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New Mexico Data Center Intel
Latest data center news, projects, power and policy across New Mexico — updated daily.
Recent New Mexico data center news
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🌎 Gas turbine gridlock #236
Engie recently pulled out of two gas plants in Texas, Perseus and Spenser, due to procurement delays. The White House’s energy abundance agenda and rising electricity demand from data centers highlight the role of natural gas. However, gas turbine manufacturers are facing severe delays, with delivery backlogs extending to 2029. As a result, the gas plant projects are threatened, prompting developers to plan equipment acquisition well into the future.
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https://cleanpower.org/wp-content/uploads/gateway/2025/03/US_National_Power_Demand_Study_2025_FINAL.pdf
US-based American Clean Power Association, along with several other organizations including the American Petroleum Institute, Alliance to Save Energy, Clean Energy Buyers Association, Nuclear Energy Institute, the U.S. Chamber of Commerce, and the National Electrical Manufacturers Association, commissioned a study by S&P Global Commodity Insights. The study, titled ‘US National Power Demand Study’, was released on March 7, 2025. It projects a significant growth in electricity demand in the US, driven by manufacturing, data centers, and the electrification of heating and transportation. The study highlights the need for substantial additions to the energy supply, including 60 to 100 GW of gas and over 900 GW of renewables and batteries by 2040. It also emphasizes the importance of energy efficiency and clean firm technologies like advanced nuclear and geothermal in maintaining grid reliability and reducing carbon emissions. The study identifies challenges such as outdated interconnection processes, local opposition, and supply chain constraints, and suggests policy reforms to address these issues. The report also notes that wholesale power prices could be around 20% higher in the short term due to higher gas prices and increased demand.
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Exus secures $312 million for solar-plus-storage project in New Mexico
US-based Exus Renewables North America secured $312 million in financing for its 140 MW solar and 50 MW/200 MWh battery storage facility (TAG project) in New Mexico. The project uses 313,000 Boviet bifacial solar modules and Tesla Megapacks. Construction began in late 2023 and will be completed in Q2 2025, creating over 250 temporary construction jobs and full-time operation jobs. The project will contribute over $17 million to Sandoval County over 30 years.
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Meta To Buy Green Credits from Four Major US Solar Energy Projects
US-based Meta Platforms Inc. has purchased green credits from four major U.S. solar energy projects developed by Invenergy, totaling 760 megawatts of solar electricity capacity - enough to power 130,000 homes. The projects will be located in Ohio, Texas, New Mexico, and Arkansas, connecting to the grid between 2024 and 2027. Meta has also released an RFP for 1-4 gigawatts of new nuclear generation capacity starting in the 2030s.
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Xcel Energy draws 6.7 GW of data center requests, including from Meta and Microsoft
Xcel Energy has received 6.7 GW in data center requests from Meta and Microsoft in Minnesota and QTS Realty Trust in Colorado. Xcel faces increased demand partly from tech companies and also from electric vehicles and industry electrification. The company plans to issue RFPs and enhance resource planning while managing wildfire mitigation efforts in various states.
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Arizona Public Service, Tucson Electric expect to add 20 GW, mainly renewables, storage by 2038
Arizona Public Service and Tucson Electric Power plan to add 20 GW of renewables and storage by 2038. APS will invest in solar, wind, and battery tech, evaluating early exit from Four Corners plant until 2031. TEP aims to add wind, solar, and gas-fired generation while exiting coal by 2032 to ensure reliability.