Dispatches
The news dispatches, on the record.
Power-industry news read for what it changes on a project schedule — filings, queue changes, order books and outages. This archive is closed: the report now publishes deep dives every other week, and these dispatches stay up as the record of what moved through mid-2026.
- Data Center Megaloads Meet Grid Friction: Expect A 12–36 Month Power GapNew large-load announcements, interconnection failures, and utility rate fights are converging; set against verified transformer and GSU lead times, projects now routinely face a year-plus schedule gap.
- Texas Data Centers Face Interconnection Shortfall As ERCOT Hits New Peak DemandAscend Analytics warns more than 80% of new large loads seeking interconnection in ERCOT won't have matching generation online by 2030. Set against equipment lead times, that is the setup for a finished data center waiting to energize.
- Texas Data Center Pause Threatens Nearly 300 GW Pipeline — Interconnection And Lead-Time Risks For DevelopersA governor-ordered pause on new data center interconnection approvals in Texas puts Oncor’s roughly 300 GW load pipeline in flux and raises the prospect of lengthy schedule gaps for finished facilities awaiting permanent power.
- The Turbine Line Grew 16 GW In One Quarter, And Most Of It Is Only A Place In LineGE Vernova's gas backlog and slot reservations climbed from 100 GW to 116 GW in the second quarter of 2026. Of the 20 GW signed, 18 GW were slot reservation agreements rather than firm orders — developers are now buying schedule, not equipment.
- San Antonio Gas-Power Lawsuit Puts Off-Grid Data Center Timelines Under the MicroscopeA legal challenge against on-site gas generation for a Texas AI campus shows how permitting risk, not just interconnection queues, can leave finished data center buildings without power for months.