The "Power Game" is shifting. Here’s what you need to know from this week’s Energy Story:
- Courts 3, White House 0: Three different federal judges have now lifted the "stop-work" orders on massive offshore wind projects, ruling that the administration failed to prove any urgent "national security" risk.
- A "Social Good" vs. A Commodity: PJM took the rare step of siding against the administration, arguing that stopping these projects causes "irreparable harm" to the reliability of the grid for 67 million people.
- The 15-Year Hook: A new bipartisan proposal suggests an "Emergency Capacity Auction" specifically for data centers. It would offer developers 15-year guaranteed revenue—a massive shift from the current (and often "useless") 1-year auction cycles.
- The "Parallel Grid" Risk: We explore the danger of creating two markets: a highly lucrative one for AI developers and a "starved" one for existing ratepayers.
- The 2028 Bottleneck: Even with guaranteed money, the world is running out of hardware. GE reports gas turbine availability is limited until late 2028, and new transmission capacity is essentially non-existent.
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