Behind-the-meter avoids the worst of NEPA review because on-site generation often falls under existing site permits rather than triggering new federal action. Post 008 frames this regulatory carve-out as a structural reason BTM wins inside the hyperscaler buildout.
The SPEED Act, passed by the House in December 2025, streamlines federal environmental reviews for energy infrastructure but faces a difficult Senate path requiring 60 votes. Permitting reform remains the binding constraint on gas turbine, nuclear, and transmission buildout timelines.
Behind-the-meter avoids the worst of NEPA review because on-site generation often falls under existing site permits rather than triggering new federal action. Post 008 frames this regulatory carve-out as a structural reason BTM wins inside the hyperscaler buildout.
The SPEED Act, passed by the House in December 2025, streamlines federal environmental reviews for energy infrastructure but faces a difficult Senate path requiring 60 votes. Permitting reform remains the binding constraint on gas turbine, nuclear, and transmission buildout timelines.