Paces

BNEF hot takes 📣 - - - - ⚡️ “Capacity isn't the issue. Time to power is." 🔎 Stu say more! The grid, in aggregate, has the megawatts. What's missing is the ability to energize them, and move them [around], on a timeline that matches data center demand. - - - - ⚡️ "If you build a GW, it's really 10x100 MW projects…and the constraint isn't megawatts, it's labor, equipment, deliverability” 🔎 Stu say more! I’m coining a new EPC acronym: E…electrians P…power-transformers C…constructability - - - - ⚡️ "The camel is the horse built by committee...we cannot do the same thing with our queue processing and T&D build out" 🔎 Stu say more! Pick an (informed) strategy and just start. Pass go, collect $200. Collect feedback, revise with v2. Do not get stuck in pre-pre-planning. Nothing against camels, but they won't win the Derby anytime soon... #paces #infrastructure #letsbuild #stewsnews

New look, same trusted data. The Paces map got a redesign. All the data you rely on (zoning, grid infrastructure, environmental, and more) is still there, but the experience is now built to flex around your workflow instead of the other way around. A few of the changes: —  Fully customizable legend with drag-and-drop grouping — Easier access to custom drawings and buildable area breakdowns — Map view built into site lists DM us if you have any questions!

When Dawson Rogers and New Energy Equity set out to scale solar origination from 6 to 16 states, they hit the wall most developers eventually hit: fragmented workflows, per-parcel pricing, and no shared standard for what "qualified" actually meant. A year after standardizing on Paces, the numbers tell the story: - 60,000+ parcels contacted - $175,000+ saved vs. their old per-parcel platform - 700+ targeted siting campaigns run - Time from site identification to landowner outreach cut in half - 5x prospecting volume year over year in some markets Read the case study: https://hubs.la/Q04cVkxk0

Maine just passed a moratorium on the construction of data centers using over 20 MW of power. 12 other states are considering similar resolutions. After power, the biggest hurdle for data center projects is community sentiment. At Paces, we understand that sentiment can make or break projects, which is why our Sentiment & Regional Development Modular Reports exist. Choose 1 or all of the modules in the category, and we’ll use automation and human-in-the-loop expertise to deliver you make-or-break insights on your site, fast. Available now in the following categories: * Political & Institutional Landscape * Regional Development & Competition * Labor Pool & Demographics * Incentives & Economic Development * Key Local Stakeholder Mapping * Community Sentiment Analysis Read more about our Sentiment and Regional Development modules or any other modules in our Modular Report Offering: https://hubs.la/Q04cJN-P0

New Power Weekly is live. Check out our weekly recap of the news that's moving the industry.⚡ This week: CoreWeave stacked up $30B+ in new deals in 48 hours (Meta, Anthropic, Jane Street), pushing their contracted book past $66B. Meanwhile, OpenAI is quietly pulling out of projects in Norway and the UK. Investor-owned utilities are now planning $1.4 trillion in grid capex through 2030, a 27% jump year over year. The open question: who actually pays for it? And the political ground is shifting. Maine just passed the country's first statewide data center moratorium, and in Missouri, community pushback against a $6B project took out half a city council. Stuart Pomeroy breaks down what it all means for anyone building, siting, or financing large loads right now. Watch the full episode below.

BILL FRANCIS has spent 10 years in distributed solar, working with co-ops, in markets that worked and markets that didn't. He recently joined New Energy Equity to figure out what comes next. His read: community solar programs are shifting. The fundamentals for distributed energy? Stronger than ever. Bill breaks down what NEE is actually building toward, and why he'd rather have a feed-in tariff than another complex community solar structure. If you want to hear more about: → Why the ITC safe harbor cliff at end of 2027 requires a three-dimensional strategy on equipment, permitting, and timing → Why half an acre is enough for standalone storage — and why co-ops are among the most motivated customers → NEE's approach to de-risking projects without burning through development capital 🎧 Check out the full episode here: https://hubs.la/Q04cgm7Z0

Energy M&A diligence hasn't kept pace with the market. Buyers get two to four weeks to evaluate hundreds of documents, surface every risk, and make an offer. Most spend the first few days just organizing a messy data room. Paces is changing that. Our M&A Diligence Report combines automation with subject matter expert review to deliver rigorous, data-room-based acquisition diligence in two business days: → 300+ item checklist covering site control, environmental, interconnection, permitting, financial, and corporate risk → Go/no-go recommendation with a full risk register →Validated findings delivered as a ready-to-share PDF and structured Excel workbook → Findings reviewed by subject matter experts to support your team's decision-making When the diligence window is measured in weeks, the teams that compress analysis without cutting corners are the ones that win the deal. Reach out to our team to learn more: https://lnkd.in/d9ja7rcM

At Paces, we have a tradition called Unconferences where a teammate picks a topic they are interested in and teaches the rest of us. This time, Solutions Engineer Christina Deodatis led a session on surrealism and non-Newtonian fluids. Surrealism is an art movement built around the intense, irrational reality of a dream. Non-Newtonian fluids behave in ways we don't expect. Put the two together, and you get a presentation that's part art history, part physics lesson. Then Christina brought out the oobleck. Corn starch and water, mixed together in front of the whole team, so we could experience a non-Newtonian fluid in real life. Everyone got in on the fun and hands-on for a truly unforgettable art and science lesson!

New Power Weekly is live. Every week, Stuart Pomeroy breaks down own the most important news and signals from the world of energy and data center infrastructure so you can stay on top of the key trends moving the market. This week: ⚡ SoftBank's plan to turn a Cold War-era uranium plant in Ohio into a 10 GW AI campus, and what it means for the "bring your own power" playbook 🔋 Nevada's renewables mandate is on a collision course with data center demand that would require 3x current Las Vegas power draw 📊 The EIA deadline on mandatory energy reporting for data centers, and why it matters 🏘️ How community opposition to data centers is getting more organized, with residents now targeting upstream infrastructure too Let us know what you're tracking in the comments!

After Winter Storm Uri, EDF power solutions North America faced a problem the grid wasn't going to solve fast enough: transmission constraints were eroding returns on their Texas wind projects. Peter Hoegler and the Data Center Solutions team found a different answer. Instead of waiting on transmission upgrades, they brought the load to the power. Their co-location agreement at Los Majadas wind project in South Texas proved the model. Now the question was: which of their 90+ development sites should they pursue next? Their internal GIS tools were built for standalone energy development, not data center co-location. Adding the right filters internally would take over a year. And with the data center market moving fast, they needed a platform with living data that could evolve as the market did, not just a point-in-time analysis. Paces Development Services scored all 90+ sites against data center-specific criteria and returned a tiered, ranked pipeline that EDF power solutions could act on. Read the case study to see how: https://hubs.la/Q04b9gG30