The Regulatory Layer

Ten-essay series on the specific regulatory frameworks shaping AI infrastructure. FERC + ISO queue reform, state PUCs, EPA permitting, local zoning, CFIUS + FDI, export controls, EU AI Act, safety standards, labour + immigration. Scheduled Oct 5 → Oct 26 2026.

ESSAY ·AI Power Chain

Behind-the-meter gas microgrids: a firm-power route around the interconnection queue

The behind-the-meter gas microgrid is a firm-power route around the 4-7 year interconnection queue for AI datacenters. Enchanted Rock is the canonical operator; ~366 MW at Meta El Paso and 60 MW Phase 1 at Microsoft San Jose are the flagship deployments.

7 September 2026 · 31 min read