⛏️ THE DAILY MINE Tuesday Edition · March 10, 2026 🔥 TOP STORIES GOOGLE, TESLA LINK UP: Power costs hit the big leagues... Axios · Mar 10 Power sourcing and electricity costs are becoming front-office issues for major tech companies, not just utility headaches. CHIPS FEEL THE HEAT: Iran war and energy prices threaten semiconductor demand... CNBC · Mar 10 Energy shocks are starting to feed into the supply chain behind AI, electronics, and data-center growth. CHINA SAW THIS COMING: Beijing prepared for an Iran oil crisis... WSJ · Mar 10 The global energy scramble is exposing which countries planned ahead for oil disruption — and which didn’t. HORMUZ STILL CHOKED: Shipping doesn’t restart on slogans... The Guardian · Mar 10 Energy security still runs through physical chokepoints, no matter how much “dominance” rhetoric is in the air. PERMITTING TALKS THAW: Senate players meet as reform effort revives... CNBC · Mar 9 A real permitting deal would matter far beyond pipelines — it would hit transmission, generation, and industrial buildout too. ⚡ POWER & GRID GOP NERVES FRAY: Rising energy prices become a political problem... Politico · Mar 9 When energy prices move, the politics move with them — especially for a party promising lower costs. ARIZONA ENDS IT: State renewable standard is officially dead... Utility Dive · Mar 10 This is one of the clearest state-level clean-energy reversals in the country, and it could echo elsewhere. KENTUCKY SOLAR DOUBLES: Record year for capacity growth... Courier Journal · Mar 10 Even in conservative territory, renewable buildout keeps moving when land, economics, and interconnection line up. PJM PREPS BACKSTOP: Grid operator targets giant new loads... RTO Insider · Mar 10 PJM is signaling that hyperscale load growth is no longer a future planning issue — it’s a live reliability problem. $3.6B ON THE TABLE: MISO and SPP draft new transmission portfolio... RTO Insider · Mar 10 Big interregional transmission is back because the current grid is increasingly mismatched to where power and demand are going. 🏗️ DATA CENTERS & INFRASTRUCTURE TRANSFORMER CHALLENGER: Startup takes aim at 140-year-old grid hardware... TechCrunch · Mar 10 Transformer shortages are now painful enough that even deeply unsexy grid equipment is drawing startup attention. WHO PAYS FOR AI? California watchdog targets data-center power costs... CalMatters · Mar 10 The next phase of the AI boom may be less about hype and more about who gets stuck with the bill. FESTUS FIGHTS BACK: Missouri residents eye legal action over data center deal... Fox 2 St. Louis · Mar 10 Data-center backlash is getting local, public, and harder for elected officials to smooth over quietly. DIESEL, NOT MAGIC: AI buildout leans on backup generators... Latitude Media · Mar 10 The speed race in data centers is colliding with the industry’s cleaner-energy story. ORACLE RIDES THE BOOM: Old-school enterprise cashes in on data-center demand... 247WallSt · Mar 10 Not every AI infrastructure winner is a flashy new name — incumbents are cashing in too. Know someone who should be reading this? Forward this email. ⛏️ thedailymine.co