The Wrap

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

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The Wrap stories, page 3

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Sundt starts Denton's plant carrying the overrun risk

Sep 23

Texas turns public consent into a queue condition

Sep 23

The P3 file is still paperwork, and Maryland is the test

Sep 22

The nuclear tariff is the new power contract

Sep 22

California picks transmission capital over utility oversight

Sep 21

The unpriced deal moves to the cap table

Sep 21

The AI build's constraint has moved into the supply chain

Sep 21

Carbon and wind deals settled with the price column blank

Sep 18

The SPAC's collateral is a grid queue position

Sep 18

AI infrastructure now prices the calendar ahead of the tenant

Sep 17

Washington's rail file is staffed, studied and unpriced

Sep 16

Data center debt now underwrites development, not tenants

Sep 16

Firmus's $5bn Listing Prices the Contract

Sep 14

Naturgy pays €330m for the grid it already holds

Sep 14

AI financing has two buyers left: the customer and the state

Sep 11

California reopens the utility rulebook last rewritten in 2007

Sep 10

The unpriced deal is now infrastructure's default language

Sep 10

The data-center capital stack now prices one tenant

Sep 10

Digital infrastructure splits into contracted assets and merchant shells

Sep 7

Ignis IPO forces a price on megawatt math

Sep 7

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The Wrap

The Wrap stories, page 3

Page 3 of 5

Sundt starts Denton's plant carrying the overrun risk

Texas turns public consent into a queue condition

The P3 file is still paperwork, and Maryland is the test

The nuclear tariff is the new power contract

California picks transmission capital over utility oversight

The unpriced deal moves to the cap table

The AI build's constraint has moved into the supply chain

Carbon and wind deals settled with the price column blank

The SPAC's collateral is a grid queue position

AI infrastructure now prices the calendar ahead of the tenant

Washington's rail file is staffed, studied and unpriced

Data center debt now underwrites development, not tenants

Firmus's $5bn Listing Prices the Contract

Naturgy pays €330m for the grid it already holds

AI financing has two buyers left: the customer and the state

California reopens the utility rulebook last rewritten in 2007

The unpriced deal is now infrastructure's default language

The data-center capital stack now prices one tenant

Digital infrastructure splits into contracted assets and merchant shells

Ignis IPO forces a price on megawatt math