WEBVTT

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<v Sarah>FERC <00:00:00.368>just <00:00:00.610>stopped <00:00:01.017>asking <00:00:01.400>how <00:00:01.707>PJM <00:00:02.240>vets <00:00:02.600>big <00:00:02.813>loads <00:00:03.380>and <00:00:03.720>started <00:00:04.057>asking <00:00:04.500>who <00:00:04.864>runs <00:00:05.280>PJM <00:00:05.787>at <00:00:05.940>all.

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<v Sarah>If <00:00:07.470>you're <00:00:07.674>just <00:00:07.814>catching <00:00:08.250>up: <00:00:08.757>PJM's <00:00:09.743>AI-load <00:00:10.310>problem <00:00:10.770>has <00:00:10.940>already <00:00:11.343>moved <00:00:11.679>beyond <00:00:12.152>forecast <00:00:12.730>risk <00:00:13.170>and <00:00:13.578>into <00:00:13.816>market <00:00:14.181>design.

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<v Sarah>The <00:00:15.496>market <00:00:15.820>monitor <00:00:16.250>says <00:00:16.634>data <00:00:16.930>centers <00:00:17.250>account <00:00:17.570>for <00:00:17.930>6.3 <00:00:18.800>billion <00:00:19.410>dollars — <00:00:20.330>38 <00:00:20.790>percent — <00:00:21.583>of <00:00:21.710>the <00:00:21.827>latest <00:00:22.241>capacity-auction <00:00:23.220>charges.

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<v Sarah>PJM's <00:00:25.004>moving <00:00:25.263>ahead <00:00:25.562>with <00:00:25.730>its <00:00:26.010>CIFP-LLA <00:00:27.274>framework

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<v Sarah>while <00:00:28.541>Monitoring <00:00:29.114>Analytics <00:00:29.743>keeps <00:00:30.060>pushing <00:00:30.475>generation-backed <00:00:31.597>large <00:00:32.010>loads <00:00:32.623>or <00:00:33.090>a <00:00:33.183>separate <00:00:33.674>backstop <00:00:34.218>mechanism <00:00:34.703>to <00:00:34.850>cover <00:00:35.098>them.

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<v Matt>This <00:00:36.997>is <00:00:37.230>The <00:00:37.354>Data <00:00:37.667>Center <00:00:38.077>Daily.

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<v Matt>Today, <00:00:39.610>FERC <00:00:39.903>takes <00:00:40.223>on <00:00:40.490>PJM <00:00:40.948>governance.

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<v Matt>We've <00:00:42.154>also <00:00:42.470>got <00:00:42.730>OpenAI's <00:00:43.730>20-billion-dollar <00:00:44.630>Georgia <00:00:45.103>build <00:00:45.490>and <00:00:45.962>Ohio <00:00:46.490>quietly <00:00:47.110>scrapping <00:00:47.570>a <00:00:47.690>rule.

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<v Matt>Stick <00:00:48.799>around — <00:00:49.470>the <00:00:49.601>receipts <00:00:50.250>are <00:00:50.586>ugly.

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<v Sarah>Start <00:00:51.482>with <00:00:51.690>FERC <00:00:52.130>and <00:00:52.310>who <00:00:52.534>actually <00:00:52.952>controls <00:00:53.470>the <00:00:53.626>grid.

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<v Matt>We're <00:00:55.250>staying <00:00:55.583>on <00:00:55.903>PJM <00:00:56.583>large-load <00:00:57.430>integration <00:00:58.170>plan — <00:00:59.084>follow <00:00:59.330>the <00:00:59.530>show <00:00:59.950>and <00:01:00.270>you <00:01:00.370>won't <00:01:00.634>miss <00:01:00.922>what <00:01:01.103>comes <00:01:01.466>next.

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<v Sarah>From <00:01:03.894>Laila <00:01:04.222>Kearney <00:01:04.627>at <00:01:04.814>95.7 <00:01:06.067>KELO-FM:

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<v Quote>NEW <00:01:08.195>YORK, <00:01:08.579>July <00:01:08.867>23 <00:01:09.547>(Reuters) – <00:01:10.947>U.S.

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<v Quote>energy <00:01:11.635>officials <00:01:12.118>questioned <00:01:12.814>PJM <00:01:13.334>Interconnection’s <00:01:14.200>power <00:01:14.507>structure <00:01:14.920>on <00:01:15.080>Thursday <00:01:15.694>as <00:01:16.118>regulators <00:01:16.667>weigh <00:01:16.947>reforms <00:01:17.534>to <00:01:17.627>the <00:01:17.787>country’s <00:01:18.207>largest <00:01:18.680>power

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<v Quote>grid <00:01:19.614>which <00:01:19.814>faces <00:01:20.167>the <00:01:20.277>growing <00:01:20.675>risk <00:01:20.920>of <00:01:21.080>blackouts <00:01:21.720>as <00:01:21.891>data <00:01:22.181>center <00:01:22.456>demand <00:01:22.920>soars <00:01:23.387>and <00:01:23.781>little <00:01:24.027>new <00:01:24.194>electricity <00:01:24.764>supply <00:01:25.160>is <00:01:25.320>added.

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<v Sarah>FERC <00:01:26.342>held <00:01:26.510>a <00:01:26.598>technical <00:01:27.074>conference <00:01:27.572>Thursday

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<v Sarah>and <00:01:28.570>the <00:01:28.697>focus <00:01:29.078>went <00:01:29.323>straight <00:01:29.803>to <00:01:30.123>PJM's <00:01:30.848>governance: <00:01:31.807>should <00:01:32.170>the <00:01:32.270>board <00:01:32.523>of <00:01:32.692>managers <00:01:33.243>be <00:01:33.414>more <00:01:33.723>independent <00:01:34.363>of <00:01:34.490>the <00:01:34.606>utilities <00:01:35.150>and <00:01:35.323>power <00:01:35.646>producers <00:01:36.182>that

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<v Sarah>vote <00:01:36.603>on <00:01:36.730>the <00:01:36.870>rules? <00:01:38.358>That's <00:01:38.510>a <00:01:38.582>different <00:01:38.939>animal <00:01:39.382>from <00:01:39.550>the <00:01:39.718>show-cause <00:01:40.367>orders <00:01:40.763>we've <00:01:40.982>been <00:01:41.172>tracking.

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<v Sarah>Those <00:01:42.530>focused <00:01:42.977>on <00:01:43.090>how <00:01:43.457>PJM <00:01:43.990>vets <00:01:44.390>large <00:01:44.883>loads.

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<v Sarah>Now <00:01:46.150>FERC's <00:01:46.527>asking <00:01:46.930>who <00:01:47.154>actually <00:01:47.574>runs <00:01:47.850>the <00:01:47.990>grid <00:01:48.358>buckling <00:01:48.830>under <00:01:49.078>them.

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<v Matt>Right — <00:01:50.910>you've <00:01:51.150>got <00:01:51.350>a <00:01:51.510>multilayered <00:01:52.390>vote <00:01:52.777>where <00:01:53.159>transmission <00:01:53.807>owners <00:01:54.190>and <00:01:54.377>plant <00:01:54.766>operators <00:01:55.334>help <00:01:55.650>set <00:01:55.850>the <00:01:56.003>rules

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<v Matt>then <00:01:57.130>the <00:01:57.257>board <00:01:57.636>rubber-stamps <00:01:58.422>them <00:01:58.603>at <00:01:58.750>the <00:01:58.970>end.

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<v Matt>That's <00:02:00.250>the <00:02:00.363>accountability <00:02:01.177>black <00:02:01.558>hole <00:02:01.770>the <00:02:01.892>senators <00:02:02.422>were <00:02:02.607>poking <00:02:03.003>at <00:02:03.179>Monday, <00:02:04.047>except <00:02:04.510>now <00:02:05.030>FERC's <00:02:05.487>naming <00:02:05.850>the <00:02:05.967>target <00:02:06.390>out <00:02:06.742>loud.

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<v Matt>And <00:02:07.937>it's <00:02:08.110>not <00:02:08.288>rhetorical <00:02:08.940>anymore.

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<v Matt>PJM's <00:02:10.690>got <00:02:10.902>something <00:02:11.238>like <00:02:11.499>twelve <00:02:11.990>gigawatts <00:02:12.683>of <00:02:12.857>large <00:02:13.270>load <00:02:13.617>in <00:02:13.690>the <00:02:13.817>queue

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<v Matt>on <00:02:14.670>a <00:02:14.790>grid <00:02:15.160>serving <00:02:15.670>67 <00:02:16.520>million <00:02:16.927>people <00:02:17.390>and <00:02:17.770>the <00:02:17.897>world's <00:02:18.403>densest <00:02:19.046>pile <00:02:19.457>of <00:02:19.574>data <00:02:19.900>centers.

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<v Matt>Make <00:02:21.290>the <00:02:21.403>board <00:02:21.718>more <00:02:21.963>independent, <00:02:22.990>and <00:02:23.130>you're <00:02:23.394>changing <00:02:23.770>the <00:02:23.910>body <00:02:24.262>that <00:02:24.470>decides <00:02:25.094>what <00:02:25.464>clears.

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<v Matt>So <00:02:27.010>put <00:02:27.210>the <00:02:27.323>question <00:02:27.817>there.

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<v Sarah>The <00:02:28.923>catch <00:02:29.297>is, <00:02:29.910>if <00:02:30.110>FERC <00:02:30.443>restructures <00:02:31.243>PJM's <00:02:31.808>governance, <00:02:32.763>it <00:02:32.934>also <00:02:33.230>has <00:02:33.403>to <00:02:33.550>say <00:02:33.730>who's <00:02:34.037>accountable <00:02:34.590>for <00:02:34.730>the <00:02:34.854>ratepayer <00:02:35.334>bill <00:02:35.606>that <00:02:35.760>follows.

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<v Sarah>We'll <00:02:37.150>get <00:02:37.297>to <00:02:37.382>that <00:02:37.567>dollar <00:02:37.956>figure <00:02:38.283>later <00:02:38.598>this <00:02:38.870>hour.

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<v Matt>Yeah, <00:02:40.510>because <00:02:40.830>a <00:02:40.950>reformed <00:02:41.577>board <00:02:41.942>that <00:02:42.137>still <00:02:42.537>greenlights <00:02:43.210>the <00:02:43.334>same <00:02:43.643>trend <00:02:43.990>line <00:02:44.470>is <00:02:44.838>just <00:02:45.070>the <00:02:45.250>old <00:02:45.487>rubber <00:02:45.897>stamp <00:02:46.262>with <00:02:46.430>a <00:02:46.523>fresh <00:02:46.890>org <00:02:47.257>chart.

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<v Sarah>Marshall <00:02:49.010>Benveniste, <00:02:49.820>writing <00:02:50.223>in <00:02:50.402>ConstructConnect:

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<v Quote>OpenAI <00:02:52.848>said <00:02:53.003>it <00:02:53.088>will <00:02:53.273>invest <00:02:53.656>$20 <00:02:54.116>billion <00:02:54.869>to <00:02:55.010>launch <00:02:55.276>Project <00:02:55.776>Camellia <00:02:56.549>in <00:02:56.716>Effingham <00:02:57.182>County

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<v Quote>Ga. <00:02:58.302>making <00:02:58.596>the <00:02:58.720>site <00:02:58.996>one <00:02:59.109>of <00:02:59.256>the <00:02:59.426>largest <00:02:59.909>AI <00:03:00.224>infrastructure <00:03:00.967>projects <00:03:01.596>now <00:03:01.822>moving <00:03:02.130>toward <00:03:02.383>development <00:03:02.949>in <00:03:03.076>the <00:03:03.192>Southeast.

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<v Quote>The <00:03:04.556>project’s <00:03:05.136>3.2-gigawatt <00:03:06.563>power <00:03:06.949>requirement

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<v Quote>to <00:03:07.909>be <00:03:08.056>delivered <00:03:08.469>in <00:03:08.645>phases <00:03:09.104>from <00:03:09.376>2028 <00:03:10.123>to <00:03:10.336>2032

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<v Quote>points <00:03:11.829>to <00:03:11.976>a <00:03:12.083>multi-year <00:03:12.785>construction <00:03:13.443>cycle <00:03:13.840>tied <00:03:14.149>as <00:03:14.304>much <00:03:14.549>to <00:03:14.720>grid <00:03:15.016>and <00:03:15.196>utility <00:03:15.680>work <00:03:16.096>as <00:03:16.469>to <00:03:16.596>the <00:03:16.704>data <00:03:16.930>center <00:03:17.184>buildings <00:03:17.667>themselves.

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<v Sarah>The <00:03:18.966>Georgia <00:03:19.296>numbers <00:03:19.686>haven't <00:03:20.036>changed <00:03:20.566>since <00:03:20.819>we <00:03:20.966>led <00:03:21.118>with <00:03:21.294>them — <00:03:22.000>twenty <00:03:22.276>billion

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<v Sarah>3.2 <00:03:24.026>gigawatts <00:03:24.574>into <00:03:24.826>Effingham <00:03:25.303>County

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<v Sarah>phased <00:03:26.558>from <00:03:26.846>2028 <00:03:27.686>through <00:03:28.126>2032.

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<v Sarah>The <00:03:29.846>new <00:03:30.046>piece <00:03:30.499>is <00:03:30.626>the <00:03:30.750>role <00:03:31.102>OpenAI's <00:03:31.863>taking <00:03:32.286>on: <00:03:32.670>lead <00:03:33.308>designer <00:03:33.866>and <00:03:34.110>developer.

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<v Sarah>At <00:03:35.518>this <00:03:35.699>scale, <00:03:36.339>it's <00:03:36.546>the <00:03:36.646>first <00:03:36.894>time <00:03:37.166>OpenAI's <00:03:37.922>building <00:03:38.246>its <00:03:38.426>own <00:03:38.676>compute <00:03:39.206>instead <00:03:39.513>of <00:03:39.616>leasing <00:03:40.046>it.

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<v Sarah>And <00:03:40.873>it <00:03:40.979>comes <00:03:41.266>the <00:03:41.390>same <00:03:41.694>week <00:03:41.906>the <00:03:42.006>Journal <00:03:42.346>put <00:03:42.606>OpenAI's <00:03:43.290>spending <00:03:43.676>through <00:03:44.046>2030 <00:03:44.899>at <00:03:45.235>around <00:03:45.846>$750 <00:03:46.986>billion, <00:03:48.419>up <00:03:48.574>from <00:03:48.846>$600 <00:03:49.496>billion <00:03:50.176>earlier <00:03:50.558>this <00:03:50.766>year.

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<v Matt>Lead <00:03:52.357>designer <00:03:52.986>and <00:03:53.222>developer <00:03:53.783>sounds <00:03:54.193>great <00:03:54.646>until <00:03:55.286>you <00:03:55.506>ask <00:03:55.886>who <00:03:56.206>eats <00:03:56.546>the <00:03:56.670>grid <00:03:56.990>work.

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<v Matt>Georgia <00:03:58.353>Power's <00:03:58.810>handling <00:03:59.206>the <00:03:59.386>utility <00:03:59.859>buildout <00:04:00.466>for <00:04:00.806>a <00:04:00.926>3.2-gigawatt <00:04:02.446>ramp, <00:04:03.126>and <00:04:03.278>that <00:04:03.486>ramp <00:04:03.886>runs <00:04:04.286>to <00:04:04.806>2032.

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<v Matt>I <00:04:06.414>want <00:04:06.654>this <00:04:06.899>on <00:04:07.026>the <00:04:07.155>record: <00:04:08.019>if <00:04:08.206>OpenAI <00:04:08.910>flexes <00:04:09.422>load <00:04:09.833>in <00:04:09.906>the <00:04:10.033>first <00:04:10.466>hot <00:04:10.846>August, <00:04:11.766>who <00:04:11.950>backstops <00:04:12.626>the <00:04:12.748>capacity <00:04:13.306>Georgia <00:04:13.793>Power <00:04:14.186>already <00:04:14.675>priced <00:04:15.166>in?

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<v Matt>It's <00:04:16.406>the <00:04:16.558>same <00:04:16.739>accountability <00:04:17.539>fight <00:04:17.926>FERC <00:04:18.334>just <00:04:18.583>opened <00:04:18.972>around <00:04:19.459>PJM, <00:04:20.566>playing <00:04:20.906>out <00:04:21.139>in <00:04:21.286>a <00:04:21.358>different <00:04:21.713>state.

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<v Sarah>Here's <00:04:23.259>Marin <00:04:23.606>Holt <00:04:24.006>at <00:04:24.246>MGRID:

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<v Quote>Data <00:04:25.562>centers <00:04:25.952>accounted <00:04:26.352>for <00:04:26.512>$6.3 <00:04:27.312>billion

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<v Quote>or <00:04:28.632>38% <00:04:29.859>of <00:04:29.952>the <00:04:30.112>$16.4 <00:04:31.132>billion <00:04:31.859>in <00:04:31.982>charges <00:04:32.504>from <00:04:32.792>PJM <00:04:33.245>Interconnection’s <00:04:34.040>most <00:04:34.278>recent <00:04:34.623>capacity <00:04:35.242>auction

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<v Quote>Joseph <00:04:36.452>Bowring <00:04:37.232>president <00:04:37.645>of <00:04:37.772>the <00:04:37.880>grid <00:04:38.125>operator’s <00:04:38.679>independent <00:04:39.238>market <00:04:39.562>monitor

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<v Quote>said <00:04:40.605>in <00:04:40.765>an <00:04:40.925>email <00:04:41.245>to <00:04:41.412>Utility <00:04:41.912>Dive <00:04:42.276>reported <00:04:42.685>on <00:04:42.856>July <00:04:43.272>20

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<v Quote>2026 <00:04:45.059>as <00:04:45.299>PJM <00:04:45.805>prepares <00:04:46.285>to <00:04:46.456>file <00:04:46.752>a <00:04:46.854>capacity <00:04:47.416>backstop <00:04:47.965>proposal <00:04:48.424>with <00:04:48.602>federal <00:04:49.017>regulators.

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<v Sarah>Now <00:04:50.449>we <00:04:50.604>have <00:04:50.816>the <00:04:50.956>per-auction <00:04:51.820>breakdown.

55
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<v Sarah>Bowring's <00:04:53.496>monitor <00:04:53.980>puts <00:04:54.300>data <00:04:54.606>centers <00:04:55.009>at <00:04:55.196>$6.3 <00:04:56.106>billion <00:04:56.929>of <00:04:57.056>the <00:04:57.185>latest <00:04:57.676>$16.4 <00:04:58.886>billion <00:04:59.587>capacity <00:05:00.256>auction — <00:05:01.476>38%.

56
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<v Matt>And <00:05:02.476>38% <00:05:03.756>is <00:05:04.076>the <00:05:04.316>low <00:05:04.652>read.

57
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<v Matt>Across <00:05:06.220>four <00:05:06.547>auctions, <00:05:07.564>data <00:05:07.816>centers <00:05:08.276>account <00:05:08.616>for <00:05:08.836>$29.4 <00:05:10.286>billion <00:05:11.296>out <00:05:11.649>of <00:05:11.836>$63.6 <00:05:13.316>billion — <00:05:14.716>46%.

58
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<v Matt>So <00:05:16.996>the <00:05:17.162>latest <00:05:17.482>number <00:05:17.809>is <00:05:17.956>a <00:05:18.096>dip.

59
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<v Sarah>A <00:05:19.156>dip, <00:05:19.956>and <00:05:20.136>one <00:05:20.360>customer <00:05:20.783>class <00:05:21.169>is <00:05:21.316>still <00:05:21.562>eating <00:05:21.893>almost <00:05:22.300>half <00:05:22.609>of <00:05:22.748>what <00:05:22.896>the <00:05:22.996>whole <00:05:23.253>region <00:05:23.660>paid <00:05:23.943>to <00:05:24.044>keep <00:05:24.256>the <00:05:24.362>lights <00:05:24.743>on.

60
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<v Matt>Tie <00:05:25.756>that <00:05:25.996>back <00:05:26.369>to <00:05:26.496>the <00:05:26.636>FERC <00:05:26.996>piece <00:05:27.249>we <00:05:27.420>just <00:05:27.796>hit — <00:05:28.549>regulators <00:05:29.323>questioning <00:05:29.916>who <00:05:30.218>actually <00:05:30.812>runs <00:05:31.409>PJM.

61
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<v Matt>If <00:05:33.236>FERC <00:05:33.506>reforms <00:05:34.036>the <00:05:34.223>board, <00:05:35.068>does <00:05:35.244>that <00:05:35.516>$6.3 <00:05:36.506>billion <00:05:37.372>line <00:05:37.852>bend, <00:05:38.823>or <00:05:38.924>does <00:05:39.156>a <00:05:39.276>shiny <00:05:39.736>new <00:05:40.009>board <00:05:40.522>rubber-stamp <00:05:41.249>it <00:05:41.456>too?

62
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<v Sarah>PJM's <00:05:42.956>also <00:05:43.345>filing <00:05:43.796>a <00:05:43.907>capacity <00:05:44.540>backstop <00:05:45.107>proposal.

63
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<v Sarah>The <00:05:46.289>stakeholder <00:05:46.766>version <00:05:47.183>calls <00:05:47.556>for <00:05:47.703>an <00:05:47.816>auction <00:05:48.289>covering <00:05:48.766>roughly <00:05:49.356>6.8 <00:05:50.136>gigawatts <00:05:50.876>as <00:05:51.084>soon <00:05:51.303>as <00:05:51.412>September, <00:05:52.412>with <00:05:52.516>a <00:05:52.716>$555-per-MW-day <00:05:55.596>cost <00:05:56.016>cap.

64
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<v Matt>A <00:05:57.136>cap <00:05:57.516>on <00:05:57.716>the <00:05:57.889>thing <00:05:58.188>that <00:05:58.386>already <00:05:58.938>accounts <00:05:59.476>for <00:05:59.756>46% <00:06:00.743>of <00:06:00.816>the <00:06:00.972>bill.

65
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<v Matt>I'll <00:06:02.446>believe <00:06:02.823>in <00:06:02.896>the <00:06:03.076>cap <00:06:03.468>when <00:06:03.636>I <00:06:03.756>see <00:06:04.056>who's <00:06:04.369>on <00:06:04.516>the <00:06:04.684>hook <00:06:04.929>if <00:06:05.063>it <00:06:05.196>breaks.

66
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<v Sarah>From <00:06:07.202>Jess <00:06:07.522>Huff <00:06:07.805>at <00:06:07.878>The <00:06:08.005>Texas <00:06:08.408>Tribune:

67
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<v Quote>A <00:06:10.516>controversial <00:06:11.265>data <00:06:11.608>center <00:06:11.805>project <00:06:12.278>in <00:06:12.433>East <00:06:12.705>Texas <00:06:13.212>is <00:06:13.478>no <00:06:13.631>longer <00:06:13.962>moving <00:06:14.355>forward <00:06:14.785>after <00:06:15.225>the <00:06:15.385>company <00:06:15.729>said <00:06:16.038>it <00:06:16.191>wouldn’t <00:06:16.598>be <00:06:16.737>able <00:06:16.918>to <00:06:17.082>comply <00:06:17.457>with <00:06:17.625>Gov.

68
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<v Quote>Greg <00:06:18.282>Abbott’s <00:06:18.745>development <00:06:19.241>standards.

69
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<v Quote>Kansas-based <00:06:21.105>Diode <00:06:21.478>Ventures <00:06:21.945>had <00:06:22.118>proposed <00:06:22.581>building <00:06:22.945>a <00:06:23.073>data <00:06:23.311>center <00:06:23.638>in <00:06:23.785>Henderson <00:06:24.202>County <00:06:24.657>near <00:06:25.172>Cedar <00:06:25.558>Creek <00:06:25.885>Reservoir

70
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<v Quote>a <00:06:26.927>historic <00:06:27.492>waterway <00:06:28.038>in <00:06:28.185>a <00:06:28.273>community <00:06:28.755>heavily <00:06:29.167>involved <00:06:29.692>in <00:06:29.798>water <00:06:30.127>conservation.

71
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<v Sarah>Diode <00:06:31.834>Ventures <00:06:32.288>is <00:06:32.381>out <00:06:32.528>of <00:06:32.621>Henderson <00:06:33.050>County.

72
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<v Sarah>The <00:06:34.085>East <00:06:34.421>Texas <00:06:34.891>project <00:06:35.434>is <00:06:35.592>officially <00:06:36.173>withdrawn.

73
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<v Sarah>The <00:06:37.431>company's <00:06:37.918>stated <00:06:38.318>reason: <00:06:38.901>it <00:06:39.255>couldn't <00:06:39.589>meet <00:06:39.838>Abbott's <00:06:40.308>development <00:06:40.893>standards.

74
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<v Matt>Five <00:06:42.531>million <00:06:43.391>gallons <00:06:44.074>of <00:06:44.245>lake <00:06:44.554>water <00:06:44.901>a <00:06:45.081>day <00:06:45.488>by <00:06:45.765>year <00:06:46.133>five

75
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<v Matt>pulled <00:06:47.253>from <00:06:47.434>Cedar <00:06:47.754>Creek <00:06:48.081>Reservoir <00:06:48.641>for <00:06:48.861>a <00:06:48.981>site <00:06:49.354>in <00:06:49.501>a <00:06:49.601>subdivision

76
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<v Matt>in <00:06:50.781>a <00:06:50.885>community <00:06:51.521>heavily <00:06:51.994>involved <00:06:52.474>in <00:06:52.634>water <00:06:52.969>conservation.

77
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<v Matt>That's <00:06:54.725>damn <00:06:55.029>near <00:06:55.321>two <00:06:55.701>billion <00:06:56.321>gallons <00:06:56.781>a <00:06:56.901>year <00:06:57.269>from <00:06:57.501>a <00:06:57.605>lake <00:06:57.909>that's <00:06:58.241>already <00:06:58.701>running <00:06:59.081>low.

78
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<v Sarah>And <00:07:00.154>it'd <00:07:00.389>take <00:07:00.621>a <00:07:00.695>twelve-year <00:07:01.194>buildout <00:07:01.648>to <00:07:01.741>get <00:07:01.914>there.

79
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<v Sarah>The <00:07:02.952>withdrawal <00:07:03.507>leaves <00:07:03.801>the <00:07:03.914>water <00:07:04.234>question <00:07:04.721>hanging.

80
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<v Matt>The <00:07:05.621>standards <00:07:06.318>worked <00:07:06.688>as <00:07:06.781>a <00:07:06.878>filter <00:07:07.285>here.

81
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<v Matt>A <00:07:08.398>Kansas <00:07:08.798>outfit <00:07:09.175>looked <00:07:09.434>at <00:07:09.587>Abbott's <00:07:10.008>rules, <00:07:10.701>did <00:07:10.841>the <00:07:10.965>lake <00:07:11.301>math, <00:07:11.981>and <00:07:12.170>walked.

82
00:07:12.931 --> 00:07:21.141
<v Matt>Compare <00:07:13.733>that <00:07:13.893>with <00:07:14.234>PJM: <00:07:15.437>sometimes <00:07:15.981>the <00:07:16.141>check <00:07:16.394>comes <00:07:16.677>from <00:07:16.781>a <00:07:16.872>governance <00:07:17.434>board; <00:07:18.157>sometimes <00:07:18.714>it's <00:07:18.881>a <00:07:18.951>country <00:07:19.381>road <00:07:19.749>full <00:07:19.968>of <00:07:20.079>homeowners <00:07:20.701>who <00:07:20.869>read <00:07:21.081>the

83
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<v Matt>withdrawal <00:07:21.690>permit.

84
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<v Sarah>Here's <00:07:23.411>Farm <00:07:23.835>and <00:07:24.035>Dairy:

85
00:07:25.048 --> 00:07:25.648
<v Quote>SALEM

86
00:07:25.704 --> 00:07:35.048
<v Quote>Ohio — <00:07:27.068>The <00:07:27.224>Ohio <00:07:27.659>Environmental <00:07:28.372>Protection <00:07:28.888>Agency <00:07:29.421>scrapped <00:07:29.928>a <00:07:30.061>proposed <00:07:30.544>statewide <00:07:31.088>general <00:07:31.448>permit <00:07:31.981>on <00:07:32.152>July <00:07:32.568>21 <00:07:33.304>that <00:07:33.715>would’ve <00:07:33.978>allowed <00:07:34.376>data <00:07:34.628>centers

87
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<v Quote>to <00:07:35.192>discharge <00:07:35.826>wastewater <00:07:36.456>into <00:07:36.701>local <00:07:37.035>waterways.

88
00:07:38.048 --> 00:07:46.328
<v Quote>The <00:07:38.728>agency <00:07:39.264>dismissed <00:07:39.788>the <00:07:39.901>National <00:07:40.376>Pollutant <00:07:40.888>Discharge <00:07:41.416>Elimination <00:07:42.065>System <00:07:42.458>general <00:07:42.899>permit <00:07:43.608>“after <00:07:44.056>carefully <00:07:44.544>reviewing <00:07:45.088>the <00:07:45.255>significant <00:07:45.825>volume <00:07:46.221>of

89
00:07:46.385 --> 00:07:50.088
<v Quote>public <00:07:46.772>comments <00:07:47.181>received <00:07:47.661>on <00:07:47.788>the <00:07:47.915>draft” — <00:07:48.776>over <00:07:49.368>7,000.

90
00:07:50.338 --> 00:07:58.498
<v Sarah>Ohio <00:07:50.958>EPA <00:07:51.458>killed <00:07:51.958>the <00:07:52.068>general <00:07:52.474>discharge <00:07:53.024>permit <00:07:53.351>on <00:07:53.584>Monday — <00:07:54.518>the <00:07:54.642>statewide <00:07:55.280>shortcut <00:07:55.826>that <00:07:56.045>would've <00:07:56.298>let <00:07:56.482>data <00:07:56.808>centers <00:07:57.362>dump <00:07:57.669>wastewater <00:07:58.218>without

91
00:07:58.546 --> 00:08:03.858
<v Sarah>measuring <00:07:59.042>chemicals <00:07:59.664>before <00:08:00.010>discharge <00:08:00.798>and <00:08:01.250>with <00:08:01.426>only <00:08:01.698>a <00:08:01.835>single <00:08:02.247>public <00:08:02.718>comment <00:08:03.195>window.

92
00:08:04.045 --> 00:08:07.298
<v Sarah>It's <00:08:04.658>dead. <00:08:05.745>Seven <00:08:05.814>thousand <00:08:06.151>comments <00:08:06.610>will <00:08:06.791>do <00:08:06.962>that.

93
00:08:07.485 --> 00:08:16.498
<v Sarah>We <00:08:07.918>flagged <00:08:08.396>individual <00:08:09.138>NPDES <00:08:09.998>permits <00:08:10.498>as <00:08:10.678>the <00:08:10.818>path <00:08:11.191>on <00:08:11.368>Tuesday, <00:08:12.378>and <00:08:12.538>now <00:08:12.698>the <00:08:12.887>agency <00:08:13.338>has <00:08:13.527>closed <00:08:13.958>the <00:08:14.098>door <00:08:14.471>on <00:08:14.598>the <00:08:14.708>blanket <00:08:15.118>version.

94
00:08:16.525 --> 00:08:23.138
<v Matt>No <00:08:16.631>chemical <00:08:17.118>testing <00:08:17.607>before <00:08:18.071>it <00:08:18.226>hits <00:08:18.438>the <00:08:18.565>waterway, <00:08:19.618>one <00:08:19.915>public <00:08:20.308>hearing <00:08:20.698>for <00:08:20.898>every <00:08:21.378>data <00:08:21.744>center <00:08:22.050>that <00:08:22.226>ever <00:08:22.466>gets <00:08:22.725>built?

95
00:08:23.314 --> 00:08:26.658
<v Matt>Yeah, <00:08:24.285>no — <00:08:24.962>glad <00:08:25.266>that <00:08:25.498>one's <00:08:25.725>in <00:08:25.798>the <00:08:25.927>ground.

96
00:08:26.778 --> 00:08:35.218
<v Matt>And <00:08:27.186>look <00:08:27.405>at <00:08:27.506>this <00:08:27.746>week: <00:08:28.514>Ohio <00:08:29.058>EPA <00:08:29.598>won't <00:08:29.984>rubber-stamp <00:08:30.730>discharge, <00:08:31.818>and <00:08:32.018>FERC's <00:08:32.385>questioning <00:08:32.978>who <00:08:33.298>even <00:08:33.714>runs <00:08:34.285>PJM.

97
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<v Matt>Both <00:08:35.878>are <00:08:35.995>making <00:08:36.391>somebody <00:08:36.898>prove <00:08:37.318>the <00:08:37.490>case <00:08:38.018>project <00:08:38.631>by <00:08:38.818>project.

98
00:08:40.403 --> 00:08:42.963
<v Host>If <00:08:40.503>you <00:08:40.609>follow <00:08:40.903>the <00:08:41.006>infrastructure <00:08:41.656>powering <00:08:42.243>AI

99
00:08:43.003 --> 00:08:45.283
<v Host>check <00:08:43.243>out <00:08:43.411>Anthropic <00:08:43.976>Pentagon <00:08:44.483>Watch

100
00:08:45.363 --> 00:08:48.723
<v Host>a <00:08:45.483>daily <00:08:45.727>briefing <00:08:46.136>on <00:08:46.275>Anthropic’s <00:08:46.843>fight <00:08:47.075>with <00:08:47.223>the <00:08:47.416>DoD <00:08:47.891>over <00:08:48.152>Claude

101
00:08:48.821 --> 00:08:51.923
<v Host>military <00:08:49.736>AI <00:08:50.123>use <00:08:50.854>autonomous <00:08:51.423>weapons

102
00:08:51.963 --> 00:08:54.083
<v Host>and <00:08:52.136>procurement <00:08:52.790>blacklisting.

103
00:08:54.179 --> 00:08:56.403
<v Host>Find <00:08:54.590>it <00:08:54.687>wherever <00:08:55.063>you <00:08:55.157>listen <00:08:55.390>to <00:08:55.541>podcasts.

104
00:08:56.966 --> 00:09:00.726
<v Host>Next <00:08:57.393>we're <00:08:57.562>watching <00:08:58.006>PJM’s <00:08:58.628>capacity <00:08:59.174>backstop <00:08:59.668>proposal

105
00:09:00.806 --> 00:09:08.086
<v Host>a <00:09:00.939>concrete <00:09:01.412>market-design <00:09:02.050>checkpoint <00:09:02.518>with <00:09:02.686>about <00:09:03.046>6.8 <00:09:03.746>gigawatts <00:09:04.373>potentially <00:09:04.913>in <00:09:05.059>scope <00:09:05.713>as <00:09:06.134>soon <00:09:06.379>as <00:09:06.526>September <00:09:07.046>2026.

106
00:09:08.226 --> 00:09:13.286
<v Host>You’ll <00:09:08.774>find <00:09:09.019>links <00:09:09.313>to <00:09:09.419>every <00:09:09.766>story <00:09:10.193>in <00:09:10.299>today’s <00:09:10.678>show <00:09:10.886>notes <00:09:11.339>if <00:09:11.466>you <00:09:11.542>want <00:09:11.659>to <00:09:11.793>spend <00:09:11.958>more <00:09:12.150>time <00:09:12.438>with <00:09:12.606>any <00:09:12.753>of <00:09:12.870>them.

107
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<v Host>That’s <00:09:14.106>The <00:09:14.214>Data <00:09:14.452>Center <00:09:14.779>Daily <00:09:15.086>for <00:09:15.238>this <00:09:15.446>Friday.

108
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<v Host>This <00:09:16.886>is <00:09:17.086>a <00:09:17.196>Lantern <00:09:17.796>Podcast.