May 9, 2026
Subscribe for full access
Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue
Global Energy Monitor pegs Texas at 57.9 GW of methane gas capacity in development for behind-the-meter datacenter use, more than the next seven states combined, while Cleanview reports 90% of all 2025 behind-the-meter projects came online the same year and over 30% of proposed datacenters now plan to bypass the grid entirely.
April 21, 2026
Subscribe for full access
Fermi's Anchor Tenant Walked in December. Everything Else Followed.
CEO Toby Neugebauer and CFO Miles Everson both exited within days, the stock has shed 69% since its October IPO, and satellite analysis from Cleanview shows no construction has begun on Project Matador near Amarillo.
April 17, 2026
Subscribe for full access
Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan
Cleanview identified 46 projects representing 56 GW of planned behind-the-meter capacity, roughly 30% of all tracked planned data center capacity, with 90% announced in 2025 alone.
February 21, 2026
6.5 GW Building, No Water Plan, No Local ConsentCleanview has identified 47 off-grid datacenter projects nationwide, with several already under construction.
February 20, 2026
Big Tech's Grid Bypass Meets a 14-State BacklashCleanview has identified 47 off-grid datacenter projects nationwide, with GW Ranch in West Texas consuming 8,000 acres and more electricity than Chicago via on-site gas and solar.