The Wrap

7 stories this week 85 in all, from the Infrastructure desk.

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The Wrap stories, page 2

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Constellation signs 890-MW Google nuclear PPA as PJM backstop stalls

Oct 8

No-price infrastructure deals spread beyond renewables to data centers and transmission

Oct 7

Peru signs its first transmission bundle, P3 Bulletin reports

Oct 6

TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens

Oct 6

Data center developers turn to legacy industrial sites as permitting tightens

Oct 5

P3 Bulletin digest: consultant searches, executive hires, and one $50 million World Bank loan

Oct 5

Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

Oct 5

Lambda and Sharon AI price GPU-backed debt 317 basis points apart

Oct 5

Virginia governor bans data-center NDAs as the Senate blocks a power-cost bill

Oct 1

Fluor and JGC split $15bn LNG Canada phase-two EPC work

Oct 1

SPP's Western adequacy stop-gap draws four protests, including its own monitor

Sep 30

Pittsburgh targets one-day approval for simple building permits and adds virtual inspections

Sep 29

Schneider Electric launches Motivair WCDU for data centers mixing air and liquid cooling

Sep 28

How 230-kW AI racks are shifting data center capital to switchgear and rate design

Sep 28

Washington's grid money stops buying new corridors

Sep 25

Michigan's ratemaking push puts capex compounding on the table

Sep 25

Development capital now writes checks on blank term sheets

Sep 25

The utility tariff is now the data center credit screen

Sep 24

New York orders utilities to inventory AI, buying the map first

Sep 24

The permit is now the power contract

Sep 24

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The Wrap

The Wrap stories, page 2

Page 2 of 5

Constellation signs 890-MW Google nuclear PPA as PJM backstop stalls

No-price infrastructure deals spread beyond renewables to data centers and transmission

Peru signs its first transmission bundle, P3 Bulletin reports

TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens

Data center developers turn to legacy industrial sites as permitting tightens

P3 Bulletin digest: consultant searches, executive hires, and one $50 million World Bank loan

Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

Lambda and Sharon AI price GPU-backed debt 317 basis points apart

Virginia governor bans data-center NDAs as the Senate blocks a power-cost bill

Fluor and JGC split $15bn LNG Canada phase-two EPC work

SPP's Western adequacy stop-gap draws four protests, including its own monitor

Pittsburgh targets one-day approval for simple building permits and adds virtual inspections

Schneider Electric launches Motivair WCDU for data centers mixing air and liquid cooling

How 230-kW AI racks are shifting data center capital to switchgear and rate design

Washington's grid money stops buying new corridors

Michigan's ratemaking push puts capex compounding on the table

Development capital now writes checks on blank term sheets

The utility tariff is now the data center credit screen

New York orders utilities to inventory AI, buying the map first

The permit is now the power contract