Prince William County voted 8-0 this week to deny the 2,000-acre Dulles South Innovation Center, the county's second 2,000-acre kill this quarter after Digital Gateway. The entitlement-risk thesis from last issue just got its second data point: in western PW, denial is now the base case.
Also this week: DOE's draft National Transmission Needs Study puts federal weight behind where the grid is failing (comments due September 7), Anthropic signs a $19 billion, 20-year lease with TeraWulf in Kentucky, and with the July 4 tax-credit cliff passed, the 170 GW safe-harbored pipeline becomes the scarce supply in every PPA negotiation.
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