Brian Deese To support demand growth in general, not just AI and data centers.

Not ironic.

This bill would allow RTOs or utilities to apply to FERC for permission to prioritize "dispatchable power" in their interconnection queues. Unfortunately, this bill appears to be written for natural gas, as it seems to exclude batteries or other storage from benefitting.

🤨

Data centers will directly cause a massive build-out of new fossil fuel power plants in northern Indiana, according to NIPSCO IRP slides posted in advance of final IRP meeting on 10/28. Data centers could completely undo NIPSCO's industry-leading progress on decarbonization.🧵

You're paying for the AI gold rush, and you don't even know it yet. sierraclub.org/articles/2024/…

😎 ⚡Amazing! Another *billion* in New ERA clean energy grants to six mid-sized rural electric cooperatives in MN, SC, CO, NE, and TX!! This has been a great program, spurring huge rural clean investments! And TriState's New ERA grant is now secured!🔏 usda.gov/media/press-re…

This clean energy program is a game-changer for rural communities! These investments will help non-profit electric utilities transition to clean energy, saving families money and creating jobs. thehill.com/policy/energy-…

Congrats EKPC for securing a huge USDA New ERA grant for clean energy transition. This is a big step, and an exciting space for this utility. kentuckylantern.com/2024/10/28/def…

I think there's a remarkable untold story about the Southeast and Lake Michigan states as the new hubs for clean energy development and manufacturing. washingtonpost.com/climate-enviro…

WELLS FARGO + COWEN FLAG AWS DATA CENTER LEASING PAUSE Both banks say $AMZN AWS has hit pause on some colo leasing deals—mainly international. Cowen notes hyperscale demand is cooling a bit, especially in Europe, with Amazon slightly pulling back on U.S. colocation activity too.