Microsoft, Alphabet, and Meta shifted from spending to time-to-energy, how fast they can power buildings. Why access to power is now the binding constraint, and how owners can borrow the playbook.
A federal deadline forced grid operators to disclose how little spare power exists and to speed large-load connections. What the filings mean for power costs, who connects first, and onsite generation.
JLL finds power is now a primary driver of property value, with high-power leases renting up to 49% higher. Why that lands hard as $875 billion in CRE debt matures, and how distributed energy answers both.
Federal regulators ordered PJM to rewrite its rules to connect data centers faster. Why the move could ease the grid backlog for everyone, or let the largest users claim scarce capacity first.
Oil fell below $85 on deal hopes, but the cost of powering a building held. Why the five-year grid connection queue, not oil, is the real cost, and how onsite generation beats the wait.
PJM scheduled an emergency power auction for fall 2026 after its regular auctions fell short. What the shortfall signals for commercial electricity costs, reliability, and onsite power.