Search Results
291 results found with an empty search
- Solar and Data Centers: Strategic Partnerships Beyond Federal Incentives
The energy landscape is shifting dramatically. As federal tax incentives like the Investment Tax Credit (ITC) and Production Tax Credit (PTC) face political uncertainty, solar developers are searching for new pathways to project viability. Meanwhile, data center developers grapple with explosive power demands that traditional grid infrastructure struggles to meet. This convergence creates an unprecedented opportunity for direct partnerships that bypass traditional utility models. The elimination or reduction of federal solar incentives doesn't signal the end of renewable energy growth, instead it signals the beginning of a new era where market fundamentals, rather than government subsidies, drive solar development. Data centers, with their massive and predictable power consumption, emerge as the ideal partners to fill this financing gap. This strategic alignment addresses critical challenges for both industries. Solar developers gain access to creditworthy, long-term revenue streams that make projects bankable without relying on federal support. Data center operators secure dedicated, predictable power sources while advancing sustainability goals and maintaining competitive advantages. The key lies in understanding how these partnerships can be structured for mutual benefit, the role of data and technology platforms in facilitating connections, and the emerging models that are already reshaping both industries. The New Reality: Solar Development Without Federal Incentives Solar developers have long depended on federal tax credits to make projects financially viable. The ITC has historically allowed developers to claim 30% of project costs as a tax credit, while the PTC provided per-kilowatt-hour production incentives. Without these supports, solar projects face several immediate challenges . Project economics become significantly more challenging. The upfront capital requirements increase substantially when developers can't rely on tax credit monetization. This higher cost basis makes it harder to attract traditional project finance and equity investors who have grown accustomed to incentive-supported returns. The competitive landscape also shifts. Solar projects must now compete purely on their operational merits: energy production costs, reliability, and long-term value proposition. This actually strengthens the case for direct partnerships with large energy users who can appreciate these operational benefits beyond short-term financial engineering. However, solar costs have declined dramatically over the past decade. In many regions, solar generation costs are now competitive with traditional power sources even without incentives. This fundamental economic shift creates opportunities for direct partnerships based on pure market dynamics rather than policy support. Data Center Power Demands: The Perfect Match Data centers represent one of the fastest-growing electricity demand sectors. A single hyperscale data center can consume 20-100 MW of continuous power—equivalent to a small city. This demand is only accelerating with artificial intelligence, cloud computing, and digital transformation initiatives. The power requirements are both massive and predictable. Unlike residential or commercial users with variable consumption patterns, data centers maintain consistent, 24/7 electricity demand. This load profile makes them ideal anchor tenants for utility-scale solar projects, especially when paired with battery storage systems. Grid constraints pose significant challenges for data center expansion. Many regions face interconnection queues stretching years into the future, with uncertain timelines for new transmission infrastructure. Data centers can't afford to wait for grid upgrades—they need power solutions today. Reliability requirements are paramount. Even brief power outages can cost data centers millions in lost revenue and damaged equipment. This creates strong incentives for data center operators to invest in dedicated, controllable power sources rather than relying solely on grid supply. Sustainability commitments add another layer of motivation. Major tech companies have pledged to achieve 100% renewable energy or even 24/7 carbon-free electricity. These goals require new renewable capacity, not just purchasing existing clean energy credits. Direct investment in solar development allows data centers to claim genuine additionality—new clean energy that wouldn't exist without their commitment. Strategic Partnership Models Between Solar Developers and Data Centers Long-Term Power Purchase Agreements Direct PPAs represent the most straightforward partnership model. Data center developers commit to purchasing all or a significant portion of a solar project's output for 15-25 years at fixed prices. This long-term revenue certainty provides the financial foundation that lenders and investors need to fund construction. The PPA structure eliminates development risk for solar developers while providing cost predictability for data centers. Energy prices are locked in for decades, protecting against volatile fossil fuel markets and potential carbon pricing mechanisms. These agreements can be structured as physical delivery contracts where electricity flows directly to the data center, or as virtual arrangements where the solar farm feeds the grid while the data center receives financial credits. Virtual PPAs offer more flexibility in site selection since the solar farm doesn't need to be physically co-located with the data center. Direct Equity Investment Data center developers increasingly invest directly in solar projects, taking ownership stakes alongside traditional energy developers. This approach provides solar developers with patient capital that doesn't require immediate returns, while giving data centers greater control over their energy sources. Equity partnerships can be structured through special purpose vehicles (SPVs) created specifically for individual projects. The data center developer provides capital, the solar developer brings technical expertise, and both parties share in project returns based on their investment levels. This model works particularly well for data center operators with strong balance sheets and long-term planning horizons. The investment can be justified not just by energy cost savings, but by the strategic value of energy security and sustainability goal achievement. Behind-the-Meter Microgrids The most integrated partnership model involves building solar generation directly adjacent to data center facilities. These behind-the-meter systems can include substantial battery storage to provide power during non-sunny hours and enhance grid independence. Solar Farm Built Adjacent to Apple Data Center | LandGate Platform Microgrid configurations offer maximum reliability and energy security. During grid outages, the data center can continue operating on stored solar energy. Advanced controls can optimize when to use solar power directly, when to store excess generation, and when to draw from the grid based on real-time pricing and demand. The economics of behind-the-meter systems are compelling because they avoid transmission and distribution charges while providing demand charge management. Large battery systems can store solar energy during peak generation hours and discharge during peak demand periods when grid electricity is most expensive. Data Intelligence: The Catalyst for Partnerships Successful solar-data center partnerships require sophisticated site analysis that considers multiple overlapping factors. Traditional site selection approaches evaluate solar and data center requirements separately, missing opportunities for integrated development. Modern data platforms can analyze solar irradiance, land suitability, electrical infrastructure capacity, and data center market dynamics simultaneously. This integrated approach identifies locations where solar resources align with data center power needs and electrical infrastructure can support both developments. Grid interconnection data becomes crucial for evaluating partnership potential. Solar developers need to understand not just available capacity at substations, but also the specific requirements and timelines for large data center connections. Data centers need visibility into planned solar projects that might affect grid stability or capacity availability. Energy pricing analysis helps both parties understand the economic benefits of direct partnerships compared to traditional grid procurement. Historical and forecasted pricing data can demonstrate the long-term value of fixed-price agreements and help structure financially attractive partnership terms. Market intelligence about planned data center developments and solar project pipelines enables proactive partnership discussions. Rather than waiting for projects to reach advanced stages, developers can identify partnership opportunities early in the planning process when there's maximum flexibility in project design and financing structures. Emerging Success Stories Major technology companies are already demonstrating the viability of direct solar partnerships. Google operates one of the largest corporate renewable energy portfolios globally, with many projects specifically designed to power data center operations. Their approach involves both direct investment and innovative PPA structures that enable new solar development. Microsoft has committed to matching 100% of its electricity consumption with renewable energy purchases by 2025. Their strategy emphasizes additionality—ensuring that their renewable energy commitments result in new clean energy capacity rather than just purchasing existing credits. Amazon maintains the largest pipeline of new solar projects among corporate buyers, with many gigawatts under development directly tied to powering AWS data centers. Their approach includes both traditional PPAs and direct investment in solar development companies. These examples demonstrate that direct partnerships can work at scale, providing both financial returns and strategic benefits that justify the complexity of integrated development approaches. Overcoming Partnership Challenges Technical integration represents one of the primary challenges in solar-data center partnerships. Solar generation is variable while data center demand is constant, requiring sophisticated energy management systems and often substantial battery storage investments. Regulatory complexity can complicate direct partnerships, particularly for behind-the-meter installations. Utility regulations, interconnection requirements, and permitting processes vary significantly by jurisdiction and may not anticipate integrated solar-data center developments. Financing structures must accommodate the different risk profiles and return expectations of solar developers and data center operators. Traditional project finance models may need modification to support joint ventures or integrated development approaches. However, these challenges are being addressed through technological innovation and regulatory evolution. Battery storage costs continue declining, making energy storage more economically viable for managing solar variability. Advanced energy management systems can optimize power flows and grid interactions in real-time. The Path Forward The convergence of reduced federal incentives and exploding data center power demand creates a unique opportunity for industry transformation. Rather than relying on government support, solar development can be driven by direct market demand from creditworthy, long-term energy users. Solar Farm Built Adjacent to Apple Data Center | LandGate Platform Success requires new approaches to site selection, project development, and financial structuring. Developers must think beyond traditional utility-scale solar farms to consider integrated energy solutions that serve data center requirements while maintaining project economics. Data and analytics platforms play a crucial role in facilitating these partnerships by providing integrated analysis of solar resources, electrical infrastructure, and data center market dynamics. The ability to identify and evaluate partnership opportunities across multiple criteria will determine which developers can successfully navigate this new landscape. The regulatory environment will continue evolving to accommodate these direct partnerships. Policymakers recognize the benefits of enabling large energy users to drive renewable energy development, particularly when it reduces grid strain and enhances system reliability. Powering the Future Without Subsidies The shift away from federal incentives doesn't represent a setback for solar development—it represents an evolution toward market-driven growth. Data centers, with their massive power demands and sustainability commitments, emerge as the ideal partners to sustain solar growth through direct market mechanisms. These partnerships offer benefits beyond simple cost savings. Data centers gain energy security, price predictability, and sustainability credentials. Solar developers access creditworthy, long-term revenue streams that make projects viable without government support. The broader energy system benefits from reduced grid strain and increased renewable capacity. The key to success lies in understanding that these partnerships require different approaches than traditional utility-scale development. Site selection must consider integrated requirements, financing structures must accommodate different risk profiles, and operational models must optimize for both solar generation and data center power needs. As this market continues developing, the companies that can successfully navigate integrated solar-data center partnerships will gain significant competitive advantages. The future of renewable energy growth may well depend on these direct market relationships rather than government incentives. The opportunity is substantial, the market dynamics are favorable, and the technology solutions exist. The question isn't whether solar-data center partnerships will grow—it's which developers will successfully capitalize on this transformation. To learn more about how LandGate is bringing data center and solar developers together in a post-ITC climate, book a demo with our dedicated energy infrastructure team.
- Calculating Available Transfer Capacity: New Methods & Tech Enhancements
Effective planning and optimization are essential for energy management and grid reliability. At LandGate, we aim to simplify these complexities. We leverage the latest energy planning models to provide actionable insights for businesses and utilities. Our advanced tools offer cutting-edge features for injection transfer capacity analysis and load-serving capacity analysis . These tools help identify thermal overloads and estimate the costs associated with addressing them. But that is only the beginning. We are excited to introduce a powerful new feature to our platform. It allows for Energy Resource (ERIS) versus Network Resource (NRIS) interconnection service analysis. This enhancement empowers energy stakeholders to make informed decisions about grid connections and transmission planning. Whether you’re assessing how a renewable energy project can connect with minimal constraints (ERIS) or need robust assurances of grid reliability and capacity delivery under peak demand scenarios (NRIS), LandGate’s models provide the clarity and insights required to align with your goals. Evaluating Network Resources vs. Energy Resources for Transfer Capacity When purchasing power, organizations weigh the benefits of Network Resource Interconnection Service (NRIS) against Energy Resource Interconnection Service (ERIS) . This decision depends heavily on various priorities. Deliverability rights, network upgrades, and exposure to curtailment during system events are all crucial factors to consider. Breaking Down NRIS and ERIS NRIS (Network Resource Interconnection Service) Purpose : Provides comprehensive energy deliverability by considering network reliability. Capacity : Ensures full energy delivery reliably during peak demand and critical scenarios. Use Case : Ideal for large-scale facilities or projects targeting reliability in the wholesale market. ERIS (Energy Resource Interconnection Service) Purpose : Simplifies energy connections without factoring future transmission constraints. Capacity : Focuses on enabling energy output efficiently under normal conditions. Use Case : Perfect for renewable energy projects, such as solar and wind, where variability and curtailment risks are manageable. New Feature Introduction Our latest platform update introduces side-by-side analysis of Network Resources versus Energy Resources for generation interconnection screening. This feature gives users deeper insights into the interconnection landscape. It simplifies evaluating resource dynamics and aligning decisions with organizational risk tolerance. Where is it Initially Available? The feature is rolling out first in the SPP, MISO, and PJM markets. It empowers users to make smarter decisions regarding resource evaluations. Ignoring Base Case Overloads in Large Load Interconnection The Challenge of Base Case Overloads Planning models for ATC (Available Transfer Capability) calculations generally reflect existing overloads. These overloads result from current loads and are not typically linked to new interconnection requests. Instead, they represent the responsibility of the utility managing the facility to resolve. The Solution With this update, users now have a new option to ignore base case overloads during large load interconnection analyses. This matters because: It enables a clearer focus on the impact of proposed connections , free from current constraints. It simplifies the process for identifying how interconnections can support new loads. It ensures alignment with planning models used by utilities to maintain future system load reliability. This user-friendly feature is tailored to meet the unique challenges associated with large load interconnections. It promotes smarter and faster decision-making. Why These Features Matter These updates deliver tangible benefits: Time Savings : Each feature reduces unnecessary complexity, allowing you to focus on actionable insights. Improved Accuracy : Evaluate generation resource options comprehensively. Streamline interconnection screenings without legacy challenges obstructing progress. Enhanced Decision-Making : Make informed decisions powered by transparent, customizable data tailored to your business objectives. Together, these advancements revolutionize how users approach interconnection studies. They unlock new levels of efficiency, clarity, and operational flexibility. Supporting Analysis Tools With these updates, we ensure access to the latest planning models such as injection capacity and load-serving capacity analysis. Here’s what they offer: Incremental Testing : Both generation and load are incrementally increased to identify thermal overloads, revealing stress points in the network. Substation Analysis : Tests are conducted across every substation for comprehensive coverage. Cost Insights : We provide estimated costs for addressing overloads using industry-standard cost estimation processes. Use Cases for Enterprise Businesses 1. Renewable Energy Projects Developers of solar and wind projects can benefit from ERIS evaluations. These evaluations allow for flexibility in energy delivery, helping projects stay on track. 2. Traditional Power Plants Facilities looking to secure network reliability during peak demand can leverage NRIS. This guarantees energy delivery under critical conditions, ensuring operational stability. 3. Large Load Interconnections Enterprises with substantial energy needs, such as data centers or manufacturing plants, can assess new interconnection feasibility without being overwhelmed by irrelevant constraints. A Commitment to Innovation We are deeply committed to empowering our users with innovative tools that enhance their capabilities. The features like NRIS vs. ERIS evaluations and the ability to filter base case overloads deliver practical solutions with real impact on your projects and planning. Stay connected! For additional updates and detailed walkthroughs, don’t hesitate to reach out to our support team or explore our learning resources . Get started today and achieve more with LandGate!
- The Interconnection Agreement Loophole Under New ITC Rules
The solar energy industry finds itself in uncharted territory. The "One Big Beautiful Bill" (OBBB) has introduced substantial changes to the Investment Tax Credit (ITC) , accelerating its phase-out for commercial and utility-scale projects. Developers who previously operated on extended timelines or flexible milestones now face tightened deadlines that require swift and strategic planning to preserve any remaining federal incentives. This shift has turned interconnection progress into a key signal of whether a project is realistically on track. To support that, LandGate is adding new visibility into the interconnection agreement (IA) status within PowerTools . Projects in the queue will now display whether their IA is approved, pending, or withdrawn. This information is surfaced directly in project details and available as a filter to help users hone in on actively progressing opportunities. A signed interconnection agreement doesn't guarantee ITC eligibility or construction readiness, but it can be a strong indicator that a project is advancing. Still, it’s important to note that many projects with signed IAs may face delays from permitting hurdles, financing uncertainty, or supply chain challenges. On the other hand, pending or withdrawn IAs often suggest projects are less likely to meet the ITC deadlines. This added context helps differentiate real capacity from speculative queue backlog. Shifting ITC Deadlines and the Importance of Interconnection With the OBBB’s new restrictions, solar projects must meet one of two critical criteria to qualify for ITC benefits: Start construction by July 4, 2026: Projects made eligible under this rule qualify for the full ITC. Placed in service by December 31, 2027: Projects must become operational within this window if they fail to meet the earlier starting requirements. These deadlines have heightened the importance of interconnection progress. While not sufficient alone to establish ITC eligibility, signed interconnection agreements signify that a project is advancing and nearing the all-important “beginning of construction” (BOC) milestone. However, identifying viable projects with IAs has always been a labor-intensive and complex effort. This is where search tools with enhanced IA tracking provide a game-changing solution. Why Interconnection Agreements Are Keys to ITC Eligibility Interconnection agreements represent a significant milestone in solar project development. They indicate that a project has passed through early feasibility studie s and is poised to move into construction. While an IA alone doesn’t qualify a project under ITC rules, it provides essential groundwork for pivotal development activities like: Ordering Long-Lead Equipment: Contracts for components like solar modules and inverters often begin following IA approval, helping satisfy the 5% Safe Harbor Test. Site Preparation: Grading, foundations, and other early-stage construction work can proceed with confidence once interconnection hurdles are resolved. Financing and Permitting: Projects with signed IAs attract stronger interest from investors, lenders, and local regulators, enabling faster progression toward completion. Conversely, projects with pending or withdrawn IAs often suggest delays or lower feasibility, helping developers rule them out of future plans. Specialized search tools that provide IA visibility enable developers to hone in on truly viable opportunities while adding efficiency to their pipeline strategy. How Advanced Search Tools Simplify Project Screening Platforms like LandGate’s PowerTools have revolutionized how developers locate solar opportunities by integrating IA data directly into their search processes. LandGate also shows exactly which substation each queued project is proposed to interconnect with. This detail alongside key data points like queue submission date, study stage (FES, SRIS, FS), requested MW, point of interconnection (POI), and available transfer capacity at the substation gives a far clearer sense of whether a project is technically and commercially viable under current policy constraints. These updates give users a more complete picture of the queue; not just who’s in line, but who’s making forward progress. Whether you’re screening for acquisition targets, identifying viable interconnection locations, or assessing shifting risk profiles, this functionality helps connect the dots between queue data and real-world project timelines. Here’s what these tools offer: Visibility into Interconnection Status Beyond simply showing which projects are in the queue, platforms now display whether an interconnection agreement is: Approved Pending Withdrawn This distinction allows developers to filter out speculative or stalled projects with ease, increasing focus on initiatives capable of meeting looming ITC deadlines. Comprehensive Interconnection Data Points Essential project-specific details are included, such as: Queue Submission Date: How long the project has been in the queue. Study Stage: Progress through Feasibility Study (FES), System Reliability Impact Study (SRIS), and Facilities Study (FS). Proposed Point of Interconnection (POI): Exact substations or grid nodes where interconnection is planned. Available Transfer Capacity (ATC): How much capacity remains unused at the substation level. Tailored Filtering Options Developers can sort projects by attributes like geographic location, requested megawatts (MW), or permitting status. For instance, projects with high queue backlog or inadequate ATC can be deprioritized to avoid wasting resources. Real-Time Updates Interconnection data changes frequently due to refinements in project studies or policy adjustments. Search tools that deliver real-time updates ensure developers remain agile and informed in fluid conditions. Beyond Interconnection Data: Navigating New Safe Harbor Rules Developers must act quickly to convert promising IA-backed projects into fully compliant ones. Here are actionable strategies: Accelerate "Beginning of Construction" Milestones : Using tools like PowerTools, identify projects with executed IAs and immediately initiate activities counted under IRS rules for BOC, including physical site work or equipment prepayments. Secure Long-Lead Components : Many ITC-eligible activities, such as placing binding orders for major solar infrastructure, can commence immediately after signing interconnection agreements. Ensure compliance with IRS’s 5% Safe Harbor Test by keeping invoices and contracts readily accessible as proof of progress. Conduct Due Diligence on Acquisition Targets : Projects already approved for interconnection but struggling financially may present acquisition opportunities. Leverage IA data to evaluate their technical and economic feasibility, factoring in study timelines and estimated upgrade costs. These can also serve as strategic M&A targets for a faster entry point into high demand regions without waiting through full interconnection study cycles. Engage Local Stakeholders : Securing site-specific permits and community buy-in are crucial for avoiding delays. Use interconnection locations as a springboard to initiate relationships with local governments, landowners, and power purchasers. Streamline Financing Applications : Projects that advance beyond interconnection benefit from reduced risk profiles, making them more appealing to investors. Use IA data to present financiers with clearer timelines and projected returns. Staying Ahead in a Rapidly Evolving Landscape While interconnection agreements are not the sole indicator of a project’s readiness, tools that surface this data are indispensable in 2024’s solar market. Transparency around IA status reduces uncertainty, helps developers prioritize feasible opportunities, and ensures faster alignment with shrinking ITC windows. By adopting search platforms that integrate IA tracking, developers can stay ahead of grid congestion patterns, minimize development bottlenecks, and act strategically on time-sensitive opportunities. These tools not only de-risk projects but also position solar companies to remain resilient in an increasingly competitive industry. Accessing the Interconnection Agreement Loophole for ITC The countdown to preserve ITC eligibility has already begun. Don’t fall behind as policy changes reshape the renewable energy landscape. Equip your team with the insights they need to succeed. As interconnection processes evolve and guidance around ITC eligibility becomes more defined, this added layer of visibility will be essential to staying ahead on both the policy and grid sides of the equation.. Interested to learn more? Schedule a demo with us to see how IA tracking from LandGate can elevate your solar development strategy.
- LandGate® spurs data center development in rural Colorado County and beyond
Change isn't just coming—it's here! At LandGate®, we're thrilled to share some groundbreaking news that marks a significant step forward in our mission to digitize the world’s energy & infrastructure and merge it with real estate. Our team work tirelessly to assist government and institutional landowners, and today, we’re proud to share that Logan County, CO has released a statement of community and County Commissioner support for data center projects. This isn't just a snapshot on our timeline—it’s a leap toward innovation, collaboration, and a better future. Data Center Growth and Interest Logan County, Colorado , one of our longest standing government relationships, has publicly released a letter from the county commissioners expressing strong support for the development of large, hyperscale data centers in their county. This endorsement not only underscores Logan County’s forward-thinking vision but also sends a powerful message about rural Colorado’s readiness to welcome cutting-edge technology and infrastructure. Logan County recognizes the significant benefits that data center development can bring to the community, highlighting several key advantages: Increased Local Revenue : Hyperscale data centers generate substantial property tax revenue, providing long-term financial support for Logan County residents. These funds directly benefit public schools, infrastructure projects, public safety services, and other essential community needs. High-Quality Job Creation : Data centers create well-paying, skilled career opportunities that can diversify the local economy and offer Logan County families stable, rewarding employment. These jobs not only enhance individual livelihoods but also contribute to the overall economic vitality of the region. Additionally, Logan County is uniquely equipped to support data center operations. The region boasts robust energy infrastructure, including over 1 gigawatt of renewable energy generation, existing natural gas capacity, and close proximity to major transmission lines and pipelines. These resources enable data centers to operate efficiently and sustainably, maximizing the economic potential of the area’s abundant assets. View the full letter here: By leveraging these strengths, Logan County is primed to become a hub for data center growth, fueling both local development and regional prosperity. Latest High-Value Featured Listings Logan County isn't alone in its opportunity seeking and readiness for development. Other opportunities and listings develop everyday on our marketplace. Check out these high-value featured listings below! Each property offers unique advantages for energy or data center development and investment: For details or to explore more listings, book a demo with our team ! How to Get Started To fully view these high value listings on LandGate®, get in touch with our team! If you are a government or institutional landowner please view our free collaboration and listing options here: Digitizing the Future At LandGate®, we believe that milestones aren’t just destinations—they’re starting points. We’re excited to share this news announcement and just some of the high value listings that have arrived on our marketplace within the last week!
- This Week in Data Center News 7.14.25
The data center industry is undergoing rapid evolution, driven by significant advancements in legislation, technology, and infrastructure. Recent news underscores a global shift in company priorities, marked by substantial investments in innovative facilities and ambitious initiatives to revolutionize data center energy sourcing. This report offers a concise overview of key developments from QTS in Wisconsin, Starwood in Delaware, Netrality in Indiana, Hyperscale Data in Michigan, and SunRocket capital in Illinois, illustrating how innovation, investment strategies, and new legislation are collectively shaping data center operations. QTS looking to develop 15-building data center in Dane County, Wisconsin A Virginia-based company, QTS Data Centers, is considering building a data center campus in Vienna, Wisconsin, with plans for 15 buildings over the next decade, starting with an initial phase of 3 to 5 centers to meet demand. The project could create over 1,000 construction jobs and involve significant investment, with each building costing $300-350 million and additional investments from tenants potentially tripling that amount. Vienna was chosen due to established relationships with Alliant Energy, the skilled local workforce, and proximity to the University of Wisconsin-Madison. QTS’s energy-efficient cooling technology, reducing water usage by over 48 million gallons annually per data center, is part of their sustainability commitment. However, the growing presence of data centers in Wisconsin has raised concerns over potential increases in reliance on fossil fuel energy and water usage impacts. Despite this, the construction industry anticipates significant economic benefits from such projects. The plans remain in early stages, with community discussions ongoing. Starwood files to develop 16 million-foot data center in Delaware Plans for a massive 6-million-square-foot data center complex south of New Castle, Delaware , have been filed, representing one of the largest proposed data center projects in the nation. The complex, backed by Starwood Capital Group and potentially linked to PBF Energy, would involve a multi-billion-dollar investment and create hundreds of jobs over a phased, long-term development. The site is strategically located near key infrastructure, including a Delmarva Power substation and natural gas pipelines, which could support its power needs. The project aligns with the growing demand for data centers due to the rise of AI applications. Local officials, including Councilman Kevin Caneco, have expressed cautious optimism, emphasizing the need for adequate buffers and community benefits while noting that a data center avoids the truck traffic concerns of warehouse developments. Delaware’s favorable tax structure and strategic location enhance its competitiveness for such projects, although the state has not explicitly prioritized data centers as a focus area. The approval process for the project is expected to take 12 to 18 months. Netrality completes high-density data center hall at its Indy Telecom Center Netrality Data Centers has expanded its Indy Telcom Center with a new high-density data hall, providing 1 MW of critical capacity within a 3,800-square-foot space. Designed for high-demand technologies like AI, machine learning, and HPC, the facility leverages Delta Cube3 cooling technology, which enhances efficiency with a zero-water waste system. This investment reflects Netrality’s focus on sustainability and innovation, backed by a $380 million sustainability-linked loan. Strategically located in Indianapolis, the center offers ultra-low latency connectivity across the Midwest and beyond, with over 40 on-net providers ensuring robust and scalable solutions. Hyperscale Data reduces its $20 million debt and moves forward with its 340MW data center in Michigan Hyperscale Data (NYSE American: GPUS) has reduced its debt by over $20 million, bolstering its financial position as it transitions into a pure-play AI data center platform. This move supports its plans to develop a 617,000-square-foot AI data center in Michigan , expected to expand power capacity from 30 MW to 340 MW over the next 44 months through agreements with local utilities, including an additional 40 MW of natural gas power within 18 months. The facility aims to cater to hyperscale AI model training and enterprise computing. The company plans to complete its separation from Ault Capital Group by the end of 2025, focusing solely on AI infrastructure services. However, project success is contingent on securing sufficient funding, regulatory approvals, and partnership agreements. SunRocket Capital funds a $15 million solar farm and battery storage project to power AI infrastructure and data center markets in Illinois SunRocket Capital has successfully closed $15 million in financing for a renewable energy project in Illinois, aimed at powering the growing AI and data center market. This 4 MW solar installation, paired with a 21,000 kWh battery energy storage system (BESS), supports environmentally responsible energy solutions for data centers with investment-grade offtakers. SunRocket Capital’s expertise in structured finance and collaborative projects highlights their dedication to advancing sustainable energy infrastructure. The project aligns with the increasing demand for clean energy in high-growth sectors like AI and data processing, contributing to grid efficiency and sustainability. LandGate spurs data center development in Sterling, Colorado Sterling, Colorado, in collaboration with LandGate, is opening its public lands for data center development, showcasing several county listings on the LandGate platform. This effort is supported by the Logan County Board of Commissioners, who issued a statement endorsing data center projects. They highlight benefits such as increased local revenue, new high-quality job opportunities, and efficient operations supported by the region’s robust energy infrastructure. With over 1 gigawatt of renewable energy and a strategic location near key pipelines and transmission lines, Logan County is positioned to attract significant data center investments and drive regional economic growth. News, Tools & Solutions for Data Center Developers LandGate provides tailored solutions for data center developers , helping optimize site selection and project efficiency by leveraging cutting-edge technology and extensive datasets. Learn more about how we’re addressing key challenges such as power availability, project siting, and the various solutions available.LandGate offers customized solutions for data center developers. We utilize cutting-edge technology and extensive datasets to optimize site selection and enhance project efficiency. Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo with our dedicated team.
- Energy Analytics & Software for Renewable Energy Development
Energy analytics for renewable energy development refers to the use of data analysis tools and techniques to optimize the production, distribution, and consumption of energy from renewable sources. It involves gathering and analyzing large volumes of data from various sources such as wind turbines, solar panels, and energy storage systems to gain insights into their performance, efficiency, and reliability. Using data-driven insights from AI and machine learning, energy analytics software optimizes the planning, operation, and integration of renewable sources like solar and wind power. This helps identify optimal sites for new installations, monitor and improve existing projects, and manage the variability of renewable sources to maintain grid stability. The importance of energy analytics in optimizing renewable energy production and distribution in the U.S. cannot be overstated. As the country accelerates its shift towards a more sustainable energy future, the need for accurate, real-time data analysis becomes increasingly critical. Energy analytics can help identify trends, patterns, and anomalies in energy usage, enabling utilities, grid operators, and energy producers to make informed decisions about where and when to distribute power. Moreover, it can provide valuable insights into how best to balance supply and demand, manage grid stability, and reduce operational costs. In this article, we will explore the needs of modern renewable energy project developers and energy storage developers, and the energy data analytics software solutions available today. The Role of Energy Analytics in Renewable Energy Development Energy analytics plays a pivotal role in the advancement of renewable energy development by providing actionable insights that optimize performance, efficiency, and cost management. With the integration of renewables like solar and wind, the energy landscape has become more complex due to the intermittent nature of these resources. Energy analytics software aids in forecasting energy production based on weather patterns, historical data, and real-time inputs, enabling developers to plan for fluctuations in supply. 1) Identification of Inefficiencies & Areas of Improvement Energy analytics tools facilitate the identification of inefficiencies and areas for improvement in renewable energy systems, ensuring maximum output with minimal waste. By leveraging advanced analytics, stakeholders can make data-driven decisions that enhance grid reliability, reduce costs, and promote the seamless integration of renewable energy into existing systems. This technology is essential for scaling renewable energy projects efficiently and achieving global energy transition goals. These tools can also aid in minimizing energy waste and maximizing efficiency. By identifying inefficiencies in renewable energy systems, it can help operators take corrective actions to improve their performance. For example, if a wind turbine is not generating as much power as expected, energy analytics can help pinpoint the cause, whether it's a mechanical issue or suboptimal wind conditions. Similarly, it can help identify energy waste in buildings and industrial processes, enabling the implementation of energy-saving measures. 2) Forecasting Energy Production & Consumption Energy analytics also plays a vital role in predicting energy production and consumption patterns. By analyzing historical and real-time data from renewable energy systems, it can provide accurate forecasts of energy production. This enables utilities and grid operators to better manage supply and demand, reducing the risk of power shortages or surpluses. On the consumption side, energy analytics can help identify trends and patterns in energy usage, enabling consumers and businesses to optimize their energy use and reduce their carbon footprint. 3) Renewable Energy Site Selection One of the key applications of energy analytics is in the identification of viable sites for renewable energy projects. For instance, wind farm developers use advanced analytical tools to assess potential sites based on factors such as wind speed, direction, and consistency. Similarly, solar project developers use these tools to evaluate the amount of sunlight a location receives throughout the year. These analyses help ensure that renewable energy projects are located in areas where they can produce the maximum amount of power, thus improving their economic viability and efficiency. An example of a tool that renewable energy developers can use for site selection is LandGate's platform. By analyzing data on land ownership, land use, and transmission infrastructure, developers can pinpoint areas with high renewable energy potential and minimal constraints, such as environmental or regulatory barriers. The tool offers the highest quality dataset of solar development analysis & siting information , including nationwide data about transmission lines, queued projects at the substation level, live PPA & LMP data , and interconnection queue and site control data. 4) Grid Integration & Stability Energy analytics tools and data play a crucial role in integrating renewable energy projects into the grid while maintaining grid stability. By analyzing real-time and historical data, these tools help grid operators predict energy production from renewable sources like wind and solar, which can be variable and weather-dependent. Advanced forecasting models allow utilities to better plan for fluctuations in energy supply, ensuring that demand is consistently met. Additionally, energy analytics support grid infrastructure planning by identifying weak points and predicting areas of high stress, enabling the deployment of energy storage systems or supplementary resources to maintain balance. These tools also facilitate the integration of distributed energy resources by managing energy flows and optimizing performance, ensuring that renewable energy contributes to a stable and reliable grid system. 5) Financial and Project Management Software solutions that assist in robust financial modeling, accurate project cost estimation, and comprehensive overall project management are absolutely essential for renewable energy developers. These specialized tools are critical in helping organizations to optimize their significant investment decisions, meticulously track project progress through various stages, and ensure the most efficient allocation of valuable resources across all facets of a project. 6) Regulatory Compliance and Permitting Developers need software features that simplify complex regulatory compliance processes and streamline permit acquisition. These tools should support tasks such as managing detailed environmental impact assessments , ensuring that all necessary evaluations are completed accurately and on time. Additionally, they must provide mechanisms for tracking and organizing compliance requirements to avoid missed deadlines or oversights. Effective communication with regulatory authorities is also a key component, requiring features that facilitate clear, efficient exchanges of information and documentation. Final Thoughts In conclusion, energy analytics and software are indispensable tools for driving the development of renewable energy. They streamline complex processes such as environmental impact assessments, ensure compliance with regulatory requirements, and promote effective communication with authorities. By leveraging these advanced tools, organizations can optimize resource management, avoid costly errors, and stay on track with sustainability goals. As the global demand for clean energy grows, the importance of implementing these solutions cannot be overstated. Investing in energy analytics and software not only accelerates project success but also plays a critical role in shaping a sustainable and eco-friendly future. By leveraging LandGate's energy markets tools, renewable energy developers can enhance their planning and decision-making processes, ultimately accelerating project development and contributing to the transition to a sustainable energy future.
- Unmasking Critical Energy Infrastructure Information (CEII)
The energy sector has long operated under clouds of uncertainty. Developers make million-dollar site selections based on incomplete grid information . Engineers design interconnection strategies using anonymized data that obscures critical network details. Investors evaluate land parcels without understanding the true transmission constraints that could make or break a project. LandGate is changing this dynamic with a groundbreaking new capability: secure access to data derived from Critical Energy Infrastructure Information (CEII). This advancement transforms how energy professionals analyze the grid, moving from high-level screening to precision analysis that reveals the actual substations, buses, and limiting elements that drive interconnection costs and timelines. What does this access mean for developers, engineers, and investors? How is this sensitive data delivered securely and compliantly? What Is Critical Energy Infrastructure Information (CEII) and Why Has It Been Hidden? Critical Energy Infrastructure Information represents some of the most sensitive data in the energy sector, protected under Federal Energy Regulatory Commission (FERC). CEII encompasses several critical data types that energy professionals need for accurate analysis: Actual Substation and Bus Names : Instead of generic labels like "Bus_001," CEII reveals the true identifiers such as "Brazos 345kV" or "Riverside North 230kV." This specificity enables engineers to cross-reference planning documents and historical data. LandGate CEII Bus & Substation Identifiers Limiting Elements on the Grid : These are the transmission lines, transformers, or other equipment that constrain power flow. Knowing which specific elements limit capacity helps developers understand where upgrades might be required. Transmission System Operating Conditions : Real-time and historical data about how the transmission system performs under various load conditions, including peak demand scenarios and emergency situations. From Generic Data to Grid Reality LandGate's platform has traditionally provided valuable grid analysis capabilities using anonymized data. This approach offered significant insights for high-level screening and initial site evaluation. However, the limitations became apparent when users needed to perform detailed technical analysis or work with engineering consultants. The Previous Approach: Anonymized Analysis Before CEII access, LandGate users could analyze grid congestion, interconnection queue activity, and substation proximity using generic identifiers. A substation might appear as "Sub_047" with nearby transmission lines labeled as "Line_A" and "Line_B." This anonymization protected sensitive infrastructure details while enabling basic analysis. LandGate Anonymized Bus & Substation Data This approach worked well for initial screening. Developers could identify regions with favorable grid characteristics, assess queue congestion patterns, and evaluate general transmission capacity. However, moving beyond screening into detailed engineering analysis required additional data gathering from utilities and independent system operators. The New Capability: Precision Grid Analysis LandGate now offers users the ability to unlock CEII data. Once certified, users see actual bus names, real limiting elements, and specific transmission equipment identifiers directly within the platform. This transformation enables several new capabilities: Direct Engineering Analysis : Teams can immediately identify specific transmission constraints without requesting additional data from utilities Historical Cross-Referencing : Actual equipment names allow users to research historical performance, maintenance records, and planning documents Consultant Collaboration : Third-party engineers can use the data for power flow modeling and interconnection studies without separate data requests Strategic Value Across Energy Sectors CEII access delivers distinct advantages for different types of energy professionals, each with unique analytical needs and business objectives. Technical and Engineering Teams Engineering teams benefit most directly from CEII access. With actual equipment names and limiting elements identified, they can design least-cost network upgrades and develop more accurate interconnection cost estimates. Previously, engineering teams spent significant time gathering basic grid information from various sources. ISO and utility websites often provide limited data, requiring multiple requests and lengthy response times. CEII access through LandGate eliminates much of this manual data collection, allowing engineers to focus on analysis rather than data gathering. The precision of CEII data also improves the accuracy of technical studies. When engineers know exactly which transmission line or transformer creates a constraint, they can model upgrade scenarios more precisely and identify alternative solutions that might not be apparent with generic data. Developers and Project Teams For developers, CEII access transforms site selection from an educated guess into a data-driven decision. Understanding actual grid constraints before committing to expensive feasibility studies can save hundreds of thousands of dollars and months of development time. Site selection traditionally involves significant uncertainty about grid integration costs. A location might appear attractive based on proximity to transmission lines, but hidden constraints could trigger expensive upgrades. CEII access reveals these constraints upfront, enabling developers to make informed comparisons between potential sites. The data also improves negotiations with landowners and power purchasers. Developers can enter discussions with concrete understanding of interconnection prospects, strengthening their position and reducing the risk of costly surprises during development. Investors can use CEII data to evaluate the technical risks associated with different projects and development sites. This information complements financial and market analysis, providing a more complete picture of investment prospects. CEII Access: Strategic Enhancement, Not Requirement LandGate's CEII capability represents a strategic enhancement rather than a fundamental requirement for energy development. Many successful projects have been developed using traditional data gathering methods, and initial due diligence can proceed effectively without CEII access. When CEII Access Isn't Necessary Initial project screening and queue submissions typically don't require CEII data. Developers can identify promising regions, assess general grid characteristics, and submit interconnection requests using anonymized information. The generic data provides sufficient detail for these early-stage activities. Many feasibility studies also proceed without CEII access, particularly for smaller projects or those in regions with well-understood transmission characteristics. Standard engineering analysis can often identify potential constraints and estimate upgrade costs using publicly available information. When CEII Becomes Valuable CEII access becomes most valuable during detailed technical analysis and post-queue development phases. Once a project enters the interconnection queue, developers need precise information about grid constraints to model upgrade costs accurately and work effectively with engineering consultants. The data also proves invaluable when comparing multiple sites or evaluating alternative development strategies. Small differences in transmission constraints can have large impacts on project economics, and CEII access reveals these differences clearly. Competitive situations particularly benefit from CEII access. When multiple developers are evaluating similar sites, having superior grid intelligence can provide a decisive advantage in site selection and lease negotiations. Secure and Compliant CEII Access LandGate has developed a comprehensive framework for providing CEII access that fully complies with FERC regulations while enabling business-critical transparency. This approach balances security requirements with user needs, ensuring that sensitive infrastructure information remains protected. Once certified, users access CEII data within the LandGate platform. The data remains protected by multiple layers of security: Access Controls : CEII data is only visible to certified users Data Residency : CEII information remains within LandGate's secure infrastructure and cannot be downloaded or exported These measures ensure that sensitive infrastructure information remains protected while enabling the analysis that energy professionals need to make informed decisions. CEII Access Activation After the certification document is signed and returned to LandGate, CEII data will be enabled within the user's LandGate interface. The activation process includes: Interface Training : Brief orientation on how to access and interpret CEII data within the platform Ongoing Support : Establishing communication channels for questions or additional data needs Case Study & Workflows: Unmasked CEII Data in Action A utility-scale solar developer aiming to build a 150 MW project in Texas faced significant roadblocks in filtering potential project sites and understanding their grid impact. Using LandGate's platform and its access to Critical Energy Infrastructure Information (CEII) data, the developer gained a clear view of grid constraints and limiting elements, enabling data-backed site selection. This solution saved the developer time, reduced risks, and avoided hundreds of thousands of dollars in potential upgrade costs. Introduction The client, a leading utility-scale solar developer, specializes in large-scale solar energy projects. Their latest goal? To identify and secure an optimal site for a 150 MW solar project in Texas, a state known for its sunny climate and complex energy grid environment managed by ERCOT (Electric Reliability Council of Texas). However, navigating these complexities to avoid expensive grid upgrades is no small task. This challenge was compounded by limited visibility into grid data, leaving the developer unable to make fully informed decisions. The Problem When developing solar projects, selecting the right site is paramount. For the client's 150 MW project, three promising parcels stood out after an initial screening that prioritized buildable acreage, strong solar irradiance, and proximity to substations. However, identified parcels showed varying levels of interconnection queue congestion. Without CEII access, the grid-related insights at this stage were basic, relying on generic grid names to assess substation congestion. This lack of visibility left developers in a critical blind spot. They couldn't determine grid realities such as precise bus names or limiting elements, which are key factors in estimating grid upgrades. The stakes were high. An uninformed entry into the interconnection process could result in substantial delays and costly infrastructure upgrades, jeopardizing the project's financial and operational viability. The developer needed a solution that would provide comprehensive, actionable grid data to evaluate site feasibility thoroughly. The Solution The developer implemented a structured process with LandGate to address their challenges: Initial Screening Using LandGate’s platform, the developer identified three promising parcels based on key metrics such as solar irradiance, acreage, and proximity to substations. CEII Request and Platform Integration Accessing CEII data through LandGate enabled the developer to uncover critical details obscured in the interconnection queue model. This included actual bus names and limiting elements within the grid infrastructure. Third-Party Consultant Analysis With the CEII data in hand, a third-party consultant ran power flow modeling to assess site-specific interconnection impacts. This analysis revealed that two of the three sites involved common grid constraints likely to trigger costly upgrades. The third site, however, showed minimal constraints, being near a lightly loaded substation with favorable downstream grid conditions. Optimized Site Selection Armed with precise grid data and consultant analysis, the developer confidently selected the optimal site. They proceeded to submit interconnection paperwork tailored to grid realities, minimizing risks. This streamlined process provided transparency at every stage, empowering the client with the data-driven insights necessary to make informed decisions. Results The implementation of LandGate’s platform with CEII data led to game-changing results for the developer: Optimized Site Selection: The developer identified a site with the least congestion and avoided two locations likely to incur substantial grid-related upgrade costs. Time Savings: By entering the interconnection queue with a complete understanding of grid realities, the developer expedited decision-making and advanced their project timeline. Cost Avoidance: The accurate identification of limiting elements and grid constraints helped the developer save hundreds of thousands of dollars in potential upgrade costs. CEII Tools & Solutions for Energy & Infrastructure Navigating the complexities of energy grid interconnection can be daunting for solar developers, but with the right tools, it doesn’t have to be. LandGate’s platform and CEII capabilities delivered the clarity and confidence this utility-scale solar developer needed to succeed. By leveraging comprehensive grid data, avoiding unnecessary costs, and making strategic site selections, the client not only achieved their immediate goals but also positioned themselves for long-term success. Interested in optimizing your project site selections and interconnection processes with access to protected CEII data? Explore LandGate’s full range of tools and unlock insights that drive results. New Inquiries: Existing Clients:
- The Impact of the Big Beautiful Bill on Renewable Energy
Updated: 7/7/2025, 12pm ET President Donald Trump has signed the “One Big Beautiful Bill” into law, and the renewable energy industry finds itself facing a turning point. At the heart of this legislation is a provision that accelerates the sunsetting of two incentives for clean energy development in the United States: the Investment Tax Credit (ITC) and the Production Tax Credit (PTC) . These federal incentives have long underwritten the growth of solar power across the country—helping to bring utility-scale solar from a new technology to mainstream energy resource, essential to power the data center boom in the U.S. The One Big Beautiful Bill provides for ~$9.1 trillion in spending, with a savings of ~$4.1 trillion - see summary . $570 billion of those savings under the Bill comes from an accelerated sunsetting of the clean energy tax credits. This legislation fundamentally alters how, where, and whether new solar projects are developed, reshaping many of the regulations revised and established by the Inflation Reduction Act . But this is not a death sentence for solar. Instead, it’s a reshuffling of the landscapes for (a) renewable energy, (b) U.S. electrical infrastructure, and (c) Commercial Real Estate landscapes. States with (1) robust solar resource potential (site quality & availability, and supporting regulations) as well as (2) strong local incentives will rise to the top. States that relied on the ITC or PTC to close financial gaps will find themselves out of favor. Using real-world economic data — including state-by-state LCOE (Levelized Cost of Energy) and forecasted revenue potential with and without federal incentives — we can visualize the economic winners and losers in a post-ITC world. Fig1. Solar Project Costs vs. Revenue by U.S. State. Data Source: LandGate Fig2. Solar Project Levelized Costs $/MWh Federal Incentives: What’s on the Line? Before diving into the analysis, let’s revisit what’s being lost: ITC (Investment Tax Credit): Provides a direct tax credit equal to a percentage of capital costs (30% under current law). The ITC Bonus can add an additional 10% for each bonus criteria it meets. The three bonus categories are for location in either an energy community , low-moderate income community, or using equipment that meets domestic content guidelines. PTC (Production Tax Credit): Offers tax credits per kilowatt-hour of electricity generated, incentivizing long-term energy production. Together, these incentives have historically improved project economics by $8–$25/MWh, depending on system design, resource quality, and financing assumptions. Their removal represents the largest shift in solar economics since their implementation. Comparing Solar Economics Without Federal Incentives Let’s break down the economics of solar across different U.S. states, focusing on three key metrics: LCOE ($/MWh): The cost to generate one megawatt-hour of electricity over a project's lifetime Revenue w/ No Fed Incentives ($/MWh): Estimated revenue from electricity markets and local programs without any federal support Revenue w/ Max Fed Incentives ($/MWh): Revenue including benefits from federal incentives Comparison of the top 5 states with state incentives State LCOE ($/MWh) Revenue w/o Fed ($/MWh) Revenue w/ Fed ($/MWh) Margin w/o Fed Margin w/ Fed Massachusetts (MA) $68.09 $361.45 $386.95 $293.36 $318.86 New Jersey (NJ) $66.78 $245.02 $270.03 $178.23 $203.24 Maryland (MD) $31.13 $177.06 $188.72 $145.92 $157.58 Virginia (VA) $29.61 $95.91 $106.99 $66.29 $77.38 Connecticut (CT) $31.15 $86.13 $97.79 $54.98 $66.64 Takeaway: Even without the ITC or PTC, projects in several Northeastern and Mid-Atlantic states maintain healthy economic margins. This is thanks to high energy prices, REC markets, and supportive state policies like net metering and clean energy standards. The Shift from Deregulation to Incentivization Over the past decade, states with minimal permitting barriers and fast-track interconnection processes became prime destinations for utility-scale solar development. Texas , in particular, saw a massive build-out of solar capacity thanks to its deregulated ERCOT market, abundant land, high solar irradiance, and a hands-off permitting environment. Similarly, Nevada , Arizona , and parts of Florida saw growth due to relatively streamlined development timelines and fewer regulatory hurdles. Texas was particularly appealing because (a) its connect then manage process which enables a very fast project development, and (b) because of its unique non-capacity market, providing higher spikes of revenues for energy developers but causing high price raises to its customers. However, the landscape is shifting. As federal tax credits disappear, low-regulation alone is no longer enough to support attractive project economics. Developers will now gravitate toward states that offer robust state-level incentives , even if those states come with more complex regulatory environments and also more difficult siting opportunities. That means more solar projects will likely be sited in states like: Massachusetts – with one of the nation’s most lucrative Solar Massachusetts Renewable Target (SMART) programs New Jersey – supported by the Successor Solar Incentive (SuSI) program and strong RPS standards Maryland – offering long-term REC contracts and favorable SREC trading conditions New York – with its NY-Sun program and competitive Tier 1 REC procurement Illinois – benefiting from the Climate and Equitable Jobs Act (CEJA) and adjustable block program These states have on average 20% less solar irradiance. For example, the state with the most irradiance, Arizona sees a yearly average of 5.75 kWh/m 2 /day, compared to 4.25 kWh/m 2/ day they have slightly higher costs of development, but they do provide policy certainty , structured incentive markets , and high electricity prices , which together create a stable return profile even without the ITC or PTC. The net result? A more selective solar market where policy strength—not just sunlight—is the deciding factor for new development. What About High-Sun States? You might assume that desert-rich states like Arizona and Nevada would remain top contenders. And they do— but only under specific conditions . For example: State LCOE ($/MWh) Revenue w/o Fed ($/MWh) Margin w/o Fed Arizona (AZ) $20.12 $42.09 $21.97 Nevada (NV) $24.05 $47.56 $23.51 Texas (TX) $23.88 $43.09 $19.21 These states benefit from high capacity factors (i.e., more sun = more output), which lowers LCOE. However, without REC markets or generous state-specific incentives, their margins—while still positive—are not as strong as those in the Northeast. The absence of federal tax credits will highlight the limitations of relying purely on solar irradiance for project viability. Winners: States with Strong Local Incentives Here are the key characteristics of states that remain attractive for solar development after the removal of federal incentives: High retail electricity prices or robust wholesale power markets State Renewable Portfolio Standards (RPS) with solar carve-outs, also known as Clean Energy Standards (CES) Tradable SREC (Solar Renewable Energy Credit) markets State or utility-level procurement programs for clean energy Simplified interconnection and permitting processes These factors combine to form strong revenue streams even without federal support. Massachusetts, New Jersey, and Maryland lead this category. Losers: States Dependent on Federal Support In contrast, states that: Lack state-level clean energy targets Have minimal or no REC markets Rely on wholesale energy prices alone Have high land or labor costs but low solar resource …will become much less attractive without the ITC or PTC. Some Midwestern and Southeastern states fall into this category and may see solar development slow dramatically unless new local incentives emerge. Future Solar Pipeline: State-by-state Capacity by Status With key states now identified, it is important to understand where solar developers are actively placing capital. While the margin analysis helps highlight states facing difficult economics, the solar development pipeline explores where capital and permits are already in motion. This can be studied by examining the future solar capacity in each state, with particular focus on each development status. The graphics below capture every utility scale solar project that is in the development pipeline. LandGate’s extensive solar database enables exclusive insights into projects that are under site control, in the interconnection queue, or planned. Site control and queued projects, in particular, are individually identified and upended with lease documents, providing an accurate outlook of future solar development pipelines nationwide. Fig. 3 Map of the Total Capacity of Future U.S. Solar Farm Development by State. Data Source: LandGate Fig. 4 Total Capacity of Future U.S. Solar Utility Scale Development by State. Data Source: LandGate Regardless of changes to federal incentives, the development pipeline reveals that momentum is far from stalling, with hundreds of gigawatts of utility-scale solar in planning nationwide. Market Reactions: What Happens Next? Capital will flow to fewer states. Investors will prioritize low-risk, high-margin markets with clear state support. Developers will consolidate pipelines. Projects in marginal states may be abandoned in favor of more lucrative opportunities elsewhere. State policy will matter more than ever. Expect a renewed focus on passing state-level incentives to replace lost federal support. Utility-scale solar will compete harder. Projects will need strong power purchase agreements (PPAs) or participate in ISO/RTO markets that reward clean energy. Battery storage development is poised to accelerate. Unlike solar, standalone energy storage projects are excluded from the provisions of the One Big Beautiful Bill and will continue to qualify for the federal Investment Tax Credit (ITC). This sustained incentive support positions battery storage as an increasingly attractive asset class for developers and investors looking to hedge risk and secure stable returns amid evolving energy policy dynamics. To support this growing market, LandGate provides industry-leading data solutions tailored to battery storage development , including nationwide geo-located interconnection capacity, granular energy pricing data, and visibility into the full lifecycle of battery storage assets—spanning site control, interconnection queue status, planned developments, and operational projects. A More Competitive, Selective Energy Future Under the Big Beautiful Bill The “One Big Beautiful Bill” won’t kill the solar industry—but it will mature it . Without the blanket support of federal incentives, only the strongest markets will thrive. Developers will be forced to prioritize efficiency, accuracy in forecasting, and smart siting decisions. Solar isn’t going away. It’s just entering a more competitive phase—where the economics speak louder than the subsidies. Under this phase, we will see a shift of values in the commercial real estate market with developers gravitating toward those states that choose to offer more robust state-level incentives for solar development. LandGate gathers, analyzes , and provides utility-scale solar developers, data center developers, energy storage developers, and investors with the data necessary to shift their efforts into more profitable areas in the U.S. To learn more about the solar site selection data & planning tools available, book a demo with our dedicated energy team. Appendix - Breakdown of the Senate version of the One Big Beautiful Bill: Savings Provisions $4.1T Medicaid $0.93T Clean Energy Tax Credits Sunset $0.57T New immigration Fees $0.05T Tax Provisions $3.1T Permanently repeal personal exemptions $1.9T Permanently limit itemized deductions $1.2T Spending Provisions $9.1T Tax cuts $8.7T Permanent Extension of Individual TCJA Tax Cuts $7.7T Extend Lower Individual Income Tax Rates & Brackets $2.2T Extend Higher Standard Deduction $1.4T Extend Section 199A Pass-Through Business Deduction $0.74T Extend Higher Child Tax Credit $0.82T Extend Higher Estate & Gift Tax Exemption $0.21T Permanently Patch the Alternative Minimum Tax $1.36T Modify State and Local Tax (SALT) Deduction Cap $0.95T Permanent Extension of Business TCJA Tax Cuts $0.57T Extend Bonus Depreciation $0.36T Extend Immediate R&D expensing $0.14T Extend looser business interest deduction limit $0.06T New Temporary Tax Breaks $0.44T No tax on tips No tax on overtime New deductions for seniors Deduction for auto loan interest Defense $0.18T Homeland security $0.13T Agriculture $0.12T
- This Week in Data Center News 7.7.25
The data center industry is evolving at an extraordinary pace, with significant legislative, technological, and infrastructure developments reshaping the landscape. From groundbreaking investments in cutting-edge facilities to ambitious projects aiming to redefine energy sourcing for data centers, the latest news highlights a dynamic shift in priorities for companies worldwide. We break down a concise summary of critical data center news updates from around the globe, showcasing how data center operations are being shaped by innovation, investment strategies, and emerging legislation.The data center industry is undergoing rapid transformation, marked by significant advancements in legislation, technology, and infrastructure. Recent developments underscore a global shift in industry priorities, from substantial investments in state-of-the-art facilities to ambitious initiatives focused on innovating energy sourcing for data centers. LandGate breaks down a summary of data center news updates from CoreWeave, Coal Creek Station in North Dakota, Oracle and Open AI, and Hut 8 and Fermi in Texas. CoreWeave acquires longtime partner Core Scientific for $9 billion to add 1.3GW capacity for AI development CoreWeave announced its acquisition of Core Scientific in an all-stock transaction, aligning their resources to enhance AI and high-performance computing (HPC) capabilities. This acquisition enables CoreWeave to verticalize its data center infrastructure, owning approximately 1.3 GW of gross power with an additional 1 GW+ potential for expansion. Expected to close by Q4 2025, the deal offers operational efficiencies, including $500 million in fully ramped annual cost savings by 2027, and eliminates $10 billion in future lease overhead. Core Scientific’s expertise in data center development complements CoreWeave, solidifying a shared goal to provide cutting-edge infrastructure for AI-driven innovation while creating value for shareholders. Coal Creek power plant plans to provide over 300MW of power to data centers in North Dakota North Dakota’s largest coal plant, Coal Creek Station , is set to support a new industrial park aimed at housing energy-intensive data centers. Rainbow Energy, the plant's owner, has successfully rezoned 800 acres of nearby land from agricultural to commercial for this purpose. The industrial park could use up to 300 megawatts of electricity, complementing an existing 200-megawatt data center already powered by the plant. This project is part of broader efforts to enhance the plant’s viability, which faced financial challenges in recent years. Rainbow Energy acquired the plant in 2022 and plans to diversify its operations, including powering potential data centers and exploring carbon capture and natural gas generation. While no specific projects for the industrial park have been officially announced, discussions and zoning agreements are in progress. These developments align with Rainbow Energy's goal to run Coal Creek at full capacity and establish a steady demand for its power. Hut 8 launches Vega site, a 205MW crypto-mining data center in Texas Hut 8 Corp. has announced the initial energization of its Vega data center , which is set to be the largest single-building Bitcoin mining facility by nameplate hashrate. Spanning 162,000 square feet, the facility is designed to deliver up to ~15 EH/s of next-generation ASIC compute powered by a proprietary, direct-to-chip liquid cooling system. This advanced architecture improves thermal efficiency, compute density, and operational reliability, making it ideal not only for Bitcoin mining but also for emerging high-performance computing (HPC) workloads such as AI training. The project reflects Hut 8’s innovation-driven approach, incorporating adaptable design to scale with future workload complexity. Vega's colocation agreement with BITMAIN is expected to generate between $110 million and $120 million in annualized revenue, with an option for Hut 8 to acquire hosted infrastructure to expand its Bitcoin mining capacity. This development exemplifies Hut 8’s dedication to bridging the gap between traditional and next-generation digital infrastructure. Oracle expands deal with OpenAI to provide $30 billion/year with 4.5GW across multiple data center sites OpenAI has signed a groundbreaking $30 billion-a-year cloud deal with Oracle, solidifying itself as a major player in the tech industry. Through its Stargate joint venture, OpenAI will rent approximately 4.5GW of capacity from Oracle, which plans to build multiple data centers across the U.S., including expansions in Texas and evaluations in other states like Ohio, Michigan, and Pennsylvania. OpenAI will continue partnerships with Microsoft Azure, CoreWeave, and Google while also developing its own data centers and exploring global projects, including a data center campus in the UAE. This collaboration underscores OpenAI's commitment to scaling AI infrastructure worldwide. Fermi America announces 600MW of clean gas acquired to power data centers in Texas by the end of 2025 Fermi America is advancing the United States' energy and AI capabilities by securing key equipment for its Amarillo HyperGrid™ , the world's largest advanced energy and artificial intelligence campus. The company has acquired over 600 MW of clean, efficient gas-generation equipment, including Siemens turbines and refurbished GE turbines, to meet the growing power demands of AI hyperscalers. These systems promise reduced emissions and operational reliability, aligning with Fermi's vision of enabling America to achieve energy leadership while supporting AI innovation. The initiative exemplifies bold steps toward achieving scalable AI infrastructure and energy independence. News, Tools & Solutions for Data Center Developers LandGate provides tailored solutions for data center developers , helping optimize site selection and project efficiency by leveraging cutting-edge technology and extensive datasets. Learn more about how we’re addressing key challenges such as power availability, project siting, and the various solutions available.LandGate offers tailored solutions for data center developers, optimizing site selection and project efficiency. We achieve this by utilizing cutting-edge technology and extensive datasets. Book a demo to discover how LandGate addresses crucial challenges like power availability and project siting, and explore the various solutions we provide.
- What Are 8760 Reports, and Why Do Solar Energy Developers Need Them?
Determining the feasibility and efficiency of a solar energy project is no small feat. For developers venturing into solar farm projects, detailed and accurate data is paramount. One of the most valuable tools available is the 8760 report , a critical resource for planning, optimizing, and assessing solar developments. What is an 8760 Report? An 8760 report is a comprehensive model that analyzes energy generation (or load) for every hour of an entire year. For solar projects, this means detailed insights into the expected energy output across all 8,760 hours in a year. This report takes a scientific and data-driven approach, combining insights from solar panel efficiency, weather patterns, solar irradiance, and system design. By generating these hourly projections, developers gain a clear understanding of how their solar farms will perform during different times of the day, in varied weather conditions, and across changing seasons. Renewable Energy Certificates (RECs) are instrumental in meeting sustainability targets. An 8760 report quantifies annual solar energy output, assisting organizations in claiming RECs and reducing carbon footprints.Would more solar panels help? Should you adjust panel tilt for improved efficiency? By analyzing energy production trends, an 8760 report guides developers toward better system designs and configurations.The angle and orientation of the panels directly impact their ability to capture sunlight. An 8760 report accounts for this to simulate real-world performance. Key Stakeholders Who Need 8760 Reports An 8760 report is a versatile tool that provides value across the solar project lifecycle. Here’s a look at who relies on these in-depth models: Solar Project Developers: To evaluate feasibility, design systems, and make critical planning decisions. Investors: To verify the financial viability of solar projects and predict returns. Energy Engineers and Consultants: To optimize operational performance and system layouts. Utility Companies: To assess grid compatibility and manage energy dispatch effectively. Regulators: To verify compliance with renewable energy goals and environmental standards. Insurance Companies: To gauge project risk and craft appropriate coverage plans. Generating an 8760 Report for Solar Development Thanks to advanced platforms, generating an 8760 report is now more accessible than ever. For example, tools like LandGate's Solar Analysis streamline the process in just a few simple steps: Access the Platform: Log into LandGate and open a portfolio in the Parcel Data tool. Or start by building a portfolio by selecting or designing the solar farm layout. Start an Analysis Project: Click 'Run Analysis' for the portfolio, then start a new Solar Analysis Project Analysis Tab: Navigate to the Analysis tool in LandGate to open your project. Then, click 'Run Economics.' Risks & Lending Tab: Click on the 'Risks and Lending' tab, then select the '8760' subtab. Export the Report: Export or view the 8760 report for detailed performance projections. Using platforms like this ensures accuracy and cuts down the workload for developers, letting them focus on building sustainable and efficient projects. Check out the sample LandGate 8760 report below: Why 8760 Reports Are the Blueprint for Solar Development Success The demand for renewable energy sources, especially solar, is growing exponentially. But in such a competitive and fast-evolving landscape, relying on approximations isn’t enough. Data-driven decisions powered by detailed and accurate insights from 8760 reports allow solar developers to make informed choices that optimize performance and maximize ROI. Whether it’s securing funding, system design, or monitoring, these reports serve as a critical backbone for solar development projects. With the ability to plan smarter, work more efficiently, and perform exceptionally, developers can create sustainable and profitable projects that lead the energy revolution. Are you ready to take your solar projects to the next level? Contact LandGate’s dedicated energy team or schedule a demo to learn more about 8760 report generation tools.
- The Intersection of Renewable Energy Project Financing, LMP Pricing, and the Interconnection Queue
The world is shifting to renewable energy sources to combat climate change and reduce reliance on fossil fuels. Renewables like wind, solar, and hydroelectric power can significantly cut greenhouse gas emissions and lead to a sustainable future. However, transitioning to renewables faces challenges, primarily securing funding for development and implementation. Innovative financing models are crucial for accelerating renewable energy development. Funding is essential for research, development, and deployment of new technologies. These models help bridge the gap between high initial costs and the long-term economic benefits of renewable energy projects. Understanding Renewable Energy Financing Renewable energy financing refers to the various methods used to fund renewable energy projects. Multiple stakeholders, including developers, lenders, and equity investors, are often involved in these projects. These models raise the capital needed to develop, build, and operate such projects. From traditional options like loans and grants to innovative tools like green bonds and power purchase agreements, these financial strategies address the significant upfront costs of renewable energy development. Project financing distributes risk among multiple parties and attracts more private capital to the clean energy sector. This supports long-term sustainability goals and speeds up the energy transition. How Energy Project Financing Works Projects can be financed through a traditional corporate structure, where a single entity owns and finances a project with its own resources, receiving all the benefits. However, this isn't always feasible. Energy project financing focuses on leveraging a project’s future revenue rather than the developer’s balance sheet. This method is particularly useful for renewable energy projects such as solar farms, wind plants, and battery storage facilities. The process begins with the developer obtaining site permits, interconnection studies, and technical feasibility assessments- key documents that demonstrate the project’s viability. Next, developers present detailed financial projections and project plans to financial institutions or solar farm financing companies. To minimize technology risks, they often collaborate with experienced vendors. Lenders evaluate factors like projected energy output, tariffs, and repayment potential. Projects backed by long-term power purchase agreements (PPAs) or offtake contracts are typically more appealing to financiers. Funding is often structured as non-recourse, meaning repayment relies solely on the project’s cash flow. Additional funding sources, such as tax equity or grants, can help close any capital gaps. Short-Term and Long-Term Debt Financing Lenders provide project financing based solely on a specific project's assets and expected future cash flows. This method offers limited or no recourse against the sponsor. In non-recourse financing, unless a guarantee is required, recourse is limited to the project company's assets, revenue stream, and the sponsor's equity in the project company. The type of debt used depends on the required timing of advances. Loans can include early- or late-stage development loans, construction loans, bridge loans, term loans, and working capital lines of credit. Early-Stage Development Loans : These loans are high-risk for lenders because they are issued before project commercialization. Consequently, they are expensive and often only available to sponsors with established lender relationships. Construction Loans : Provided during the construction phase, these are short-term loans intended to be rolled into permanent financing, repaid with longer-term financing, or funded by equity investments. Advances are disbursed in stages based on milestones and performance thresholds. These loans, secured by project assets, are due upon construction completion. Interest rates are typically higher than those for loans during commercial operation to account for construction risk. Late-Stage Development Loans : Similar to letter of credit facilities, these provide crucial capital to developers but carry a premium to compensate lenders for higher risk. They often facilitate project interconnection or other development purposes. Term loans : These are longer-term (7 to 10 years), floating-rate loans repaid from project revenues. Working Capital Loans : Typically revolving loans, these cover ordinary business expenses. The principal amount is generally smaller than other loan types, as they are not intended for substantial upfront construction costs. Bridge Loans : If capital is needed for preliminary work while permanent financing is being finalized or while the project awaits government funds or credits, a bridge loan can be an option. Like early-stage development loans, bridge financing is expensive. Back-Leverage : In most cases involving tax equity financing, project term loans are structured as back-leverage debt where the sponsor (or an intermediate parent company) is the borrower, rather than the project company. The loan is secured by the sponsor’s stake in the tax equity partnership and is structurally subordinated to the tax equity investor’s interest in the project. Innovative Financing Models for Renewable Energy Development Innovative financing models for renewable energy projects include crowdfunding, green bonds, and Power Purchase Agreements (PPAs). Crowdfunding Crowdfunding is an innovative financing model that leverages the collective power of numerous individuals to fund renewable energy projects. Platforms such as Invesdor, Ecoligo, and Crowd Power have emerged as leading crowdfunding platforms for green energy. A case study in this regard is E.ON's crowdfunding concept , which is a joint venture between municipalities, local banks, and citizens to build new energy infrastructure. The benefits of crowdfunding include democratization of access to capital and potential for community involvement. However, challenges like regulatory issues and investor risk can pose hurdles. Green Bonds Green bonds are debt securities issued by financial, non-financial, or public entities where the proceeds are used to finance 'green' projects, including renewable energy. For instance, Apple Inc. issued a $1 billion green bond in 2017 to finance clean energy projects across its global business operations. Benefits of green bonds include attracting a diverse group of investors and promoting sustainable initiatives. Yet, they also face challenges like lack of standard definitions of 'green' and potential 'greenwashing'. Power Purchase Agreements (PPAs) Power Purchase Agreements (PPAs) are contracts where a developer arranges for the design, permitting, financing, and installation of a renewable energy system on a customer’s property at little to no cost. Google's long-term PPAs to purchase renewable energy from wind and solar farms worldwide is a notable example. Benefits of PPAs include fixed, predictable pricing, while challenges include long-term commitments and potential contractual disputes. Interconnection Queue in Renewable Energy Projects The interconnection queue is a critical step in the development of renewable energy projects. It represents the process and sequence in which proposed projects are connected to the power grid. This process involves several stages, including feasibility studies, system impact studies, and facility studies, which assess the potential impacts and necessary modifications to accommodate new connections to the grid ( FERC ). The interconnection queue is vital in project development since it determines the timeline for when a project can start delivering power and therefore start generating revenue. Furthermore, it's crucial for grid operators as they must manage the integration of new energy sources without compromising the stability and reliability of the electricity grid. However, the interconnection queue presents several challenges. These include long wait times due to the growing number of renewable energy projects seeking grid connection and the complexity of the studies required. Additionally, project developers often face high costs associated with interconnection, including study costs and infrastructure upgrades. LandGate offers solutions for energy developers to analyze interconnection queues. This can help prioritize projects based on their viability and potential grid impact, reducing potential project delays with information about where and how power can flow through existing infrastructure. Locational Marginal Pricing (LMP) and Its Impact on Project Financing Locational Marginal Pricing (LMP) is a method used by Independent System Operators (ISOs) and Regional Transmission Organizations (RTOs) in deregulated markets to price electricity in the wholesale market. LMP energy reflects the value of electricity at a specific location, considering the demand and supply conditions as well as transmission constraints ( FERC ). Locational pricing can significantly impact renewable energy project financing. The marginal unit pricing structure can dictate the revenue potential for a renewable energy project, which in turn impacts its financial viability and the attractiveness for investors. If a project is located in an area with high LMPs or superior LMP location, it can potentially generate more revenue, making it more appealing to investors. However, the variable nature of LMP power can also introduce risk into the project financing process. Since LMPs fluctuate based on supply and demand conditions, there could be periods where the price of electricity falls below the cost of production for a renewable energy project. This could lead to financial losses and make it more difficult for the project to secure financing due to LMP electricity status ( U.S. Energy Information Administration ). Thus, understanding LMP is essential for developers, investors, and lenders in the renewable energy sector. It can help them assess the economic feasibility of projects and make informed decisions about where to locate new renewable energy facilities. LandGate provides data-driven tools that assist energy and data center developers in managing interconnection queues and Locational Marginal Pricing (LMP). LandGate’s tools offer location-specific price forecasts, enabling renewable energy developers to strategically plan projects, identify profitable sites, and account for grid congestion and local energy demand.
- Data Centers and Water Treatment Plants
One of the unexpected backbones of data center operation is water: Data centers heavily rely on water resources for cooling, efficiency, humidity control, and threat protection. Water is a key component to ensuring that data centers function the way they need to, by significantly reducing heat and controlling temperatures better than air conditioning. Considering that data center equipment is ‘heavy duty’ - large servers can heat easily on their assigned racks, making it difficult for these facilities to process and store data without a reliable cooling mechanism. Racks in these centers have to stabilize at temperatures of around 64-81°F and keeping them at these temperatures is almost non-negotiable to ensure server reliability. LandGate has mapped over 14,800 Water Treatment plants that can aid data center developers in their search for the perfect parcel of land, while additionally providing a better understanding of the data center market. LandGate’s Water treatment plant coverage Comparing Data Center Cooling Systems Water serves as a more cost-efficient method for cooling in comparison to air-conditioning that would have to pull even more power than the grid. Fans, conditioners and electrical compressors can’t match the heat-moving capacity or rising-temperature response time that water and pumped liquid provides. In addition, companies can also uphold their ESG requirements through this mechanism and relieve the electric grid of additional loads. Here’s where water treatment plans come in as an essential resource for data center facilities. How Water Treatment Plants Work for Data Centers Water treatment plants serve as facilities that process and clean water to reach Class A reclaimed-water quality. While data center operations require very low ‘hardness’ or silica levels in their water, these facilities can meet all cooling requirements adequately. Some data centers also have reactors on-site to plumb secondary water that is catered to site needs. One example of where water treatments can support data centers is Loudon County. Their water’s purple-pipe network has sent over 740 million gallons of water to multiple server locations in the last year, which is water that would otherwise be taken from the city’s drinking water supply. Other companies are also following suit, with Amazon web services planning to replicate similar mechanisms to approach over 120 locations around the United States by 2030, sparing over 530 million gallons of water from local and regional communities. Similarly, Meta’s Arizona site in Mesa also uses untreated municipal wastewater that is sent to an on-site treatment plant to recycle more than half of the water for its facility’s cooling mechanisms. For utilities, these facilities stabilize flow and finance plant enhancements. For operators, reclaimed water reduces operating costs, offers protection from drought limitations, and aids in achieving favorable Water-Usage Effectiveness targets. Well engineered treatment and reuse systems have become a strategic facilitator of hyperscale expansion, providing data centers with a more economical and dependable cooling source, while also granting them the acceptance necessary for continued growth in water-scarce areas. LandGate’s extensive coverage and inclusion of water treatment plants in its site selection tool can enable data center developers to plan out their water supply as well as meet all required sustainability and ESG requirements. To learn more about LandGate’s water treatment plants data layers and our site selection tools , book a demo with our dedicated energy team.











