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Birmingham’s $3.2 Billion Tax Break
Everyone in Birmingham has spent three months arguing about this document. It is three pages. Most of what gets attributed to it is not in it. Most recent proposals expect…
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Municipals Wanted In
Rural America is served by about 2000 public electric companies serving about 57 million people. Working together at APPA, they are worth including in the analysis. This is how public…
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How Long Does It Actually Take to Install a Battery? Grid and Data Center Timelines
Four different clocks hide inside one question. Construction medians run about 275 days globally, but total time to market in the US and Europe is two to two-and-a-half years, and…
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US RTO Capacity Auction Prices (2022-2028) Summarized
This is a backgrounder Claude Opus created for me for articles above. I have not carefully factchecked it exdept what I quoted in the articles. DO NOT USE ANY DATA…
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Wall Streeter: Massive increase in Gas generation
Reputable source sees huge build of gas generation. I believe that renewables will keep gaining share, as they are in every other country We publish interesting analysis, even if we…
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Voltus Demands PJM Rules Must change for Demand Response
Voltus lowers peak demand rather than building new generation. Important facts PJM filed the Reliability Backstop Procurement on July 31, 2026. It is a one-time procurement aimed at the 6,831…
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Google 2025 Flexibility Deals Show Solution
Reducing demand 40-70 hours a year (1%) means the data center does not require generation upgrades that raise consumer prices. If the data center can cut demand or switch to…
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Columbia: Rising Electric Prices from Utility choices, not DC
By Robin Millican, Douglas J. Arent, and David Sandalow | Center on Global Energy Policy, Columbia SIPA, June 23, 2026 Drawing on new LBNL/Brattle data and a CGEP roundtable series,…
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The Effects of Load Growth on Electricity Prices in the United States: A Literature Review
From Columbia. electricity prices rose more than twice as fast as inflation in 2025 — a break from six years of tracking it — and the culprit isn’t data centers…
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New Jersey Requires Flexible DC Connections, Energy Saving
Gov. Sherrill signed the reconciled S731/A796 into law on June 30, 2026, ordering the Board of Public Utilities to build a mandatory tariff class for “large data center customers” —…