Maryland Data Center Intel

Recent Maryland data center news

• Jan 26, 2026

  EPA moves toward changing particulate matter standard as manufacturers urge action

  The U.S. Environmental Protection Agency is moving to revisit and ask the court to vacate the Biden-era annual PM2.5 standard of nine micrograms per cubic meter.

  • Main action: The EPA filed a motion in the U.S. Court of Appeals for the District of Columbia Circuit asking the court to vacate the March 2024 PM2.5 annual standard (lowered from 12 µg/m3 to 9 µg/m3). The agency said the Biden EPA took a “regulatory shortcut” and failed to adequately consider compliance costs; EPA urged vacatur before the initial nonattainment determinations due on Feb. 7 and states’ implementation plans due in April.
  • Background and details: Industry groups including NAM and 15 trade associations (e.g., SMA, Aluminum Association, American Cement Association) have pressed the Trump administration to revert the standard; EPA previously estimated the 2024 rule could prevent 4,500 premature deaths and 290,000 lost workdays, with monetized benefits of $22 billion to $46 billion and $590 million in estimated costs by 2032. A 2025 ACA report estimated 1 million metric tons of cement needed for AI data centers by 2028 and projects U.S. data centers rising from 5,426 to 6,000 by 2027.
• Jan 23, 2026

  Senate Bill to Offset Data Centers' Impact on Energy Costs Introduced

  Sen. Chris Van Hollen (D-Md.) introduced the Power for the People Act to require data centers to supply their own power sources and ensure they pay for grid upgrades rather than shifting costs to ratepayers.

  • Main action: The bill would require data centers to construct on-site power or otherwise supply their own power sources, shift responsibility for increases in local transmission/grid capacity costs to the data center companies themselves, direct states to evaluate a new rate class for data centers, and instruct FERC to ensure any local transmission upgrades needed to support data centers are paid by the centers, according to the text of the bill. The bill was introduced publicly in a Jan. 15 press release and is supported by the Union of Concerned Scientists (UCS).
  • Background and supporting details: A UCS study cited by supporters found $4.3 billion in additional costs were passed to consumers in 2024 across 13 states to cover construction of new transmission lines; utilities are forecasting a 30-80% increase in electricity sales over the next 10 years. The bill has backing from seven other Democratic senators and interest groups/scientists including the Consumer Federation of America, National Consumer Law Center, Illinois Citizen Utility Board, and Organ Citizens Utility Board.
• Jan 21, 2026

  Virginia proposes 20.78GW storage mandate as Trump, governors call for emergency PJM grid measures

  Virginia state delegate Richard C. ‘Rip’ Sullivan, Jr has introduced HB895 to raise mandatory energy storage procurement targets for Appalachian Power and Dominion Energy Virginia.

  • Main announcement: HB895 would require Appalachian Power to add 780MW short-duration by 2040 and 520MW long-duration by 2045, and Dominion Energy to add 16,000MW short-duration and 3,480MW long-duration by 2045; the bill is nearly identical to HB2537 (vetoed May 2025) but raises Dominion’s short-duration target from 5,220MW to 16,000MW within the same timeframe.
  • Background and related actions: The Trump administration and a bipartisan group of governors urged PJM (16 January) to hold an emergency procurement auction and to build more than US$15 billion of baseload generation; PJM responded by initiating a “Reliability Backstop Procurement” and directed immediate process discussions and deadlines to be considered at the 22 January Members Committee meeting. The bill and procurement push are motivated by rapidly rising demand in Virginia—driven largely by data centres—and recommendations from groups such as MAREC Action, NRDC, and Environment America.
• Jan 21, 2026

  Irate Sen. Rand Paul Ready to Strip YouTube's Legal Immunity over Controversial Maduro Video

  Sen. Rand Paul has announced he no longer defends Google/YouTube’s legal immunity under Sec. 230 after receiving death threats tied to a YouTube video he calls defamatory and wrote about in a New York Post Op-Ed.

  • Main action: Sen. Rand Paul changed his position on Google/YouTube liability, citing death threats and labeling the video a “ludicrous accusation” spread by “paid trolls”; he wrote an Op-Ed in the New York Post describing these events.
  • Context and other details: The newsletter lists multiple telecom industry items: FCC policy positions (cable market consolidation and transition to all-IP), a Texas broadband grant tied to flood monitoring, a claimed U.S.-Australia subsea optical route (single longest continuous path), rising fiber deployment costs (FBA), and vendor moves including altafiber using Nokia 25G PON and AT&T Business expanding a 30-day offer.
• Jan 19, 2026

  Constellation Completes Acquisition of Calpine; Groups Have 55 GW of Generation Capacity

  Constellation has completed its acquisition of Calpine Corp. from Energy Capital Partners (ECP).

  • Transaction completed: Constellation completed the announced cash-and-stock acquisition of Calpine (initially announced as a $16.4-billion deal a year earlier); the transaction has a total value of $26.6 billion including debt, and the combined company will have 55 GW of generation capacity and serve 2.5 million retail and business customers. The merged company will maintain headquarters in Baltimore, Maryland, with a significant presence in Houston, Texas, and will supply power to data centers, advanced manufacturing, and critical infrastructure.
  • Regulatory settlement and divestitures: To resolve U.S. antitrust concerns the DOJ Antitrust Division and the Texas Attorney General required the divestiture of six power plants (four serving PJM and two serving ERCOT): Bethlehem Energy Center; York Energy Center (York 1 and York 2); Hay Road Energy Center; Edge Moor Energy Center; Jack A. Fusco Energy Center; Gregory Power Plant. The DOJ filed a proposed consent decree (the Division’s first electricity-merger consent decree in 14 years) to address competition concerns in ERCOT and PJM.
• Jan 17, 2026

  White House and Governors Pressure Grid Operator to Boost Power, Slow Electricity Hikes

  The White House and 13 governors urged PJM Interconnection to hold a power auction requiring tech companies to bid on 15-year contracts so data centers pay for new generation capacity.

  • Main announcement: The White House, Interior Secretary Doug Burgum and Energy Secretary Chris Wright, joined by 13 governors, called on PJM to run an auction for 15-year power contracts that would have data center operators (not regular consumers) finance new power plants; they also asked PJM to extend a wholesale payment cap that currently limits increases through mid-2028.
  • Background and details: PJM was not invited to the event and said it will review recommendations; later PJM issued its own plan proposing a formula to cut power to large grid users (including data centers) during emergencies and to fast-track interconnection of new plants. The mid-Atlantic grid covers parts/all of 13 states (New Jersey to Illinois) and Washington, D.C., and analysts say ratepayers are already paying billions more to underwrite power supplies for some data centers (no specific dollar amounts provided in this article).
• Jan 16, 2026

  Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting

  Saul Ewing partners Thomas Prevas and Dan Skowronski summarize state-level procedural and permitting reforms in the Mid-Atlantic (Maryland, Delaware, Pennsylvania, New Jersey) that centralize permitting review and consider expanding regulated utility roles in generation to address reliability and load-growth challenges.

  • Main announcement/action: States are pursuing centralization of permitting review at state commissions and public utility boards and are exploring regulated utility ownership/sponsorship of generation assets as a policy response in 2026; Maryland overrode a governor veto in December 2025 to study data center/energy co-location, and Pennsylvania created a commission to study data center attraction and co-location of generation assets.
  • Background and details: The commentary highlights data center campus demands of 500 to 1,000 MW, legal/regulatory gaps for behind-the-meter co-located generation, the emergence of CPCN-like programs for battery storage (Maryland) and proposed classification of storage as an “inherently beneficial use” in New Jersey, and notes unresolved roles for FERC, RTOs (including PJM), and state public service commissions; it is an expert commentary summarizing observed and proposed reforms rather than announcing a single new project.
• Jan 16, 2026

  Meta Builds a Nuclear Supply Chain for the AI Era

  Meta has announced a package of multi-gigawatt nuclear agreements and related support to secure firm, long-duration power for its AI data center buildout.

  • Main announcement: Meta signed a set of deals that together could support up to 6.6 GW of new and existing clean power by 2035, including a 20-year PPA for more than 2,600 MW tied to three Vistra plants (Perry, Davis-Besse, Beaver Valley), an agreement with TerraPower to support up to eight Natrium plants (Meta funding for two Natrium units totaling up to 690 MW with delivery targeted as early as 2032, plus rights to energy from up to six additional units ~2.1 GW by 2035), and a deal with Oklo to enable a prepay-backed, scalable up-to-1.2 GW nuclear power campus in Pike County, Ohio.
  • Background and implementation details:DOE announced $2.7 billion to bolster domestic uranium enrichment over the next decade (including HALEU support); Oklo has a DOE Nuclear Safety Design Agreement for an Aurora fuel facility at Idaho National Laboratory; TerraPower’s initial two-unit site is expected to be identified “in the coming months”; many elements remain in early site-selection, licensing, fuel-qualification, and interconnection stages, with explicit timelines ranging from 2026 (Meta’s Prometheus data center) through 2032–2035 for advanced reactor deliveries.
• Jan 16, 2026

  Trump Moves to Have Tech Giants Pay for Surging Power Costs

  The Trump administration, together with governors of several Northeastern states, announced a push for an emergency PJM wholesale electricity auction that would require tech companies to fund new power plants.

  • Main action: The administration and state governors will sign a non-binding “statement of principles” urging PJM Interconnection LLC to hold a one-time reliability backstop auction for 15-year contracts exclusively for data center owners/operators, with the White House and governors urging the auction to be held by the end of September to support rapid new construction (estimated to back ~$15 billion of new power plants).
  • Background & implementation details: The plan targets the PJM region (serving >67 million people), seeks to ensure tech giants provide guaranteed revenues to generators (reducing price volatility and bankruptcy risk), asks PJM to extend the price cap for auctions held through this year, and was discussed with stakeholders including PJM executives, utilities, developers, Wall Street and hyperscalers; the statement is non-binding and PJM representatives were not invited to the announcement.
• Jan 15, 2026

  PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

  PJM Interconnection issued its 2026 Long-Term Load Forecast on Jan. 14, 2026, trimming near-term peak-demand projections while reaffirming steep long-term growth driven by data centers and electrification.

  • Near-term adjustments: PJM reduced projected summer peak demand by 2,564 MW for 2026 (-1.6%), 4,414 MW for the 2028 summer peak used in the capacity auction (-2.6%), and 1,630 MW for the 2031 summer peak used in transmission planning (-0.8%); the 2026 update attributes near-term declines to large loads (-0.7%), economic activity (-0.5%), and EVs (-0.1%) and notes updated economic inputs from Moody’s Analytics (Sept 2025).
  • Long-term framework and scope: The report projects average annual summer peak growth of 3.6% (next decade) and roughly +85,000 MW over 15 years, formalizes a new “firm” vs “non-firm” vetting framework via the Load Adjustment Request Implementation document (published July 2025) that requires Electric Service Obligations or Construction Commitments for near-term (<=3 years) large loads, and reports adjustments across 15 transmission zones (14 influenced by data center development).