Massive 3 GW Gas-Fired AI/Data Center Coming to Southwest Pa.
We have some exciting news to share. Datacenter builder/operator TECfusions, based in Tampa, Florida, has purchased 1,395 acres in Upper Burrell (Westmoreland County), PA, for a groundbreaking data center project called TECfusions Keystone Connect. The site is the old Alcoa R&D campus and surrounding real estate in New Kensington. The project will transform the shuttered office and industrial site into a state-of-the-art data center campus, with plans for 3 gigawatts (GW) of capacity to be deployed over six years. Put another way, some 3,000 megawatts of electricity will be required to power it. MASSIVE! Read More “Massive 3 GW Gas-Fired AI/Data Center Coming to Southwest Pa.”
Faced with the possibility of blackouts, Connecticut’s Democrat Governor, Ned Lamont, wants to keep his nuclear and gas-fired power plants. But Lamont isn’t interested in building more pipelines or new gas-fired plants. That’s a bridge too far for Lamont. He’s happy to allow the residents of Connecticut to continue paying some of (perhaps THE) highest electric rates in the country because, you know, global warming. Connecticut is heading over the renewables cliff into economic oblivion. Paying sky-high prices is A.O.K. for Lamont, but blackouts are not. Hence, his statements in last week’s State of the State speech were about keeping the nukes and gas the state already operates. 
Last fall, MDN began tracking the issue of who, ultimately, should pay to build out new electricity sources for data centers (and AI) that increasingly use huge amounts of power (see 
The Pittsylvania County Planning Commission voted on Jan. 7 to recommend against granting Virginia-based Balico permission to proceed with a $8.85 billion project to build a data center complex. Last October, Balico applied to rezone more than 2,200 acres for a proposed campus that would include its own massive on-site gas-fired power plant complex using Marcellus/Utica molecules from the Mountain Valley Pipeline (see 
Last October, Shell signed an agreement to buy 100% of RISEC Holdings’ 609-megawatt (MW) two-unit combined-cycle gas turbine power plant located near Providence, Rhode Island (see 
In June 2021, MDN told you about CenterPoint Energy, a power generator looking to shutter portions of its coal-fired generation fleet and build two natural gas combustion turbines in Indiana (see 
Liberal New England, one of the bluest (Democrat) areas of the country, continues to do the opposite of what they preach. For years, New England states like Massachusetts, Vermont, and Connecticut have blocked new natural gas pipelines that would carry Marcellus molecules from a few hundred miles away into their states, claiming they seek to phase out fossil energy to be more “green.” Yet, as of this morning, 41% of the electricity flowing through New England’s grid comes from fossil fuels—natural gas (33%), oil (7%), and coal (1%). Another 4% comes from burning garbage and wood, which emits as much or more carbon dioxide as fossil fuels! How much electricity is being produced from solar and wind right now in New England? A piddly 9%. 
Here’s a story in the karma-is-a-boomerang department… In July 2019, the Connecticut Siting Council approved the Killingly Energy Center gas-fired power plant project after initially rejecting it (see 
Dominion Energy plans to build small “peaker” electric generating plants in Chesterfield County, VA, near Richmond (see 
Yesterday, the Northeast Power Coordinating Council (NPCC) announced the completion of the NPCC Northeast Gas/Electric System Study. Initiated in 2023, the study evaluated New York and New England gas supply and gas pipeline constraints for extreme and protracted winter events during the peak heating season, from December through February, for three time periods: 2024/25 (short-term), 2027/28 (mid-term) and 2032/33 (long-term). It shows that if we get an extended (more than three-day) cold snap, those of us living in NY or New England will be in trouble. 
In typical sleazy politician fashion, PA’s Democrat Governor, Josh Shapiro, is blaming someone else (the PJM grid operator, in this case) for problems that he and his predecessor have created. Shapiro recently filed a complaint with the Federal Energy Regulatory Commission (FERC) alleging PJM is mismanaging the grid and using inflated numbers that will cause economic pain for the 65 million customers who buy electricity in the PJM region. What’s causing the high prices in PJM, a region rich in natural gas? That would be former Gov. Tom Wolf and current Gov. Josh Shapiro insisting the state tax gas-fired power plants via the so-called Regional Greenhouse Gas Initiative (RGGI). 
The North American Electric Reliability Corporation (NERC) released its 2024 Long-Term Reliability Assessment (LTRA) yesterday. The LTRA highlights *critical* reliability challenges that the power industry is facing over the next 10 years, including satisfying escalating energy growth, managing generator retirements, and removing barriers to resource and transmission development. The LTRA concludes that well over half of the continent is at elevated or high risk of energy shortfalls over the next 5 to 10 years.