Directory Tools Archive Saturday 5 September 2026
Site  ·  New York  ·  Alcoa East

Massena · St. Lawrence

Alcoa East / NCCS  ·  New York
Alcoa East / NCCS, NYISO Zone D, National Grid and NYPA. 435 MW energized, 635 MW pending. NYPA hydro around $30 to 50/MWh, energized now. Load Interconnection Modification not greenfield, 490 MW Preservation Power block largely committed. Bitcoin miner acquisition angle via Anne Rosenau (6 Jul), inbound via the IDA. Introduced by tbd · owed.
DH
Rung 04 of 09  ·  1 linked opportunity
Target LOI
not set
no target LOI recorded
The road to LOI Rung 4 of nine  ·  Concept and pre feasibility  ·  40 days in this rung
Click a rung to set where this site is right now. R8 and R9 are closed: no letters of intent are held anywhere in the portfolio.
Days to target LOI
not set
no target LOI recorded
Outstanding on this rung
nothing recorded
no checklist on this rung yet
Waiting on Alcoa East
nothing recorded
no checklist on this rung yet
Blocked
nothing recorded
no checklist on this rung yet

What this rung needs

R4 Concept and pre feasibility. Everything that has to be true before the site can step up.
nothing recorded
Nothing is recorded against this rung yet.

Tasks on this site

Anything that is not a rung requirement but still has to happen
0 open
No tasks yet.

Next up: Site access and feasibility

Start what can be started now
Rung 5
Nothing is recorded against the next rung yet.

Who has the ball

No checklist on this rung yet, so nobody holds anything on the record.

Flags

0 live
No flags raised on this site yet.

Key dates

No key dates recorded on this site yet.

Linked opportunities

1
Massena IDA meetingFollow up

answer Bob Ahlfeld's qualifying question and book the IDA meeting, acquisition angle via Anne Rosenau.

Open
0 of 0 established 0 awaiting partner data 0 still to request 3 of 4 gates graded

Everything the gate needs to see before this site can carry an LOI, grouped into the four families the gate grades. The verdict on each family and the two screening figures behind it live here too, so the whole screening position sits on one tab.

Power

nothing recorded
Gate verdict Pass
Delivered powerUS$ per MWh at the meter. Pass line 75, kill line 130.
44

Thermal sink

nothing recorded
Gate verdict Marginal
Sink typeWhat the recovered heat is sold into.
industrial

Physical site

nothing recorded
Gate verdict Pass
Nothing recorded in this family yet.

Partner

nothing recorded
Gate verdict nothing recorded
Nothing recorded in this family yet.

Paper trail to LOI

Every instrument and artefact on the path, in the order it appears
nothing recorded
No documents on this site yet.
Drop files here or click to uploadThis site's folder: drawings, quotes, agreements, studies

Power

5
Capacity
435 MW energized / 635 MW pending
migrated from card_metrics · 8 Jul
Power path
NYISO Zone D · National Grid and NYPA
Massena East site investigation · 30 Jun
Available
435 MW energized, 635 MW pending
Massena East site investigation · 30 Jun
Interconnect
existing step down at Moses Saunders. Load Interconnection Modification, not a greenfield queue entry
Massena East site investigation · 30 Jun
Constraint
the 490 MW Preservation Power block is largely committed
Massena East site investigation · 30 Jun

Thermal

3
Heat offtake
lit semi closed Venlo glasshouse, phased to 40 ha (99 acres)
Massena greenhouse design study · 30 Jun
Heat demand
0.9 to 3.3 MW per hectare, 180 to 230 W/m² peak with single glass and one screen
Massena greenhouse design study · 30 Jun
CO2 supply
industrial symbiosis with the Greenfield Global corn ethanol plant, 6,000 to 10,000 t per year at 40 ha
Massena greenhouse design study · 30 Jun

Land

1
Greenhouse capex
about US$780 per m² (US$72 per ft²) recommended spec
Massena greenhouse design study · 30 Jun

Partner and commercial

3
Next milestone
tbd · owed
migrated from card_metrics · original label Next · 8 Jul
Delivered price
US$30 to 50 per MWh on NYPA hydro
Massena East site investigation · 30 Jun
Site control
Alcoa and NYDIG in advanced talks, not closed. The window for site control is narrowing
Alcoa CEO William Oplinger, Bloomberg · 17 Apr

People on this site

1
MicroLinkDavid

Activity

From email and from this site's spine
15 events
Activity · last 52 weeks15 events · heaviest week: 5 Jul
52 weeks ago lessmore today
27 Jul
Rung set to R4 Concept and pre feasibility.
27 Jul
Rung set to R5 Site access and feasibility.
27 Jul
Rung set to R4 Concept and pre feasibility.
8 Jul
Site added · Massena · Alcoa East / NCCS, restored to the active book
8 Jul
Archived: Parked
8 Jul
Restored. Back in the site book.
8 Jul
Archived: Parked
8 Jul
Restored. Back in the site book.
8 Jul
Archived: Parked
8 Jul
Rung set to R4 Concept and pre feasibility. by Nick Searra
8 Jul
Rung set to R6 Utility and BTM position. by Nick Searra
8 Jul
Rung set to R5 Site access and feasibility. by Nick Searra
8 Jul
Rung set to R5 Site access and feasibility. by Nick Searra
8 Jul
Rung set to R4 Concept and pre feasibility. by Nick Searra
8 Jul
Rung set to R4 Concept and pre feasibility. by Nick Searra

Notes

Site calls, schedule thinking, anything learned in meetings
0
No notes yet. Site calls, schedule thinking, and anything learned in meetings lands here.
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