The Daily Mine — Friday, March 6, 2026

7 CEOs SIGN: Trump's ratepayer pledge says Big Tech pays for its own power...
RTO Insider
→ SpaceX pledged 1.2 GW of generation. Voluntary. Unenforceable across 50 state commissions.

DOUBLE IT: Dallas Fed says AI demand hits 80 GW by 2031, PUSHES INFLATION...
Federal Reserve Bank of Dallas
→ 40 GW → 80 GW. The Fed says it adds up to 0.13 points to PCE inflation through 2030.

GREEN LIGHT: NRC clears TerraPower Natrium for CONSTRUCTION...
POWER Magazine
→ First advanced reactor approved in a generation. Gates' sodium-cooled bet goes from paper to dirt.

'ENERGY DOMINANCE' MYTH: Iran war proves the US is still hostage to oil...
Vox
→ Largest producer in the world. Still can't control pump prices. Dominance ≠ independence.

IRAN STRIKES OIL TARGETS: 'Nightmare scenarios' test Trump's Teflon...
Politico / E&E News
→ Iranian oil infrastructure hit. Markets flinch. Political cost just starting.

NOT 2035 — NEXT YEAR: NYC grid operator flags reliability risk by 2027...
Utility Dive
→ Nation's biggest load center. Power issues could start in months, not decades.

NOBODY SAW IT COMING: NERC says spring and fall are shedding load too...
RTO Insider
→ Summer and winter get the attention. Shoulder seasons are quietly becoming grid danger zones.

COAL TO GAS: Arizona greenlights 2 plant conversions...
RTO Insider
→ Keep the reliability, cut the emissions, save the jobs. Gas bridge in action.

WHO CONTROLS THE OFF SWITCH? WA sues DOE over forced coal plant...
RTO Insider
→ State says close Centralia. Trump DOE says keep burning. Courts decide.

430 MW IN MISSOURI: State's largest solar farm NOW ONLINE...
POWER Magazine
→ Arevon's Huck Finn Solar is live. Missouri quietly becoming a solar state.

10 GIGAWATTS: California watchdog sounds alarm on data center load...
CalMatters
→ 4x Diablo Canyon. Little Hoover Commission says make Big Tech pay up front.

57 PERCENT: Virginia's grid could be majority data center by 2030...
Network World / CBRE
→ Seven more states crossing 20%. Rents up 12.5%/yr. New builds bottlenecked by power.

BLOCKED: PJM watchdog fights power plant sale to data center company...
Utility Dive
→ TeraWulf wants a Maryland plant. PJM says it threatens the grid. FERC decides.

STANDING ROOM ONLY: Hundreds flood Joliet city hall over mega data center...
Fox 32 Chicago
→ 795 acres of farmland. "No Data Center" signs everywhere. Illinois' biggest DC fight yet.

VETO OVERRIDE? Ohio House eyes data center tax break the governor killed...
Ohio Capital Journal
→ Governor vetoed the sales tax exemption. Legislature wants it back. State-by-state subsidy war heats up.