Iran memo collapse spiked Brent 5.3% and yields higher on inflation fears. A hiking Fed, power inflation, and $750B AI capex keep valuation chains loaded. Distributed energy remains the ultimate hedge.
Explore the latest developments in energy, grid reliability, AI-driven data center growth, transformer supply, EV charging, battery storage, clean energy policy, and commercial real estate electrification in this week's market roundup.
PJM forecast a record 166,304 MW as DOE emergency orders authorized data center curtailment. What the first federal large-load curtailment precedent means for NOI, leases, and site underwriting.
Virginia's $0.011/kWh data center tax took effect July 1 as New Jersey passed a 50 MW tariff bill and California weighs PG&E's proposal. How the who-pays wave reprices NOI across property types.
FERC ordered all six regional grid operators to justify or rewrite large-load interconnection rules. Speed to power now runs through six regional rulebooks, and site selection math changes with it.
Indianapolis advanced strict data center zoning as a third of Indiana counties restrict facilities and Missouri, Arkansas, and Massachusetts weigh moratoriums. Entitlement risk goes jurisdiction by jurisdiction.