The Big Drop
TODAY'S LEAD · THE BUILDOUT
RuleTrace™ — Who got what, when — and why
America is building more gas pipeline than at any time since 2008 — and it is being built for data centers.
That much new gas comes online in 2026, feeding power plants that run artificial intelligence data centers and terminals that ship gas overseas. Most of the rest arrives between 2026 and 2028.
+4.4%
More electricity used at peak on the East Coast grid than a year ago
26,760
Exposed industrial control devices near Ashburn, Virginia
30
Security flaws in pipeline software that hackers are already exploiting
145
Condemnation suits filed by pipeline companies since 2020
Bottom Line Up Front
WHOMajor U.S. natural-gas pipeline developers and operators, along with utilities, power developers, hyperscalers, data-center developers, and AI companies whose load growth is driving new generation, transmission, and gas-supply needs. WHATThe United States is currently undergoing a massive natural gas infrastructure boom. According to the U.S. Energy Information Administration (EIA), developers intend to add roughly 44.9 billion cubic feet per day (Bcf/d) of new pipeline capacity between 2026 and 2027. Over 70% of this capacity (31.6 Bcf/d) is already actively under construction. More than two-thirds of the entire national expansion originates in Texas.
+ TWO MORE — WHEN & SO WHAT · CLICK TO EXPAND
CRITICAL INFRASTRUCTURE VILLAINS 01 / 04
◀ ✕
Inron Chang
Energy
CYBER WATCH
30 security flaws in pipeline software are known to be under attack right now. 13 of them sit in the systems that open and close valves. None were added in the past week.
THE OTHER VILLAINS →
SPIKE OR RUN 12 CLAIMS · TWO MINUTES
YOU ARE THE EDITOR. KILL IT OR PUBLISH IT.
HOW TO PLAY
01Read the claim as it was said on camera. 02Spike it or run it, the way an editor would. 03See what the documents actually say.
WHAT WE CHECKED
We tested 28 claims against government data, company filings, primary documents, and named-source reporting. Some held up. Others were false, unsupported, or technically accurate but misleading in context.
Stop building!

THIS WEEK: Residents packed an Upper Merion Township, Penn., hearing on the proposed 4.6-million-square-foot Renaissance Park data-center campus in King of Prussia — when officials asked who opposed it, most of the room stood. Footage: WPVI/ABC News, Aug. 24.

Picture of the week

THIS WEEK: We don't need to manufacture images of AI data center protesters, like Dale Jackson did when he posted this fake image without disclosing it's synthetic. Fake images don't strengthen the debate, and it's not advocacy. If anything, it's meant to get more clicks; hence revenue.

Where the gas goes, and who it powers
01 / 04
Other people’s headlines, curated with prejudice
WHAT’S MOVING NOW
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How many news stories on this beat are in circulation right now, counted across NewsData.io’s global sources (headlines above also draw from Google News). Bigger number, busier beat.

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OUR MISSION
Our mission is to uncover the money, energy demands, policies and infrastructure buildouts driving artificial intelligence's expansion — and reveal how they affect communities, the environment and our democratic future.
Jayne LytelFOUNDED AND EDITED BYJayne Lytel
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infrastructure era
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The Big Drop is an investigative newsroom assisted by a team of generative artificial intelligence (AI) agents, tracking eminent-domain seizures, legislation, regulation, cybersecurity vulnerabilities, and U.S. pipeline and data center buildouts.
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