Aaron Bryant

It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!

What weaponized bureaucracy looks like: Trump's Dept of Interior now requires 69 separate categories of decisions/actions to be elevated to the Secretary for review for solar & wind projects on federal land: 1. Federal Register notices 2. Notices to proceed 3. Scoping…

My team’s monthly preview of the FERC open meeting to be held on Thursday — notable since it will be the last with Christie (and also notable since the agency does not convene an open meeting in August) whitecase.com/insight-alert/…

This was expected, this is going to sting. Expect electricity bills to continue to rise in the region and energy affordability concerns to be top of mind at kitchen tables and for politicians (at least the shrewd ones)

PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this

A reminder for when the PJM capacity auction results drop later today...

Interesting update from PJM: 46 GW of new resources out there with completed studies and signed interconnection agreements yet not clear if/when they will come online. 28 GW of solar 6 GW of wind 4 GW of storage Held up by permitting, siting, supply chain..

Electricity already delivers more than a third of useful energy worldwide and the share is growing rapidly. This data is only up to 2022, but the trend is clear. The electrification of transport (EVs), heating (heat pumps) and increasingly industry will keep this line going up.

Nothing says you want to remove bureaucracy to unleash American energy dominance quite like adding bureaucracy to hobble American energy dominance.

Shocking that data centers can’t be brought online en masse just because AI is trendy and that our whole structure of power markets should be reoriented to accommodate them above all other use cases The pledge was $500bn ($100bn near-term). The lone specific project is a modest…

On the Trump admin requiring Secretary-level approval of renewable project permits, via @JasonGrumet on @politico energy pod:

This should be the number one priority of every energy dependent and adjacent industry in this country. Genuinely an issue of top-5 national importance. cleanenergygrid.org/wp-content/upl…

This is a ... weird message. Are we supposed to infer that electricity needs(!) AI to be intelligent? Electrons are not imbued with any sentience, actually. We harness electricity to do (mostly) intelligent things

Looks like the work to force data centers to play nice is finally working. Regulators and Utilities now recognize that old economic development rules were being exploited to pass costs to all ratepayers. Demand flexibility is now front and center. eenews.net/articles/rulem…

FYI re: the likely next FERC chair — LaCerte has no direct experience in the energy industry or power markets (to my knowledge). If he is indeed confirmed by the Senate, he’ll be following a chair who had previously been a long-tenured and supremely knowledgeable state utility…

These places are prime locations for the next US nuclear reactors 🇺🇸 ☢️ The land parcels already have federal approval for new atomic plants, potentially speeding up future construction. Thats good news for nuclear-hungry data centers bloomberg.com/news/newslette…

Good catch (as usual!) + mirrors the approach we've seen so far. While the idea of BTM is pretty appealing to data center developers, there's not enough regulatory certainty yet to sidestep the traditional utility / PPA arrangement