Demand Isn’t the Alibi You Think It Is Virginia’s new data center tax and Dominion’s GS-5 rate class reveal who really pays for load growth, and which cost-allocation tool actually holds up. Read More » August 10, 2026 No Comments
The Queue Before the Queue | GEV’s Backlog Extends to 2031 GEV’s gas turbine backlog hits 116 GW, delaying deliveries to 2031 and reshaping build-vs-buy in power markets. Read More » August 4, 2026 No Comments
Cracks in the Pipe | Pipeline Delay stalls Stargate’s Bloom Energy Fuel Cell Data Center Pipeline delay stalls Oracle’s Project Jupiter, threatening Bloom Energy fuel cells powering the Stargate data center. Read More » July 29, 2026 No Comments