WEBVTT

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<v Sarah>Grids <00:00:00.707>fiber <00:00:01.097>routes <00:00:01.580>and <00:00:01.824>town <00:00:02.160>halls — <00:00:03.080>the <00:00:03.333>AI <00:00:03.653>buildout <00:00:04.133>is <00:00:04.304>squeezing <00:00:04.940>all <00:00:05.173>three <00:00:05.467>at <00:00:05.616>once

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<v Sarah>and <00:00:06.627>today <00:00:07.040>one <00:00:07.340>company <00:00:07.810>decided <00:00:08.187>to <00:00:08.320>buy <00:00:08.600>its <00:00:08.780>way <00:00:09.013>to <00:00:09.140>the <00:00:09.234>middle <00:00:09.493>of <00:00:09.680>it.

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<v Sarah>If <00:00:10.900>you're <00:00:11.090>landing <00:00:11.467>on <00:00:11.568>this <00:00:11.820>mid-arc

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<v Sarah>here's <00:00:12.900>the <00:00:13.013>short <00:00:13.340>version: <00:00:14.227>local <00:00:14.624>data <00:00:14.926>center <00:00:15.257>fights <00:00:15.632>have <00:00:15.813>moved <00:00:16.160>past <00:00:16.542>ordinary <00:00:17.120>NIMBY <00:00:17.520>politics <00:00:18.280>and <00:00:18.688>into <00:00:18.933>resource <00:00:19.433>allocation <00:00:20.200>and <00:00:20.373>legal <00:00:20.711>leverage.

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<v Sarah>Imperial <00:00:22.446>Valley <00:00:22.764>Computer <00:00:23.183>Manufacturing <00:00:24.160>is <00:00:24.547>suing <00:00:24.920>the <00:00:25.111>Imperial <00:00:25.740>Irrigation <00:00:26.382>District <00:00:27.000>for <00:00:27.440>260 <00:00:28.550>million <00:00:29.100>gallons <00:00:29.573>of <00:00:29.742>Colorado <00:00:30.293>River <00:00:30.613>water <00:00:30.920>a <00:00:31.120>year —

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<v Sarah>after <00:00:32.302>publicly <00:00:32.848>pledging <00:00:33.262>recycled <00:00:33.825>wastewater.

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<v Sarah>Add <00:00:35.413>local <00:00:35.792>bans, <00:00:36.460>moratoria, <00:00:37.640>tighter <00:00:37.973>water <00:00:38.320>rules, <00:00:39.090>project <00:00:39.493>withdrawals, <00:00:40.200>and <00:00:40.368>community <00:00:40.864>pushback, <00:00:41.960>and <00:00:42.144>that's <00:00:42.500>the <00:00:42.613>board <00:00:42.907>we're <00:00:43.090>playing <00:00:43.547>on.

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<v Matt>This <00:00:45.120>is <00:00:45.300>The <00:00:45.424>Data <00:00:45.737>Center <00:00:46.160>Daily — <00:00:46.976>NextEra <00:00:47.644>shopping <00:00:48.040>for <00:00:48.222>Dominion

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<v Matt>a <00:00:49.250>billion-dollar <00:00:50.070>Verizon <00:00:50.627>fiber <00:00:51.040>deal

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<v Matt>and <00:00:51.960>a <00:00:52.080>Korean <00:00:52.608>mega-campus <00:00:53.392>that <00:00:53.616>just <00:00:54.112>died <00:00:54.608>over <00:00:54.893>power <00:00:55.440>and <00:00:55.747>water.

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<v Sarah>First <00:00:57.387>up: <00:00:58.048>what <00:00:58.320>NextEra <00:00:58.933>actually <00:00:59.417>brings <00:00:59.813>to <00:00:59.956>Northern <00:01:00.302>Virginia — <00:01:01.320>and <00:01:01.472>what <00:01:01.660>happens <00:01:02.107>to <00:01:02.208>that <00:01:02.467>queue <00:01:02.853>if <00:01:03.000>a <00:01:03.091>generation <00:01:03.650>company <00:01:04.080>owns <00:01:04.420>the <00:01:04.560>utility.

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<v Sarah>Here's <00:01:06.578>Benjamin <00:01:07.014>Storrow <00:01:07.547>at <00:01:07.774>E&amp;E <00:01:08.246>News:

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<v Quote>NextEra <00:01:09.770>Energy <00:01:10.193>is <00:01:10.387>trying <00:01:10.646>to <00:01:10.789>position <00:01:11.142>itself <00:01:11.580>as <00:01:11.673>the <00:01:11.846>electricity <00:01:12.479>source <00:01:12.780>of <00:01:12.890>choice <00:01:13.273>for <00:01:13.451>artificial <00:01:14.088>intelligence.

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<v Quote>The <00:01:15.513>power <00:01:15.766>giant’s <00:01:16.246>moves <00:01:16.545>were <00:01:16.726>on <00:01:16.883>display <00:01:17.302>Friday <00:01:17.793>as <00:01:18.003>company <00:01:18.404>executives <00:01:18.953>announced <00:01:19.340>their <00:01:19.513>quarterly <00:01:19.926>earnings.

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<v Quote>NextEra <00:01:21.681>said <00:01:21.900>it <00:01:21.993>had <00:01:22.157>received <00:01:22.566>approval <00:01:23.041>from <00:01:23.313>Iowa <00:01:23.698>regulators <00:01:24.380>to <00:01:24.493>restart <00:01:24.993>a <00:01:25.123>shuttered <00:01:25.743>nuclear <00:01:26.006>power <00:01:26.326>plant <00:01:26.625>that <00:01:26.769>will <00:01:26.897>sell <00:01:27.213>electricity <00:01:27.900>to <00:01:28.010>Google.

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<v Sarah>Sixty-seven <00:01:29.297>billion <00:01:29.757>for <00:01:29.939>Dominion, <00:01:30.877>and <00:01:31.037>Ketchum's <00:01:31.517>pitch <00:01:31.770>to <00:01:31.933>investors <00:01:32.477>comes <00:01:32.725>down <00:01:32.970>to <00:01:33.157>one <00:01:33.493>word: <00:01:34.144>scale.

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<v Sarah>The <00:01:35.921>Virginia <00:01:36.437>SCC <00:01:36.961>apparently <00:01:37.464>wants <00:01:37.845>more <00:01:38.069>than <00:01:38.261>that.

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<v Sarah>It's <00:01:39.277>stretched <00:01:39.657>the <00:01:39.774>review <00:01:40.165>from <00:01:40.424>sixty <00:01:40.821>days <00:01:41.130>to <00:01:41.277>a <00:01:41.357>hundred <00:01:41.677>and <00:01:41.854>eighty.

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<v Matt>Sixty <00:01:43.317>to <00:01:43.677>a <00:01:43.757>hundred <00:01:44.077>and <00:01:44.231>eighty <00:01:44.549>days — <00:01:45.653>good.

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<v Matt>This <00:01:46.997>is <00:01:47.197>a <00:01:47.295>generation <00:01:47.927>company <00:01:48.346>buying <00:01:48.797>the <00:01:48.987>utility <00:01:49.525>that <00:01:49.797>sits <00:01:50.197>on <00:01:50.437>top <00:01:50.730>of <00:01:50.877>the <00:01:51.077>densest <00:01:51.717>data <00:01:52.083>center <00:01:52.437>queue <00:01:52.890>in <00:01:53.017>the <00:01:53.137>country.

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<v Matt>NextEra <00:01:54.864>would <00:01:55.077>own <00:01:55.365>both <00:01:55.597>the <00:01:55.784>power <00:01:56.217>and <00:01:56.537>the <00:01:56.661>toll <00:01:56.970>booth <00:01:57.290>to <00:01:57.417>the <00:01:57.557>grid.

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<v Sarah>And <00:01:58.545>it <00:01:58.646>goes <00:01:58.895>beyond <00:01:59.300>Virginia.

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<v Sarah>NextEra's <00:02:00.898>Florida <00:02:01.388>utility <00:02:01.938>saw <00:02:02.198>data <00:02:02.564>center <00:02:02.891>interconnect <00:02:03.549>requests <00:02:04.230>jump <00:02:04.718>two <00:02:04.918>gigawatts <00:02:05.691>in <00:02:05.838>a <00:02:05.924>single <00:02:06.298>quarter — <00:02:07.190>more <00:02:07.350>than <00:02:07.538>Orlando's <00:02:08.086>peak <00:02:08.374>load.

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<v Sarah>Then <00:02:09.665>there's <00:02:09.905>an <00:02:10.070>Iowa <00:02:10.568>nuclear <00:02:11.008>restart <00:02:11.678>selling <00:02:12.002>straight <00:02:12.385>to <00:02:12.518>Google.

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<v Matt>So <00:02:13.618>all <00:02:13.862>week, <00:02:14.398>FERC's <00:02:14.790>been <00:02:14.968>leaning <00:02:15.371>on <00:02:15.691>PJM <00:02:16.331>to <00:02:16.498>set <00:02:16.731>up <00:02:16.865>an <00:02:16.978>independent <00:02:17.705>board.

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<v Matt>Now <00:02:19.198>the <00:02:19.368>biggest <00:02:19.773>transmission <00:02:20.491>owner <00:02:20.811>in <00:02:20.950>that <00:02:21.134>footprint <00:02:21.718>is <00:02:21.931>about <00:02:22.251>to <00:02:22.415>change <00:02:22.851>hands.

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<v Matt>You <00:02:24.078>can't <00:02:24.390>call <00:02:24.538>the <00:02:24.646>rate-setter <00:02:25.225>independent <00:02:25.990>when <00:02:26.158>the <00:02:26.338>utility <00:02:26.811>at <00:02:26.938>the <00:02:27.065>table <00:02:27.505>is <00:02:27.798>also <00:02:28.138>the <00:02:28.248>company <00:02:28.651>building <00:02:29.098>the <00:02:29.231>generation.

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<v Sarah>This <00:02:31.069>one's <00:02:31.377>from <00:02:31.665>Telecompetitor:

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<v Quote>Verizon <00:02:34.932>has <00:02:35.086>signed <00:02:35.345>an <00:02:35.492>agreement <00:02:35.905>worth <00:02:36.220>more <00:02:36.444>than <00:02:36.652>$1 <00:02:37.022>billion <00:02:37.985>to <00:02:38.149>supply <00:02:38.549>Google <00:02:38.940>with <00:02:39.196>dark <00:02:39.519>fiber <00:02:39.932>that <00:02:40.284>will <00:02:40.452>connect <00:02:40.752>the <00:02:40.863>technology <00:02:41.422>company’s <00:02:41.900>data

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<v Quote>centers <00:02:42.952>Verizon <00:02:43.492>CEO <00:02:43.932>Dan <00:02:44.212>Schulman <00:02:44.636>disclosed <00:02:45.258>during <00:02:45.552>the <00:02:45.672>carrier’s <00:02:46.206>second-quarter <00:02:46.856>earnings <00:02:47.260>call <00:02:47.532>on <00:02:47.756>July <00:02:48.172>24.

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<v Sarah>Verizon's <00:02:49.848>$1 <00:02:50.148>billion <00:02:50.928>dark <00:02:51.301>fiber <00:02:51.632>deal <00:02:51.920>with <00:02:52.174>Google — <00:02:53.141>Schulman <00:02:53.608>put <00:02:53.781>it <00:02:53.915>on <00:02:53.988>the <00:02:54.248>Q2 <00:02:54.672>call <00:02:54.992>July <00:02:55.328>24, <00:02:56.128>not <00:02:56.421>in <00:02:56.568>a <00:02:56.648>press <00:02:56.908>release.

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<v Sarah>Free <00:02:58.208>cash <00:02:58.576>flow <00:02:58.848>was <00:02:59.088>$10.2 <00:03:00.078>billion <00:03:00.868>for <00:03:00.948>the <00:03:01.075>first <00:03:01.488>half, <00:03:02.021>up <00:03:02.528>16 <00:03:03.148>percent, <00:03:04.021>so <00:03:04.160>that <00:03:04.322>number's <00:03:04.728>got <00:03:04.888>a <00:03:04.976>real <00:03:05.218>balance <00:03:05.608>sheet <00:03:05.854>behind <00:03:06.235>it.

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<v Sarah>But <00:03:07.374>notice <00:03:07.680>what <00:03:07.878>Verizon <00:03:08.432>didn't <00:03:08.868>say: <00:03:09.668>the <00:03:09.790>contract <00:03:10.345>length, <00:03:11.028>the <00:03:11.148>revenue <00:03:11.637>timing, <00:03:12.501>or <00:03:12.648>whether <00:03:12.976>this <00:03:13.235>rides <00:03:13.621>existing <00:03:14.117>routes <00:03:14.581>or <00:03:14.741>needs <00:03:15.048>a <00:03:15.128>new <00:03:15.328>build.

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<v Sarah>That <00:03:16.528>last <00:03:16.908>one <00:03:17.178>matters.

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<v Matt>And <00:03:18.784>that's <00:03:19.308>why <00:03:19.608>I <00:03:19.792>like <00:03:20.096>this <00:03:20.328>one, <00:03:20.595>Sarah — <00:03:21.568>dark <00:03:22.035>fiber.

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<v Matt>Verizon <00:03:24.016>lays <00:03:24.248>the <00:03:24.448>glass, <00:03:25.225>Google <00:03:25.614>lights <00:03:25.941>it <00:03:26.064>with <00:03:26.188>its <00:03:26.428>own <00:03:26.688>gear.

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<v Matt>It's <00:03:27.688>a <00:03:27.788>billion-dollar <00:03:28.656>infrastructure <00:03:29.385>number <00:03:29.808>that <00:03:30.168>doesn't <00:03:30.480>need <00:03:30.648>a <00:03:30.788>substation <00:03:31.675>or <00:03:31.968>a <00:03:32.101>water <00:03:32.437>permit.

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<v Matt>After <00:03:33.688>a <00:03:33.792>week <00:03:34.101>of <00:03:34.268>megawatts <00:03:34.948>and <00:03:35.070>stranded-asset <00:03:36.037>fights, <00:03:36.896>here's <00:03:37.288>one <00:03:37.475>piece <00:03:37.835>of <00:03:37.928>the <00:03:38.181>AI <00:03:38.501>buildout <00:03:39.061>where <00:03:39.368>the <00:03:39.552>grid <00:03:39.888>guys <00:03:40.268>can <00:03:40.519>actually <00:03:41.168>sleep.

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<v Matt>Google <00:03:42.510>controls <00:03:43.048>its <00:03:43.228>own <00:03:43.458>routing <00:03:43.848>between <00:03:44.208>campuses — <00:03:45.355>no <00:03:45.632>ratepayer <00:03:46.288>eats <00:03:46.656>this <00:03:46.928>one.

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<v Sarah>Schulman's <00:03:48.328>calling <00:03:48.635>it <00:03:48.728>a <00:03:48.804>starting <00:03:49.155>point <00:03:49.568>too — <00:03:50.261>he <00:03:50.416>says <00:03:50.672>more <00:03:50.981>deals <00:03:51.301>by <00:03:51.472>year-end, <00:03:52.328>worth <00:03:52.608>billions <00:03:53.296>over <00:03:53.538>several <00:03:53.981>years.

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<v Sarah>Which, <00:03:55.545>on <00:03:55.679>an <00:03:55.785>earnings <00:03:56.276>call, <00:03:56.772>is <00:03:57.172>exactly <00:03:57.780>what <00:03:58.012>you'd <00:03:58.292>say <00:03:58.589>either <00:03:59.032>way.

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<v Matt>Right. <00:04:00.665>Until <00:04:01.352>the <00:04:01.469>second <00:04:01.868>signature <00:04:02.452>lands, <00:04:03.145>it's <00:04:03.372>a <00:04:03.492>pipeline, <00:04:04.352>not <00:04:04.602>revenue.

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<v Matt>But <00:04:05.892>dark <00:04:06.292>fiber <00:04:06.732>for <00:04:06.921>campus-to-campus <00:04:08.025>interconnect <00:04:08.772>is <00:04:09.188>real <00:04:09.643>backbone <00:04:10.271>infrastructure.

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<v Matt>Nobody <00:04:12.189>tracks <00:04:12.564>that <00:04:12.747>connectivity <00:04:13.465>layer <00:04:13.825>while <00:04:14.354>everyone's <00:04:14.985>counting <00:04:15.472>gigawatts.

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<v Sarah>Here's <00:04:17.731>Joseph <00:04:18.085>Kelliher <00:04:18.645>at <00:04:18.865>Utility <00:04:19.397>Dive:

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<v Quote>One <00:04:20.570>of <00:04:20.697>the <00:04:20.821>proposals <00:04:21.441>advanced <00:04:21.850>in <00:04:22.007>the <00:04:22.186>record <00:04:22.384>of <00:04:22.457>the <00:04:22.704>PJM <00:04:23.224>Interconnection <00:04:23.928>governance <00:04:24.495>proceeding <00:04:25.130>at <00:04:25.257>the <00:04:25.367>Federal <00:04:25.774>Energy <00:04:26.177>Regultory <00:04:26.815>Commission <00:04:27.504>is

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<v Quote>recommendations <00:04:28.570>by <00:04:28.697>the <00:04:28.812>Organization <00:04:29.504>of <00:04:29.717>PJM <00:04:30.266>States

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<v Quote>or <00:04:31.097>OPSI <00:04:31.829>that <00:04:32.005>both <00:04:32.384>PJM <00:04:32.977>and <00:04:33.317>PJM <00:04:33.766>transmission <00:04:34.426>owners <00:04:34.944>be <00:04:35.219>required <00:04:35.770>to <00:04:35.909>make <00:04:36.097>Federal <00:04:36.597>Power <00:04:37.057>Act <00:04:37.297>Section <00:04:37.877>205 <00:04:38.587>filings <00:04:39.157>at <00:04:39.397>OPSI’s <00:04:39.850>behest.

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<v Sarah>Utility <00:04:41.243>Dive <00:04:41.603>ran <00:04:41.776>an <00:04:41.933>opinion <00:04:42.323>piece <00:04:42.576>today <00:04:42.923>by <00:04:43.140>former <00:04:43.563>FERC <00:04:43.927>chairman <00:04:44.352>Joseph <00:04:44.803>Kelliher

50
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<v Sarah>arguing <00:04:46.235>that <00:04:46.383>the <00:04:46.487>commission <00:04:46.957>should <00:04:47.243>reject <00:04:47.823>OPSI's <00:04:48.345>proposal <00:04:48.976>to <00:04:49.275>give <00:04:49.590>PJM <00:04:50.180>states <00:04:50.583>Section <00:04:51.163>205 <00:04:52.032>filing <00:04:52.489>rights <00:04:52.811>over <00:04:53.190>PJM <00:04:53.863>and <00:04:54.323>its <00:04:54.492>transmission <00:04:55.163>owners.

51
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<v Sarah>Section <00:04:56.851>205 <00:04:57.784>is <00:04:57.931>a <00:04:58.051>utility's <00:04:58.851>own <00:04:59.158>right <00:04:59.518>to <00:04:59.621>propose <00:05:00.035>rate <00:05:00.361>changes.

52
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<v Sarah>OPSI <00:05:01.784>wants <00:05:02.097>states <00:05:02.398>to <00:05:02.504>be <00:05:02.643>able <00:05:02.798>to <00:05:02.918>force <00:05:03.321>filings <00:05:03.831>the <00:05:03.955>utilities <00:05:04.596>themselves <00:05:05.331>oppose.

53
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<v Sarah>Kelliher <00:05:06.899>says <00:05:07.131>you <00:05:07.291>can't <00:05:07.539>hand <00:05:07.779>that <00:05:08.031>gun <00:05:08.264>to <00:05:08.391>the <00:05:08.531>states.

54
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<v Matt>Read <00:05:09.991>the <00:05:10.184>byline, <00:05:10.771>Sarah.

55
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<v Matt>Joseph <00:05:12.291>Kelliher — <00:05:13.377>former <00:05:13.731>FERC <00:05:14.118>chair, <00:05:14.897>former <00:05:15.351>EVP <00:05:15.944>of <00:05:16.101>federal <00:05:16.516>regulatory <00:05:17.231>affairs <00:05:17.704>at <00:05:17.875>NextEra.

56
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<v Matt>Published <00:05:19.591>the <00:05:19.715>same <00:05:20.021>morning <00:05:20.451>NextEra's <00:05:21.071>out <00:05:21.297>buying <00:05:21.642>Dominion.

57
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<v Matt>So <00:05:23.377>the <00:05:23.550>argument <00:05:24.110>is: <00:05:24.585>keep <00:05:25.117>the <00:05:25.257>states <00:05:25.797>off <00:05:26.017>the <00:05:26.194>filing <00:05:26.594>button

58
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<v Matt>just <00:05:27.790>as <00:05:27.937>a <00:05:28.035>generation <00:05:28.667>company <00:05:29.097>moves <00:05:29.524>to <00:05:29.677>buy <00:05:30.017>the <00:05:30.207>utility <00:05:30.761>seat <00:05:31.177>in <00:05:31.537>the <00:05:31.724>densest <00:05:32.297>data <00:05:32.663>center <00:05:32.994>market <00:05:33.364>in <00:05:33.437>the <00:05:33.557>country. <00:05:34.181>Convenient.

59
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<v Sarah>From <00:05:36.387>WHYY:

60
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<v Quote>Plymouth <00:05:38.671>Township <00:05:39.087>Council <00:05:39.560>is <00:05:39.720>accusing <00:05:40.167>the <00:05:40.283>developer <00:05:40.840>of <00:05:41.087>a <00:05:41.258>proposed <00:05:41.571>data <00:05:41.861>center <00:05:42.094>in <00:05:42.227>Conshohocken <00:05:43.080>of <00:05:43.255>intimidation <00:05:44.087>and <00:05:44.209>bullying <00:05:44.787>over <00:05:45.134>their

61
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<v Quote>opposition <00:05:45.880>to <00:05:46.007>the <00:05:46.107>controversial <00:05:46.707>plan.

62
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<v Quote>The <00:05:47.907>2 <00:05:48.117>million-square-foot <00:05:49.089>facility <00:05:49.614>would <00:05:49.811>span <00:05:50.227>10 <00:05:50.600>existing <00:05:51.075>buildings <00:05:51.534>at <00:05:51.627>the <00:05:51.791>recently <00:05:52.216>closed <00:05:52.675>Cleveland-Cliffs <00:05:53.547>steel <00:05:53.811>mill

63
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<v Quote>which <00:05:54.595>sits <00:05:54.840>on <00:05:55.107>66 <00:05:55.720>acres <00:05:56.014>of <00:05:56.131>land <00:05:56.440>along <00:05:56.727>the <00:05:56.827>Schuylkill <00:05:57.227>River

64
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<v Quote>about <00:05:57.947>a <00:05:58.051>mile <00:05:58.339>from <00:05:58.487>the <00:05:58.587>borough’s <00:05:59.007>vibrant <00:05:59.489>downtown <00:06:00.051>area.

65
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<v Matt>That <00:06:00.961>local <00:06:01.358>data <00:06:01.660>center <00:06:02.014>backlash <00:06:02.734>just <00:06:03.154>got <00:06:03.507>uglier — <00:06:04.530>Plymouth <00:06:04.867>Township <00:06:05.354>Council <00:06:05.854>is <00:06:06.067>accusing <00:06:06.534>the <00:06:06.714>Conshohocken <00:06:07.430>developer <00:06:08.094>of <00:06:08.476>bullying <00:06:09.054>them <00:06:09.422>over

66
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<v Matt>their <00:06:09.839>opposition. <00:06:11.207>A <00:06:11.284>council <00:06:11.824>calling <00:06:12.214>a <00:06:12.302>developer's <00:06:12.940>zoning <00:06:13.270>challenge <00:06:13.854>a <00:06:14.014>tantrum <00:06:14.654>on <00:06:14.854>a <00:06:14.951>livestream — <00:06:16.238>that's <00:06:16.681>my <00:06:16.958>kind <00:06:17.241>of <00:06:17.363>Monday.

67
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<v Sarah>The <00:06:19.422>site <00:06:19.667>is <00:06:19.934>2 <00:06:20.064>million <00:06:20.460>square <00:06:20.782>feet <00:06:21.031>across <00:06:21.434>ten <00:06:21.662>buildings <00:06:22.147>at <00:06:22.274>the <00:06:22.414>old <00:06:22.710>Cleveland-Cliffs <00:06:23.681>steel <00:06:24.142>mill — <00:06:24.894>66 <00:06:25.441>acres <00:06:25.801>on <00:06:25.874>the <00:06:25.974>Schuylkill

68
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<v Sarah>about <00:06:27.174>a <00:06:27.278>mile <00:06:27.582>from <00:06:27.836>downtown <00:06:28.394>Conshohocken.

69
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<v Sarah>Brian <00:06:30.134>O'Neill's <00:06:30.574>move <00:06:30.974>is <00:06:31.161>to <00:06:31.262>challenge <00:06:31.734>the <00:06:31.916>validity <00:06:32.467>of <00:06:32.594>the <00:06:32.707>township's <00:06:33.351>zoning <00:06:33.742>ordinance <00:06:34.265>itself.

70
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<v Matt>And <00:06:35.507>he's <00:06:35.824>already <00:06:36.245>rejected <00:06:36.834>the <00:06:36.956>township's <00:06:37.585>mitigation <00:06:38.165>criteria.

71
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<v Matt>His <00:06:39.671>answer <00:06:40.067>to <00:06:40.242>inconvenient <00:06:41.107>local <00:06:41.454>rules <00:06:42.014>is <00:06:42.414>to <00:06:42.622>challenge <00:06:43.074>the <00:06:43.190>ordinance <00:06:43.747>in <00:06:43.934>court <00:06:44.414>rather <00:06:44.926>than <00:06:45.118>negotiate.

72
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<v Matt>Lynne <00:06:46.694>Viscio's <00:06:47.294>line <00:06:47.674>was, <00:06:47.987>quote, <00:06:48.467>we <00:06:48.782>will <00:06:49.034>not <00:06:49.267>be <00:06:49.424>bullied, <00:06:50.062>full <00:06:50.350>stop.

73
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<v Sarah>On <00:06:51.774>paper, <00:06:52.601>reusing <00:06:53.174>a <00:06:53.262>dead <00:06:53.507>steel <00:06:53.838>mill <00:06:54.147>is <00:06:54.334>a <00:06:54.478>genuinely <00:06:55.134>clean <00:06:55.598>site <00:06:55.934>story — <00:06:56.834>the <00:06:56.947>power <00:06:57.262>infrastructure's <00:06:58.064>already <00:06:58.494>there.

74
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<v Sarah>The <00:06:59.587>fight <00:06:59.907>is <00:07:00.062>over <00:07:00.314>who <00:07:00.558>gets <00:07:00.841>to <00:07:00.934>write <00:07:01.154>the <00:07:01.287>conditions.

75
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<v Matt>This <00:07:03.347>is <00:07:03.494>the <00:07:03.684>closest <00:07:04.214>thing <00:07:04.467>to <00:07:04.654>a <00:07:04.798>real <00:07:05.187>no <00:07:05.534>we've <00:07:05.934>seen — <00:07:06.681>an <00:07:06.803>actual <00:07:07.279>opposition <00:07:08.014>on <00:07:08.194>the <00:07:08.323>record.

76
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<v Matt>The <00:07:09.502>challenge <00:07:09.994>details <00:07:10.467>go <00:07:10.643>public <00:07:11.086>this <00:07:11.278>week.

77
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<v Matt>I <00:07:12.126>want <00:07:12.307>to <00:07:12.454>see <00:07:12.614>the <00:07:12.827>exact <00:07:13.374>zoning <00:07:13.898>language <00:07:14.307>he's <00:07:14.534>calling <00:07:14.854>a <00:07:14.958>roadblock.

78
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<v Sarah>From <00:07:16.484>Lee <00:07:16.804>Jin-Seok <00:07:17.604>at <00:07:17.831>Seoul <00:07:18.226>Economic <00:07:18.804>Daily:

79
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<v Quote>Plans <00:07:21.702>by <00:07:21.869>Kakao <00:07:22.569>Woori <00:07:22.913>Bank

80
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<v Quote>and <00:07:23.393>Shinhan <00:07:23.873>Bank <00:07:24.182>to <00:07:24.329>build <00:07:24.609>a <00:07:24.737>mega <00:07:24.993>data <00:07:25.295>center <00:07:25.622>in <00:07:25.769>Namyangju

81
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<v Quote>Gyeonggi <00:07:26.902>Province <00:07:27.777>have <00:07:28.015>failed <00:07:28.316>to <00:07:28.417>gain <00:07:28.662>momentum <00:07:29.169>due <00:07:29.436>to <00:07:29.529>a <00:07:29.627>suspension <00:07:30.262>of <00:07:30.389>the <00:07:30.495>review <00:07:30.839>process.

82
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<v Quote>The <00:07:32.259>failure <00:07:32.662>to <00:07:32.812>sufficiently <00:07:33.379>present <00:07:33.796>plans <00:07:34.156>to <00:07:34.278>secure <00:07:34.709>the <00:07:34.829>electricity <00:07:35.529>and <00:07:35.716>water <00:07:36.106>needed <00:07:36.476>to <00:07:36.579>operate <00:07:36.949>the <00:07:37.073>data <00:07:37.386>center <00:07:37.889>is <00:07:38.260>understood <00:07:38.822>to <00:07:38.961>have <00:07:39.121>been

83
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<v Quote>the <00:07:39.369>stumbling <00:07:39.796>block.

84
00:07:40.544 --> 00:07:47.264
<v Matt>Namyangju. <00:07:42.044>A <00:07:42.304>210-megawatt <00:07:43.968>data <00:07:44.281>center <00:07:44.681>backed <00:07:45.077>by <00:07:45.264>Kakao <00:07:45.924>and <00:07:46.284>two <00:07:46.544>banks

85
00:07:47.304 --> 00:07:56.216
<v Matt>Woori <00:07:47.824>and <00:07:48.128>Shinhan <00:07:49.136>died <00:07:49.611>in <00:07:49.684>the <00:07:49.813>review <00:07:50.288>room <00:07:50.608>over <00:07:50.944>one <00:07:51.264>thing: <00:07:52.528>they <00:07:52.590>couldn't <00:07:53.024>show <00:07:53.384>where <00:07:53.624>the <00:07:53.824>power <00:07:54.284>and <00:07:54.531>water <00:07:54.904>would <00:07:55.152>come <00:07:55.424>from.

86
00:07:56.216 --> 00:08:03.744
<v Sarah>Right — <00:07:57.584>the <00:07:57.664>Metropolitan <00:07:58.464>Readjustment <00:07:59.144>Committee <00:07:59.576>suspended <00:08:00.264>the <00:08:00.464>Wangsuk <00:08:01.014>complex <00:08:01.561>review <00:08:01.968>back <00:08:02.277>on <00:08:02.448>June <00:08:02.784>24.

87
00:08:03.864 --> 00:08:08.944
<v Sarah>Add <00:08:04.264>the <00:08:04.464>210 <00:08:05.224>megawatts <00:08:05.797>to <00:08:05.924>the <00:08:06.144>90 <00:08:06.514>already <00:08:06.931>there, <00:08:07.784>and <00:08:07.924>you're <00:08:08.091>at <00:08:08.224>300.

88
00:08:09.224 --> 00:08:12.704
<v Sarah>Namyangju <00:08:10.224>City <00:08:10.590>couldn't <00:08:11.097>prove <00:08:11.284>the <00:08:11.392>headroom <00:08:11.864>was <00:08:12.051>there.

89
00:08:12.773 --> 00:08:16.117
<v Sarah>Target <00:08:13.242>completion <00:08:13.884>was <00:08:14.144>2029.

90
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<v Matt>It's <00:08:16.264>the <00:08:16.448>same <00:08:16.736>pair <00:08:16.917>of <00:08:17.071>constraints <00:08:17.611>we've <00:08:17.776>been <00:08:17.950>seeing <00:08:18.277>in <00:08:18.544>PJM <00:08:19.044>and <00:08:19.211>Texas, <00:08:20.224>now <00:08:20.504>showing <00:08:20.864>up <00:08:21.077>in <00:08:21.264>Gyeonggi <00:08:21.815>Province.

91
00:08:22.604 --> 00:08:26.464
<v Matt>The <00:08:23.082>bottleneck <00:08:23.717>doesn't <00:08:24.208>care <00:08:24.512>what <00:08:24.760>continent <00:08:25.317>it's <00:08:25.611>on.

92
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<v Sarah>The <00:08:26.584>committee <00:08:26.990>simply <00:08:27.331>asked <00:08:27.704>for <00:08:27.844>the <00:08:27.957>power <00:08:28.320>plan, <00:08:28.884>the <00:08:28.997>water <00:08:29.360>plan, <00:08:30.104>and <00:08:30.244>the <00:08:30.368>renewable <00:08:30.984>and <00:08:31.157>distributed <00:08:31.811>piece.

93
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<v Sarah>The <00:08:32.761>answer <00:08:33.168>wasn't <00:08:33.536>good <00:08:33.733>enough.

94
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<v Sarah>Clean, <00:08:35.390>boring, <00:08:35.764>and <00:08:35.870>enough <00:08:36.171>to <00:08:36.304>stop <00:08:36.644>the <00:08:36.731>whole <00:08:36.944>thing.

95
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<v Matt>Two <00:08:38.304>banks <00:08:38.744>and <00:08:38.944>Korea's <00:08:39.484>biggest <00:08:39.957>platform <00:08:40.454>company, <00:08:41.304>and <00:08:41.444>the <00:08:41.584>grid <00:08:41.957>still <00:08:42.304>said, <00:08:43.091>prove <00:08:43.477>it.

96
00:08:43.856 --> 00:08:49.984
<v Matt>That's <00:08:44.724>the <00:08:44.834>version <00:08:45.211>of <00:08:45.317>accountability <00:08:46.184>I <00:08:46.352>keep <00:08:46.601>asking <00:08:47.004>for <00:08:47.248>here — <00:08:48.157>Korea <00:08:48.704>just <00:08:49.084>did <00:08:49.291>it <00:08:49.437>first.

97
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<v Host>If <00:08:50.833>you <00:08:50.999>follow <00:08:51.321>what's <00:08:51.643>shaping <00:08:52.100>AI <00:08:52.366>infrastructure

98
00:08:53.553 --> 00:08:55.753
<v Host>check <00:08:53.793>out <00:08:53.961>Anthropic <00:08:54.446>Pentagon <00:08:54.940>Watch

99
00:08:55.793 --> 00:08:59.513
<v Host>a <00:08:55.873>daily <00:08:56.126>briefing <00:08:56.633>on <00:08:56.841>Anthropic’s <00:08:57.473>fight <00:08:57.705>with <00:08:57.853>the <00:08:58.046>DoD <00:08:58.537>over <00:08:58.884>Claude

100
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<v Host>military <00:09:00.446>AI <00:09:00.813>use <00:09:01.266>autonomous <00:09:02.053>weapons

101
00:09:02.973 --> 00:09:04.393
<v Host>and <00:09:03.073>procurement <00:09:03.580>blacklisting.

102
00:09:04.585 --> 00:09:07.433
<v Host>Find <00:09:05.406>it <00:09:05.557>wherever <00:09:05.933>you <00:09:06.027>listen <00:09:06.286>to <00:09:06.491>podcasts.

103
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<v Host>Here's <00:09:08.301>what <00:09:08.392>we’re <00:09:08.569>watching <00:09:09.005>next: <00:09:10.089>Virginia <00:09:10.496>regulators <00:09:11.037>have <00:09:11.209>extended <00:09:11.592>their <00:09:11.805>review <00:09:12.312>of <00:09:12.461>NextEra’s <00:09:13.298>proposed <00:09:13.769>Dominion <00:09:14.194>Energy <00:09:14.672>acquisition <00:09:15.533>from <00:09:16.125>60 <00:09:16.712>to

104
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<v Host>180 <00:09:17.917>days. <00:09:18.685>Verizon <00:09:19.865>expects <00:09:20.333>more <00:09:20.589>dark-fiber <00:09:21.216>agreements <00:09:21.759>before <00:09:22.005>the <00:09:22.165>end <00:09:22.338>of <00:09:22.805>2026

105
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<v Host>and <00:09:24.169>Plymouth <00:09:24.578>Township <00:09:25.069>says <00:09:25.392>Brian <00:09:25.765>O’Neill’s <00:09:26.171>zoning <00:09:26.493>challenge <00:09:26.957>will <00:09:27.112>go <00:09:27.222>public <00:09:27.613>this <00:09:27.869>week.

106
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<v Host>You’ll <00:09:29.053>find <00:09:29.298>links <00:09:29.592>to <00:09:29.698>every <00:09:30.032>story <00:09:30.392>in <00:09:30.465>the <00:09:30.573>show <00:09:30.818>notes <00:09:31.138>if <00:09:31.265>you’d <00:09:31.437>like <00:09:31.592>to <00:09:31.705>dig <00:09:31.942>deeper.

107
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108
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<v Host>This <00:09:35.618>is <00:09:35.765>a <00:09:35.865>Lantern <00:09:36.385>Podcast.