LandGate Resources

Meta confirmed this week that its Hyperion data center campus in Richland Parish, Louisiana, is growing to 5 gigawatts of compute capacity, pushing the company's regional investment past $50 billion (CNBC; Blockspace). The project began in December 2024 as a $10 billion, roughly 2 GW campus on a 2,250 acre former farm between Rayville and Delhi. Eighteen months later it is one of the largest data center buildouts in history, and a useful case study in how land, power, and rur

For hyperscale campuses, colocation facilities, and edge deployments alike, subtransmission is the variable that determines whether a site can actually be powered.

On July 6, 2026, TeraWulf and Anthropic announced a 20-year lease agreement that will turn a shuttered Kentucky aluminum smelter into one of the largest AI infrastructure campuses in the country. The headline numbers are impressive on their own: roughly $19 billion in contracted lease revenue, 401 megawatts of critical IT load, and a phased buildout stretching from second half 2027 through early 2028. But the number that should catch every developer's attention isn't the doll

For data center developers, site selectors, operators, and investors, one constraint sits above all others: power. A site can have ideal land, connectivity, and incentives, but if it cannot secure large, reliable power quickly and connect to the grid without prohibitive upgrades, it is not a data center site. Around that central question sit the others that decide a project: fiber and interconnection, real estate and lease economics, tax incentives, backup and resilience, and

For solar developers, investors, and lenders, knowing that a project will generate well and clear an economic screen is necessary but not sufficient. Before capital moves, someone has to see the full financial statement: what the project costs to build, what it earns and spends every year, how it is financed, and whether the cash it throws off actually covers its debt. That is what LandGate's Solar Pro Forma provides. Where an economic report distills a project into a single

For solar developers, investors, and asset managers, a project lives or dies at the intersection of three questions: can it connect to the grid, what will it earn where it settles, and how do those economics compare to real projects nearby. A strong resource and a clean parcel mean little if the interconnection triggers millions in network upgrades, if the project's pricing node sits well below the trading hub, or if comparable projects are signing offtake at prices this one

Proposed transmission lines are electric transmission projects that have been announced, planned, or are under development but have not yet been constructed or energized.

Europe spent this week in a record heatwave, and the headlines focused on the obvious: strained grids, blackouts, and big tech scrambling to keep AI chips cool. For developers, investors, and lenders putting capital into data centers, the more important signal sits underneath that story. Severe weather has quietly become the single largest driver of insured construction losses in the data center sector, and the buildout is moving fastest into exactly the markets with the thin

The race to secure land for data center development has historically come down to three major factors: fiber, water, and power. But as the grid tightens and power demands skyrocket, a silent deal-killer has emerged in the site-selection process: air permitting.

For solar developers, investors, and asset managers, confirming that a site has strong sun and clean, buildable land is only the starting point. The harder physical question is how the project will actually perform: exactly how much electricity it will generate, when that generation lands across the hours of a day and the seasons of a year, and how steadily that output will decline as the equipment ages. Those questions sit at the heart of LandGate's Solar 8760 & Long Term Ge

Acquisition of 150 million parcel-level land intelligence dataset strengthens Wood Mackenzie’s leading market position and will drive faster, higher-confidence capital allocation decisions for power, renewables, and data center developers. LONDON/HOUSTON/SINGAPORE, 24 June 2026 – Wood Mackenzie, a global leader in data, analytics and insights for the energy and natural resources industry, today announced the acquisition of LandGate. The deal combines Wood Mackenzie’s power ma

The most established data center market in the country has agreed to tax the industry's power consumption for the first time. The deal is capped and temporary, but the signal it sends to developers, investors, and lenders is anything but. What the Virginia data center tax deal does After a months-long budget standoff that nearly triggered Virginia's first government shutdown, state House and Senate Democrats reached an agreement that imposes a new tax on data center electrici

The passage of the One Big Beautiful Bill Act (OBBBA) signed into law July 2025 officially transitions the industry from the old "OZ 1.0" model into a permanent, structurally revamped framework known as Opportunity Zones 2.0 (OZ 2.0). This represents a shift from a one-time, expiring tax incentive into a permanent fixture of the federal tax code.

For battery storage developers, investors, and asset managers, the questions that decide a project are different from those that decide a solar farm. A battery does not generate energy; it earns by moving energy through time, charging when prices are low and discharging when they are high, and by providing capacity and grid services. That makes storage economics a function of two things above all: whether the site can actually connect to the grid, and whether the local market

For solar developers, investors, and asset managers, confirming that a site has strong irradiance and clean land characteristics is only the beginning. The harder question is whether the project will actually pencil out: what it costs to build, what it earns across decades of operation, and what all of that is worth in today’s dollars. That question sits at the heart of LandGate’s Solar Economic Report, which models the full economic profile of a solar asset or portfolio, fro

For most of the last decade, the data center conversation was about real estate. Find a big, flat, affordable parcel near fiber, lock it up, and build. That era is over. The binding constraint has moved twice in just a few years: first from land to grid access, and now to a far more specific question. Can this particular parcel get energized, and how soon? That shift is rewriting how the most sophisticated developers and investors value land. The parcels commanding premium at

The Federal Reserve has already introduced energy commodity shocks as explicit variables in the stress testing framework for the largest US banks. The trajectory of scenario design (expanding variable scope, adding new guides, and building institutional capacity through the 2023 pilot Climate Scenario Analysis) points in one direction. Energy cost sensitivity for energy-intensive asset classes is not a future regulatory concept. It is a present supervisory concern in the proc

For data center developers seeking to identify emerging markets and future demand centers, understanding the relationship between 5G infrastructure and data center development can provide valuable insight into where digital infrastructure investment is headed.

For energy and data center developers, finding a site with strong land characteristics and clean environmental conditions is only part of the equation. The other part is understanding whether the grid can actually absorb the power a project will generate, and at what cost. That question sits at the heart of LandGate's Offtake Report, which analyzes interconnection feasibility at a specific point of interconnection (POI) before a developer commits to the formal and expensive u

When Meta received planning permission last October to build what Data Center Dynamics called data centers in "tents" at its Gallatin, Tennessee campus, the reaction from the industry was somewhere between a double-take and a knowing nod. The project, reportedly codenamed ‘Prometheus’, is not a publicity stunt. It is a window into how the most aggressive capital deployers in history are responding to a single, unyielding constraint: time. For data center developers, the tent