Issues
Every issue we have published, newest first. One project, one filing trail, one queue change at a time — read from the public record before the market prices it.
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The Grid Said Yes. The Air Permit Hasn't.
The largest request to clear ERCOT's queue this summer has a signed grid agreement and no air permit. The permit application is the older of the two filings.
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Texas Classifies Hundreds of Data Centers on Monday. The Audit Starts After.
The PUCT let ERCOT hand out conditional Batch Zero classifications before the audit that was supposed to precede them. The decisions that follow will not wait for it.
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Texas Is Auditing the Demand. Nobody Is Auditing the Supply.
The data-center audit covers one ERCOT queue. The generation that would have to serve those loads sits in a different queue — and 444 of those requests, about 36% of it, have been open since 2023 or earlier.
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Six Grid Operators File Monday. The Seventh Doesn't Have To.
FERC ordered every regional grid operator it regulates to justify how it connects data centers. The ERCOT market was never asked. That exemption is now the most valuable position in American power — and the most fragile.
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Texas Just Made "Is This Project Real?" a Regulatory Question
Abbott's audit froze 474 gigawatts of data center interconnection requests. The projects that clear it will be worth more than the ones that don't.
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The Energy Forge One Signal Was Real — and Bigger Than the ERCOT Queue Suggested
A rumored offtake became a signed 20-year contract. The more useful part is what the queue showed, and what it cannot tell you.
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Where the Power Queue Gets Real — Energy Forge One LLC
A launch issue that underwrites one project end to end — every field we hold on Energy Forge One LLC, and the framework behind the score.
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Weekly. Pre-tokenization energy infrastructure. Public records over speculation.