# Grid Brief

> Fossil fuels, renewables, nuclear, and the grid. Read by investors, executives, engineers, policymakers, and more.

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## Posts
- [Nvidia’s $250B Backstop // FERC’s GETs Push // PJM Cost Fight](https://www.gridbrief.com/p/nvidia-s-250b-backstop-ferc-s-gets-push-pjm-cost-fight): OpenAI’s Ohio plan puts AI infrastructure finance on the grid’s front page, FERC eyes incentives for grid-enhancing tech, and ratepayer advocates press PJM on data center transmission costs.
- [BofA Sees 100-GW Gap // Google’s Arkansas Bet // PJM’s $6B Data Center Bill](https://www.gridbrief.com/p/bofa-sees-100-gw-gap-google-s-arkansas-bet-pjm-s-6b-data-center-bill): BofA sees a 100-GW supply gap, LBNL says retail rates are rising faster than inflation, and Google backs a 2.5-GW Arkansas solar and storage project.
- [PJM Gas Snag // Grid Fixes // Nuclear Loan Bet](https://www.gridbrief.com/p/pjm-gas-snag-grid-fixes-nuclear-loan-bet): PJM wrestles with a fast-track gas plant waiver, Columbia makes the case for cheaper grid fixes, and DOE puts $17.5 billion behind new AP1000 reactors.
- [Utility Bills Bite // Sweden Picks SMRs // San Francisco Bans Gas](https://www.gridbrief.com/p/utility-bills-bite-sweden-picks-smrs-san-francisco-bans-gas): Fitch turns negative on utilities as rate politics heat up, Sweden chooses Rolls-Royce for new nuclear, and San Francisco adds an all-electric rule for major renovations.
- [FirstEnergy v. Data Centers // SPP’s CHILLS Plan // Coal’s $850M Lifeline](https://www.gridbrief.com/p/firstenergy-v-data-centers-spp-s-chills-plan-coal-s-850m-lifeline): The data center fight is moving from slogans to tariff sheets, curtailment rules, coal rescues, and the strange new possibility that your Chevy might become a grid asset.
- [Google Buys Flex // Transmission Competition // Three Mile Restart](https://www.gridbrief.com/p/google-buys-flex-transmission-competition-three-mile-restart): Google funds a 100-MW VPP in PJM, R Street makes the case for competitive transmission, and Three Mile Island's restart gets a FERC shortcut.
- [Who Pays for AI Power // PJM’s Backstop Auction // Floating Data Centers](https://www.gridbrief.com/p/who-pays-for-ai-power-pjm-s-backstop-auction-floating-data-centers): The data center fight is shifting from vibes to invoices: grid access, capacity costs, uplift payments, commercial load growth, and weird little wave-powered server buoys.
- [NextEra’s 130-GW Bet // Pennsylvania’s Load Tariff // Commercial Power Takes Over](https://www.gridbrief.com/p/nextera-s-130-gw-bet-pennsylvania-s-load-tariff-commercial-power-takes-over): The AI power fight is moving from siting fights to cost allocation, utility consolidation, tariff design, and the awkward little question of who pays to build the grid.
- [NIMBYs Hate AI // PJM’s Market Reckoning // Europe Needs Gas](https://www.gridbrief.com/p/nimbys-hate-ai-pjm-s-market-reckoning-europe-needs-gas): Americans oppose local AI infrastructure by almost 3-to-1, PJM faces a governance reckoning, and Europe starts looking for domestic gas as Hormuz tightens the vise.
- [PJM Fast-Tracks 11.8 GW // ACP Counts the Cost of Capacity Delays // Texas Has 410 GW in Load Requests](https://www.gridbrief.com/p/pjm-fast-tracks-11-8-gw-acp-counts-the-cost-of-capacity-delays-texas-has-410-gw-in-load-requests): PJM is moving 51 projects to the front of the line, ACP puts a human cost on data center moratoria, and Texas is finding out what happens when every developer treats the grid queue like a free lottery ticket.
- [NJ Nuclear Renaissance // Data Center Strains // AEP Weighs PJM/SPP Exit](https://www.gridbrief.com/p/nj-nuclear-renaissance-data-center-strains-aep-weighs-pjm-spp-exit): This week, we examine shifts in nuclear policy, the reliability threat from AI data centers, and the need for peaker plants through 2029.
- [PJM Capacity Fight // China’s Power Reality // Turbine Bottlenecks](https://www.gridbrief.com/p/pjm-capacity-fight-china-s-power-reality-turbine-bottlenecks): Capacity fights hit PJM, prices climb, and a $1.4T grid buildout starts to show its seams.
- [Solar Overtakes Coal // Court Revives 57 GW // New England Wants $1.5B Back](https://www.gridbrief.com/p/solar-overtakes-coal-court-revives-57-gw-new-england-wants-1-5b-back): Ember says clean power met all demand growth in 2025, a federal court blocks Trump-era anti-renewables moves, and ratepayers in New England want their transmission money back.
- [FERC Tests the Lines // MISO’s 35% Jump // The Scarcity Trap](https://www.gridbrief.com/p/ferc-tests-the-lines-miso-s-35-jump-the-scarcity-trap): Federal regulators edge into data center rules, MISO braces for a 35% load jump, and a new white paper argues America didn’t run out of power. It ran out of permission to build.
- [Colorado Optimizes // $1.4T Buildout // BYO Power // Free Electricity (Sort Of)](https://www.gridbrief.com/p/colorado-optimizes-1-4t-buildout-byo-power-free-electricity-sort-of): A $1.4T build cycle, states squeezing more out of the grid, and Britain paying people to use power.
- [PJM’s Capacity Patch // Fusion Gets Another Push // Cyber Vigilance Rises // Turbine Crunch Deepens](https://www.gridbrief.com/p/pjm-s-capacity-patch-fusion-gets-another-push-cyber-vigilance-rises-turbine-crunch-deepens): PJM is moving to secure new generation, Washington is leaning further into fusion, and the real constraint on gas buildout may now be the factory floor.
- [Pew Shift // Rate Hikes March On // Nuclear Money in Texas // Western Markets Link Up](https://www.gridbrief.com/p/pew-shift-rate-hikes-march-on-nuclear-money-in-texas-western-markets-link-up): Public opinion bends, bills rise, and the grid keeps doing what it always does: forcing reality into the conversation.