Good morning. Two days of news this week did something the last several weeks had not, which was to push the center of gravity north. Bell Canada and the Government of Saskatchewan signed a memorandum of understanding for up to 900 megawatts of additional capacity outside Regina.
Good morning. Four different parties spent last week solving the same problem, and none of them are in the power business. Aligned broke ground on a two gigawatt campus in western Pennsylvania that will run on a natural gas plant it is building itself rather than on the grid.
Good morning, and thanks for opening this week’s briefing on a holiday Monday. Friday’s news run was one of the densest we have seen all year, and the theme running through it was ownership.
Good morning, and thanks for opening this week’s briefing. Wednesday’s issue was about who is paying to build the capacity. This week the question flipped to who is allowed to build it, and who pays for the power once it is running.
Good morning, and thanks for opening this week’s briefing. Last week the industry put a price on the buildout. This week it got measured, and the measurement is uncomfortable. CBRE’s H1 report landed Friday showing North American primary market supply up 33.7 percent to a record 10,903 megawatts.
Good morning, and thanks for opening this week’s briefing. Two weeks ago the story was states starting to say no. Last week the gas pipeline numbers explained why. This week the industry put a price on the whole thing.
