The full site book. The road runs R1 Target screening to R9 LOI signature. A site is an asset; the moves on it live in the Sites pipeline on the board.
Flagship deployment, first tranche 100MW. Liberty and Caterpillar prime power tracks in parallel, ANA EBOSS call today. Revised delivery schedule is the open gate.
17,000+ acre former mining site via Matt Carlsson. Counterparty claims 15+ GW, verify in the data room. Met 7 Jul, second meeting Fri 10 Jul. Anthropic pitch candidate.
Imperial Land Corporation site, met Brian Temple and Patty Horvatich 7 Jul. Via Mike Brady. Anthropic pitch candidate.
Pilot deployment, 800V DC architecture, UGI as the utility relationship. Next step is the large project load form to Rich Hazzard.
MWRD of Greater Chicago is the host partner on this wastewater site. Confirmed with Jacobs as the near term priority site, with the city RFP the active path. The RWE campus power thread stays live, awaiting their step since 29 Jun. People: Kumar (MWRD).
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.
NYC wastewater host. 2 MW pod concept with a 15 MW thermal ceiling and a community center ask. Con Edison territory effectively halted, colocation only path, NYISO Zone J. Introduced by tbd · owed.
Bay Area wastewater host, San Jose RWF. Prologis context around 240 MW. CAISO with PG&E and SVP, ISA pending, PG&E 740 MW cluster, San Jose 100 MW substation reconfiguration. Strongest closed loop water argument under California water rules. Introduced by tbd · owed.
Vicinity Energy is the host partner at Grays Ferry and our one heat customer. Power path runs through the Vicinity CHP plant: PJM inside PECO, 230 kV interconnect, PECO substation upgrade complete, transmission study still owed. The binding constraint is Enbridge gas lateral capacity, not the electrical interconnect. Vicinity NDA is coming from Nate Paist, then a heat study. Rice (Laura Schaefer) is engaged on the thermal side. Talen AWS BTM precedent informs the interconnect approach. People: Nate Paist, Rohan Sinha, David Mack (Vicinity) · Laura Schaefer (Rice).
