Energy Infrastructure is a topic tracked in our intelligence system with 5 linked articles.
FERC, under Chairman Laura Swett, is proposing to ease the federal regulatory pathway for natural gas pipeline and LNG projects, framing infrastructure bottlenecks rather than supply as the binding constraint on U.S. gas reaching market.
PJM Interconnection will study SoftBank's proposed 'Flagship' Ohio project — roughly 10 GW of AI data center load, ~10.2 GW of gas-fired generation, and new 765-kV transmission lines built by AEP Ohio — under a state agreement approach rather than the standard queue process.
Romania's first grid capacity auction closed with 12 applications totaling 491 MW; bidding begins Oct 30 and network reinforcements are required.
Data-center builds take 18–24 months, but European grid interconnection can take 7–10 years in the FLAP-D cluster, creating a major timing and ROI risk.
The piece surveys European startups developing nuclear, geothermal, and tidal power to support the continent’s growing AI-driven data-center footprint, highlighting energy supply as a key constraint and a frontier for investment and deployment.
LLMs have a fundamental security vulnerability, a New Mexico geothermal plant was revived with better drilling, and SK Hynix pay-to-profit perks are substantial, all amid regulatory moves like a US robot ban and a New York data-center moratorium.
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