THE DAILY MINE ⛏️

IEA: WORST ENERGY CRISIS IN MODERN HISTORY
The Guardian

Hormuz disruption cut 11 million barrels per day. Exceeds both 1970s oil shocks and the Ukraine war combined.

NVIDIA BUILDS AI FACTORIES AS GRID ASSETS
The Wall Street Journal

Nvidia and Emerald AI partnered with AES, Constellation, NextEra, and Vistra to build AI factories that flex power consumption and support grids. They claim the model could unlock 100 GW of capacity.

NEXTERA GETS 10 GW GAS BUILDOUT APPROVED
Data Center Dynamics

Federal approval ties gas generation in Texas and Pennsylvania to Japan's $550B investment commitment. NextEra targeting 15 GW for data center hubs by 2035.

MICHIGAN PROPOSES STATEWIDE DC MORATORIUM
Planet Detroit

Bipartisan legislation for a one-year statewide pause, citing energy costs, water demand, and ratepayer impacts.

TRUMP AI PLAN SPURS CONGRESS ON DC POWER
Politico

White House AI framework urges federal permitting fast-track and preemption of state AI laws. Blackburn's 300-page bill would bar ratepayer cost-shifting.

PJM GRID PRICES UP 60%, MARKETS BROKEN
Forbes

Independent market monitor found most PJM markets uncompetitive. Prices jumped from $32.59 to $49.28/MWh in one year. Still not enough for new generation.

TEXAS ISN'T CHEERING THE OIL PRICE SPIKE
Politico

Gas prices up $1/gallon since the Iran war began. Crude nearing $100. Even the top oil-producing state is feeling the squeeze.

BIDEN'S $400B LOAN PROGRAM SURVIVES TRUMP
Grist

Despite claiming 80% gutted, DOE Loan Programs Office is quietly still funding nuclear, transmission, and clean energy at near-Biden levels.

SOLAR FIRES SPARK PUSHBACK IN CONNECTICUT
CT Insider

Battery and panel fires at solar farms are fueling legislative pushback against facility expansion across the state.

AGING US GRID FACES SURGING NEW DEMANDS
USA Today

Rising demand, extreme weather, and decades-old infrastructure are testing the system in ways grid operators have never seen.

FLORIDA REPUBLICANS SPLIT ON DATA CENTERS
Bloomberg Government

DeSantis wants state restrictions. House Speaker backs federal oversight. White House pushing a single national AI framework puts them on opposite sides.

BRING YOUR OWN ENERGY TO DATA CENTERS
Forbes

Operators moving to on-site gas, batteries, and microgrids to bypass grid connection bottlenecks entirely.

EAST LANSING ENACTS DATA CENTER MORATORIUM
East Lansing Info

Six-month pause on new data centers to develop zoning rules. Another Michigan community joins the growing pushback.

AMAZON SCANDAL EXPOSES OREGON DC CORRUPTION
The Oregonian

Four public officials who awarded Amazon $400M in tax breaks also owned a company Amazon paid $100M+. State DOJ filed charges.

DC MORATORIUM BANS SPREAD TO 12 STATES
North Dakota Monitor

At least 12 states now considering temporary data center bans. Local officials increasingly acting before legislators do.