SoftBank Ohio Gas Plants Get Express Lane Around PJM’s Clogged Queue
Last month we told you Ohio had asked PJM to dust off the “State Agreement Approach,” a grid-planning tool invented for New Jersey’s offshore wind, and use it instead for the $4.2 billion in power lines feeding the 10-gigawatt SoftBank data center and gas plant complex at Piketon (see Ohio Uses NJ Wind Tool to Fast-Track Piketon Gas/AI Power Lines). That request is now a signed deal. On Tuesday, PJM filed the executed study agreement with the Federal Energy Regulatory Commission (FERC). Tucked inside are two new pieces of news: the project’s gas plants get to skip PJM’s notoriously clogged interconnection queue, and the full turbine list is out. Every one of the 77 turbines is a GE Vernova. Siemens is nowhere to be found. Read More “SoftBank Ohio Gas Plants Get Express Lane Around PJM’s Clogged Queue”

The Homer City Energy Campus in Indiana County, PA, will be one of the country’s largest natural gas-fired power plants under construction. It burns Marcellus gas, and it needs a lot of water to keep cool. On Wednesday, the Pennsylvania Department of Environmental Protection (DEP) held a public hearing on a permit change that would let the plant send up to 6.8 million gallons a day of used cooling water into Blacklick Creek. All of the roughly a dozen speakers opposed it. DEP says it will decide before the current permit expires at the end of this year. Here’s what the opponents said, and what DEP’s own paperwork says, which is a different story. 
Big Tech has a new problem, and it isn’t computer chips. It’s the neighbors. In Hazle Township (Luzerne County, PA), a data center developer offered $10,000 to every one of the town’s 4,500 households if they’d just let the project go forward. Most residents said “no thanks,” the township said no, and the developer is now suing. A week later, Amazon announced it will spend more than $1 billion over five years in communities that host its data centers, in an effort to cool a national backlash. Here’s why that matters to anyone who makes a living from Marcellus/Utica gas.
Expand Energy, the largest natural gas producer in the country (born from the 2024 merger of Chesapeake Energy and Southwestern Energy), is going all-in on artificial intelligence (AI). Recently, tech consulting firm Thoughtworks announced that Expand has hired it to build AI capability across the entire company. Not just out in the field, but in the office and on the gas marketing desk, too. Expand wants a working AI tool in “production” (i.e., actually being used, not just tested) by the end of this year. That’s about 12 weeks from now! This is not Expand’s first AI rodeo. Back in January, Expand signed a deal with Baker Hughes to put AI-powered software on thousands of its Marcellus, Utica, and Haynesville wells.
On Tuesday, a crowd of protesters packed the Pennsylvania Capitol Rotunda in Harrisburg to demand a statewide moratorium (a ban, really) on new data centers. Most of the coverage framed it as an outpouring of everyday Pennsylvanians fed up with Big Tech. MDN took a closer look at who organized the rally, who arranged the buses, and who stood at the microphone. What we found: the same groups and many of the same faces that have fought shale drilling, pipelines, and gas-fired power plants in this state for the past 15 years. New signs. Same agenda. 

On Sept. 22, Alpha Compute Corp. (Nasdaq: ALP) said it was buying an old Pennsylvania oil field (county not named) for $5.5 million and planned to put a second 200 MW data center on it (see 
Maryland Gov. Wes Moore took the podium in Annapolis last week and did something that disappointed just about everybody: he did NOT slap a moratorium on new data centers. Instead, he signed an executive order (EO) that creates a new state task force to grade data center projects, a public “dashboard” to track them, and a ban on secret deals between state agencies and developers. He also wants lawmakers to kill a 2020 sales tax break for data centers. The antis at Food & Water Watch (FWW) are grumbling that it’s not enough. What they REALLY want to kill is the gas-fired power plants that would keep the lights on.
New Jersey regulators have fined the company building a giant AI data center in Vineland (Cumberland County, South Jersey) $1.07 million for installing and running 62 large natural gas-fired generators without air permits. The NJ Department of Environmental Protection (DEP) calls it “by far the largest” enforcement action ever taken against a data center in the Garden State, and “possibly one of the largest such actions in the nation.” Our math: those 62 engines add up to nearly 123 megawatts (MW) of gas-fired power, running behind the meter at a site that is supposed to become a 300 MW data center serving Nebius and, through Nebius, Microsoft. The developer, DataOne, says the engines are temporary until Bloom Energy fuel cells (which also run on natural gas) take over, and it will now apply for permits.
Meta’s energy chief closed