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New York Pauses the Hyperscalers and Tells Them to Bring Their Own Power

New York Pauses the Hyperscalers and Tells Them to Bring Their Own Power

Governor Hochul signed the first statewide data center moratorium, pausing permits above 50 MW and directing regulators to make data centers fund their own distributed generation and storage.

Ceasefire Collapses. Inflation Runs on More Than Oil. Welcome to “The True Cost of Power.”

Ceasefire Collapses. Inflation Runs on More Than Oil. Welcome to “The True Cost of Power.”

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.

Six Grids, Six Rulebooks: FERC Orders Every Regional Operator to Rewrite Large-Load Interconnection

Six Grids, Six Rulebooks: FERC Orders Every Regional Operator to Rewrite Large-Load Interconnection

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.

The Mideast Energy War, Part 18: Oil Posts Its Worst Quarter Since the Pandemic. The Cost of Capital Did Not Follow.

The Mideast Energy War, Part 18: Oil Posts Its Worst Quarter Since the Pandemic. The Cost of Capital Did Not Follow.

Brent fell to $72 and posted its worst quarter since 2020, yet the 10-year Treasury holds near 4.38 percent and the 2s10s curve sits at 31 basis points. Part 18 reads the completed decoupling for commercial property financing and distributed power.

The Mideast Energy War, Part 17: Oil Hits a Pre-War Low. The Fed Just Signaled a Hike. The Decoupling Is Complete.

The Mideast Energy War, Part 17: Oil Hits a Pre-War Low. The Fed Just Signaled a Hike. The Decoupling Is Complete.

Brent fell to $75.57, a pre-war low, as the Strait of Hormuz reopens and trapped tankers clear the chokepoint. Yet the Fed dot plot flipped to a hike and the 10-year holds at 4.48%. Part 17 reads the completed decoupling for CRE.

112 Companies, $1.5 Trillion in Revenue, and a New Definition of Energy Security

112 Companies, $1.5 Trillion in Revenue, and a New Definition of Energy Security

112 companies ($1.5T revenue) urge governments to center electrification for energy security. Read what this means for CRE tenants, planners, and building value.

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