This map is why NextEra paid $66.8 billion. The combined entity covers Florida, Virginia, North Carolina, and South Carolina. → 10 million customer accounts → 110 GW of generation capacity → 130 GW of large-load opportunities in the pipeline → >80% regulated earnings That last number is the whole thesis. Regulated earnings backed by long-term contracts. Predictable cash flows. AI-linked demand locked in for decades. Virginia is the crown jewel. Northern Virginia's Data Center Alley the world's largest concentration of data centers sits inside Dominion's service territory. Google, Amazon, Microsoft, Meta, CoreWeave are already customers. The 130 GW of large load pipeline isn't a forecast. It's signed letters of intent from hyperscalers who need power and have nowhere else to go. NextEra brings Florida: 12 million people, one of the fastest-growing states in the US, and a utility already partnered with Google on nuclear restarts. Dominion brings the data center corridor stretching from Virginia through the Carolinas. Together they control the power infrastructure for the most electricity-intensive stretch of the US East Coast. Another data point for the trade I covered my latest article, the link for it is in the below comments👇

We love seeing CHESSA members' projects in the region we serve. Check out this one from member @ChabertonEnergy below ⤵️

From humble beginnings in 2014 to a coast-to-coast clean energy force—#WeAreAmpacity. We sat down with Ampacity President Eben Russell, VP of Customer Excellence Jay Miles, and CFO Crosby Fish to talk about where we've been, where we're headed, and what makes Ampacity a partner unlike any other in the industry. From our 350 professionals committed to customer service to our expanding footprint—including our Des Moines distribution facility serving customers across the Midwest—Ampacity is built for what the clean energy industry needs right now, and tomorrow too. Community solar. Utility distribution. Data centers. Electrical components. The energy needs of this country are growing fast, and we're growing with them. Our mission to accelerate #cleanenergy drives everything we do. And we're just getting started. 🔗 Learn more: ampacity.com/?utm_source=x&u… #EnergyTransition #TeamAmpacity

Alta's "Frank" Closing Day Party Has Been Cancelled. The sun-soaked gathering at Alta’s Punk Rock with jumps, silly awards, hot dogs (which are thrown at contenders), and plenty of throwback kits... will be no longer. powder.com/news/frank-cancel…

a barrel of oil can provide as much electricity as a 400W solar panel does annually. a barrel of oil runs $92 and comes with a few minor logistical complications. this year the solar panel should run less than $90; you can order online, ships in a week.

Former Goldman Sachs CEO tonight on EVs with Bill Maher: Bill: "Once you have one (EV) it seems barbaric to go to a gas station." Lloyd: "I want to get into a car, know I can drive 300 miles and don't have to have my fingers crossed that I can recharge it and don't have it take 2 hours." Bill: "Lloyd, mine goes 360 (miles)."