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8 articles
Electricity Is The Asset—And Data Centers Rewrote Where It Trades
35 GW capacity overhang, 49 GW supply shortfall by 2028, $725B hyperscaler capex in '26 alone… AI just built the largest private power program in US history—off-grid, behind the meter, and pricing like a physical commodity market…
Coal Makes $530 per Megawatt Hour When Gas Goes to $549
MISO dark spread just delivered the widest margin over spark spread in a decade, and nobody priced it in.
Manila Forces Every Solar Farm to Buy Batteries
Philippines makes 20% storage mandatory for all renewable projects above 10 MW, rewriting project economics across Southeast Asia.
Four-Year Wait for Electricity Equipment Delays Half of Data Centers
Transformer shortages, not capital, are now dictating when $650 billion in AI infrastructure can actually turn on.
Grid Investment Needs $200 Billion More Annually or AI Stalls
Over 2,500 GW sits trapped in connection queues while annual grid spending falls $200 billion short of what's needed by 2030.
Legitimacy Crisis: FERC Chair Declares PJM "Too Big to Function"
Laura Swett tells grid operator serving 67 million that confidence has "completely eroded" and governance is unacceptable.
$16 Billion Bought a Shortfall
PJM's capacity auction cleared at maximum price and still came up 6,625 megawatts short. June 2027 is the reckoning.
Berlin Caps Power at Five Cents. Industry Still Bleeds.
Germany approved €3.8 billion in subsidies for industrial electricity, but factories keep shrinking and prices swing €400 in a day.
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