Elon just described why I’m bullish on $KEEL.
The AI race is quickly becoming a power + infrastructure race. You can have billions in GPUs and still be dead in the water without energized sites, transformers, cooling and connectivity.
The bottleneck is the opportunity. 👀
$KEEL The 18,662 gpd number (250 employees × 35 gpd + 10k condensate) was publicly reported June 27 when Nesquehoning approved the sewage module. It goes to the municipal plant that has capacity. Completely normal and consistent with closed-loop.
Acting shocked four months later
Pretty clear the EO is designed to weed out the speculative flippers who were flooding the system with applications without actual land control or secured power. Those filings were backlogging legitimate developers.
$KEEL already has the land, existing power paths /
$KEEL
Shapiro EO kills Fast Track for all PA data centers and makes GRID + local approvals mandatory before DEP permits.
Sharon: zoning + land development already approved, local process largely complete. Only remaining environmental permits + formal GRID COA. Brownfield +
Respectfully, I think there’s a mix-up on the Hawesville numbers.
The 79 MW figure (480 MW gross power minus 401 MW critical IT load) isn’t uncontracted IT capacity.
Gross power is the total electricity available to the site. Critical IT load is the actual power that goes to
