WEBVTT

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<v Sarah>PJM <00:00:00.674>opened <00:00:00.920>a <00:00:01.040>fast <00:00:01.408>lane <00:00:01.640>the <00:00:01.824>same <00:00:02.160>day <00:00:02.520>a <00:00:02.680>federal <00:00:03.027>court <00:00:03.430>slammed <00:00:03.960>the <00:00:04.137>escape <00:00:04.533>hatch <00:00:04.880>shut.

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<v Sarah>Quite <00:00:06.160>a <00:00:06.280>day <00:00:06.440>for <00:00:06.624>July <00:00:06.960>31.

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<v Sarah>New <00:00:09.396>to <00:00:09.465>this <00:00:09.609>story? <00:00:10.217>Here's <00:00:10.756>where <00:00:10.946>things <00:00:11.369>stand.

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<v Sarah>PJM's <00:00:13.102>large-load <00:00:13.662>fight <00:00:13.982>comes <00:00:14.281>down <00:00:14.462>to <00:00:14.609>keeping <00:00:14.909>the <00:00:15.033>grid <00:00:15.351>reliable <00:00:15.909>and <00:00:16.147>affordable <00:00:16.822>while <00:00:17.337>data-center <00:00:17.906>demand <00:00:18.309>strains <00:00:18.749>the <00:00:18.889>system.

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<v Sarah>It <00:00:20.149>already <00:00:20.609>touches <00:00:20.951>capacity-market <00:00:21.849>cost <00:00:22.222>pressure, <00:00:23.033>backstop <00:00:23.598>design, <00:00:24.129>and <00:00:24.299>federal <00:00:24.721>oversight.

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<v Sarah>Then <00:00:26.196>there's <00:00:26.509>the <00:00:26.613>northern <00:00:27.013>Virginia <00:00:27.429>voltage <00:00:27.909>disturbance, <00:00:28.916>where <00:00:29.081>more <00:00:29.273>than <00:00:29.556>three <00:00:29.789>gigawatts <00:00:30.516>of <00:00:30.633>data-center <00:00:31.278>demand <00:00:31.749>dropped <00:00:32.222>to <00:00:32.386>backup <00:00:32.809>power.

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<v Sarah>That <00:00:33.982>prompted <00:00:34.542>PJM's <00:00:35.102>board <00:00:35.422>to <00:00:35.575>direct <00:00:35.889>a <00:00:36.009>FERC <00:00:36.398>filing <00:00:36.862>on <00:00:37.029>reliability <00:00:37.753>backstop <00:00:38.222>procurement <00:00:38.949>and <00:00:39.439>interim <00:00:39.991>resource <00:00:40.542>adequacy.

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<v Matt>This <00:00:42.622>is <00:00:42.769>The <00:00:42.953>Data <00:00:43.255>Center <00:00:43.596>Daily.

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<v Matt>Today — <00:00:45.249>a <00:00:45.385>fast <00:00:45.817>lane <00:00:46.041>with <00:00:46.209>a <00:00:46.313>hard <00:00:46.669>cap, <00:00:47.369>a <00:00:47.502>court <00:00:47.826>ruling <00:00:48.238>nobody's <00:00:48.874>talking <00:00:49.102>about, <00:00:49.709>and <00:00:49.849>a <00:00:49.979>hundred-billion-dollar <00:00:51.380>filing.

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<v Matt>Who <00:00:52.706>clears <00:00:53.069>the <00:00:53.229>bar, <00:00:53.809>and <00:00:53.969>who <00:00:54.201>pays? <00:00:54.909>Let's <00:00:55.636>go.

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<v Sarah>Jason <00:00:56.982>McGovern, <00:00:57.622>writing <00:00:57.955>in <00:00:58.249>PJM <00:00:58.862>Inside <00:00:59.435>Lines:

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<v Quote>PJM <00:01:01.170>began <00:01:01.551>accepting <00:01:02.038>applications <00:01:02.767>July <00:01:03.183>31 <00:01:03.803>for <00:01:04.050>large <00:01:04.434>generation <00:01:05.005>projects <00:01:05.535>that <00:01:05.703>are <00:01:05.869>backed <00:01:06.170>by <00:01:06.303>a <00:01:06.443>primary <00:01:06.943>siting <00:01:07.319>authority <00:01:07.903>and <00:01:08.183>can <00:01:08.347>commence

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<v Quote>operation <00:01:09.320>within <00:01:09.703>three <00:01:09.983>years.

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<v Quote>The <00:01:11.410>Expedited <00:01:12.050>Interconnection <00:01:12.770>Track <00:01:13.303>(EIT) <00:01:14.330>is <00:01:14.463>a <00:01:14.599>temporary

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<v Quote>standalone <00:01:15.813>process <00:01:16.356>designed <00:01:16.810>to <00:01:16.923>address <00:01:17.363>the <00:01:17.492>urgent <00:01:17.951>need <00:01:18.183>for <00:01:18.351>more <00:01:18.605>capacity <00:01:19.175>resources.

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<v Quote>It <00:01:20.583>was <00:01:20.756>accepted <00:01:21.236>by <00:01:21.363>the <00:01:21.473>Federal <00:01:21.880>Energy <00:01:22.281>Regulatory <00:01:22.907>Commission <00:01:23.396>on <00:01:23.567>June <00:01:23.903>9.

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<v Sarah>PJM's <00:01:25.498>large-load <00:01:26.213>response <00:01:26.791>finally <00:01:27.391>has <00:01:27.564>an <00:01:27.719>open <00:01:28.007>lane.

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<v Sarah>The <00:01:29.191>Expedited <00:01:29.898>Interconnection <00:01:30.711>Track <00:01:31.151>started <00:01:31.477>taking <00:01:31.813>applications <00:01:32.615>July <00:01:33.031>31.

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<v Sarah>It <00:01:34.271>takes <00:01:34.498>up <00:01:34.631>to <00:01:34.831>ten <00:01:35.013>requests <00:01:35.551>a <00:01:35.655>year <00:01:35.991>in <00:01:36.231>2026 <00:01:37.131>and <00:01:37.351>2027, <00:01:38.599>then <00:01:38.891>sunsets.

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<v Sarah>And <00:01:40.333>the <00:01:40.473>bar <00:01:40.793>is <00:01:40.976>pretty <00:01:41.193>specific: <00:01:42.393>250 <00:01:43.513>MW <00:01:44.046>of <00:01:44.260>unforced <00:01:44.864>capacity

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<v Sarah>operation <00:01:46.450>within <00:01:46.833>three <00:01:47.113>years

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<v Sarah>and <00:01:48.113>a <00:01:48.206>state <00:01:48.533>siting <00:01:48.841>authority <00:01:49.305>that's <00:01:49.653>already <00:01:50.121>committed <00:01:50.580>to <00:01:50.677>speeding <00:01:51.060>up <00:01:51.203>permits.

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<v Sarah>That <00:01:52.777>last <00:01:53.100>piece <00:01:53.460>is <00:01:53.545>what <00:01:53.735>actually <00:01:54.313>kills <00:01:54.775>projects <00:01:55.326>after <00:01:55.625>they <00:01:55.793>clear <00:01:56.013>the <00:01:56.153>grid.

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<v Matt>Ten <00:01:57.313>a <00:01:57.433>year, <00:01:57.799>though? <00:01:58.473>PJM's <00:01:59.333>got <00:01:59.584>hundreds <00:02:00.183>sitting <00:02:00.420>in <00:02:00.493>the <00:02:00.617>base <00:02:00.926>queue, <00:02:01.553>and <00:02:01.721>this <00:02:01.970>window <00:02:02.380>takes <00:02:02.833>ten.

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<v Matt>It <00:02:03.953>won't <00:02:04.293>fix <00:02:04.513>the <00:02:04.700>queue.

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<v Matt>It's <00:02:05.733>triage, <00:02:06.613>and <00:02:06.837>somebody's <00:02:07.313>picking <00:02:07.663>winners.

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<v Sarah>It <00:02:08.873>is <00:02:09.093>triage. <00:02:10.113>The <00:02:10.290>target <00:02:10.713>is <00:02:10.933>ten <00:02:11.159>months <00:02:11.486>to <00:02:11.673>a <00:02:11.799>signed <00:02:12.146>Generation <00:02:12.940>Interconnection <00:02:13.729>Agreement — <00:02:14.713>signed, <00:02:15.353>not <00:02:15.649>announced.

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<v Sarah>So <00:02:16.833>the <00:02:17.011>developers <00:02:17.633>who <00:02:17.801>show <00:02:18.046>up <00:02:18.185>with <00:02:18.393>a <00:02:18.513>state <00:02:18.757>permitting <00:02:19.243>partner <00:02:19.643>already <00:02:20.073>on <00:02:20.300>board <00:02:20.753>are <00:02:21.153>the <00:02:21.305>ones <00:02:21.473>who <00:02:21.653>get <00:02:21.873>through.

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<v Matt>And <00:02:23.001>everybody <00:02:23.497>else <00:02:23.806>keeps <00:02:24.133>waiting.

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<v Matt>I'll <00:02:25.401>root <00:02:25.613>for <00:02:25.713>the <00:02:25.889>operators <00:02:26.433>who <00:02:26.601>make <00:02:26.841>that <00:02:27.113>250-megawatt <00:02:28.460>floor <00:02:28.889>real <00:02:29.353>inside <00:02:29.873>three <00:02:30.153>years — <00:02:31.213>but <00:02:31.333>let's <00:02:31.663>not <00:02:31.813>pretend <00:02:32.353>ten <00:02:32.806>slots <00:02:33.321>make <00:02:33.553>a <00:02:33.673>dent <00:02:34.073>in <00:02:34.313>70

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<v Matt>gigawatts <00:02:35.380>of <00:02:35.500>large <00:02:35.913>load.

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<v Sarah>Here's <00:02:37.524>Shayna <00:02:37.842>Greene <00:02:38.169>at <00:02:38.316>Bloomberg <00:02:38.776>Law:

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<v Quote>The <00:02:41.000>Federal <00:02:41.407>Energy <00:02:41.815>Regulatory <00:02:42.514>Commission <00:02:43.003>on <00:02:43.179>Friday <00:02:43.654>convinced <00:02:44.257>an <00:02:44.370>appeals <00:02:44.843>court <00:02:45.137>to <00:02:45.259>uphold <00:02:45.710>its <00:02:45.883>order <00:02:46.230>updating <00:02:46.890>how <00:02:47.005>transmission <00:02:47.726>providers <00:02:48.276>handle

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<v Quote>electricity <00:02:49.252>projects <00:02:49.794>connecting <00:02:50.257>to <00:02:50.330>the <00:02:50.470>grid.

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<v Quote>The <00:02:51.590>2023 <00:02:52.297>order <00:02:52.830>which <00:02:53.083>added <00:02:53.403>study <00:02:53.726>deadlines <00:02:54.250>and <00:02:54.357>established <00:02:54.918>late <00:02:55.190>fees

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<v Quote>didn’t <00:02:56.047>exceed <00:02:56.430>FERC’s <00:02:56.766>authority

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<v Quote>according <00:02:57.883>to <00:02:58.010>the <00:02:58.203>US <00:02:58.510>Court <00:02:58.737>of <00:02:58.860>Appeals <00:02:59.370>for <00:02:59.470>the <00:02:59.634>District <00:03:00.017>of <00:03:00.132>Columbia <00:03:00.690>Circuit.

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<v Matt>So <00:03:01.888>the <00:03:02.068>D.C. <00:03:02.488>Circuit <00:03:02.972>just <00:03:03.276>told <00:03:03.488>the <00:03:03.628>slow-walkers: <00:03:04.748>no <00:03:05.292>more <00:03:05.628>legal <00:03:06.108>hidey-hole.

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<v Matt>FERC's <00:03:07.935>study <00:03:08.332>deadlines <00:03:08.948>and <00:03:09.116>late <00:03:09.404>fees <00:03:09.908>stand.

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<v Sarah>Right — <00:03:12.148>the <00:03:12.348>2023 <00:03:13.201>order <00:03:13.539>survives <00:03:14.199>intact.

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<v Sarah>The <00:03:15.281>court <00:03:15.596>said <00:03:15.868>FERC <00:03:16.308>“identified <00:03:17.108>a <00:03:17.228>real <00:03:17.628>problem” <00:03:18.468>and <00:03:18.634>picked <00:03:18.988>a <00:03:19.119>reasonable <00:03:19.768>fix.

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<v Sarah>That <00:03:20.961>shuts <00:03:21.276>down <00:03:21.488>the <00:03:21.598>biggest <00:03:22.004>challenge <00:03:22.558>hanging <00:03:22.940>over <00:03:23.088>the <00:03:23.217>reform <00:03:23.681>since <00:03:23.988>'23.

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<v Sarah>And <00:03:25.368>put <00:03:25.596>that <00:03:25.836>next <00:03:26.055>to <00:03:26.128>the <00:03:26.401>PJM <00:03:27.055>expedited <00:03:27.695>track <00:03:28.081>we <00:03:28.236>just <00:03:28.478>covered — <00:03:29.292>same <00:03:29.628>day, <00:03:30.172>July <00:03:30.588>31.

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<v Sarah>The <00:03:31.902>window <00:03:32.201>opens, <00:03:33.028>and <00:03:33.168>the <00:03:33.268>court <00:03:33.559>closes <00:03:34.128>the <00:03:34.257>escape <00:03:34.721>hatch <00:03:35.041>in <00:03:35.168>the <00:03:35.308>same <00:03:35.700>afternoon.

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<v Sarah>The <00:03:37.212>paperwork's <00:03:37.928>finally <00:03:38.384>catching <00:03:38.721>up <00:03:38.881>to <00:03:39.008>the <00:03:39.138>problem.

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<v Matt>What <00:03:40.481>kills <00:03:40.801>me <00:03:40.988>is <00:03:41.228>it <00:03:41.420>took <00:03:41.588>a <00:03:41.695>court <00:03:42.085>ruling <00:03:42.455>to <00:03:42.540>make <00:03:42.724>deadlines <00:03:43.308>stick.

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<v Matt>Late <00:03:44.508>fees. <00:03:45.095>On <00:03:45.532>grid <00:03:45.858>studies.

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<v Matt>That's <00:03:47.268>the <00:03:47.448>bar <00:03:47.655>we're <00:03:47.841>clapping <00:03:48.268>for.

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<v Sarah>Buried <00:03:49.674>in <00:03:49.872>Amazon's <00:03:50.570>latest <00:03:51.141>10-Q <00:03:51.781>is <00:03:51.981>a <00:03:52.072>disclosure <00:03:52.613>that <00:03:52.801>changes <00:03:53.261>the <00:03:53.445>math <00:03:53.781>on <00:03:53.989>long-term <00:03:54.661>AI <00:03:55.041>compute <00:03:55.541>contracts.

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<v Sarah>Here's <00:03:57.001>the <00:03:57.114>language <00:03:57.577>straight <00:03:57.893>from <00:03:58.041>the <00:03:58.192>filing.

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<v Quote>In <00:03:59.753>Q2 <00:04:00.473>2026

52
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<v Quote>AWS <00:04:02.193>and <00:04:02.345>Anthropic <00:04:02.913>announced <00:04:03.300>an <00:04:03.417>expansion <00:04:04.020>of <00:04:04.093>the <00:04:04.209>strategic <00:04:04.770>collaboration <00:04:05.613>and <00:04:05.966>existing <00:04:06.446>multi-year <00:04:07.004>commitment <00:04:07.566>by <00:04:07.721>more <00:04:07.961>than <00:04:08.193>$100.0 <00:04:09.336>billion <00:04:09.689>over

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<v Quote>10.0 <00:04:10.704>years <00:04:11.300>which <00:04:11.486>includes <00:04:11.966>contractual <00:04:12.606>obligations <00:04:13.243>related <00:04:13.620>to <00:04:13.713>the <00:04:13.886>performance <00:04:14.580>of <00:04:14.973>AWS <00:04:15.580>chips.

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<v Matt>What <00:04:16.705>gets <00:04:17.041>me <00:04:17.281>is <00:04:17.461>the <00:04:17.601>chip-performance <00:04:18.801>clause.

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<v Matt>Anthropic <00:04:20.694>is <00:04:20.861>essentially <00:04:21.628>co-signing <00:04:22.412>Amazon's <00:04:23.178>custom <00:04:23.601>silicon <00:04:24.231>roadmap <00:04:24.761>for <00:04:24.921>a <00:04:25.052>decade.

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<v Matt>You <00:04:26.341>don't <00:04:26.601>see <00:04:26.785>that <00:04:27.121>in <00:04:27.321>a <00:04:27.414>standard <00:04:27.910>hyperscaler <00:04:28.748>offtake <00:04:29.257>agreement

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<v Matt>and <00:04:30.454>it <00:04:30.631>changes <00:04:31.161>the <00:04:31.343>calculus <00:04:31.901>for <00:04:32.138>anyone <00:04:32.543>modeling <00:04:33.108>Trainium <00:04:33.672>capacity <00:04:34.308>buildout <00:04:35.094>or <00:04:35.585>competing <00:04:36.214>accelerator <00:04:36.913>bids.

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<v Sarah>Now <00:04:38.294>watch <00:04:38.593>what <00:04:38.769>this <00:04:39.007>anchor <00:04:39.325>commitment <00:04:39.825>does <00:04:40.134>to <00:04:40.441>AWS's <00:04:41.348>interconnection <00:04:42.134>queue <00:04:42.466>priorities <00:04:43.261>and <00:04:43.729>infrastructure <00:04:44.501>capex <00:04:45.190>pacing.

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<v Sarah>It's <00:04:46.376>sitting <00:04:46.550>inside <00:04:47.041>a <00:04:47.161>roughly <00:04:47.521>$496 <00:04:49.001>billion <00:04:49.921>unrecognized <00:04:50.943>contract <00:04:51.505>book

60
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<v Sarah>and <00:04:52.513>when <00:04:52.657>your <00:04:52.791>largest <00:04:53.414>AI <00:04:53.761>tenant <00:04:54.321>is <00:04:54.538>locked <00:04:54.908>in <00:04:55.014>at <00:04:55.137>this <00:04:55.281>scale <00:04:55.721>for <00:04:55.889>this <00:04:56.161>long

61
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<v Sarah>you <00:04:57.161>build <00:04:57.414>differently.

62
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<v Sarah>From <00:04:59.165>CBS <00:04:59.618>Texas:

63
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<v Quote>ERCOT <00:05:01.206>says <00:05:01.542>by <00:05:01.782>2032, <00:05:02.922>the <00:05:03.030>grid <00:05:03.262>could <00:05:03.502>see <00:05:03.670>peak <00:05:03.942>demand <00:05:04.475>of <00:05:04.742>175,000 <00:05:06.382>megawatts.

64
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<v Quote>That's <00:05:07.668>nearly <00:05:08.011>double <00:05:08.442>the <00:05:08.532>current <00:05:08.799>record.

65
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<v Quote>The <00:05:09.902>big <00:05:10.079>reason <00:05:10.462>for <00:05:10.622>the <00:05:10.795>estimate <00:05:11.302>is <00:05:11.502>the <00:05:11.686>explosive <00:05:12.319>growth <00:05:12.689>of <00:05:12.875>AI-driven <00:05:13.590>data <00:05:13.842>centers.

66
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<v Quote>Regulators <00:05:15.430>told <00:05:15.678>lawmakers <00:05:16.214>this <00:05:16.406>week <00:05:16.710>they <00:05:16.952>believe <00:05:17.322>the <00:05:17.446>grid <00:05:17.742>can <00:05:17.919>handle <00:05:18.278>that <00:05:18.399>growth

67
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<v Quote>thanks <00:05:19.435>in <00:05:19.606>part <00:05:19.915>to <00:05:20.062>all <00:05:20.222>the <00:05:20.402>new <00:05:20.649>solar <00:05:21.035>power <00:05:21.382>farms <00:05:21.822>and <00:05:21.982>battery <00:05:22.312>storage <00:05:22.720>facilities.

68
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<v Quote>But <00:05:24.022>ERCOT <00:05:24.486>also <00:05:24.811>warned <00:05:25.254>that <00:05:25.449>solar <00:05:25.802>and <00:05:25.910>batteries <00:05:26.409>alone <00:05:26.822>won't <00:05:27.169>be <00:05:27.291>enough.

69
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<v Matt>Ninety-one <00:05:28.995>thousand <00:05:29.624>megawatts <00:05:30.268>last <00:05:30.572>week, <00:05:31.124>and <00:05:31.344>ERCOT's <00:05:31.914>telling <00:05:32.196>lawmakers <00:05:33.084>175,000 <00:05:34.977>by <00:05:35.164>2032.

70
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<v Matt>That's <00:05:36.970>nearly <00:05:37.313>double, <00:05:38.144>and <00:05:38.224>the <00:05:38.364>driver <00:05:38.924>is <00:05:39.217>AI <00:05:39.548>data <00:05:39.864>centers.

71
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<v Matt>Fine — <00:05:41.824>but <00:05:41.937>in <00:05:42.064>the <00:05:42.188>same <00:05:42.508>week, <00:05:43.068>lawmakers <00:05:43.684>are <00:05:43.850>asking <00:05:44.154>whether <00:05:44.471>Texas <00:05:45.050>should <00:05:45.372>keep <00:05:45.614>handing <00:05:45.991>those <00:05:46.188>data <00:05:46.494>centers <00:05:46.933>billions <00:05:47.671>in <00:05:47.824>tax <00:05:48.193>breaks.

72
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<v Sarah>And <00:05:49.484>Pablo <00:05:49.964>Vegas <00:05:50.412>said <00:05:50.624>the <00:05:50.751>quiet <00:05:51.148>part <00:05:51.484>on <00:05:51.744>mic — <00:05:52.572>over <00:05:52.924>90% <00:05:53.751>of <00:05:53.852>what's <00:05:54.227>coming <00:05:54.412>onto <00:05:54.624>the <00:05:54.748>grid <00:05:55.084>is <00:05:55.311>solar <00:05:55.704>and <00:05:55.940>batteries

73
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<v Sarah>and <00:05:57.116>that <00:05:57.344>mix <00:05:57.724>can't <00:05:58.097>cover <00:05:58.417>round-the-clock <00:05:59.180>load.

74
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<v Sarah>So <00:06:00.384>the <00:06:00.564>CEO's <00:06:01.130>asking <00:06:01.444>for <00:06:01.724>gas <00:06:02.257>while <00:06:02.582>regulators <00:06:03.196>tell <00:06:03.386>senators <00:06:03.904>the <00:06:04.044>grid <00:06:04.444>is <00:06:04.716>fine.

75
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<v Matt>So <00:06:06.151>which <00:06:06.337>is <00:06:06.524>it? <00:06:07.141>Either <00:06:07.564>solar-and-storage <00:06:08.664>can <00:06:08.890>handle <00:06:09.217>it, <00:06:09.911>or <00:06:10.164>you <00:06:10.348>need <00:06:10.657>dispatchable <00:06:11.364>gas <00:06:11.756>that <00:06:11.924>you <00:06:12.084>haven't <00:06:12.417>built.

76
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<v Matt>Can't <00:06:13.772>tell <00:06:14.004>the <00:06:14.177>legislature <00:06:14.860>both.

77
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<v Sarah>It's <00:06:16.004>the <00:06:16.188>same <00:06:16.504>who-pays <00:06:17.204>fight <00:06:17.457>we're <00:06:17.680>watching <00:06:17.991>in <00:06:18.113>Nevada <00:06:18.572>with <00:06:18.924>NV <00:06:19.324>Energy <00:06:19.844>and <00:06:20.044>Tract, <00:06:20.908>just <00:06:21.191>in <00:06:21.284>a <00:06:21.370>second <00:06:21.699>jurisdiction <00:06:22.396>with <00:06:22.564>a <00:06:22.638>bigger <00:06:22.913>number.

78
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<v Sarah>Texas <00:06:24.424>has <00:06:24.631>to <00:06:24.753>decide <00:06:25.194>whether <00:06:25.484>ratepayers <00:06:26.284>or <00:06:26.464>the <00:06:26.593>hyperscalers <00:06:27.644>eat <00:06:27.904>the <00:06:28.024>baseload <00:06:28.624>gap.

79
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<v Sarah>The <00:06:29.644>tax-break <00:06:30.188>vote <00:06:30.497>is <00:06:30.631>where <00:06:30.812>that <00:06:31.052>bill <00:06:31.292>gets <00:06:31.564>priced.

80
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<v Matt>Root <00:06:32.884>for <00:06:33.024>the <00:06:33.132>grid <00:06:33.370>people <00:06:33.697>on <00:06:33.836>this <00:06:34.044>one.

81
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<v Matt>They're <00:06:35.044>the <00:06:35.212>ones <00:06:35.424>who'll <00:06:35.612>have <00:06:35.831>to <00:06:35.916>keep <00:06:36.084>the <00:06:36.252>grid <00:06:36.488>standing <00:06:36.897>at <00:06:37.084>175 <00:06:38.344>gigawatts <00:06:38.977>in <00:06:39.124>a <00:06:39.260>July <00:06:39.692>heat <00:06:39.980>wave — <00:06:40.764>109 <00:06:41.471>feels-like — <00:06:42.564>while <00:06:42.808>everyone <00:06:43.228>else <00:06:43.553>argues

82
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<v Matt>about <00:06:44.349>incentives.

83
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<v Host>If <00:06:46.115>The <00:06:46.239>Data <00:06:46.541>Center <00:06:46.908>Daily <00:06:47.428>keeps <00:06:47.715>you <00:06:47.828>informed, <00:06:48.639>subscribe <00:06:49.235>and <00:06:49.322>leave <00:06:49.495>a <00:06:49.592>review <00:06:49.979>wherever <00:06:50.355>you’re <00:06:50.535>listening.

84
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<v Host>It’s <00:06:51.815>a <00:06:51.882>quick <00:06:52.075>way <00:06:52.308>to <00:06:52.455>support <00:06:52.755>the <00:06:52.895>show <00:06:53.275>and <00:06:53.503>help <00:06:53.727>more <00:06:53.901>people <00:06:54.239>find <00:06:54.575>it.

85
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<v Host>We’ll <00:06:55.840>be <00:06:55.937>watching <00:06:56.426>PJM’s <00:06:57.013>EIT <00:06:57.493>process.

86
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<v Host>It’ll <00:06:58.979>accept <00:06:59.309>proposals <00:06:59.866>on <00:07:00.073>a <00:07:00.198>rolling <00:07:00.466>basis <00:07:00.986>until <00:07:01.280>it <00:07:01.383>reaches <00:07:01.773>its <00:07:01.973>10-request <00:07:02.666>limit <00:07:02.973>for <00:07:03.125>that <00:07:03.306>calendar <00:07:03.797>year

87
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<v Host>and <00:07:04.793>the <00:07:04.893>whole <00:07:05.146>track <00:07:05.513>sunsets <00:07:06.080>at <00:07:06.173>the <00:07:06.333>end <00:07:06.480>of <00:07:06.613>2027.

88
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<v Host>You’ll <00:07:08.581>find <00:07:08.826>links <00:07:09.120>to <00:07:09.200>every <00:07:09.400>story <00:07:09.760>in <00:07:09.853>today’s <00:07:10.181>show <00:07:10.426>notes, <00:07:10.800>if <00:07:10.873>you’d <00:07:11.029>like <00:07:11.146>to <00:07:11.313>dig <00:07:11.550>deeper.

89
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<v Host>That’s <00:07:13.033>The <00:07:13.141>Data <00:07:13.379>Center <00:07:13.706>Daily <00:07:14.013>for <00:07:14.213>today.

90
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<v Host>This <00:07:15.493>is <00:07:15.693>a <00:07:15.783>Lantern <00:07:16.223>Podcast.