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The existing US fleet of natural gas combined cycle (NGCC) power plants operates at <60% capacity factor - a massive volume of untapped energy (I just presented this slide to NARUC-NASEO)

Missed this yesterday: Joule Capital Partners, a data center developer, and Caterpillar announced an agreement for CAT to supply 2.5MW G3520K generator sets for prime power at a 4GW data center that will be built in Utah starting in 2026. In addition to the generators, the energy

Theory - the WH is doubling down on data center co-location and is looking to seat a @ferc majority that will support a framework moving forward. Christie was an outstanding Chair. See has been a conservative commissioner…but they both voted against Talen - AWS. My best guess.