Same diner. Same T-Ray. Word breaks that a hyperscale data center campus has been announced for central Louisiana outside Alexandria — Cleco territory, an hour and a half from the diner. Boudreaux does the load shock; Thibodaux walks through the ITEP + large-load tariff machinery. T-Ray asks the only question that matters at the counter: *”Dis good for us, or bad for us, podna?”* Thibodaux’s honest answer — *”Depend who write da rider, cher. And we ain’t writin’ it.”* — lands the punchline.
Tag: Cleco
Episode 008 — Who Done Bought Dominion?
Same diner, same coffee, same off-panel T-Ray. Word breaks that NextEra has agreed to acquire Dominion in a mostly-stock deal worth ~$400 billion. Boudreaux does the scale-shock; Thibodaux explains the deal is really about a moat around Loudoun County’s Data Center Alley. The closing line lands: “FERC don’t move at silicon speed, podna.”
Episode 004 — Who Done Bought Cleco?
A rumor that the neighboring utility just got bought sets off Boudreaux’s deferred-maintenance reflex; Thibodaux explains acquisitions don’t suspend the regulatory compact — even one parish over.