The September 30 date energy investors are watching closely

AI's power crisis meets regulatory review—investment implications revealed

Hello,

In Northern Virginia’s data center market, companies face electricity wait times stretching to seven years.

That’s not a supply chain issue—it’s a regulatory bottleneck that takes five to eight years just to approve new power plants.

Current discussions in Washington suggest September 30 could bring significant policy evaluations affecting how quickly energy projects move forward, and the companies already positioned may have distinct advantages. Full story.

-Christopher

P.S. This isn’t speculation—it’s about identifying real bottlenecks in a constrained environment. Pipeline companies with existing rights-of-way, utilities serving data center regions, and specialized equipment manufacturers all face a potentially historic moment. You really need to read this before it’s too late.