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
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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.
Twin Fireballs!

THIS WEEK: A natural gas pipeline ruptured and blew twin fireballs over the rice fields near Farm Supply Road and U.S. 90 west of Jennings, Louisiana, at about 8 a.m. on Sept. 18. Jefferson Davis Parish Sheriff Kyle Miers closed the highway, ordered residents of about 20 homes out, and gave the all-clear by evening. Nobody was hurt. No one has said what broke the line or who owns it. Aerial footage by Stuart Taylor via WWL-TV, Sept. 18; ground reporting from KLFY.

Picture of the week

"No AI Data Centers," in letters a foot high, on the steps of the Oregon State Capitol in Salem. About 200 people rallied there on Sept. 8 for a three-year statewide freeze on artificial intelligence (AI) data centers. Two weeks later they got a local one — the Salem City Council voted unanimously on Sept. 21 to halt data centers in the city until Jan. 19, 2027, the Statesman Journal reported. Both candidates for governor had called for a statewide pause on Sept. 15. Photo: Alex Milan Tracy, Sipa via AP, via Tech Policy Press.

Where the gas goes, and who it powers
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Other people’s headlines, curated with prejudice
WHAT’S MOVING NOW
Coverage from NewsData.io and Google News, refreshed each morning

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THE BEAT METER

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Stories in circulation now

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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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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