THE DAILY MINE ⛏️

GOOGLE LOCKS IN 20-YEAR MICHIGAN POWER DEAL
Bloomberg Law

The DTE contract covers a 1 GW data center with 2.7 GW of new resources, including 1,600 MW of renewables and 480 MW of battery storage, all funded by Google.

GRID LIMITS HALVED DATA CENTER BUILDOUT
Fortune

Wood Mackenzie finds 241 GW in the pipeline but only one-third actively under development, with capex growth set to decelerate for the first time since 2023.

CONSTELLATION SELLS 4.4 GW TO LS POWER
RTO Insider

The $5 billion deal at roughly $1,142 per kilowatt is the clearest signal yet that PJM capacity is being aggressively repriced as data center demand pushes the market.

DETROIT COUNCIL SEEKS TWO-YEAR DC PAUSE
Michigan Public

A 6-2 vote joins roughly 20 Michigan municipalities already pushing back, making Detroit the largest American city to call for a data center moratorium.

TECH GRID PLEDGE MIRRORS EXISTING TARIFFS
Latitude Media

The White House voluntary pledge looks a lot like 25 binding state-level tariffs already on the books, which raises the question of what exactly anyone just agreed to.

DOE LAUNCHES 5 GW NUCLEAR UPRATE PUSH
Power Magazine

UPRISE targets existing plants for uprates, restarts, and life extensions by 2029, the fastest credible path to new firm zero-carbon power for hyperscalers hunting nuclear PPAs.

IRAN WAR PUSHES OIL PAST $100 A BARREL
Associated Press

Gas is heading toward $4 with the Strait of Hormuz effectively blocked, and the fossil-fuel-first strategy left fewer alternative energy sources online to absorb the shock.

NEW YORK PROPOSES $2.6B ENERGY REBATE
Newsweek

Assembly Democrats want $500 checks for households under $150K and a two-year rate freeze, while Hochul wants to roll back the climate law instead, and both sides blame data centers.

EV BATTERY MAKERS PIVOT TO GRID STORAGE
Wall Street Journal

Energy storage is expected to hit 41% of total U.S. battery demand this year, up from 26% two years ago, because data centers and utilities now pay better than automakers.

WASHINGTON STATE CREATES TRANSMISSION AUTHORITY
RTO Insider

The state is done waiting for federal permitting reform and passed a bill that other states are watching as interconnection queues stretch past a decade.

INDY CLEARS $4B HYPERSCALE DATA CENTER
IndyStar

Sabey's 250 MW campus on 130 acres in Decatur Township is Indianapolis's first hyperscale approval, taking the city from zero to $4 billion in one vote.

WISCONSIN VOTERS TURN 70-30 AGAINST DCs
Milwaukee Journal Sentinel

A Marquette poll finds 70% of voters say data center costs outweigh benefits, up from 55% in October, while the NDA ban bill stalled after the Assembly adjourned.

ILLINOIS POWER ACT TARGETS DC ENERGY USE
Capitol News Illinois

SB 4016 would require data centers to fund their own energy infrastructure, hit 80% clean energy by 2030, and obtain water impact permits with public hearings.

CALIFORNIA ADVANCES DC REGULATION BILLS
iNewsSource

SB 886 and SB 887 would require full CEQA environmental review, impose tariffs on data center customers, and mandate recycled water use in the most comprehensive state-level play yet.

OLD OFFICES BECOME NEW DATA CENTERS
Axios Twin Cities

Vacant downtown buildings in Minneapolis and other cities are being converted to data centers because AI latency requirements are driving demand for urban-core locations with existing power hookups.