WEBVTT

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<v Sarah>For <00:00:00.240>weeks, <00:00:00.752>this <00:00:00.920>was <00:00:01.080>a <00:00:01.187>queue-math <00:00:01.982>argument <00:00:02.533>on <00:00:02.720>paper.

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<v Sarah>On <00:00:03.904>July <00:00:04.240>22, <00:00:05.013>it <00:00:05.154>turned <00:00:05.408>into <00:00:05.680>a <00:00:05.830>voltage <00:00:06.380>disturbance <00:00:07.072>that <00:00:07.280>ran <00:00:07.568>from <00:00:07.880>D.C.

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<v Sarah>to <00:00:08.480>Chicago. <00:00:10.527>Quick <00:00:10.613>catch-up <00:00:11.006>before <00:00:11.333>we <00:00:11.480>dig <00:00:11.707>in: <00:00:12.560>PJM's <00:00:13.160>fight <00:00:13.408>over <00:00:13.667>large <00:00:14.067>loads <00:00:14.440>was <00:00:14.600>already <00:00:14.930>playing <00:00:15.320>out <00:00:15.493>on <00:00:15.650>several <00:00:16.080>fronts — <00:00:16.942>capacity-market <00:00:17.880>costs

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<v Sarah>backstop <00:00:19.280>design <00:00:20.138>governance

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<v Sarah>federal <00:00:21.344>oversight. <00:00:22.320>Its <00:00:22.606>market <00:00:22.940>monitor <00:00:23.411>attributed <00:00:24.000>6.3 <00:00:24.860>billion <00:00:25.350>dollars, <00:00:26.293>or <00:00:26.560>38 <00:00:27.010>percent <00:00:27.413>of <00:00:27.540>the <00:00:27.657>latest <00:00:28.050>auction <00:00:28.470>charges, <00:00:29.253>to <00:00:29.424>data <00:00:29.750>centers.

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<v Sarah>And <00:00:31.120>FERC <00:00:31.480>has <00:00:31.657>warned <00:00:32.027>it <00:00:32.120>could <00:00:32.377>impose <00:00:32.790>reforms <00:00:33.333>if <00:00:33.600>PJM <00:00:34.120>doesn't <00:00:34.480>act <00:00:34.773>by <00:00:34.936>September.

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<v Matt>This <00:00:36.720>is <00:00:36.900>The <00:00:37.024>Data <00:00:37.326>Center <00:00:37.680>Daily — <00:00:38.467>today

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<v Matt>a <00:00:39.424>grid <00:00:39.728>that <00:00:39.980>finally <00:00:40.453>flinched

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<v Matt>a <00:00:41.493>governor <00:00:41.960>putting <00:00:42.300>his <00:00:42.544>name <00:00:42.827>on <00:00:42.900>the <00:00:43.017>answer <00:00:43.440>to <00:00:43.680>who <00:00:44.048>pays

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<v Matt>and <00:00:45.160>a <00:00:45.307>no-water <00:00:45.977>pledge <00:00:46.368>that <00:00:46.624>just <00:00:46.937>became <00:00:47.320>a <00:00:47.413>court <00:00:47.750>exhibit.

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<v Matt>Sarah, <00:00:49.413>start <00:00:49.712>with <00:00:49.888>that <00:00:50.138>disconnect.

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<v Matt>We'll <00:00:51.312>keep <00:00:51.493>tracking <00:00:52.133>PJM <00:00:52.787>large-load <00:00:53.493>integration <00:00:54.160>plan — <00:00:54.926>follow <00:00:55.220>the <00:00:55.344>show <00:00:55.653>so <00:00:55.780>the <00:00:55.904>next <00:00:56.229>update <00:00:56.707>finds <00:00:57.080>you.

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<v Sarah>From <00:00:58.126>Financial <00:00:58.726>Post:

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<v Quote>Call <00:01:00.482>it <00:01:00.629>a <00:01:00.729>new <00:01:00.978>normal <00:01:01.429>for <00:01:01.569>the <00:01:01.736>US <00:01:02.002>power <00:01:02.326>system: <00:01:03.366>Seasonal <00:01:03.829>weather <00:01:04.171>extremes <00:01:04.739>overlap <00:01:05.261>with <00:01:05.409>the <00:01:05.509>growing <00:01:05.842>electricity <00:01:06.482>needs <00:01:06.776>of <00:01:06.893>factories <00:01:07.509>and <00:01:07.649>the

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<v Quote>artificial <00:01:08.312>intelligence <00:01:08.886>sector.

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<v Quote>As <00:01:10.080>households <00:01:10.629>crank <00:01:10.882>up <00:01:11.029>air <00:01:11.189>conditioners <00:01:11.736>to <00:01:11.853>cope <00:01:12.141>with <00:01:12.306>temperatures <00:01:12.799>topping <00:01:13.229>100F <00:01:14.469>(38C)

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<v Quote>power <00:01:16.322>reserves <00:01:16.818>shrink <00:01:17.309>and <00:01:17.609>decades-old <00:01:18.238>transmission <00:01:18.869>equipment <00:01:19.282>is <00:01:19.442>stressed.

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<v Sarah>Bloomberg's <00:01:20.918>frame <00:01:21.238>today <00:01:21.569>sets <00:01:21.878>up <00:01:22.021>everything <00:01:22.433>else <00:01:22.678>on <00:01:22.805>the <00:01:22.913>grid <00:01:23.137>this <00:01:23.329>week: <00:01:24.033>back-to-back <00:01:24.657>heat <00:01:24.865>waves

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<v Sarah>air <00:01:25.705>conditioners <00:01:26.385>maxed <00:01:26.785>out

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<v Sarah>and <00:01:27.665>RTOs <00:01:28.278>built <00:01:28.585>for <00:01:28.732>an <00:01:28.885>era <00:01:29.238>of <00:01:29.425>flat <00:01:29.825>demand <00:01:30.445>now <00:01:30.918>managing <00:01:31.412>power <00:01:31.805>for <00:01:32.065>150 <00:01:33.175>million <00:01:33.734>people.

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<v Matt>Right, <00:01:35.385>and <00:01:35.569>that's <00:01:35.925>the <00:01:36.049>part <00:01:36.385>I <00:01:36.513>keep <00:01:36.751>coming <00:01:37.105>back <00:01:37.505>to — <00:01:38.278>these <00:01:38.705>RTOs <00:01:39.377>were <00:01:39.558>designed <00:01:40.031>during <00:01:40.337>what <00:01:40.529>Bloomberg <00:01:41.161>literally <00:01:41.745>calls <00:01:42.285>somnolent <00:01:43.105>demand <00:01:43.642>growth.

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<v Matt>Now <00:01:44.838>it's <00:01:45.105>100 <00:01:45.655>degrees, <00:01:46.585>and <00:01:46.838>AI <00:01:47.185>load <00:01:47.569>runs <00:01:47.871>around <00:01:48.165>the <00:01:48.305>clock.

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<v Matt>The <00:01:49.415>machine <00:01:49.945>was <00:01:50.105>built <00:01:50.345>for <00:01:50.505>a <00:01:50.645>nap, <00:01:51.285>and <00:01:51.398>we're <00:01:51.631>asking <00:01:51.958>it <00:01:52.118>to <00:01:52.294>sprint.

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<v Sarah>The <00:01:53.409>line <00:01:53.697>that <00:01:53.918>lands <00:01:54.518>is <00:01:55.105>“decades-old <00:01:56.108>transmission <00:01:56.673>equipment <00:01:57.158>under <00:01:57.505>stress.” <00:01:58.465>We're <00:01:58.965>talking <00:01:59.158>about <00:01:59.478>steel <00:01:59.798>in <00:01:59.975>the <00:02:00.232>field

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<v Sarah>running <00:02:00.965>hot <00:02:01.705>not <00:02:01.865>a <00:02:01.976>forecast <00:02:02.598>or <00:02:02.745>a <00:02:02.825>queue <00:02:03.082>number.

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<v Matt>And <00:02:04.191>notice <00:02:04.525>who's <00:02:04.835>sharing <00:02:05.205>the <00:02:05.345>wire.

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<v Matt>Households <00:02:06.918>cranking <00:02:07.305>the <00:02:07.612>AC <00:02:08.105>and <00:02:08.522>hyperscalers <00:02:09.305>running <00:02:09.681>flat-out <00:02:10.278>on <00:02:10.425>the <00:02:10.625>same <00:02:11.025>aging <00:02:11.505>network.

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<v Matt>When <00:02:12.758>reserves <00:02:13.242>shrink, <00:02:13.878>somebody's <00:02:14.449>load <00:02:14.753>gets <00:02:15.025>managed — <00:02:15.925>and <00:02:16.065>I'd <00:02:16.285>bet <00:02:16.518>it <00:02:16.705>isn't <00:02:17.045>the <00:02:17.169>data <00:02:17.489>hall.

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<v Sarah>The <00:02:18.362>honest <00:02:18.796>caveat: <00:02:19.873>Bloomberg's <00:02:20.445>not <00:02:20.671>naming <00:02:20.985>a <00:02:21.087>specific <00:02:21.635>failure <00:02:22.049>here.

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<v Sarah>It's <00:02:22.979>laying <00:02:23.225>out <00:02:23.365>the <00:02:23.490>conditions.

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<v Sarah>The <00:02:24.838>specific <00:02:25.334>events <00:02:25.765>are <00:02:25.865>where <00:02:26.113>this <00:02:26.353>gets <00:02:26.598>physical, <00:02:27.485>and <00:02:27.692>we'll <00:02:27.865>get <00:02:28.038>to <00:02:28.212>those.

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<v Sarah>Here's <00:02:29.817>Tim <00:02:30.050>McLaughlin <00:02:30.584>at <00:02:30.717>Reuters:

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<v Quote>The <00:02:33.070>epicenter <00:02:33.539>of <00:02:33.666>the <00:02:33.793>event <00:02:34.166>was <00:02:34.313>in <00:02:34.410>northern <00:02:34.819>Virginia, <00:02:35.694>home <00:02:35.939>to <00:02:36.066>the <00:02:36.186>largest <00:02:36.642>collection <00:02:37.033>of <00:02:37.150>data <00:02:37.446>centers <00:02:37.753>in <00:02:37.826>the <00:02:37.966>world.

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<v Quote>When <00:02:39.219>an <00:02:39.390>area <00:02:39.695>transmission <00:02:40.350>line <00:02:40.638>went <00:02:40.806>out <00:02:40.953>of <00:02:41.056>service <00:02:41.446>Wednesday <00:02:41.866>morning

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<v Quote>the <00:02:42.670>data <00:02:42.966>centers' <00:02:43.386>own <00:02:43.626>control <00:02:44.126>systems <00:02:44.750>unplugged <00:02:45.262>from <00:02:45.346>the <00:02:45.459>electric <00:02:45.950>grid <00:02:46.286>and <00:02:46.566>transferred <00:02:47.033>to <00:02:47.143>backup <00:02:47.566>power

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<v Quote>Dominion <00:02:48.915>Energy <00:02:49.506>the <00:02:49.619>electric <00:02:50.096>utility <00:02:50.486>for <00:02:50.626>the <00:02:50.755>region

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<v Quote>said <00:02:51.673>in <00:02:51.766>a <00:02:51.854>statement.

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<v Matt>This <00:02:53.086>is <00:02:53.233>the <00:02:53.413>one <00:02:53.633>I've <00:02:53.785>been <00:02:53.993>circling <00:02:54.553>all <00:02:54.889>week.

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<v Matt>A <00:02:55.956>transmission <00:02:56.537>line <00:02:56.873>drops <00:02:57.326>in <00:02:57.477>northern <00:02:57.895>Virginia

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<v Matt>and <00:02:58.893>the <00:02:59.033>data <00:02:59.393>centers' <00:02:59.833>own <00:03:00.123>control <00:03:00.553>systems <00:03:01.161>pull <00:03:01.385>them <00:03:01.573>off <00:03:01.773>the <00:03:01.897>grid <00:03:02.193>and <00:03:02.370>switch <00:03:02.745>them <00:03:02.900>to <00:03:03.033>backup — <00:03:03.993>all <00:03:04.313>at <00:03:04.569>once.

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<v Matt>That <00:03:05.879>ripple <00:03:06.253>ran <00:03:06.585>from <00:03:06.873>D.C. <00:03:07.540>to <00:03:07.673>Chicago.

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<v Sarah>This <00:03:09.086>is <00:03:09.233>where <00:03:09.620>PJM's <00:03:10.286>large-load <00:03:10.926>fight <00:03:11.241>gets <00:03:11.513>real.

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<v Sarah>And <00:03:12.505>look <00:03:12.660>at <00:03:12.733>the <00:03:12.873>timing: <00:03:13.913>Bob <00:03:14.197>Marshall <00:03:14.580>at <00:03:14.697>Ting <00:03:15.033>Labs <00:03:15.417>says <00:03:15.753>a <00:03:15.890>normal <00:03:16.286>disturbance <00:03:16.921>gets <00:03:17.153>corrected <00:03:17.566>in <00:03:17.735>milliseconds.

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<v Sarah>This <00:03:19.073>one <00:03:19.241>took <00:03:19.473>about <00:03:19.773>ten <00:03:20.113>minutes <00:03:20.446>to <00:03:20.610>settle.

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<v Matt>Right — <00:03:22.273>and <00:03:22.446>Dominion's <00:03:23.033>line <00:03:23.460>is <00:03:23.873>“within <00:03:24.443>minutes <00:03:24.833>our <00:03:25.017>team <00:03:25.346>stabilized <00:03:26.093>the <00:03:26.225>situation.” <00:03:27.353>Okay, <00:03:28.353>but <00:03:28.513>who <00:03:28.681>made <00:03:28.893>the <00:03:29.017>call <00:03:29.326>to <00:03:29.498>disconnect?

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<v Matt>Was <00:03:30.900>it <00:03:31.093>a <00:03:31.258>protection <00:03:31.593>relay, <00:03:32.446>or <00:03:32.593>did <00:03:32.775>facility <00:03:33.335>controls <00:03:33.890>decide <00:03:34.253>the <00:03:34.361>grid <00:03:34.613>was <00:03:34.896>unsafe <00:03:35.573>and <00:03:35.833>bail <00:03:36.206>to <00:03:36.382>diesel?

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<v Matt>Because <00:03:37.793>those <00:03:38.053>are <00:03:38.313>very <00:03:38.665>different <00:03:39.043>stories.

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<v Sarah>Dominion <00:03:40.694>isn't <00:03:41.023>saying, <00:03:41.554>and <00:03:41.722>that <00:03:41.967>tells <00:03:42.287>us <00:03:42.434>something.

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<v Sarah>What <00:03:43.647>we <00:03:43.818>know <00:03:44.154>is <00:03:44.330>that <00:03:44.434>a <00:03:44.538>localized <00:03:45.194>outage <00:03:45.727>in <00:03:45.854>the <00:03:45.994>densest <00:03:46.698>data <00:03:47.000>center <00:03:47.324>cluster <00:03:47.754>on <00:03:47.967>earth <00:03:48.374>rippled <00:03:49.002>from <00:03:49.274>D.C.

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<v Sarah>to <00:03:50.004>Chicago. <00:03:50.970>That <00:03:51.418>goes <00:03:51.710>straight <00:03:52.026>back <00:03:52.207>to <00:03:52.354>the <00:03:52.538>heat-and-aging-grid <00:03:53.741>story <00:03:54.127>we <00:03:54.282>just <00:03:54.564>covered — <00:03:55.411>except <00:03:55.894>now <00:03:56.394>we've <00:03:56.666>seen <00:03:56.821>it <00:03:56.943>happen.

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<v Matt>We <00:03:58.101>still <00:03:58.274>don't <00:03:58.522>have <00:03:58.754>a <00:03:58.854>megawatt <00:03:59.331>number.

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<v Matt>Just <00:04:00.394>a <00:04:00.754>“massive <00:04:01.583>amount <00:04:02.047>of <00:04:02.261>power.” <00:04:03.579>I <00:04:03.663>want <00:04:03.959>the <00:04:04.148>figure

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<v Matt>because <00:04:05.247>that <00:04:05.496>number <00:04:05.892>is <00:04:06.059>the <00:04:06.292>whole <00:04:06.621>argument <00:04:07.172>about <00:04:07.479>whether <00:04:07.779>the <00:04:07.903>grid <00:04:08.219>can <00:04:08.431>take <00:04:08.579>the <00:04:08.703>next <00:04:09.005>twelve <00:04:09.339>gigawatts <00:04:09.972>in <00:04:10.146>queue.

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<v Sarah>Brownwood <00:04:11.574>News <00:04:11.899>writes:

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<v Quote>| <00:04:12.932>AUSTIN – <00:04:13.476>Governor <00:04:14.552>Greg <00:04:14.929>Abbott <00:04:15.325>recently <00:04:15.796>released <00:04:16.172>the <00:04:16.294>response <00:04:16.824>from <00:04:16.972>the <00:04:17.089>Public <00:04:17.502>Utility <00:04:18.028>Commission <00:04:18.419>of <00:04:18.565>Texas <00:04:19.152>(PUCT) <00:04:20.592>and <00:04:20.732>the <00:04:20.845>Electric

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<v Quote>Reliability <00:04:22.122>Council <00:04:22.499>of <00:04:22.645>Texas <00:04:23.232>(ERCOT) <00:04:24.125>to <00:04:24.272>his <00:04:24.456>June <00:04:24.792>10 <00:04:25.000>directive <00:04:25.464>that <00:04:25.659>shows <00:04:26.024>they <00:04:26.172>are <00:04:26.302>already <00:04:26.838>taking <00:04:27.165>concrete <00:04:27.659>steps <00:04:28.045>to <00:04:28.202>protect <00:04:28.599>residential

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<v Quote>ratepayers <00:04:29.784>from <00:04:29.932>the <00:04:30.072>costs <00:04:30.499>of <00:04:30.616>data <00:04:30.918>center <00:04:31.256>expansion.

58
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<v Matt>Finally — <00:04:33.415>a <00:04:33.517>governor's <00:04:34.271>name <00:04:34.762>on <00:04:35.015>the <00:04:35.226>answer.

59
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<v Matt>Abbott's <00:04:37.122>order <00:04:37.519>says <00:04:37.839>data <00:04:38.155>centers <00:04:38.635>pay <00:04:38.875>for <00:04:39.075>the <00:04:39.184>transmission <00:04:39.828>built <00:04:40.122>to <00:04:40.242>serve <00:04:40.623>them <00:04:40.955>and <00:04:41.423>kick <00:04:41.722>in <00:04:41.981>toward <00:04:42.317>actually <00:04:42.886>lowering <00:04:43.502>residential <00:04:44.122>bills.

60
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<v Matt>All <00:04:45.775>week, <00:04:46.455>I've <00:04:46.671>been <00:04:46.815>asking <00:04:47.435>who <00:04:47.935>eats <00:04:48.335>this.

61
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<v Matt>Texas <00:04:49.839>just <00:04:50.166>answered.

62
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<v Sarah>That <00:04:51.581>second <00:04:51.903>half <00:04:52.143>goes <00:04:52.385>further <00:04:52.767>than <00:04:52.941>anyone <00:04:53.263>else <00:04:53.575>has.

63
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<v Sarah>Making <00:04:54.855>the <00:04:55.039>load <00:04:55.355>pay <00:04:55.595>its <00:04:55.815>own <00:04:56.035>way <00:04:56.522>is <00:04:56.935>the <00:04:57.119>cost-allocation <00:04:58.004>reform <00:04:58.602>PJM's <00:04:59.268>still <00:04:59.585>chewing <00:05:00.042>on.

64
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<v Sarah>Requiring <00:05:01.599>data <00:05:01.905>centers <00:05:02.308>to <00:05:02.463>help <00:05:02.708>lower <00:05:03.022>residential <00:05:03.615>bills <00:05:04.063>goes <00:05:04.295>a <00:05:04.399>step <00:05:04.735>beyond.

65
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<v Matt>Okay, <00:05:06.695>but <00:05:06.895>is <00:05:07.103>this <00:05:07.365>enforceable <00:05:08.095>tariff <00:05:08.628>language, <00:05:09.508>or <00:05:09.695>a <00:05:09.815>press <00:05:10.075>release <00:05:10.527>with <00:05:10.695>a <00:05:10.792>bullet <00:05:11.199>list <00:05:11.535>stapled <00:05:12.148>to <00:05:12.308>it?

66
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<v Matt>Half <00:05:13.482>of <00:05:13.588>it <00:05:13.762>reads <00:05:14.127>like <00:05:14.306>directions <00:05:14.868>to <00:05:14.995>the <00:05:15.215>PUC: <00:05:16.295>“developing <00:05:17.047>standards,” <00:05:17.975>“clarifying <00:05:18.879>authority.” <00:05:19.711>What's <00:05:20.535>the <00:05:20.735>actual <00:05:21.295>rulemaking <00:05:22.015>timeline?

67
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<v Sarah>Some <00:05:23.482>of <00:05:23.588>it's <00:05:23.837>concrete.

68
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<v Sarah>New <00:05:25.103>data <00:05:25.355>centers <00:05:25.807>have <00:05:25.962>to <00:05:26.075>curtail <00:05:26.591>fast <00:05:27.007>when <00:05:27.235>ERCOT <00:05:27.735>tells <00:05:27.967>them <00:05:28.202>to, <00:05:28.935>and <00:05:29.071>they <00:05:29.167>have <00:05:29.322>to <00:05:29.437>register <00:05:30.015>so <00:05:30.215>the <00:05:30.388>state <00:05:30.722>knows <00:05:31.087>what's <00:05:31.351>connected.

69
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<v Sarah>That <00:05:32.735>has <00:05:33.042>teeth <00:05:33.428>after <00:05:33.715>the <00:05:33.822>disturbance <00:05:34.392>across <00:05:34.895>PJM <00:05:35.428>on <00:05:35.555>the <00:05:35.695>22nd.

70
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<v Sarah>We <00:05:37.087>just <00:05:37.265>covered <00:05:37.647>what <00:05:37.815>can <00:05:37.981>happen <00:05:38.287>when <00:05:38.455>a <00:05:38.559>grid <00:05:38.875>can't <00:05:39.175>order <00:05:39.439>load <00:05:39.775>down <00:05:40.122>in <00:05:40.239>real <00:05:40.591>time.

71
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<v Matt>Right — <00:05:42.475>and <00:05:42.703>then <00:05:42.935>there's <00:05:43.255>the <00:05:43.455>Lone <00:05:43.855>Star <00:05:44.228>Infrastructure <00:05:45.026>Protection <00:05:45.615>Act

72
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<v Matt>expanded <00:05:46.975>so <00:05:47.185>foreign <00:05:47.604>actors <00:05:48.075>can't <00:05:48.455>use <00:05:48.655>a <00:05:48.783>data <00:05:49.032>center <00:05:49.428>to <00:05:49.579>threaten <00:05:49.955>the <00:05:50.111>grid.

73
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<v Matt>ERCOT <00:05:51.748>is <00:05:51.895>looking <00:05:52.228>at <00:05:52.383>that <00:05:52.655>same <00:05:53.055>abrupt-disconnect <00:05:54.246>scenario <00:05:54.875>and <00:05:55.112>saying, <00:05:55.962>we <00:05:56.239>want <00:05:56.575>veto <00:05:56.962>power <00:05:57.375>over <00:05:57.755>who's <00:05:58.065>allowed <00:05:58.442>to <00:05:58.555>get <00:05:58.767>that <00:05:59.015>big.

74
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<v Sarah>Texas <00:06:00.455>has <00:06:00.615>put <00:06:00.795>its <00:06:01.044>policy <00:06:01.501>choice <00:06:01.828>in <00:06:01.995>writing: <00:06:02.639>data <00:06:03.275>centers <00:06:03.735>cover <00:06:03.955>the <00:06:04.108>costs, <00:06:04.915>and <00:06:05.028>residential <00:06:05.663>load <00:06:05.903>gets <00:06:06.160>protection.

75
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<v Sarah>PJM's <00:06:07.975>still <00:06:08.225>staring <00:06:08.602>at <00:06:08.695>a <00:06:08.783>September <00:06:09.277>deadline <00:06:09.815>and <00:06:09.975>a <00:06:10.059>governance <00:06:10.562>fight.

76
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<v Sarah>Here's <00:06:12.145>TFTC:

77
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<v Quote>Imperial <00:06:14.142>Valley <00:06:14.538>Computer <00:06:15.028>Manufacturing <00:06:15.965>(IVCM) <00:06:17.432>filed <00:06:17.813>suit <00:06:18.045>against <00:06:18.345>the <00:06:18.476>Imperial <00:06:19.105>Irrigation <00:06:19.747>District <00:06:20.365>(IID) <00:06:21.665>seeking <00:06:22.605>260 <00:06:23.175>million <00:06:23.575>gallons <00:06:23.978>of

78
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<v Quote>Colorado <00:06:24.685>River <00:06:24.952>water <00:06:25.345>per <00:06:25.605>year

79
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<v Quote>directly <00:06:26.941>reversing <00:06:27.485>its <00:06:27.651>public <00:06:27.982>pledge <00:06:28.365>since <00:06:28.609>December <00:06:29.125>2025 <00:06:30.138>to <00:06:30.309>rely <00:06:30.661>only <00:06:31.098>on <00:06:31.267>recycled <00:06:31.823>wastewater.

80
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<v Matt>Back <00:06:33.028>in <00:06:33.101>the <00:06:33.241>spring, <00:06:33.993>this <00:06:34.161>was <00:06:34.361>a <00:06:34.521>pitch — <00:06:35.441>“does <00:06:35.661>not <00:06:36.028>touch <00:06:36.441>a <00:06:36.601>single <00:06:37.161>drop <00:06:37.561>of <00:06:37.761>the <00:06:37.943>Colorado <00:06:38.521>River.” <00:06:39.721>I <00:06:39.847>called <00:06:40.153>that <00:06:40.321>a <00:06:40.489>wash.

81
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<v Matt>Well, <00:06:42.121>now <00:06:42.708>it's <00:06:43.041>a <00:06:43.121>court <00:06:43.391>exhibit.

82
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<v Matt>IVCM <00:06:45.241>is <00:06:45.468>suing <00:06:45.821>the <00:06:45.943>Imperial <00:06:46.501>Irrigation <00:06:47.134>District <00:06:47.661>for <00:06:48.041>260 <00:06:49.211>million <00:06:49.621>gallons <00:06:50.081>a <00:06:50.201>year <00:06:50.654>of <00:06:50.941>the <00:06:51.081>very <00:06:51.468>water <00:06:51.881>they <00:06:52.268>swore <00:06:52.701>off.

83
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<v Sarah>And <00:06:54.361>the <00:06:54.441>sequence <00:06:55.071>matters.

84
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<v Sarah>IID <00:06:56.743>rejected <00:06:57.261>the <00:06:57.374>water <00:06:57.701>application <00:06:58.441>in <00:06:58.654>early <00:06:59.021>May.

85
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<v Sarah>Their <00:07:00.025>hand-picked <00:07:00.641>board <00:07:00.905>candidate <00:07:01.561>lost <00:07:01.921>the <00:07:02.089>June <00:07:02.361>primary, <00:07:03.441>and <00:07:03.609>then <00:07:03.821>the <00:07:03.941>lawsuit <00:07:04.430>landed.

86
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<v Sarah>They <00:07:05.694>tried <00:07:05.981>the <00:07:06.087>ballot <00:07:06.441>box <00:07:06.761>first.

87
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<v Matt>750,000 <00:07:09.792>gallons <00:07:10.322>a <00:07:10.462>day.

88
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<v Matt>That's <00:07:11.602>about <00:07:11.866>what <00:07:12.322>7,300 <00:07:13.695>Imperial <00:07:14.168>County <00:07:14.498>residents <00:07:15.102>use <00:07:15.455>in <00:07:15.602>a <00:07:15.722>year, <00:07:16.322>per <00:07:16.629>KPBS.

89
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<v Matt>So <00:07:18.242>the <00:07:18.442>“zero-draw” <00:07:19.402>campus <00:07:19.989>is <00:07:20.262>now <00:07:20.469>in <00:07:20.562>front <00:07:20.789>of <00:07:20.882>a <00:07:21.002>judge <00:07:21.502>arguing <00:07:22.242>for <00:07:22.382>the <00:07:22.500>equivalent <00:07:23.135>of <00:07:23.282>a <00:07:23.389>small <00:07:23.802>town's <00:07:24.242>worth <00:07:24.469>of <00:07:24.589>river.

90
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<v Sarah>This <00:07:26.042>answers <00:07:26.442>the <00:07:26.522>enforcement <00:07:27.046>question, <00:07:27.544>honestly.

91
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<v Sarah>A <00:07:28.738>voluntary <00:07:29.312>project-level <00:07:30.175>water <00:07:30.511>pledge <00:07:30.972>carries <00:07:31.402>no <00:07:31.619>weight.

92
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<v Sarah>The <00:07:32.566>December <00:07:32.979>pledge <00:07:33.370>wasn't <00:07:33.702>binding, <00:07:34.482>and <00:07:34.642>now <00:07:34.782>the <00:07:34.888>county <00:07:35.222>supervisors <00:07:35.922>who <00:07:36.122>fast-tracked <00:07:36.782>the <00:07:36.902>project <00:07:37.349>in <00:07:37.522>April <00:07:38.170>have <00:07:38.398>switched <00:07:38.762>to <00:07:38.962>a <00:07:39.062>moratorium.

93
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<v Sarah>They've <00:07:40.642>given <00:07:40.922>a <00:07:41.082>19-member <00:07:41.930>committee <00:07:42.415>until <00:07:42.842>2027 <00:07:43.855>to <00:07:44.032>rewrite <00:07:44.542>the <00:07:44.709>rules.

94
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<v Matt>Hold <00:07:46.362>every <00:07:46.853>future <00:07:47.562>“we <00:07:47.922>won't <00:07:48.255>touch <00:07:48.542>the <00:07:48.655>river” <00:07:49.045>announcement <00:07:49.669>up <00:07:49.932>against <00:07:50.330>this <00:07:50.602>one.

95
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<v Matt>The <00:07:52.000>promise <00:07:52.182>and <00:07:52.382>the <00:07:52.495>price <00:07:52.862>tag <00:07:53.226>were <00:07:53.535>never <00:07:53.855>in <00:07:53.982>the <00:07:54.090>same <00:07:54.344>document.

96
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<v Host>If <00:07:55.609>you <00:07:55.769>track <00:07:55.989>the <00:07:56.086>infrastructure <00:07:56.662>powering <00:07:57.249>AI

97
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<v Host>check <00:07:58.269>out <00:07:58.582>AI <00:07:58.969>IPO <00:07:59.396>Watch <00:07:59.789>for <00:08:00.036>daily

98
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<v Host>sourced <00:08:01.133>coverage <00:08:01.542>of <00:08:01.713>OpenAI

99
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<v Host>Anthropic <00:08:03.409>Databricks

100
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<v Host>and <00:08:04.220>SpaceX <00:08:04.809>going <00:08:05.089>public — <00:08:06.001>from <00:08:06.199>filings <00:08:06.709>and <00:08:06.829>valuations <00:08:07.542>to <00:08:07.702>first <00:08:08.049>trades.

101
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<v Host>Find <00:08:09.436>it <00:08:09.533>wherever <00:08:09.909>you <00:08:10.015>listen <00:08:10.316>to <00:08:10.467>podcasts.

102
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<v Host>Imperial <00:08:12.511>County's <00:08:13.014>19-member <00:08:13.718>committee <00:08:14.414>now <00:08:14.814>has <00:08:14.987>until <00:08:15.334>2027 <00:08:16.454>to <00:08:16.834>rewrite <00:08:17.274>the <00:08:17.380>county's <00:08:17.782>data <00:08:18.020>center <00:08:18.334>development <00:08:18.867>rules.

103
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<v Host>We'll <00:08:20.001>be <00:08:20.090>watching <00:08:20.406>that <00:08:20.624>process.

104
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<v Host>You'll <00:08:22.118>find <00:08:22.267>links <00:08:22.561>to <00:08:22.654>every <00:08:22.921>story <00:08:23.281>in <00:08:23.387>today's <00:08:23.766>show <00:08:23.974>notes <00:08:24.454>if <00:08:24.634>you <00:08:24.726>want <00:08:24.881>to <00:08:24.974>spend <00:08:25.206>more <00:08:25.398>time <00:08:25.686>with <00:08:25.858>anything <00:08:26.230>that <00:08:26.328>caught <00:08:26.566>your <00:08:26.750>attention.

105
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<v Host>That's <00:08:28.394>The <00:08:28.518>Data <00:08:28.808>Center <00:08:29.081>Daily <00:08:29.454>for <00:08:29.641>today.

106
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<v Host>This <00:08:31.094>is <00:08:31.334>a <00:08:31.464>Lantern <00:08:31.914>Podcast.