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A cached static snapshot of the coldchainOS evidence graph. Every number on an entity page has a source. Labels mark figures as measured, illustrative, or planned. Draft post angles are not included.

Snapshot v20261110-211840-ET · generated 2026-11-10T21:18:40.742832-05:00 America/New_York

149Companies

49Facilities

30Markets

45Deals

154Events

170Sources

349Sourced observations

339Edges

Directory

CompanyAC Logistics

CompanyAdani Ports

CompanyAhold Delhaize

CompanyAirTrunk

CompanyAl Sharqi Shipping

AMZN · 1 sourced observation

CompanyAmerican Public Power Association

CompanyAmerican Transmission Company

CompanyAmericold Realty Trust

COLD · 15 sourced observations

CompanyAnthropic

CompanyApplied Digital

CompanyBaker Hughes

CompanyBanner Property Group

CompanyBlack Hills Energy

CompanyBlackstone

CompanyBloom Energy

CompanyBrookfield

CompanyCenterPoint Energy

CNP · 2 sourced observations

CompanyChart Industries

CompanyChronoScale

CompanyComanche Peak Power Company

CompanyConstellation Energy

CompanyCoolworld

CompanyCPP Investments

2 sourced observations

CompanyCushman & Wakefield

CompanyDongfang Turbine

CompanyDuke Energy

CompanyEastGroup Properties

EGP · 4 sourced observations

CompanyEco DC Solutions

CompanyEdgeCore

CompanyEmerald AI

CompanyEmergent Cold LatAm

1 sourced observation

CompanyEQT Active Core Infrastructure

CompanyEvos B.V.

4 sourced observations

CompanyFirstEnergy

FE · 3 sourced observations

CompanyFlorida Power & Light

CompanyFlorida Public Utilities Company

CompanyFond du Lac

CompanyForbright Bank

CompanyFreezPak

CompanyFTAI Infrastructure

CompanyGeorgia Power

CompanyGreen Dome Investments

CompanyHydro-Québec

CompanyIgneo Infrastructure Partners

CompanyInvitium

CompanyJLL Income Property Trust

2 sourced observations

CompanyLineage, Inc.

LINE · 12 sourced observations

CompanyLink Logistics

CompanyLXP Industrial

LXP · 5 sourced observations

CompanyMaxwell Street

CompanyMetro Supply Chain

CompanyMicrosoft

1 sourced observation

CompanyNippon Express

CompanyNiSource

CompanyNTT DATA

CompanyOnePWR Solutions

CompanyOxford Properties

2 sourced observations

CompanyPeterson Companies

CompanyPetrucci

CompanyPJM Interconnection

CompanyPortland General Electric

PPL · 6 sourced observations

CompanyPublic Service Company of Oklahoma

CompanyRealterm

CompanyRelated Digital

CompanyRexford Industrial

REXR · 5 sourced observations

CompanyRiot Platforms

RIOT · 1 sourced observation

CompanyRowan Digital

CompanySamsung SDS

1 sourced observation

CompanyScotiabank

CompanySecond Harvest Food Bank of Middle Tennessee

CompanySiemens Energy

CompanySTAG Industrial

STAG · 10 sourced observations

CompanyStarwood Capital

CompanyStepStone

CompanyStonepeak

CompanySwedish Logistic Property

CompanyTallgrass Energy

CompanyTelehouse

CompanyTeraWulf

CompanyTerreno Realty Corporation

CompanyTikTok USDS JV

1 sourced observation

CompanyTokyu Fudosan

CompanyTombstone Resources L.L.C.

CompanyTrammell Crow Company

CompanyTranscorp

UPS · 2 sourced observations

CompanyWareSpace

2 sourced observations

CompanyWhiteFiber

CompanyX-energy

CompanyÉtablissement français du sang

Facility1215 Seamist Drive, Houston

1 sourced observation

Facility220 Centreport Pkwy, Fredericksburg VA

3 sourced observations

Facility47651 Westinghouse Drive, Fremont

1 sourced observation

Facility5000 Tuxedo Road

3 sourced observations

Facility6.9-acre Newark trailer yard

2 sourced observations

Facility8-acre Kearny yard

1 sourced observation

FacilityAirTrunk SYD3, Western Sydney

FacilityAl Sharqi multi-temperature hub, Dubai Industrial City

2 sourced observations

FacilityAmazon Kelso, WA distribution center

3 sourced observations

FacilityAmericold Global Innovation Center, Atlanta HQ

FacilityAxfood home-delivery distribution centre near Gothenburg

FacilityBundang Yatap logistics center

1 sourced observation

FacilityComanche Peak

1 sourced observation

FacilityDedicated generation at Salem Township, PA

FacilityDrax Power Station data centre campus, North Yorkshire

2 sourced observations

FacilityEdgeCore SV01, Santa Clara

1 sourced observation

FacilityEmergent Cold Santiago, Dominican Republic

1 sourced observation

FacilityFedEx upgraded road hub near Frankfurt

FacilityFond du Lac warehouses, Edison NJ

1 sourced observation

FacilityFormer GWU Ashburn campus / Project Potomac Promise

2 sourced observations

FacilityFreezPak Elizabeth NJ build-to-suit

3 sourced observations

FacilityGateway Flex Center, Oldmans Township NJ

3 sourced observations

FacilityGoogle West Memphis campus

FacilityGoogle Wyoming data center, Laramie County / Cheyenne area

FacilityGRECO cold storage at EDSA and NLEX, Metro Manila

1 sourced observation

FacilityInventory Estate at East India Dock

1 sourced observation

FacilityJustified Data Campus, Hawesville KY

FacilityLast-mile delivery facility north of I-10, Palm Springs

3 sourced observations

FacilityLineage Big Bear (LA)

1 sourced observation

FacilityLOGI'Q Matsudo Cold Center

FacilityLong Mott Generating Station at Dow Seadrift, TX

FacilityLong Ridge Energy, Hannibal OH

3 sourced observations

FacilityMaidsville Energy Center

3 sourced observations

FacilityMuskie Data Campus

1 sourced observation

FacilityNewCold Bucharest

2 sourced observations

FacilityNVIDIA AI facility, Manassas VA

FacilityOpa-Locka / North Miami cold storage

2 sourced observations

FacilityOpenAI Effingham County, GA campus

FacilityProposed campus next to Apache Generating Station, Cochise County AZ

3 sourced observations

FacilityQTS Project Marvel

FacilityRiot Corsicana campus

1 sourced observation

FacilitySamsung SDS AI data center, Gumi

5 sourced observations

FacilitySecond Harvest warehouse at 1301 Donelson Pike, Nashville

4 sourced observations

FacilitySLP rebuild in Kärra, Gothenburg

2 sourced observations

FacilitySoluna Dorothy 3, Briscoe County TX

1 sourced observation

FacilityWest Boston Distribution Center, Northborough MA

3 sourced observations

FacilityWhiteFiber NC-1

2 sourced observations

FacilityWhiteFiber NC-2, Yadkin County

FacilityWhiteFiber NC-3, Yadkin County

2 sourced observations

MarketBessemer, AL

TX · 7 sourced observations

FL · 1 sourced observation

MarketHo Chi Minh City

MarketLoudoun County, VA

3 sourced observations

MarketNorth Carolina

MarketNorth Miami / Opa-Locka

MarketNorthern Vietnam

OK · 1 sourced observation

MarketPalm Springs, CA

MarketPennsylvania

MarketPhoenix Airport

MarketPhoenix Tempe

MarketPort of NY/NJ

3 sourced observations

TX · 1 sourced observation

MarketU.S. industrial and logistics

8 sourced observations

MarketU.S. reefer truckload

5 sourced observations

MarketUnited States

3 sourced observations

MarketWashington DC metro

MarketWisconsin

1 sourced observation

DealAdani Ports to buy Evos B.V. for €2.56B EV

acquisition · 3 sourced observations

DealAirTrunk A$4.25B green loan for SYD3

financing · 3 sourced observations

DealAmazon direct line / net-metering at Comanche Peak

ppa · 1 sourced observation

DealAmazon purchase of former GWU Ashburn campus

acquisition · 4 sourced observations

DealAnthropic pays ~$3.4B for 1.7 GW of gas-fired generators via OnePWR

equipment · 3 sourced observations

DealBaker Hughes ~1.1 GW on-site gas power plus Chart dry coolers for an unnamed major U.S. technology company

equipment · 3 sourced observations

DealBGO + Banner buy Opa-Locka cold storage

acquisition · 2 sourced observations

DealBlack Hills / Google Wyoming gas supply

ppa · 3 sourced observations

DealBrookfield and CPP $5.2B take-private of LXP Industrial

acquisition · 3 sourced observations

DealBrookfield SPV funds Naver 1 GW AI factory, up to $9B

financing · 4 sourced observations

DealCoupang takes 99.8% of Bundang Yatap logistics center via IGIS fund

acquisition · 5 sourced observations

DealCTP agrees to buy Ares-owned SLP's Vietnam logistics platform for ~US$500M

acquisition · 7 sourced observations

DealDrax, Brookfield and Radiant GW-scale data centres at Drax Power Station

jv · 4 sourced observations

DealEco DC locks up 30 Dongfang G50 turbines, 2.1 GW+

equipment · 4 sourced observations

DealEdgeCore $521M ABS on 36 MW Santa Clara SV01

financing · 1 sourced observation

DealEntergy Arkansas / Google phase 2, ~$600M

ppa · 1 sourced observation

DealEntergy Arkansas / Google phase two at West Memphis

ppa · 4 sourced observations

DealFERC clears MARA's Long Ridge Energy buy

DealGDI closes 100% acquisition of Transcorp for SAR 230M

acquisition · 3 sourced observations

DealGEODIS agrees to buy most of Deret's French operations

acquisition · 3 sourced observations

DealGID and StepStone $985M secondary on 8.0M SF, 87-building infill industrial portfolio

financing · 3 sourced observations

DealGoogle AA+ credit backstop for ~$19B Anthropic leases at Justified

financing · 1 sourced observation

DealGoogle acquires Crusoe's Wyoming site after pre-development

DealGoogle expands Voltus deal to a ~1 GW VPP across PJM

ppa · 2 sourced observations

DealGoogle–Constellation 3.6 GW PPA

ppa · 4 sourced observations

DealJLLIPT buys West Boston Distribution Center for ~$36M

acquisition · 1 sourced observation

DealMicrosoft paid $95.5M for 616 acres near Woodward, Iowa

acquisition · 3 sourced observations

DealNebius $3.5B 364-day secured facility with Citi

financing · 3 sourced observations

DealNippon Express closes purchase of Metro Supply Chain

DealNiSource / Microsoft Indiana ~1,100 MW, 20-year

ppa · 2 sourced observations

DealNTT DATA signs Bloom Energy for 900 MW of onsite fuel-cell power

equipment · 1 sourced observation

DealOpenAI / Georgia Power agreement includes up to 1,000 MW flexible demand response

ppa · 1 sourced observation

DealOutpost buys two port-adjacent IOS yards for $68.5M

acquisition · 3 sourced observations

DealOxford Properties buys Sycamore six-property light industrial portfolio in Phoenix

acquisition · 3 sourced observations

DealPGE deal to serve up to 420 MW for a Verrus data center

ppa · 1 sourced observation

DealPJLN acquires Fond du Lac

acquisition · 1 sourced observation

DealPPL/Invitium agrees terms with QTS for ~2 GW of dedicated generation at Salem Township, PA

ppa · 3 sourced observations

DealRiot 15-year, 910 MW powered-land lease at Corsicana, ~$28B TCV

lease · 5 sourced observations

DealSLP demolish-and-rebuild ~11,200 sqm in Kärra, Gothenburg, fully pre-leased

development · 3 sourced observations

DealSoluna and Applied Digital 51/49 JV for a 50 MW AI data center at Dorothy 3

jv · 2 sourced observations

DealStarwood buys 630K SF Amazon BTS in Fredericksburg for $146.3M

acquisition · 3 sourced observations

DealTelehouse/KDDI buy East India Dock campus for £220M+

acquisition · 3 sourced observations

DealTerreno acquires 5000 Tuxedo Rd, Hyattsville

acquisition · 2 sourced observations

DealWareSpace buys 109K SF of urban-infill industrial in Houston and Fremont

acquisition · 1 sourced observation

DealWhiteFiber pays $60M cash for 120 acres and 500K SF of warehouses in Yadkin County

acquisition · 5 sourced observations

Event11 of 15 MISO states push FERC to reject MISO's 120-day large-load fast track (LARS); Google objects too (filed Oct 23, reported Oct 26)

2026-10-23 · 1 sourced observation

Event[coldchainOS] AC Logistics breaks ground on GRECO, an automated ~25,000-pallet cold storage site at EDSA and NLEX in Metro Manila (Oct 26)

Event[coldchainOS] Americold opens a Global Innovation Center with a 24/7 command center running its automated warehouses worldwide (Oct 29)

Event[coldchainOS] Americold Q3: same-store warehouse rev +5.7%, NOI +6.0%, economic occupancy 78.5%; EQT JV cut debt $1.15B; AFFO guide raised to $1.31–$1.33 (Nov 5)

Event[coldchainOS] BGO + Banner pay $36.15M for a fully leased ~160K SF cold storage building in Opa-Locka (North Miami) (reported Oct 22)

Event[coldchainOS] Building cold storage before the tenant shows up: Petrucci leaves the slab unpoured on a 107K SF NJ spec building; NewCold scales Bucharest to a 75,000-pallet automated high-bay (Nov 2–3)

Event[coldchainOS] CISA, FBI, HHS, USDA and DOT issue joint advisory: harden industrial refrigeration and cold-chain monitoring systems (Nov 5)

Event[coldchainOS] Emergent Cold LatAm (backed by Stonepeak, Lineage and D1) is building a 16,000-pallet cold store in Santiago, Dominican Republic, part of a US$100M country plan; opening summer 2027, designed to hold product temperature up to nine days without power. Diario Financiero

Event[coldchainOS] Freezer hacking moves from store shelves to a warehouse: Axfood says a Gothenburg-area home-delivery distribution centre was hit (Nov 2)

Event[coldchainOS] Freezer hacking reaches France's blood service: a refrigeration contractor's systems were used to tamper with cold rooms holding plasma and donor samples (Nov 1–2, reported Nov 4)

Event[coldchainOS] FreezPak and Elberon break ground on a 146K SF cold storage build-to-suit in Elizabeth, NJ (Oct 20)

Event[coldchainOS] Korea cold-chain cautionary tale: a cold logistics center that never leased sold at auction for under half its opening bid, then Coupang converted it to ambient (Oct 28)

Event[coldchainOS] Lineage Q3: revenue down 1.2% to $1,361M, adjusted EBITDA down 7.0% to $317M, AFFO/share down 14.1% to $0.73; FY26 guide reset to $1.25–$1.27B EBITDA and $2.86–$2.98 AFFO/share (Nov 9)

Event[coldchainOS] Lineage reports Q3 tonight after close: the setup is a fire at its Big Bear (LA) facility, 6.0x leverage and ~$1B of soft-circled dispositions (preview Nov 2; results Nov 9)

Event[coldchainOS] PJLN buys Fond du Lac: ~500K SF of temp-controlled, bonded and final-mile warehousing near the Port of NY/NJ (Oct 22)

Event[coldchainOS] Reefer spot rates at $2.71/mile, up 31.2% year over year, heading into Thanksgiving (Nov 2)

Event[coldchainOS] Second wave of suspected cyberattacks on supermarket fridges and freezers hits Sweden, Belgium and Luxembourg (Nov 2)

2026-11-02 · 2 sourced observations

Event[coldchainOS] Two cold-chain deals abroad: SLP's refrigerated-heavy Gothenburg build and GDI's SAR 230M Transcorp buy (Nov 2–3)

Event[coldchainOS] Two new cold builds: Second Harvest's 130K SF Nashville warehouse (groundbreaking Oct 27) and Tokyu Fudosan's single-tenant LOGI'Q Matsudo Cold Center (started Oct 22, announced Oct 29)

EventAdani Ports to buy Evos B.V. for €2.56B EV — Europe's #2 independent liquid storage platform, 6.3M m³ across 8 terminals (Nov 5)

EventAI data center late fees jump to $5M+/day, and Marsh builds "delay-in-delivery" insurance (Oct 25)

2026-10-25 · 2 sourced observations

EventAirTrunk closes A$4.25B (~US$3B) green loan from 32 lenders for SYD3 in Western Sydney (Oct 27)

EventAl Sharqi Shipping opened an AED70M multi-temperature hub (ambient to −18°C, ~280K SF built) at Dubai Industrial City. BrentDesk

EventAlso seen but left out as lower signal: Link Logistics adding the 825K SF, 100% leased Canal Pointe park in Columbus (Link); Hunt Realty + Prologis build-to-suit JV at Terrell 20 near Dallas (REJournals).

EventAmazon drops its Loudoun data center campus. "Project Potomac Promise" turns it into land, housing and a $5M donation (Oct 21; trending through Oct 24)

EventAmazon opens a 1M SF distribution center in Kelso, WA (Oct 30)

EventAmericold Q3 results: Thu Nov 5, before the open (call 8:00 AM ET). Americold IR

EventAmericold Q3 results: Thu Nov 5, before the open.

EventAmericold Q3: Thu Nov 5, before the open.

EventAnthropic pays ~$3.4B for 1.7 GW of gas-fired generators via OnePWR, the largest known power-equipment buy by an AI lab (FT, reported Nov 8)

EventAny post angles above are drafts for Smash to approve; nothing posted on X.

EventAny X post ideas above are drafts for Smash to approve; nothing posted.

EventBaker Hughes books ~1.1 GW of on-site gas power plus Chart dry coolers for an unnamed "major U.S. technology company" AI build (Oct 27)

EventBallot item #3 is the confirmed local-measure sweep (CNBC/Ballotpedia), distinct from yesterday's Texas governor focus.

EventBlackstone-backed QTS is reportedly seeking ~$800M in private debt (Pipeline Road, unconfirmed by a primary source).

EventBrattle and APPA model the same 500 MW load cutting rates in one grid and raising them in another (Oct 27)

2026-10-27 · 5 sourced observations

EventBrookfield and CPP close the $5.2B take-private of LXP Industrial (Nov 2)

EventCAISO large-load FERC filing due by Nov 16.

EventCenterPoint adds $4B+ of Houston transmission for data center demand, while Texas pauses data center hookups (Oct 29)

EventCharlotte's city council extended its data center moratorium to Oct 18, 2027 (Oct 26; WBTV, via LOADPATH Daily). It's secondary and needs WBTV confirmation before any post.

EventCochise County Planning & Zoning: SpaceX/Tombstone Resources special use, Dec 9.

EventCold storage: stabilizing, not recovered. Scotiabank upgrades Americold

EventCommercial Observer: Amazon's same-day push reignites last-mile demand, and "power opens the conversation" (Oct 27)

2026-10-27 · 2 sourced observations

EventCommunity pushback: QTS "Project Marvel," Bessemer, AL (X trending, Oct 23)

EventCTP agrees to buy Ares-owned SLP's Vietnam logistics platform for ~US$500M: 504K sqm standing, ~585K sqm pipeline, $23M+ stabilized NOI (Nov 9)

EventData center capital markets: Telehouse/KDDI close £220M+ London campus buy with 65 MVA secured; EdgeCore prices a $521M ABS on a 36 MW Santa Clara site (Oct 29)

EventDayOne and Nxera each signed MOUs with Sembcorp to explore on-site and renewable power for Asian data centres. World Business Outlook

EventDeduped: Americold Q3 (Nov 5), OpenAI Community Compact (Nov 5), local ballot sweep (Nov 4), TeraWulf/Google/Anthropic KY (Nov 4), Adani/Evos (Nov 5), JLLIPT West Boston (Nov 3), Outpost NJ yards (Nov 3), Texas governor (Nov 4), Florida PSC Duke denial (Nov 4), French blood-bank freezer hack (Nov 4), WhiteFiber NC (Nov 4), PGE–Verrus (Nov 4), Soluna/Applied Digital (Nov 4), Petrucci/NewCold (Nov 4), Grid Protectors (Nov 3), Drax (Nov 3).

EventDeduped: Texas governor (Nov 4), Florida PSC Duke denial (Nov 4), French blood-bank freezer hack (Nov 4), WhiteFiber NC buy (Nov 4), Outpost NJ yards (Nov 4), PGE–Verrus 420 MW (Nov 4), Soluna/Applied Digital TX JV (Nov 4), Petrucci/NewCold Bucharest (Nov 4), Grid Protectors (Nov 3), Drax (Nov 3).

EventDrax, Brookfield and Radiant plan GW-scale data centres at Drax Power Station; total could top £20bn (Nov 3)

EventEco DC Solutions (Adag Group) locks up 30 Dongfang G50 turbines, 2.1 GW+, for Canadian data centers (Oct 27)

EventEntergy Arkansas and Google propose phase two at West Memphis: Google pays ~$600M for 1,400 MWh of batteries, a 440 MW solar PPA and a substation expansion (Oct 26)

EventERCOT "Batch Zero" large-load audit results, expected mid-December.

EventERCOT final Community Impact RFI report: Dec 10.

EventERCOT's data center census: 465 loads asked, ~177 GW requested, 33 projects over 1 GW make up 36% of large-load capacity (PUC open meeting, Nov 5)

EventFedEx opened an upgraded road hub near Frankfurt for its European network (not opened in full here). CEP Research

EventFERC approves PJM Large Load Registry (50 MW+), rejects IRAS curtailment + BYONC (Oct 9)

2026-10-09 · 1 sourced observation

EventFERC clears MARA's Long Ridge Energy buy: 505 MW gas plant + 1,600+ acres in Hannibal, OH for digital infrastructure (Nov 5)

EventFirstEnergy's data center pipeline hits 26 GW; it's eyeing "bridge" generation (reported Oct 29, Q3 earnings Oct 28)

EventFlorida PSC agenda today (Nov 3): Duke, FPL and FPUC large-load tariffs.

EventFlorida PSC takes up large-load tariffs today under the new 50 MW law (Nov 3 agenda)

EventFlorida PSC unanimously denies Duke Energy Florida's large-load tariff in the first test of the new 50 MW law; FPL and FPUC tariffs suspended (Nov 3)

EventFlorida PSC written orders / revised FPL–FPUC schedules (Nov 23 / Dec 1).

EventFlorida PSC written orders and revised FPL/FPUC schedules (Nov 23 / Dec 1).

EventFlorida PSC written orders and revised FPL/FPUC schedules (Nov 23 / Dec 1, per Sundaze Gazette; unconfirmed).

EventGEODIS agrees to buy most of Deret's French operations: 28 logistics sites, 13 transport agencies, 2,400 staff, plus warehouse real estate around Orléans (Nov 6)

EventGID and StepStone close a $985M secondary on an 8.0M SF, 87-building infill industrial portfolio across eight markets (Oct 27)

EventGoogle announces first Wyoming data center: $17B investment, 702 MW Bloom fuel cells with CCS, air-cooled (Nov 5)

2026-11-05 · 2 sourced observations

EventGoogle expands Voltus deal to a ~1 GW virtual power plant across PJM (announced Oct 22)

EventGoogle takes over Crusoe's Wyoming site a day after its $17B announcement; Crusoe exits after pre-development (Reuters, Nov 6)

EventGoogle–Constellation 3.6 GW PPA (Oct 6)

EventHydro-Québec keeps pushing a ~13¢/kWh data centre rate after a court strikes down supporting government decrees (Oct 30)

EventHyperscalers paying their own way: ~4.8 GW of new utility supply in 3 weeks (Oct 6–19)

2026-10-19 · 1 sourced observation

EventIndustrial Q3 2026: strongest leasing since 2022 (CBRE / JLL / C&W)

EventING BWIC bid deadline Nov 19.

EventING is reportedly auctioning ~$500M of data-center loans (~12 loans; BWIC bids ≥$10M due Nov 19), including a ~$25M Stargate New Mexico slice plus Vantage and CyrusOne exposure (Bloomberg via CNBC; ING declined comment). Capital-markets signal, not a CRE deal — watch, don't overclaim. CNBC

EventJLL Income Property Trust buys West Boston Distribution Center (Northborough, MA) for ~$36M — 54K SF, 306 trailer stalls, 14-year lease left (Nov 3)

EventLarge-load rulebook keeps moving: CAISO board approves interim interconnection path (Oct 28); NERC adopts first computational-load standards (Oct 26)

2026-10-28 · 2 sourced observations

EventLarge-load tariffs in the US states: NC's governor wants Duke's data center deal tightened; Oklahoma votes on PSO's interim order Tuesday (Oct 27 / Nov 3)

2026-10-27 · 3 sourced observations

EventLast-mile REIT split screen: EastGroup +36.3% lease spreads vs Rexford −3.0% cash spreads (Oct 21–23)

EventLeft out again: abjdigital.com ("Atlanta Business Journal") cold storage deals (Piedmont/Southern Temperature $186M, Peachline/Savannah $285M). Same unreliable site as yesterday; no primary source found.

EventLeft out: a "Nov 1" write-up of the Brookfield/NextEra Paducah hub (that's a July 29 DOE announcement, not new); a "Nov 1" AIB/Nebius lease story (announced Sept 30); New Era Energy & Digital's ~$64M raise (only found via an AI-drafted aggregator, not yet checked against the SEC filing).

EventLeft out: a Mapletree "Sydney cold store" story dated today that is actually an old acquisition; a $375M data center CMBS (launched in August); a Madrid cold-storage sale (September).

EventLeft out: an "Atlanta Business Journal" story on a $285M Georgia cold-chain buy that labels itself fictional; a Mapletree Sydney cold store story that's actually from July; a Lineage LA fire item (June, old news); a GloBest $200M last-mile JV (paywalled, no details confirmed).

EventLeft out: two "Atlanta Business Journal" (abjdigital.com) items (a $285M Savannah cold storage buy and a Georgia PSC large-load tariff). The site looks unreliable (one of its articles calls its own deal "fictional") and I found no primary source. Pharr, TX cold storage groundbreaking (it was June 2025). Bloom/NTT 900 MW (in Nov 6 drop). An ERCOT probe of projects sized just under 75 MW (paywalled Express News; not confirmed).

EventLineage Cold Chain Insights Survey (Oct 22)

2026-10-22 · 4 sourced observations

EventLineage Q3 call: today 8:00 AM ET (replay on IR site); listen for fire/power cost detail and disposition progress.

EventLineage Q3 results: Mon Nov 9 after close; call Tue Nov 10, 8:00 AM ET. Lineage IR

EventLineage Q3: Mon Nov 9 after close; call Tue Nov 10, 8:00 AM ET.

EventLineage Q3: tonight after close; call Tue Nov 10, 8:00 AM ET.

EventMicrosoft lobbying on Chinese optical transceivers: X summary only, not confirmed by news this morning; left out.

EventMicrosoft paid $95.5M for 616 acres near Woodward, Iowa, from a Trammell Crow vehicle that bought it for ~$30.7M the same day; first building is years out. DCD

EventMidterm ballot box: voters sided against data centers in 40 of 41 local measures; Harwood, ND the lone exception; Ohio alone had 21 (Nov 4)

2026-11-04 · 4 sourced observations

EventNaver and Brookfield sign up to $9B to fund a 1 GW AI factory through an off-balance-sheet-style SPV (Oct 27)

EventNeocloud funding gets short-dated: Nebius signs a $3.5B, 364-day secured facility with Citi (Oct 22)

EventNewCold Ferentino (€70M, Italy) opened Oct 20 — outside the 72h window; skipped.

EventNippon Express closes its purchase of Metro Supply Chain, adding a Canada/US/UK contract logistics and fulfillment network (Nov 6)

EventNo fresh last-mile deal in the 72-hour window. Americold (COLD) Q3 results land Nov 5, 8:00 AM ET (Americold IR). NiSource Q3 call is Oct 28 (the Microsoft Indiana deal was already covered in drop #1).

EventNot checked directly: Reddit and LinkedIn. X used for news summaries only, each item above confirmed by news or primary source.

EventNot checked directly: Reddit and LinkedIn. X used for news summaries only; every item above is confirmed by a news or primary source.

EventNRC issues construction permit for four X-energy Xe-100 SMRs at Dow's Seadrift, TX chemical site (Long Mott), the first nuclear permit tied to an industrial site's own steam and power (Nov 9)

EventNTT DATA signs Bloom Energy for 900 MW of onsite fuel-cell power across global data center projects (Nov 5)

EventNvidia–Apollo/Brightspeed telecom-building retrofit (~130 sites / ~1 GW) remains The Information reporting only; left out until a primary confirms.

EventOG&E large-load tariff: OCC Jan 12.

EventOklahoma Corporation Commission / PSO: order expected today (Nov 5); confirm outcome next drop.

EventOklahoma Corporation Commission approves PSO large-load tariff for customers above 75 MW (Nov 5)

2026-11-05 · 1 sourced observation

EventOklahoma Corporation Commission today, 1:30 PM Central (2:30 PM ET): possible PSO interim order.

EventOklahoma Corporation Commission, Tue Nov 3 at 1:30 PM Central (2:30 PM ET): possible vote on PSO interim order.

EventOklahoma Corporation Commission: PSO order delayed from Nov 3 to Thu Nov 5; the 75 MW+ large-load tariff wasn't discussed Tuesday. Tulsa Flyer

EventOpenAI launches "Grid Protectors": future campuses agree to cut load when the grid is strained, starting with up to 1,000 MW in Georgia (Nov 2)

EventOpenAI publishes a National Community Compact: pay full power and infra costs, ratepayer assurances, public water/energy reporting; Georgia agreement allows 1,000 MW curtailment (Nov 5)

2026-11-05 · 1 sourced observation

EventOpenAI's Georgia Power agreement for the Effingham campus is reported at 3.2 GW total, with the 1,000 MW of demand response from Tuesday's drop inside it. Chip Dispatch (secondary; confirm before quoting the 3.2 GW)

EventOutpost buys two port-adjacent industrial outdoor storage yards in Kearny and Newark, NJ for $68.5M, with $52.2M of bridge financing (Nov 3)

EventOxford Properties buys "Sycamore," a six-property, 460K SF light industrial portfolio in Phoenix's Tempe and Airport submarkets (Nov 9)

EventPalm Springs swaps an approved 739K SF fulfillment center for a 175K SF last-mile delivery station (Oct 28)

2026-10-28 · 1 sourced observation

EventPennsylvania's consumer advocate challenges PPL's large-load tariff and alleges $156.9M of a $178.4M data center upgrade lands on other ratepayers (Oct 27)

2026-10-27 · 2 sourced observations

EventPJM at FERC: a 3,900 MW load "ride-through" scare and four asks of data centers (conf Oct 21, reported Oct 23)

2026-07-22 · 1 sourced observation

EventPJM refiled its reliability backstop procurement for data center capacity (Oct 29); Jefferies analysts say utilities cut near-term large-load forecasts by 6.5 GW, so the procurement could shrink from 6.8 GW to roughly 630 MW. Bid window would close Mar 28. Utility Dive

EventPortland General Electric finalizes a deal to serve up to 420 MW for a Verrus data center, energizing 2028 and ramping to 2033 (announced Oct 29, reported Nov 3)

EventPower, not demand, is the bottleneck: TeraWulf 1 GW in KY, Microsoft exits £2B UK site over grid delays

2026-10-05 · 1 sourced observation

EventPPL/Blackstone's Invitium agrees terms with QTS for ~2 GW of dedicated generation at Salem Township, PA; est. $5–$7B, 20-year term (announced Nov 6; DCD follow-up Nov 10)

EventPrince George's County Landover data center moratorium is trending on X, but the council action dates to late October; left out as not new.

EventPSO Oklahoma large-load / rate case: OCC vote slipped from Nov 3 to Thu Nov 5 (still pending as of this morning's drop). Tulsa World, Tulsa Flyer

EventReddit and LinkedIn weren't separately checked this morning.

EventReddit and LinkedIn weren't separately checked this morning. X trending alone was not used without a primary/news confirm.

EventReuters: data centers are hunting used turbines and converted jet engines as new-turbine delivery runs ~6 years in the U.S. (Nov 9)

2026-11-09 · 6 sourced observations

EventRiot signs 15-year, 910 MW powered-land lease at Corsicana, TX — ~$28B TCV; 10-Q names Anthropic (Nov 4–5)

EventSamsung SDS breaks ground on a 60 MW AI data center in Gumi, expandable to 120 MW (Nov 2)

EventSoluna and Applied Digital agree to a 51/49 JV for a 50 MW AI data center co-located with a wind farm in Briscoe County, TX (Nov 3)

EventSpaceX Cochise County, AZ data center hearing: Dec 9 (per X summary; not yet confirmed by news this morning).

EventSpaceX confirms it is behind a ~700+ acre / up to 6 GW AI data center + BESS proposal next to Apache Generating Station in Cochise County, AZ (Nov 4–5)

EventSTAG Q3: 23.8% cash rent change on 3.6M SF of leases, acquisitions at a 6.9% cash cap rate (Oct 27)

EventStarwood pays $146.3M ($232/SF) for a 630K SF Amazon build-to-suit in Fredericksburg, VA (Oct 28)

EventStudy: 25% of 9,347 data centers worldwide sit in areas where water demand exceeds supply at least one month a year; 33% under a 3°C scenario (Washington Post, Nov 9)

2026-11-09 · 3 sourced observations

EventTeraWulf: Google AA+ credit backstop for ~$19B Anthropic leases at Justified (KY); definitive Fluor EPC; RFS late 2027–Q2 2028 (Nov 4)

EventTerreno buys 5000 Tuxedo Rd, Hyattsville, MD: 6.1-acre IOS site with a 36K SF building and 17 grade-level doors for ~$23.1M (closed Nov 5, announced this week)

EventTexas elects Gina Hinojosa governor after she campaigned on a moratorium on new data center construction (Nov 3)

2026-11-03 · 1 sourced observation

EventTexas PUC staff backs Amazon's direct line to Comanche Peak nuclear, but only with ERCOT's conditions (filed Oct 30)

EventThe Comanche Peak item relies on a newsletter summary of the PUC filing; check Docket 59399 before quoting numbers.

EventThe large-load rulebook is splintering: MISO GRITS, ATC's 50 vs 100 MW gap, Alabama's 90-day review, an ERCOT queue fight (Oct 23)

EventThe refrigeration-controller hacking story (covered Nov 6) is still trending on X this morning. X trending

EventThere was no fresh U.S. cold storage deal in the window. Americold Q3 lands Nov 5. NiSource's Q3 call is today, Oct 28.

EventThis run leaned on news, press releases and company/broker sources. X, Reddit and LinkedIn chatter weren't separately confirmed this morning, so nothing here rests on social-only signal.

EventTikTok U.S. is hunting ~4 GW of compute by the early 2030s (Oct 23)

EventU.S. data center construction hits a record $96.5B annual rate in September, up 90.3% YoY, while total construction fell 1.9% (Census, released Nov 2; trending on X this weekend)

EventUPS sizes data center logistics at $15B a year and says it could double (Oct 27–28)

EventWareSpace buys 109K SF of urban-infill industrial in Houston Inner Loop and Fremont Warm Springs for micro-bay last mile (Nov 3)

EventWashington Post (Nov 6) reviews studies finding data centers drove a small share of residential rate increases (a Harvard/Penn working paper puts it at ~4% from 2020–2025). Useful counterpoint for energy-cost content; read before quoting numbers. Washington Post, HBS working paper

EventWhiteFiber pays $60M cash for 120 acres and 500K SF of warehouses in Yadkin County, NC, to convert into data centers (Nov 3)

EventWhiteFiber Q3: Nov 10.

EventX trending alone was not used without a primary/news confirm (SpaceX via KVOA; CISA via IC3 PDF; Google/NTT/Riot/MARA via company releases).

EventX trending summaries surfaced the Texas and French blood-bank items; both are confirmed above by AP, Yahoo Finance and others. Reddit and LinkedIn weren't separately checked.

EventX, Reddit and LinkedIn chatter weren't separately confirmed this run, so nothing here rests on social-only signal.

EventX, Reddit and LinkedIn chatter weren't separately confirmed this run; nothing here rests on social-only signal.

SourceAdani Ports release

SourceAir Cargo News

SourceAmerican Public Power Association

SourceAmericold IR

SourceAmericold press release

SourceAP via abc10

SourceArkansas Business

SourceBaker Hughes release

SourceBallotpedia

SourceBaxtel on Telehouse

SourceBGO release (Oct 19)

SourceBitcoin Magazine on 10-Q

SourceBrentDesk

SourceBusiness Insider

SourceBusiness Wire (PJLN release)

SourceCapdex on NewCold

SourceCensus private SAAR table (PDF)

SourceCensus release (PDF)

SourceCEP Research

SourceChip Dispatch

SourceChosunBiz

SourceClearing Up / NewsData

SourceCNBC (FT via Reuters)

SourceCommercial Observer

SourceCommercial Property Executive

SourceCommunity Compact PDF

SourceConnect CRE

SourceCTP via Business Wire

SourceCushman & Wakefield

SourceDAT Reefer Report

SourceData Center Project Tracker (secondary; no primary release found yet)

SourceData Center View on EdgeCore

SourceDC Market Insights

SourceDiario Financiero

SourceDow release

SourceDrax press release

SourceDuke vote sheet

SourceEarnings Whispers via Finviz

SourceEastGroup Q3 release (PDF)

SourceEntergy (primary)

SourceERCOT RFI preliminary summary (PDF)

SourceEuronews explainer on connected fridges

SourceFast Company

SourceFBI video advisory

SourceFERC order (PJM)

SourceFinanceAsia

SourceFinancial News (Korea)

SourceFL PSC news release

SourceFL PSC staff rec, Duke docket 20260064

SourceFL PSC staff rec, FPL docket 20260149

SourceFPL vote sheet

Sourcefranceinfo (French)

SourceGID release

SourceGlobal Data Center Hub (secondary)

SourceGlobeNewswire / Americold

SourceGoogle blog

SourceGrid Status

SourceHalcyon, What's Happening in Energy (Oct 23)

SourceHBS working paper

SourceHoodline, citing The Palm Springs Post

SourceHouston Chronicle via Yahoo Finance

SourceIC3/CISA PDF

SourceInside Logistics

SourceInvesting.com / Reuters

SourceJLL release

SourceKGOU / StateImpact

SourceKorea Herald

SourceLineage IR (date)

SourceLineage IR release

SourceLOADPATH Daily

SourceLogistics Manager

SourceLower Columbia Currents

SourceMaterials Industry (secondary)

SourceMicrogrid Media on CAISO

SourceMMCG outlook

SourceMoneycontrol (Bloomberg)

SourceNikkei press release on Tokyu (Japanese)

SourceOK Energy Today, OCC Nov 3 agenda

SourceOutpost release

SourceOxford Properties

SourcePipeline Road

SourcePJM registry timeline

SourcePowerGrab TX morning briefing, Nov 2

SourcePPL Q3 investor update (PDF)

SourcePR Newswire / WareSpace

SourceReal Estate NJ

SourceREJournals

SourceReuters via Devdiscourse

SourceReuters via Investing.com

SourceReuters via US News

SourceRexford Q3 release

SourceRTO Insider

SourceSLP via Cision

SourceSouth Florida Business Journal (Oct 22)

SourceSTAG Q3 release (PR Newswire)

SourceStudy (PMC)

SourceSundaze Gazette

SourceTechTarget

SourceTeraWulf IR

SourceTeraWulf PR

SourceTerreno IR

SourceThe Daily Buyout (Oct 23)

SourceThe Daily Vantage timeline

SourceThe Data Center Engineer

SourceThe Guardian

SourceThe Information (paywalled)

SourceThe Information via Benzinga

SourceThe Korea Herald

SourceThe Manila Times

SourceThe Register

SourceTradingView slide summary

SourceTulsa Flyer

SourceTulsa Flyer

SourceTulsa World

SourceUECN (via EnterpriseAM)

SourceUtility Dive

SourceUtility Dive

SourceUtility Dive

SourceUtility Dive

SourceVantage Point on NERC

SourceWarehouseArc on Petrucci

SourceWarehouseArc on Second Harvest

SourceWashington Post

SourceWashington Post

SourceWhiteFiber press release

SourceWorld Business Outlook

SourceWorld Nuclear News

SourceX trending

SourceX trending

SourceX trending (context only)

SourceX trending (context only)

SourceX trending (context only)

SourceX trending (context only)

SourceX trending: Microsoft/Loughton

SourceX-energy release

SourceYahoo Finance

SourceYahoo/NiSource