT TEST
Spectrum Bay News 9
Its large-load proposal is pending after regulators found Duke's version failed a new law requiring large loads to cover their full service costs. Duke may refile.
U.S. DATA-CENTER DEMAND FILLS €15 BILLION OF SIEMENS ENERGY'S BACKLOG
Reuters
Gas-turbine and grid-equipment orders tied to data centers make up 9.1% of the company's record €164 billion backlog. Siemens Energy expects its profit margin to rise in 2027.
BATTERY FARMS HIT NEARLY 200 LOCAL MORATORIUMS
Stateline
U.S. grid battery capacity has grown tenfold since 2022 and could double again by the end of 2028. Fire fears and siting fights are spreading even as newer systems fail less often.
Power & Grid
NERC SAYS MOST GENERATORS ARE READY FOR EXTREME COLD
Utility Dive
Units representing 4.3% of capacity are still carrying out corrective plans, and about 60% of those plans will be done before winter. Another 7.4% declared constraints that keep them from making fixes.
NEVADA APPROVES A 235-MILE, 525-KV POWER LINE
RTO Insider
Greenlink North would complete NV Energy's transmission triangle around the state. The utility says the line is not a data-center transmission project.
GE VERNOVA PUTS $34.5 MILLION INTO LOUISIANA TRANSFORMERS
Utility Dive
The Shreveport expansion would increase the factory's workforce by nearly 30%. Full production capacity is expected in 2028.
PENNSYLVANIA TIGHTENS RETAIL ELECTRIC-SUPPLIER RULES
Spotlight PA
Regulators limited a FirstEnergy billing program to supplier contracts priced at or below default service. The commission also ordered a statewide review due June 1, 2027.
SDG&E ASKS FOR AN 8.1% REVENUE INCREASE
The San Diego Union-Tribune
The utility wants a $3.8 billion revenue requirement for 2028. It estimates a typical non-CARE customer would pay $13.07 more a month for electricity and $5.81 more for gas.
Data Centers
BOISE HALTS LARGE DATA-CENTER APPLICATIONS FOR SIX MONTHS
Idaho Capital Sun
The immediate pause covers projects of at least 100,000 square feet or 20 MW. Boise has no qualifying application pending and will use the time to write permanent rules.
OHIO AIR-PERMIT FIGHT TARGETS A 1.35-GW DATA-CENTER PLANT
The Reporting Project
The proposed Fairfield Energy Center would power Vantage's $2.1 billion campus. Critics dispute how Ohio EPA applies pollution-control rules to its 40 turbines and diesel engines.
ECONOMISTS SEE ANOTHER STRONG DATA-CENTER BUILDOUT IN 2027
Semafor
JPMorgan projects at least $1.5 trillion in U.S. AI-related capital spending in 2027. Forecasters expect political resistance to bite harder after that.
PJM STATES TAKE OVER THE LARGE-LOAD GUARDRAIL FIGHT
Latitude Media
FERC's rejection of PJM's curtailment plan shifted more responsibility to state officials. Analysts expect developers to bring new capacity or accept conditional service while states write rules.
MINNESOTA REGULATOR TELLS UTILITIES TO TAKE A RATE-CASE BREATHER
Utility Dive
PUC Vice Chair Joseph Sullivan wants increases held below inflation after a heavy year of filings. He also questions whether MISO will make data centers pay their embedded and incremental costs.
Stat of the Day
97%
Decline in U.S. battery-system failures since 2018, adjusted for installed capacity
Modern designs isolate modules and limit fire spread, according to EPRI's analysis.
Stateline ↗