Signal · Tuesday, July 28, 2026

Datacenter siting rules

Two US states moved to make large loads pay for their own interconnection upgrades. Every grid-adjacent business model in this edition is downstream of that decision.

Sources

From the edition

Elsewhere

Grid iron and the second battery wave
  • Qbit ThermalQuantum

    Quantum-assisted materials search for heat-pump refrigerants. The chemistry is speculative; the customer list,

  • Copper contangoCommodities

    Copper's forward curve steepened again. Cable, not cells, is now the long pole in most of these build-outs.

  • IMO fuel levyShipping

    The levy passed committee. Ammonia bunkering projects that looked ten years early are suddenly financeable.

  • FerrovoltBatteries

    The iron-air storage maker closed a Series C to finance its first gigafactory in Ohio, with two utilities pre-