Ohio Data Center News

Dec 3, 2025

Queued Up | Shifting Ground for Large Loads

PJM’s independent market monitor filed a complaint urging the Federal Energy Regulatory Commission to clarify PJM’s authority to delay interconnection of large new data centers until sufficient generation and transmission exist.

Main action: The monitor requests FERC clarification that PJM can delay interconnection of large data centers pending adequate generation and transmission; the filing argues unchecked data center growth is inflating transmission costs and driving billions in higher capacity prices. The filing comes as PJM’s board prepares its own interconnection proposal.
Background and supporting details: Enverus Intelligence® Research (EIR) estimates ~12 GW average load growth in PJM by 2035, driven primarily by data center expansion; an EIR analysis of 94 large-load tariffs across 36 utilities finds that large loads with on-site generation can better manage peaks via demand response and optimized battery storage. The note cites AEP Ohio (speculative requests fell by >50% after a new rate), SPP’s High Impact Large Load process, and Alberta’s proposed Bill 8 as examples of policy/tariff approaches to prioritize or accelerate interconnection for loads providing their own generation.

Dec 3, 2025

EIR forecasts modest impact on U.S. natural gas demand from data center expansion

Enverus Intelligence® Research released an analysis forecasting 30 GW of new U.S. data center capacity by 2030 and assessing implications for Lower 48 natural gas demand through 2030.

Main announcement: EIR forecasts 30 GW of new U.S. data center capacity by 2030 (vs. 50 GW projected by ERCOT and PJM), and quantifies natural gas implications including up to 4.1 Bcf/d incremental Lower 48 gas demand if all new capacity were gas-fired and a more likely 2.1 Bcf/d from behind-the-meter projects with dedicated gas generation; EIR cites a 15 GW (over 50%) reduction in proposed projects in Ohio due to higher power costs and stricter credit requirements.
Background & details: EIR’s analysis uses Enverus products PRISM®, FOUNDATIONS®, and Mosaic, focuses on confirmed projects and real-world constraints, and provides unit examples (a 1 GW data center ≈ 140 MMcf/d of natural gas, <1% of Appalachia daily production). Report access: the full report requires an Enverus Intelligence® subscription.
- Webinar: 2026 Power and Renewables Outlook on Dec. 16, 2025 at 10:00 a.m. CT (virtual webinar). Agenda includes: record U.S. power demand, capacity market price ceilings, renewables new-build share (~90%), shortfall in firming capacity, and strategies such as storage and flexible demand.

Dec 2, 2025

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

Data Center Frontier, in partnership with Pkaza, posted a monthly roundup of active data center job openings on the Pkaza jobs board.

Main announcement: Data Center Frontier and Pkaza published a list of open roles (examples: Data Center Facility Technician, Electrical Commissioning Engineer, Construction Project Manager, Electrical Engineer, Critical Power Sales Associate, Sr Mechanical Engineer, Site Selection Manager/Director/VP, Electrical Project Manager, MEP Superintendent, Mechanical Commissioning Engineer, Engineering Design Director, Navy Nuke Facility Technician) posted on Pkaza’s jobs board; positions are available across many US cities including Ashburn, VA; Atlanta, GA; Dallas, TX; Chicago, IL; New York, NY; Montvale, NJ; Austin, TX; Charlotte, NC; New Albany, OH; Phoenix, AZ.
Background and details: Roles are for mission-critical data center employers (developers, colo providers, contractors, commissioning firms) and frequently emphasize reliability, energy efficiency, sustainable design / LEED expertise and commissioning; some listings explicitly accept Navy Nuke / military veterans and many positions list multiple alternative locations or hybrid/remote options. Author: Kathy Hitchens (Data Center Frontier).

Dec 2, 2025 · RMI

The Five Types of Electro-Industrial States

Rocky Mountain Institute presents a typology classifying US states into five electro-industrial archetypes.

Main announcement/action: RMI authors classify states into five archetypes — Momentum Hubs (Arizona, California), Fast‑Track Builders (Texas, Georgia, South Carolina, Florida, Colorado, Utah, Nevada, New Mexico, Oklahoma, Tennessee, Ohio, Idaho), Policy Champions (New York, Michigan, Virginia, Oregon, Washington, North Carolina, Wisconsin, Illinois, Maryland, Minnesota, Massachusetts, Pennsylvania), Open‑Door Starters (Vermont, Wyoming, Nebraska, Kansas, North Dakota, South Dakota, Mississippi, Iowa), and Early‑Stage Starters (Missouri, New Hampshire, Kentucky, Maine, Alabama, Louisiana, Indiana, West Virginia, Montana, Arkansas). The typology is based on policy reliability, regulatory ease, economic capacity, physical infrastructure (power and interconnection), and market momentum.
Background and details: The analysis highlights that market momentum and policy reliability should operate in tandem; low regulatory burdens accelerate short-term investment but may strain local housing and infrastructure without accompanying policy ambition. The authors reference the report GREASE Lightning as a policy playbook for designing investment-led, state-driven electro-industrial strategies.

Nov 7, 2025

Babcock &amp; Wilcox Announces It Raised $67.5 Million Through its At-the-Market Equity Offering

Babcock & Wilcox Enterprises announced an at-the-market (ATM) equity offering that raised $67.5 million and paused further ATM sales after achieving its capital objectives.

Capital raise details: Babcock & Wilcox Enterprises, Inc. raised $67.5 million via an ATM offering that opened on November 5, 2025, including approximately $50 million from a single fundamental global institutional investor; the Company has elected to pause further ATM sales having met immediate capital objectives. The ATM was conducted pursuant to the Company’s existing shelf registration statement on Form S-3 filed with the Securities and Exchange Commission.
Project and background: The raise closely follows a Limited Notice to Proceed (LNTP) awarded to B&W for a project valued at over $1.5 billion to design and install one gigawatt (1 GW) of electric power for an AI Factory and Data Center. Company statements note the offering was executed rapidly (raising $67.5 million in just two days) and was intended to strengthen the balance sheet to execute a robust project pipeline.

Nov 7, 2025 · RMI

Large Energy Users Want Power. Here’s How to Protect Other Ratepayers from the Costs.

RMI (Perez, Wang, Shwisberg) published a review of 65 state-level large load tariffs and identified five common safeguard provisions intended to protect other ratepayers from cost shifting.

Main announcement/action: RMI authors analyzed 65 state-level tariffs using data from Halcyon’s Large Load Tariff Tracker and identified five safeguard provisions—Minimum Contract Term, Minimum Monthly Billing Demand, Collateral Requirements, Exit Fees, and Capacity Reassignment—with concrete examples such as Kentucky Power’s 20-year minimum contract for new loads ≥150 MW and 22 of 65 tariffs specifying Load Ramp Periods (usually 4–5 years).
Background and details: The review found 37 of 65 tariffs include collateral requirements (common range 12–24× the customer’s largest monthly bill or dollar-per-MW approaches), Dominion Energy’s GS-5 requires $1.5 million collateral per MW (reducible up to 70% for strong credit), 31 tariffs include exit fees, and 12 include capacity reassignment; the data source and linked tariff filings are provided for verification.

Nov 6, 2025

50 States of Power Decarbonization Q3 2025: States Work to Accelerate Clean Energy Project Development and Define “Large” Load Customers

The NC Clean Energy Technology Center released the Q3 2025 edition of the 50 States of Power Decarbonization quarterly report.

Key announcement: The Q3 2025 report documents that 48 states and Puerto Rico took a total of 384 actions related to electric power decarbonization and resource planning in Q3 2025, with 234 introduced bills (not yet passed a chamber). The report also summarizes planned capacity additions from integrated resource plans: solar 87,539 MW, natural gas 77,145 MW, wind 43,031 MW, storage 39,310 MW, and planned coal retirements 33,424 MW. Top active states listed are North Carolina, California, and Minnesota (followed by Indiana, Missouri, and Oregon).
Background and details: The report identifies three trends: (1) states responding to federal clean energy policy changes (citing the passage of OBBBA) and accelerating project development (focus on permitting and interconnection), (2) states/utilities reconsidering demand thresholds for large load customers (e.g., data centers), and (3) state regulators revising integrated resource planning rules. The report highlights five specific Q3 developments, including North Carolina lawmakers repealing interim emission targets, the Indiana Utility Regulatory Commission approving a new NIPSCO subsidiary for large loads, Ohio approving an AEP Ohio customer class for data centers, the Southwest Power Pool’s new interconnection policy for large loads, and Georgia/Virginia regulators approving IRPs for Georgia Power and Dominion Energy.

Nov 6, 2025 · RMI

How Virtual Power Plants Can Help the United States Win the AI Race

RMI publishes an analytical brief recommending rapid deployment and novel commercial models for virtual power plants (VPPs) to speed interconnection and reliably supply growing AI/data-center loads in the United States.

Main announcement/action: RMI proposes three commercial models (Pass-Through Funding for Utility-Managed VPPs; VPP Capacity Transfer; VPP as Reliability Reinforcement) to enable large loads to sponsor VPP capacity in exchange for expedited interconnection. Key figures and timelines include VPPs could scale to meet over 20% of US peak demand by 2030, Brattle’s finding that 400 MW of VPP resource adequacy costs ~$2 million annually versus ~$43 million for equivalent new gas plants and grid upgrades, and examples of program scale such as California’s DSGS enrolling over 750 MW (including a 500 MW increase during Jan–Oct 2025). Utility and grid timing constraints cited include gas turbine backlogs through at least 2028, average interconnection timelines >5 years, and localized waits (e.g., Dominion warns up to 7 years in Northern Virginia; some DFW data center deliveries delayed to 2027 or later).
Background and implementation details: The brief documents operational examples (National Grid Connected Solutions; Green Mountain Power battery programs; Ontario 90 MW residential VPP that enrolled 100,000 homes in six months) and outlines policy and market prerequisites: changes to interconnection policy (e.g., Oregon, Nevada, CAISO, SPP experiments), stronger integrated planning and data access (capacity accreditation, Green Button Connect), and customer protection measures (transparent tariffs, up-front payments/long-term contracts, rate-design evaluations). It emphasizes measurement & verification, transferable capacity credits, and that models shift different financial and delivery risks among large loads, VPP aggregators, and utilities.

Nov 4, 2025

Babcock &amp; Wilcox Announces AI Data Center Project and Reports Third Quarter 2025 Results

Babcock & Wilcox Enterprises, Inc. announced a limited notice to proceed with Applied Digital to deliver and install natural gas technology to provide one gigawatt of energy for an AI Data Center project, and said the full release for the estimated $1.5 billion contract is expected in Q1 2026.

Main announcement: B&W signed a limited notice to proceed with Applied Digital to begin work on natural gas technology that will provide 1 gigawatt of efficient energy for an AI Data Center project; the company expects a $1.5 billion contract announcement in Q1 2026, and says the deal adds over $3 billion to its pipeline, bringing its global pipeline to over $10 billion.
Background and additional details: B&W reported Q3 2025 revenues $149.0M, Adjusted EBITDA $12.6M, total debt $416.4M, and cash and equivalents $201.1M; it completed sales of Diamond Power International ($177M gross proceeds) and Allen-Sherman-Hoff ($29M gross proceeds), entered a strategic partnership with Denham Capital to convert coal plants to natural gas for data centers in the U.S. and Europe, and provided 2026 Adjusted EBITDA guidance of $70M–$85M (excluding AI projects).

Earnings call (event):

Date & time: Monday, November 10, 2025 at 5 p.m. ET
- Location: webcast on B&W Investor Relations site and dial-in numbers provided
- Agenda/subject: Discuss third quarter 2025 results (listen-only audio broadcast; replay available on investor site)

Nov 4, 2025

Babcock &amp; Wilcox Announces AI Data Center Power Generation Solution and Signs LNTP with Applied Digital to Design and Install One Gigawatt of Electric Power

Babcock & Wilcox announced a limited notice to proceed for a project valued at over $1.5 billion to deliver one gigawatt of power for an Applied Digital AI Factory; a full contract release is anticipated in the first quarter of 2026.

Main announcement/action: B&W received a limited notice to proceed for a project valued at over $1.5 billion to deliver one gigawatt (four 300-megawatt units) of power for Applied Digital; B&W will design and install the plant’s four 300-megawatt natural gas-fired power plants using proven boilers and steam turbines, with full contract release anticipated Q1 2026 and targeted commercial operation in 2028.
Background and details: The solution uses boiler and steam turbine technology (B&W positions this as faster to deploy than combined-cycle or simple-cycle alternatives), B&W expects to sign an ongoing parts and services contract to support the facility once commercial operation begins, and the company referenced its SEC filings / forward-looking statements regarding risks and timelines.

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