One register for 9.6 gigawatts of data-centre enquiries
In 2024 our members began receiving requests from data-centre developers at a pace none of us had planned for. By early 2025 the enquiries reported to Merrowind totalled 9.6 GW, against a 2025 system peak of 2,640 MW. Our planners had been asked for a high-growth scenario with 4 GW of new load, and a proposal for a second combined-cycle plant of about 900 MW, estimated at US$1.6 billion, was being drafted around it. My data team, building a new feed for the load forecast, found the same developer's project at three members under three names.
I proposed one register for every enquiry over 20 MW, matched by parcel, developer and point of connection, with four gates: enquiry, study agreement with a deposit, facilities agreement with financial security, and signed service agreement. Only the last two would enter the base forecast. Our vice president of economic development opposed the gates in writing, expecting developers to go to utilities that asked for less. Royce Whitlatch, general manager of Cottonridge Electric Cooperative, our largest member, objected that Merrowind would see his prospective customers' terms. Both memos went to the board with my paper.
The board adopted the register in March 2025, with a rule I had not proposed: outside the planning team, Merrowind staff see each project's stage and size, never its commercial terms. We gave up speed and some goodwill. Developers had to sign confidentiality and study agreements before a member could quote, and two developers with about 700 MW between them took their projects to neighbouring utilities.
By June 2026 the register held 63 enquiries resolving to 41 distinct projects and 4.1 GW. Projects totalling 1.35 GW had paid study deposits and 610 MW had signed facilities agreements. In September 2025 the board deferred the combined-cycle decision and approved two 230 MW combustion turbines that can be built in sequence as signed load arrives.
Every load figure in a board paper now states its gate. What I would do differently is the message to developers. I let each member explain the gates in its own words, and for four months developers heard several versions. One published guide from the first day would have spared members some difficult meetings.