THE DAILY MINE ⛏️

Good morning. SpaceX plans a $50 billion Arizona leg for its supercomputing buildout, while PJM's watchdog sees another $5 billion to $10 billion in data-center costs.

Top Stories

SPACEX PLANS A $50 BILLION ARIZONA CAMPUS FOR ITS SUPERCOMPUTING BUILDOUT
Reuters
The Cochise County project still needs local approval. SpaceX says it would use dry cooling, avoid industrial groundwater and create about 1,000 permanent jobs.

PJM WATCHDOG SEES ANOTHER $5 BILLION TO $10 BILLION IN DATA-CENTER COSTS
Pennsylvania Capital-Star
The market monitor expects December's capacity auction to hit the price cap after July came up 6,800 MW short. It wants the auction delayed until a backstop procurement is ready.

TEXAS BILL WOULD LET UTILITIES DISCONNECT NONCOMPLIANT DATA CENTERS
KLTV
Senate Bill 338 targets facilities of at least 100,000 square feet with cooling and water-reporting rules. Municipal tax abatements would generally be capped at 50%.

OHIO DRAFT BILL WOULD OVERRIDE COAL-PLANT CLOSURE DEALS
Canary Media
The circulating language could let Buckeye Power ignore a 2015 agreement to close the 620-MW Cardinal unit by the end of 2028. It has not been introduced or passed.

INTERIOR PLAN OPENS FEDERAL LAND TO SALES AND ENERGY TRANSFERS
Wyoming Public Media
The 2026-2030 strategy calls for land sales, exchanges and rights-of-way supporting energy production and transport. Its preferred supply list excludes wind and solar.

Power & Grid

400 WIND PROJECTS WAIT ON PENTAGON REVIEW
Utility Dive
Assistant Defense Secretary Dale Marks told a federal court that the department lacks enough staff to process the backlog. Developers say reviews effectively stopped again.

AMEREN WINS APPROVAL FOR 545 MW OF MISSOURI BATTERIES
Missouri Independent
Regulators also approved 400 MW of solar. Ameren ties the projects to coal retirements and data-center demand, while the consumer advocate wants large loads to cover the costs.

DOMINION SEEKS $463 MILLION THROUGH A VIRGINIA DISTRIBUTION RIDER
WTVR
The request would add $3.46 a month for a customer using 1,000 kWh. More than $230 million would recover costs from burying nearly 300 miles of outage-prone lines.

OKLO TEST REACTOR CLEARS ITS FINAL DOE OPERATIONS HOLD
World Nuclear News
Groves-1 can begin unrestricted research, testing and training in Texas. The reactor will support isotope work and equipment testing, not commercial Aurora power deliveries.

QUINCY'S DATA-CENTER BOOM TRIGGERS A 32-MILE TRANSMISSION FIGHT
KIRO 7
Grant County PUD limited new load while it builds more capacity. The first line would cross nearly 40 private properties, and landowners plan to appeal an eminent-domain ruling.

Data Centers

MICHIGAN AG PRESSES DTE AND GOOGLE FOR COST DISCLOSURES
The Detroit News
Dana Nessel's office wants regulators to require more detail on the Van Buren Township project's costs and financing before deciding whether other DTE customers are protected.

FUELCELL ENERGY WILL BUILD A FEDERAL AI-LOAD TESTBED
News-Times
The three-year StabilityMax program will test fuel cells, batteries and controls against rapid data-center load swings. The federal grant amount was not disclosed.

MASSACHUSETTS CAMPAIGN SEEKS A 2028 VOTE ON DATA-CENTER RULES
CBS Boston
The proposal would require two-thirds local approval for projects above 5 MW and bar electricity-cost shifts. It missed the first signature deadline and may still change.

DUKE'S DATA-CENTER GAS BUILDOUT FACES NEW OPPOSITION
WFAE
Davie County rezoned roughly 1,600 acres for two gas plants, LNG storage and a pipeline. The complex still needs North Carolina Utilities Commission approval.

ENTERGY SEEKS RIGHTS ACROSS 14 TRACTS FOR META TRANSMISSION
WWNO
The nearly 58-mile, 500-kV line would serve Meta's Richland Parish campus and the broader grid. Landowners dispute Entergy's public-purpose claim and acquisition process.

Stat of the Day

$9.3B

SDG&E's estimate for acquiring San Diego's electric system
A City Council committee advanced a public-utility study 2-1. The vote does not replace the utility.
FOX 5 San Diego ↗