The NextEra‑Dominion Merger shifts real pricing power to equipment access. With multi‑year transformer lead times and PJM capacity caps expiring, behind‑the‑meter strategy becomes an economic necessity, and what owners should model now.
Grid reliability, utility rate hikes, data center demand, and evolving energy policy. Explore the biggest developments shaping commercial real estate, electrification, and energy resilience this week.
The U.S. interconnection queue holds ~2,600 GW with a median 5-year wait. FERC’s CHILLS and MISO’s 35% peak-load forecast show why time-to-power now drives site value.
Power access defines winners in this week's energy market. Explore how surging utility rate hikes and local data center moratoriums are reshaping property economics, and why onsite generation is becoming a mandatory hedge in today's landscape.
A Kuwait airport strike has upended late-May optimism around a U.S.-Iran cease-fire, pushing oil risk, Treasury pressure, and refinancing uncertainty back into focus for commercial real estate owners and distributed energy investors.
Part 13 in our ongoing coverage of the Mideast conflict and its implications for property, infrastructure, and the built environment.