Company
BloombergNEF is a research provider analyzing energy transition trends, including power generation costs, clean energy markets, and electric vehicles.
Heatmap counts at least $260 billion of data center investment canceled this year after local pushback, about half of it in the last three months. Governors in New York and Texas have paused new projects, so permitting delay is now a cost for AI buildouts.
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Bloomberg puts Texas data center shell and core at $11.3 million a megawatt, while Meta and BlackRock's $14 billion, 1 GW site works out to $14 million. BloombergNEF says the grid-connection halt Governor Greg Abbott called for could delay 49.8 GW and put up to $15 billion in costs and revenue at risk.
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BMW priced the 468-mile electric i3 50 xDrive at $61,500, $4,400 under the similarly powerful gas M350 xDrive. The cheapest 3 Series is still a $49,900 gas car, so the saving only reaches buyers who were already shopping in the mid-$60,000s.
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Power suppliers and equipment makers have lost multiple since June even as earnings and guidance rose. The Seeking Alpha analyst making that case puts the binding constraints in transformer queues and electrician hiring.
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Philadelphia has named two candidate data center sites, one of them in the Grays Ferry neighborhood that lived next to the East Coast's largest oil refinery, and residents there are already at City Hall asking for a moratorium.
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Executive Order 14420 reaches transactions from the day it was signed. Hardware bought in August and September sits inside a restriction the Department of Energy has four months to define. China holds about 80% of lithium-ion capacity.
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The late-August order bans foreign bulk-power equipment on national security grounds and names battery storage specifically, which puts the cheap Chinese cells behind record US deployment inside a bill of materials that has to be signed before the Department of Energy explains the rules.
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US data centres drew about 25GW in 2024, and BloombergNEF has them at 106GW by 2035. On that arithmetic, the question for anyone planning a cluster is when the megawatts arrive, not when the GPUs ship.
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ElectronX now lists hourly contracts on four US grids its own figures put at close to 60 percent of national load. The CFTC just let brokers in. Volume is still tiny.
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BloombergNEF tracks 99 on-site gas plants totalling 126 gigawatts. Run at normal rates they would add about a fifth to US power sector emissions, with no utility or grid operator vote.
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Nvidia confirmed it will underwrite the first 4.25GW at the Pike County site, after cutting its reported exposure from $250bn to $120bn. The scarce input here is credit, not GPUs.
Perspective Coverage
4 publishersReality
Project Big Pine is a 450-acre site sold on islanded gas generation. The utility path behind it does not deliver a first 300MW until Q2 2032, or the full 800MW until 2036.
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