EVERY LARGE
ELECTRICITY BUYER
BUILDING ACROSS
US POWER MARKETS.

Public companies must disclose material events within four business days. Completing an interconnection study, receiving large-load approval, or signing a utility service agreement qualifies. The 8-K names the company, MW approved, location, utility partner, and IR contact. Works across all ISOs.

Any structure over 200 feet must file with the FAA before construction. The filing contains applicant name, GPS coordinates, structure height, and proposed construction date. Works in every state. GPS coordinates allow satellite-imagery cross-reference to estimate facility footprint.

The leading specialist trade publication for data center construction. National and global coverage. Every major US data center announcement, groundbreaking, and power deal is reported. Articles with no announced supply deal flow to active target list.

Structured database of data centers globally. Operator, MW, status (operational / under construction / planned), location, and target energization date. Energization date = when procurement must be finalized.

Free, community-maintained database of data center facilities and the networks that peer at them. 5,865 facilities tracked globally. Each listing includes facility name, operator, location, and network interconnections. New facility registrations signal data center buildouts. Free API available.

Cross-reference layer for data center verification across all ISOs. Confirms operational status, identifies which networks peer at a facility, and flags new buildouts not yet in Baxtel or DCD.

OpenStreetMap contributors tag data center facilities with telecom=data_center. The Overpass API queries all tagged facilities by state and extracts GPS coordinates, building footprints in square meters, and operator names. Updates in real-time. The underlying data source for PNNL's IM3 Data Center Atlas (DOE-funded national mapping project).

Precise GPS coordinates for every mapped DC facility in any ISO region. Cross-referenced against existing offtaker entries for location verification. Feeds future generator proximity matching. County-level concentration analysis to identify where demand clusters before permits are filed.

EIA Form 860 covers every US power plant (1 MW+): fuel type, capacity, location, owner, planned additions and retirements. Form 861 covers utility service territories and customer counts. Together they map the supply side of any ISO. Feeds the future generator database for proximity matching with offtakers.

Companies hiring energy procurement roles are building the function. Structured supply decision 6-12 months away. Job descriptions often disclose annual electricity spend and PPA familiarity. Works across all ISOs.

Automated weekly fetch of Google News RSS for every company in the database. Each company gets a targeted search query (e.g. "Crusoe Energy" Texas energy). Top 5 headlines per company are parsed, stored in a Supabase news table, and displayed in the dashboard as red PRESS entries alongside existing amber intel notes. ~27 calls/week for ERCOT, scales linearly per ISO.

Headline, source publication name, publication date, and direct URL for each article. Stored with company_key, headline, url, source, pub_date, fetched_at. The dashboard reads from this table at render time, no live Google dependency during demos.

The PUCT regulates Texas electricity. Companies that want to influence ERCOT rules on large load interconnection file public comments in named dockets. Filing a comment = identifying yourself as an active large ERCOT power user, confirmed by legal signature.

Every COM filing in the four highest-density large-load dockets, filtered to remove staff and utilities. Active dockets: 58481 (130+ filings), 58479 (67), 58480 (59), 59142 (17).

Any Texas facility building equipment that emits air pollutants must file a New Source Review permit with TCEQ before construction. Large on-site power generation, diesel gensets, natural gas turbines, always triggers this. The NORI document contains company name, facility address, declared MW, fuel type, and a named contact with direct phone. Predates trade press by 6-18 months.

Cross-reference layer. Every TEF / NSR / EDGAR hit gets checked against Title V. Confirmed holder = existing baseload + expansion = incremental load with strong PPA signal.

The Governor's Office publishes a monthly PDF listing every TEF grant ever awarded. Each row carries company name, city, industry, capital investment, job count, and announcement date.

Award recipient, amount, county, jobs, capex. MW estimated from industry benchmarks (semi fab ~1 MW per 10K sqft; pharma/API ~1 MW per $20M; data center ~1 MW per $5M IT load).

A dedicated $948M grant program for semiconductor R&D and manufacturing in Texas. Recipients are publicly named. Semiconductor fabs draw 100-500 MW continuously 24/7.

SB6 (signed June 20, 2025) requires every large-load customer 75 MW+ to disclose backup generation capable of serving 50%+ of demand. The first structured public record of BTM intent in ERCOT history.

Applicant name and facility location for every 75 MW+ filing. Disclosed backup generation capacity and fuel type. Financial security posted ($50K-$100K/MW) confirms commitment level.

Every company commenting in 59142 is a confirmed Batch Zero participant. Filing deadlines generating new names: April 17 (PFP), June 1 (Board vote), August 1 (Protocol effective). Checked weekly.

These companies have paid $50,000/MW. They need power. Cross-referenced against the base database, these names become fully profiled targets with MW, location, stage, and contact information.

When a company wants to co-locate a large load with an existing generation asset and connect both to the grid, they must file a separate PUCT docket under PURA §39.169. Many of these projects appear in no trade press, no Baxtel, no SEC filing.

Named companies and individuals from every meeting packet. Filtered to load-side participants only. The Large Load Working Group (LLWG) meets monthly with a dedicated participant list of companies active in large load interconnection. NPRR1308 and NOGRR282 comment filings: every filer is a confirmed large computational load operator.

ERCOT posts full-length recordings of TAC, LLWG, and RPG committee meetings. These are run through speech-to-text transcription to create searchable transcripts. Company names mentioned verbally during working sessions are captured and cross-referenced against the database. These names often do not appear in any written materials, attendance rosters, or formal filings.

When source 08 flags a new §39.169 docket, this list identifies the Resource Entity (owner). Reactive lookup, not standalone discovery.

Public companies must disclose material events within four business days. Completing an ERCOT interconnection study, receiving large-load approval, or signing a utility service agreement qualifies. The 8-K names the company, MW approved, ERCOT location, utility partner, and IR contact.

Every company on this list committed $200M+ and the exemption covers electricity. Any certified data center with no announced renewable PPA is an active target.

Every company doing business in Texas must register. When a developer creates a new LLC for a Texas project, they register with a project-revealing name. Registration happens 18-36 months before any permit, trade press, or regulatory docket.

Industrial wastewater applications fire 180 to 330 days before the planned discharge begins. The application includes owner + operator + site, a mandatory Activity Summary describing facility function and projected output. Earliest signal for water-cooled large industrial loads.

Any structure over 200 feet must file with the FAA. The filing contains applicant name, GPS coordinates, structure height, and construction date. GPS coordinates are cross-referenced against satellite imagery to estimate facility footprint, construction stage, and scale. Almost no energy originator monitors this.

Water permits typically fire before TCEQ air permits for water-cooled DCs. A facility requesting 5+ million gallons/day corresponds to roughly 200+ MW of cooling load.

Upper Trinity GCD (Wise, Parker, Hood). High Plains UWCD (Lubbock, Hale, Childress + 12 Panhandle counties). Edwards Aquifer Authority (Bexar, Hays, Comal, Medina). Hickory UWCD (Tom Green, Concho).

When a transmission utility (Oncor, AEP Texas, CenterPoint) needs to build new transmission to serve a large load, they file a CCN with PUCT. The filing describes the upgrade, location, MW capacity, in-service date, and sometimes names the customer.

Tax abatement applications require a public filing that names the company, location, capital investment, and an economic benefit statement that frequently includes direct MW load estimates. One of the only sources where a company declares power demand in a legal document before announcement.

Named organizations and individuals from proceedings. Companies describe challenges, timelines, and MW needs. Write-ups frequently contain substantive intel (timelines, MW figures, restudy delays) that no regulatory filing would produce.

Counties like Hood (March 2026) have amended development regulations to require concept plans to disclose: water resources committed, full power generation plan including backup and storage, ownership chain. Other counties are copying the template (Tom Green, Johnson, Wise, Cameron).

Land deed to new LLC, SOS reveals registered agent, agent reveals parent, TCEQ permit follows 6 months later, EDGAR 12 months after that. Full early-signal pipeline from month 0.

Every commercial building in Texas above a certain size must register with TDLR. Each record contains project name, address, county, scope, cost, start/completion dates, owner name + phone, tenant name + phone, design firm. Statewide single database, all 254 counties.

Named organizations and individuals from proceedings. Companies describe challenges, timelines, and MW needs. Write-ups contain substantive intel that no regulatory filing would produce. ERCOT-exclusive.

PJM publishes its generation interconnection queue with project details including fuel type, MW, location, and status. The queue contains 1,007 active projects totaling 119 GW. Transition Cycle 1 (TC1) results reveal network upgrade costs and project viability. Unlike ERCOT, PJM's queue is publicly accessible by name.

PJM holds dedicated Large Load Additions Workshops. Materials name companies, discuss MW requirements, and detail the Expedited Interconnection Track (EIT) for 500 MW+ projects. State-sponsored EIT projects must post $10,000/MW readiness deposits. Workshop presentations and filings are public.

Virginia's SCC regulates utility construction. CPCNs (Certificates of Public Convenience and Necessity) for data center substations and transmission lines name the end customer, MW, and location. Northern Virginia (Loudoun, Prince William, Fairfax) is the densest data center market in the world. The SCC recently approved a dedicated rate class for customers 25 MW+.

Equivalent of TCEQ NSR across PJM states. Each state's environmental agency requires air quality permits for on-site generation. Pennsylvania DEP, New Jersey DEP, Maryland MDE, Ohio EPA, and Virginia DEQ all publish pending permit applications with applicant names, facility locations, and equipment specs.

Same pattern as TX SOS. New project LLCs registered in PJM states 18-36 months before permits. Virginia SCC Clerk's Information System, Pennsylvania Department of State, New Jersey DORES, Ohio Secretary of State, Maryland SDAT.

County-level zoning approvals for data center campuses in the PJM footprint. Loudoun County (VA) is the single most active jurisdiction in the US for data center permitting. Zoning applications name developers, acreage, and utility load requirements.

CAISO launched a dedicated Large Load Considerations initiative in January 2026. Issue papers and stakeholder comments name companies, discuss interconnection pathways (distribution vs. transmission), and detail co-location requirements. Companies commenting are self-identifying as large load developers.

California Public Utilities Commission proceedings on resource adequacy, integrated resource planning, and large load tariffs. CPUC's annual RA subpoena to CAISO produces detailed queue and load data. IRP filings by IOUs (PG&E, SCE, SDG&E) contain load growth projections that name specific large customers.

CEC produces the official demand forecasts that CAISO uses for transmission planning. Their data center load projections (1.8 GW by 2030, 4.9 GW by 2040) are the most granular public forecasts for California. The TED Taskforce (CEC + CPUC + CAISO + GO-Biz) tracks new energy projects jointly.

California's environmental review (CEQA) and regional air district permits are the state equivalent of TCEQ NSR. South Coast AQMD, Bay Area AQMD, and San Joaquin Valley APCD publish permit applications for on-site generation. CEQA filings for large projects are public and name the developer, location, and project scope.

Same LLC registration pattern as Texas. California's bizfile system is searchable by keyword. Project-specific LLCs registered 12-24 months before environmental review begins.

MISO's dedicated large load page publishes stakeholder materials, interconnection reliability requirements, and concepts under discussion (Zero Injection GIA, Firm Service Step-Up, Non-Firm Service Step-Up). MISO cannot publicly disclose project details until Generator Interconnection Agreements are filed with FERC, but stakeholder filings name companies.

Each MISO state has its own utility commission that processes large load tariff filings, utility construction certificates, and rate cases naming large industrial customers. Illinois Commerce Commission, Indiana Utility Regulatory Commission, Michigan Public Service Commission, Minnesota PUC, Wisconsin PSC, Iowa Utilities Board. States have approved or are considering 60+ large load tariffs.

Air quality permit equivalents across MISO states. Illinois EPA, Indiana DEM, Michigan EGLE, Minnesota PCA, Wisconsin DNR. Same signal as TCEQ NSR: on-site generation permits filed before construction, naming applicant, facility, and equipment specs.

State economic development agencies publish grant and incentive recipients. Illinois EDGE tax credits, Indiana IEDC, Michigan MEDC, Minnesota DEED. Same pattern as Texas TEF/TSIF: named company, capex, county, jobs. MW estimated from industry benchmarks.

NYISO's interconnection process for loads 10 MW+ at 115 kV or higher, and 80 MW+ below 115 kV. System Impact Study (SIS) results are shared with stakeholders. NYISO is considering cluster-based study reforms (Feb-May 2026 stakeholder engagement, tariff revisions by end of 2026). Queue data identifies load type, MW, and connecting transmission owner.

New York Public Service Commission and Department of Public Service proceedings on large load interconnection. Case 18-E-0138 (queue management) and successor dockets contain stakeholder filings from data center developers, utilities, and advocacy groups naming specific projects and companies. NRDC and Sierra Club filed detailed comments in December 2025 calling for a dedicated large-load framework.

New York's SEQRA is the state equivalent of CEQA/NEPA. Large industrial and data center projects require environmental impact statements that name the applicant, project scope, MW, water usage, and site location. EIS documents are public and filed with the lead agency (typically county or town planning board).

New York Department of State entity registrations (same LLC pattern as Texas). Empire State Development (ESD) publishes incentive recipients. County Industrial Development Agencies (IDAs) publish PILOT (Payment In Lieu Of Taxes) agreements that name the company, capex, MW, and tax abatement terms. Active data center IDA filings in Onondaga, Orange, Sullivan, and Dutchess counties.