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Powerstack: Paperwork kills the biggest planned data center corridor

Apr 30, 2026

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8 min read

Powerstack: Paperwork kills the biggest planned data center corridor

Plus, 220GW in PJM's new queue, X-energy's billion-dollar debut

Mark Taylor
Mark Taylor
Powerstack: Blackstone sets the standard for data center exits

Apr 23, 2026

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7 min read

Powerstack: Blackstone sets the standard for data center exits

Plus, Meta goes for Noon Energy’s multi-day storage tech, Japan goes for next-gen geo

Mark Taylor
Mark Taylor
Powerstack: Permitting reform just got a deal

Apr 16, 2026

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7 min read

Powerstack: Permitting reform just got a deal

Plus, 2.8GW of fuel cells for data centers, 3 LDES pilots off-track, and more

Mark Taylor
Mark Taylor
Powerstack: Energy hoarding is the new strategy

Apr 9, 2026

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17 min read

Powerstack: Energy hoarding is the new strategy

Jeff Currie on the return to asset-heavy, and energy hoarding as strategy

Mark Taylor
Mark Taylor
 Powerstack: Meta and Entergy go for 7.2GW gas in Louisiana

Apr 2, 2026

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14 min read

Powerstack: Meta and Entergy go for 7.2GW gas in Louisiana

Plus, $830m Mistral debt raise, Oracle’s 1.3GW for BESS and BYOC

Mark Taylor
Mark Taylor
Powerstack: New data center flexibility plays, a 9.2GW gas data center

Mar 26, 2026

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15 min read

Powerstack: New data center flexibility plays, a 9.2GW gas data center

CERAWeek forces new bargains, SoftBank's 9.2GW bet, and $5bn in gas assets changing hands

Mark Taylor
Mark Taylor
Powerstack: SPP may have just solved the interconnection queue

Mar 19, 2026

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14 min read

Powerstack: SPP may have just solved the interconnection queue

Plus, first-ever $421m project finance for EGS, Google/TPG create a $12bn monster

Mark Taylor
Mark Taylor
Powerstack #2: OpenAI’s Texas pullback, $32bn to privatize AES

Mar 12, 2026

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14 min read

Powerstack #2: OpenAI’s Texas pullback, $32bn to privatize AES

Even the most high-profile AI data center in the US can’t hold onto its anchor tenants

Mark Taylor
Mark Taylor
Introducing Powerstack from Sightline Climate

Mar 5, 2026

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13 min read

Introducing Powerstack from Sightline Climate

A new weekly briefing on the moves and motives shaping power markets

Mark Taylor
Mark Taylor
Welcome to Powerstack

Mar 3, 2026

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4 min read

Welcome to Powerstack

Sightline Climate
Sightline Climate

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