STANDING BEAT · 22 ARTICLES · 8 TRACKED DECISIONS

Alaska power and the grid

The Railbelt, Cook Inlet gas, the turbines and the interties. Who pays when a new load the size of a city plugs in.

Where this beat stands

Alaska AI tracks 8 decisions on this beat, each one with the documents it was verified against. None are open for public comment right now, which is worth knowing before assuming there is still a door open. The bodies deciding on this beat include Alaska DNR, Division of Oil and Gas, Department of the Air Force, Enhanced Use Lease program and Golden Valley Electric Association board of directors.

The live instrument on this beat

The decisions below move on a scale of months. The physical system moves daily, and Cook Inlet Gas Watch reads it every day, measured storage against modeled demand, published as open data. CINGSA keeps no archive of its own, so that record exists only because it is collected and committed daily. It states no verdict about whether supply is adequate, because the data can't carry one.

Decisions on this beat

  1. STAK Energy's North Slope AI campus lease

    Pending decision · Alaska DNR, Division of Oil and Gas

    A preliminary decision would give STAK Energy a 50-year lease on 715.4 acres of state land about 26 miles south of Deadhorse for a gas-fired AI and cloud campus its developer pegs at more than $10 billion, with 1 to 3 gigawatts of on-site generation. More than 500 public comments arrived before the first deadline; fewer than a dozen supported the project.

    4 sources on file · the full record

  2. Air Force land leases for AI data centers at JBER, Eielson and Clear

    Pending decision · Department of the Air Force, Enhanced Use Lease program

    The Air Force offered about 4,700 acres across 12 parcels at Joint Base Elmendorf-Richardson, Eielson AFB and Clear Space Force Station for privately financed AI data centers. Residents near the five Eielson-area parcels raised noise, permafrost and grid concerns, including one parcel less than a mile from North Pole Middle School.

    12 sources on file · the full record

  3. GVEA's $80 million turbine decision

    Pending decision · Golden Valley Electric Association board of directors

    Golden Valley Electric Association is weighing a 60 megawatt naphtha fueled turbine estimated at $80 million, to be installed beside an existing LM6000 at the co-op's North Pole Expansion plant. Its board voted on August 25th, 2026 to keep the purchase alive and to keep studying the risks and the alternatives.

    4 sources on file · the full record

  4. The AKLNG gas line tax bill

    Closed · Alaska Legislature, third special session

    A conference committee compromise unveiled July 2nd would swap the state property tax on the Glenfarne-led Alaska LNG project for a volumetric tax after five years of operation or 500 MMcf per day, and extend the completion deadline to the end of 2034. The House deadlocked 19 to 19 on July 16th over an expanded S corporation income tax, the governor rejected that provision, and a third special session convened July 27th with no bill from the governor and almost no legislators in the room.

    15 sources on file · the full record

  5. Enstar's Cook Inlet gas storage plan (Kenai Loop Pool)

    Pending decision · Regulatory Commission of Alaska (prudency); Alaska DNR (storage lease and technical determination)

    On July 10th, 2026 the Anchorage Daily News reported the RCA issued a 17-page order denying Enstar's request for an advance determination that its proposed Cook Inlet gas storage project was prudent, saying the utility lacked basic information. The $240 million project would have bought the depleted Kenai Loop Pool reservoir from AIX Energy to hold 25 billion cubic feet of gas, close to half Enstar's annual demand, adding up to $12 a month to the average bill. Enstar and Hilcorp have competing DNR lease applications for the same pool, and DNR has not confirmed it is technically capable of storing gas. Without approval, Enstar president John Sims said the company suspended the project. Enstar reopened the question on July 23rd, 2026 with a 31-page petition for reconsideration, arguing the order was erroneous and suffers from a lack of true understanding of the nature of the problem, and calling the Kenai Loop Pool the only viable commercial storage option in Cook Inlet. Alaska Public Media reports the commission has thirty days to respond and that inaction is an automatic denial.

    7 sources on file · the full record

  6. Anchorage data-center zoning ordinance AO 2026-27

    Decided · Anchorage Assembly

    On March 27th, 2026 the Anchorage Assembly adopted ordinance AO 2026-27 in a 10 to 2 vote, defining data centers in the municipal zoning code for the first time. It confines them to commercial and industrial zones, requires landscaping buffers and enclosed power equipment, and requires written statements from electric and water utilities that the grid has sufficient system capacity before a project proceeds. Members Scott Myers and Keith McCormick voted against it.

    3 sources on file · the full record

  7. HB 259, state utility standards for large data centers

    Closed · Alaska Legislature (House Energy Committee)

    HB 259, introduced by Rep. Donna Mears in January 2026, would have set utility rate-setting guidelines and community benefit agreement standards for large energy use facilities such as data centers, and given the Regulatory Commission of Alaska new duties over them. The House Energy Committee heard it twice, on January 29th and February 3rd, 2026, taking testimony from Greensparc, GCI, the Alaska Municipal League and former Rep. Paul Seaton. It never advanced out of that committee, and it carried a second referral to House Community and Regional Affairs it never reached. The bill died with the 34th Legislature at sine die on May 20th, 2026. Alaska still has no statewide cost-allocation rule governing how a large data-center load is billed against other ratepayers, which leaves that question with the Regulatory Commission of Alaska and with individual utility boards.

    3 sources on file · the full record

  8. The AI ratepayer pledge, and which Alaska utilities have signed it

    Watching · Each Alaska electric utility board, including the Railbelt cooperatives

    The White House Ratepayer Protection Pledge asks AI companies, utilities and data center developers to commit that new data center load pays for its own generation and delivery instead of shifting the cost onto households. USA TODAY and POWER both describe it as voluntary and non binding. Gov. Mike Dunleavy signed the governors addendum on July 23rd, 2026, one of 23 governors. The signatory list has grown from 281 when it was first read here on July 26th, 2026 to 317 on September 11th, 2026, and across that growth exactly one Alaska entity appears on it, Cordova Electric Cooperative, a 1,566 customer cooperative that is not connected by transmission line to any other community. No Railbelt utility has signed.

    5 sources on file · the full record

Every one of these is also in the full Alaska AI Docket, published as open data at /data/ under CC BY 4.0.

Articles on this beat

Section 1200 Is Called Interruption cover

Section 1200 Is Called Interruption

SEPTEMBER 11, 2026 · 9 SLIDES

Cook Inlet storage read 7.65 of 13.0 Bcf on September 10th, or 58.8 percent of design. Enstar says any reductions would be phased by customer class under that tariff, with facilities...

The Sentence That Isn't in Executive Order 14421 cover

The Sentence That Isn't in Executive Order 14421

SEPTEMBER 9, 2026 · 10 SLIDES

The order borrows the statute's definition of the bulk-power system almost word for word. It adds a threshold the statute never had at 69,000 volts. The Alaska Energy Authority puts the...

The Half That Lasts. Alaska's quiet land decision. cover

The Half That Lasts. Alaska's quiet land decision.

SEPTEMBER 4, 2026 · 9 SLIDES

The window on ADL 234762 is nearly shut. Written comment closes 5:00 p.m. Monday September 14th, 2026. Writing is the only way in. More than 2,000 comments have already arrived, by the...

Five Turning, One Still, and a Load With No Number cover

Five Turning, One Still, and a Load With No Number

SEPTEMBER 3, 2026 · 9 SLIDES

Pillar Mountain supplies most of the rest. One of its six turbines is stopped. In March the peak hit just over 31 MW and the diesels nearly ran.

Eight Machines, One Sheet cover

Eight Machines, One Sheet

AUGUST 30, 2026 · 9 SLIDES

$6,518,029 to PeaceHealth Ketchikan Medical Center for robotic assisted surgery. A surgeon drives it.

Five Surfaces cover

Five Surfaces

AUGUST 26, 2026 · 9 SLIDES

The air above them gets a model for the weather windows safe enough for a prescribed burn. The ground under them gets one that forecasts landslides. Coal refuse and ash get read for...

1,650 Acres of Priority to Study cover

1,650 Acres of Priority to Study

AUGUST 21, 2026 · 9 SLIDES

Checked August 21st, the Federal Register holds zero DeepGreen documents and seven for Cook Inlet hydrokinetic. FERC says comment comes after staff find a file complete.

The Menu and the First Friday cover

The Menu and the First Friday

AUGUST 16, 2026 · 9 SLIDES

The Department of Health invited 403 of them to apply. On August 7th the first Friday of a weekly series funded nineteen projects, $4.5 million in all. That is less than 2 percent of the...

No Wire Leaves Cordova. So the Load Moved In. cover

No Wire Leaves Cordova. So the Load Moved In.

AUGUST 12, 2026 · 9 SLIDES

No transmission line leaves Cordova. 170 kilowatts of computing sits inside the Humpback Creek powerhouse. "The server was literally 20 feet from the generators," said Clay Koplin, CEO of...

The Land Is On Offer. The Power Is Not. cover

The Land Is On Offer. The Power Is Not.

AUGUST 6, 2026 · 9 SLIDES

What would run them? The lease solicitation says the JBER sites have "insufficient power" for a data center. AIDEA deputy director Brandon Brefczynski lists a power source among seven...

Both sides are printed on page 47241 cover

Both sides are printed on page 47241

AUGUST 5, 2026 · 9 SLIDES

Your response to comments prints the objection. Commenters warned Alaska Tribes could face new barriers. The same pages answer that Alaska Native communities remain eligible across EAGLE.

Drawn to Scale, Except the Demand cover

Drawn to Scale, Except the Demand

AUGUST 4, 2026 · 10 SLIDES

The megawatts are Bradley Lake. The Alaska Energy Authority has asked FERC to divert Dixon Glacier meltwater into the lake and add a 0.3 MW turbine. AEA projects about 38 percent more...

A Clause, and a Pit 1.1 Miles Wide cover

A Clause, and a Pit 1.1 Miles Wide

AUGUST 3, 2026 · 9 SLIDES

Graphite One's July 22 release lists AI infrastructure among five end markets for natural graphite as a class. No customer, no offtake, no volume.

Alaska's One Row on the Federal AI List cover

Alaska's One Row on the Federal AI List

JULY 30, 2026 · 9 SLIDES

Alaska's one federal AI award points at the grid, not at the new load.

The Machine Makes Time. Who Owns the Clock? cover

The Machine Makes Time. Who Owns the Clock?

JULY 29, 2026 · 9 SLIDES

Computer vision picks the fish and the path. Brain spiked, gills cut, iced, 6.5 seconds or less by Shinkei's count.

One Line Out. Alaska's One Name on the AI Power Pledge cover

One Line Out. Alaska's One Name on the AI Power Pledge

JULY 26, 2026 · 9 SLIDES

Read on July 26, it is the only Alaska name on the White House pledge that AI load pays for its own power. Gov. Mike Dunleavy signed the governors addendum on July 23. It is non binding.

500 to Fewer Than 12. One Office Holds the Pen. cover

500 to Fewer Than 12. One Office Holds the Pen.

JULY 24, 2026 · 9 SLIDES

The state's preliminary nod would hand Stak Energy 715.4 acres 26 miles south of Deadhorse on a 50-year lease, a gas-fired campus that could pull about 1 gigawatt, roughly 30% more than...

A Better Ear Is Not a Recovery cover

A Better Ear Is Not a Recovery

JULY 21, 2026 · 9 SLIDES

NOAA Fisheries, Microsoft AI for Good and Alaska Fish and Game built a two stage listener, one model flags a sound, another names the species. A separate NOAA effort is adding satellite...

Alaska data centers and your power bill, on the grid or off cover

Alaska data centers and your power bill, on the grid or off

JULY 18, 2026 · 9 SLIDES

The difference is not the size of the load, it is one wire. Off-grid projects self-generate and never reach the Railbelt. On-grid ones plug into the same network you pay into. There the...

The Interior's Power Math cover

The Interior's Power Math

JULY 13, 2026 · 9 SLIDES

The turbine would be firm, dated, gas-fired power. The AI data-center loads that make firm capacity feel urgent are still acreage and proposals on Air Force land. Meanwhile GVEA members...

Cook Inlet gas storage, the RCA's no, and AI's gigawatt cover

Cook Inlet gas storage, the RCA's no, and AI's gigawatt

JULY 11, 2026 · 9 SLIDES

The same month, a North Slope AI project asked to draw a gigawatt or more, some 30% above urban Alaska's peak demand. One system can't bank half a year of heat. The other wants power at a...

Alaska's AI Land Rush, Four Rooms, One Open Door cover

Alaska's AI Land Rush, Four Rooms, One Open Door

JULY 8, 2026 · 9 SLIDES

The state's comment window on Stak Energy's lease closes July 17. It is only one of four AI infrastructure decisions Alaska is making this month, and it is the only one that takes public...

Every beat

Data centers · Power and the grid · Land and permitting · Defense and federal · Research and science · Data sovereignty · State policy