Energy, Real Estate, Capital Markets Cole Sperry Energy, Real Estate, Capital Markets Cole Sperry

California ordered 6 gigawatts of new power for data centers. The Inland Empire makes almost none of its own.

Citrus Belt Review: A PJM trade group told the eastern grid this month that the generation shortage is over — more than 130 GW of developers have raised their hands to build for data centers, and the only thing missing is signed contracts and transmission. Run that logic through the Inland Empire and it inverts. The corridor doesn't have a generation glut waiting on buyers. It has barely any generation at all.

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Energy, Real Estate Cole Sperry Energy, Real Estate Cole Sperry

Soda Mountain's approval signals the IE desert is becoming California's battery yard

Citrus Belt Review: In April, state regulators greenlit a roughly $700 million solar-and-storage project on 2,670 acres of San Bernardino County desert — up to 300 megawatts of solar paired with 300 megawatts of battery storage. It's the latest sign that the Inland Empire's clean-energy story isn't about generating power for itself so much as becoming the place California builds the storage its grid increasingly runs on — even as new state fire rules raise the bar on every battery that goes in.

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