Tuesday, December 9, 2025

For My Own Edification; We'll Come Back To This Later -- December 9, 2025

Locator: 49669B. 
Locator: 49669NDENERGY. 

A reader sent me this just moments ago (thank you very much): New collaboration seeks to create generation facility in North Dakota

My immediate, not-ready-for-prime-time: 

Most interesting: for western North Dakota (to be sited in central North Dakota) when the need for electricity would be in eastern North Dakota -- AI centers will be in eastern North Dakota.

This suggests to me that they want to build close to the Bakken minimizing need for long pipelines; and/or, they see a huge need for electricity in the Bakken which I've talked about before on the blog. It's amazing that despite the Bakken being so mature, the electricity demands continue to soar. 

When I see NextEra Energy I see a renewable energy company -- largest electrical utility in the US, based in Florida -- this sounds like a win-win for both companies, but I wonder if NextEra Energy didn't initiate the discussion?
 
My first question: was Buffett involved?

 
What is NextEra Energy (I already knew having just looked at it last week, but needed a quick refresher): 

It should be noted that to the best of my knowledge, NextEra is not associated in any way with Taylor Swift's next Eras Tour. However, a Taylor Swift NextEra Tour sponsored by NextEra Energy ....