Powerstack,
by Currence

Powerstack: New York's accidental data center pipeline audit

Plus, safe harbor costs restored and Constellation's new capacity interconnection rights

Powerstack: Softbank's €45bn bet on France's grid

Plus, Nextpower's storage play and BYOC goes hyperscale

Powerstack: Flexibility by force

Plus, DigitalBridge buys a 15GW pipeline, and thermal energy storage goes live

Powerstack: NextEra’s $67bn flex

Plus, Blackstone / Google JV, NatGrid plans $88bn capex, and more

Powerstack: Post-IPO, Fervo competes on power price

Plus, $250bn back at the DOE, and FERC calls PJM 'too big to function'

Powerstack: PJM queue staring over the IRA cliff

Plus, MISO's summer capacity clearing price drop and Entergy's capex surge.

Powerstack: Paperwork kills the biggest planned data center corridor

Plus, 220GW in PJM's new queue, X-energy's billion-dollar debut

Powerstack: Blackstone sets the standard for data center exits

Plus, Meta goes for Noon Energy’s multi-day storage tech, Japan goes for next-gen geo

Powerstack: Permitting reform just got a deal

Plus, 2.8GW of fuel cells for data centers, 3 LDES pilots off-track, and more

Powerstack: Energy hoarding is the new strategy

Jeff Currie on the return to asset-heavy, and energy hoarding as strategy

Powerstack: Meta and Entergy go for 7.2GW gas in Louisiana

Plus, $830m Mistral debt raise, Oracle’s 1.3GW for BESS and BYOC

Powerstack: New data center flexibility plays, a 9.2GW gas data center

CERAWeek forces new bargains, SoftBank's 9.2GW bet, and $5bn in gas assets changing hands

Powerstack: SPP may have just solved the interconnection queue

Plus, first-ever $421m project finance for EGS, Google/TPG create a $12bn monster

Powerstack #2: OpenAI’s Texas pullback, $32bn to privatize AES

Even the most high-profile AI data center in the US can’t hold onto its anchor tenants

Introducing Powerstack from Sightline Climate

A new weekly briefing on the moves and motives shaping power markets

Welcome to Powerstack