ERCOT batteries just posted a record 2.2 GW quarter, and revenue per kW-year has fallen from $193 in 2023 to $24. The market is building the one asset that is already eating its own margin.
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This week's Grid Report: a $4.2B pipe for an unnamed hyperscaler, a permit pause that kept processing, and the battery math. barrioenergy.com/news/article-6…
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Andi asks Dub for flat Panhandle land near 345 kV, minus the oil wells.
Barrio Grid finds the tracts, checks a canyon tract against 1 m USGS lidar, lays out 215 MW of trackers and renders it on the real ground.
What should we build next?
Barrio Grid finds the tracts, checks a canyon tract against 1 m USGS lidar, lays out 215 MW of trackers and renders it on the real ground.
What should we build next?
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Ivan retweeted
The fate of Texas and America is at stake. Vote for @KenPaxtonTX today.
Today is a great day to vote early in person for @KenPaxtonTX in Texas.
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Approvals are running ahead of leases. This week: a 1.5 GW campus cleared on a 3 to 2 county vote, a Michigan power contract with an 80% floor, and one priced lease, on a 4 MW building from 1989.
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Mount Pleasant, WI: Microsoft's amended plan goes from nine buildings and 5.2M sf to seven and 5.8M sf. Taxable value per acre falls from about $10M to $7.7M. Fewer, larger blocks, and the village takes the trade.
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Full roundup with deal specs and source links: barrioenergy.com/news/article-6…
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Texas froze new data center energization until ERCOT's audit reports on December 10. This week the money kept moving anyway: off-grid, on batteries, and on the balance sheet.
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Meanwhile the connected grid hit about 81 GW on a mid-October Wednesday (preliminary), against a 91.1 GW record in July. 474 GW of requests wait behind the audit.
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Full roundup, plus Nightpeak's 150 MW of new batteries and what to watch -> barrioenergy.com/news/article-6…
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Meet Andi, Barrio's AI analyst.
She screens a 273-acre Texas battery tract on Barrio Grid: whole-state map to a handwritten offer to the landowner in under 3 minutes, real time.
What should we build next?
She screens a 273-acre Texas battery tract on Barrio Grid: whole-state map to a handwritten offer to the landowner in under 3 minutes, real time.
What should we build next?
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AI teachers like at Alpha Academy charge $50k/yr per kid, [not knocking them, they have the best education offering out there and good for them] for software which scales infinitely at negligible cost, why aren’t there like 1000’s copy cat companies. Barrier to entry into heavily gov regulated institutions is definitely a problem, high friction setup, but hopefully it’s solved soon and we have cheap quality education for all soon.
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