May 19, 2026
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NextEra Pays $67B for the Playbook Texas Has Run Since 2024
Out of state, New Jersey faces a 60-group coalition petition and five legislative bills targeting 20 MW-plus facilities, Pennsylvania's House passed four bills the Senate has stalled, and Utah's HB 60 has narrowed the State Engineer's "public welfare" authority to water pollution and scarcity grounds.
April 16, 2026
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Engage Early or Inherit Someone Else's Moratorium
Utah faces a similar squeeze: 920 MW of current data center capacity will triple to 3,500 MW as 2,600 MW come under construction, with the North American Electricity Reliability Corporation projecting elevated grid risk there beginning in 2031.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsTech firms are responding rationally: building captive power plants or siting adjacent to generation to sidestep transmission entirely. Novva in Utah and Thunderhead Energy Solutions, which proposed **23 GW across Texas, Montana, and Illinois** plus a 5,000 MW gas plant in Winkler County, West Texas, both sought EPA air quality exemptions to fast-track on-site generation.
March 8, 2026
Opacity Is the Moratorium Movement's Best Recruitment ToolUtah: 350+ residents packed an Iron County hearing opposing the 1.5 GW Antelope Data Center
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Caterpillar separately committed 4 GW of total capacity to a Joule Capital Partners campus in Utah.
February 28, 2026
Self-Supplied Power Is Table Stakes. Six States Are Already Closing the Door.Joule Capital Partners is deploying 1.5 GW of onsite natural gas generation across a 4,000-acre Utah campus, with Wheeler Machinery delivering 636 Caterpillar engines starting March 2025 and 455 MW firm by end of 2026.