BIG PICTURE — Tranche 2.1 & P.I. Data Center
September 14th, 2026
So much transmission, and data centers…
In transmission, “it’s all connected.” Yes, transmission is all connected, and yes, there are data centers (and YES, I need to prettify this… someday!):
BUT careful, the point of the 765 kV is NOT to power data centers — it’s to take the export load off the 345 kV system which is handling both export and all the local load for everything else. Doing that, moving the export up to a 765 kV overlay not only does exactly that, but that 765 kV also provides a lot of additional export capacity, which is what those utilities want. Gotta move that surplus power out in those valleys between the peaks!
With the export power removed, there’s also a lot more capacity to power everything imaginable, including those data centers! For example, above, note there’s that double circuit 345 kV Mankato-Mississippi line going into the “North Rochester” substation, but there’s only one circuit coming out of the substation and then sharing structure with the single circuit CapX 2020! Same with CapX, it’ll now be a double circuit coming down to North Rochester, and remains a single circuit to Wisconsin. And then there’s the Prairie Island-Byron, that ancient single circuit will be upgraded and a 2nd circuit added, so more power there.
This reminds me of geneology, all the charts and graphs and circles and arrows — more than my brain can handle.
p.s. Hermantown may be a whole ‘nother matter!
p.p.s. And there IS this, the letter from Governors, including Walz, of support for Tranche 2.1, which does say:

