GASSTACK.|T+0 · ALBERTAAPR 18 2026 · 07:00 MT
AESO POOL
$47.22▲ 3.1%
per MWh · live
AECO GAS
$2.14▼ 0.8%
per GJ · 15-min
QUEUE (PH2)
12,847+1.2 GW
MW · this week
ACTIVE SITES
76 tracked
Alberta DC buildout
ISSUE 001
T−12d2,847 subs
launches May 1
Vol. I · Issue 001 · Coming T−12d

Alberta is the cheapest place on earth to run a GPU.

A daily briefing on the buildout. Gas coming out of the ground, turbines we bought in 2008, transmission we never used, GPUs paid for in Menlo Park. We report the stack, five minutes a morning. No hype. Weekdays at 07:00 MT.

Free · Mon–Fri · 07:00 MT · Unsubscribe in one click
FIG. 01 · THE STACKWELL → POWER → COMPUTE
STAGE 01STAGE 02STAGE 03WELLPOWERCOMPUTE
SourceAESO · SEDAR+ · AUC
CadenceDaily · 07:00 MT
FormatPlain text + 1 chart
EditorTorin Hofmann
DeskCalgary, 53°N
Cost$0 · free forever
AESO POOL$47.22/MWh▲ 3.1%·QUEUE12,847 MW·AECO GAS$2.14/GJ▼ 0.8%·KEVIN DCPhase 2 approvedAUC-28714·TIDEWATERQ3 offtake signed·RUPERT400MW · Genesee II·BILL 8Levy consultation open·WONDER VALLEYEIA filedREGDOCS·CDPQLead anchor · Strathmore·HEARTLANDWater license appeal dismissed·AESO POOL$47.22/MWh▲ 3.1%·QUEUE12,847 MW·AECO GAS$2.14/GJ▼ 0.8%·KEVIN DCPhase 2 approvedAUC-28714·TIDEWATERQ3 offtake signed·RUPERT400MW · Genesee II·BILL 8Levy consultation open·WONDER VALLEYEIA filedREGDOCS·CDPQLead anchor · Strathmore·HEARTLANDWater license appeal dismissed·
§ 02 · Field / Map

Where the stack is being built.

6 tracked sites · 9,670 MW announced
Updated daily from AUC + AESO filings
FORT MCMURRAYOIL SANDSEDMONTONCAPITALCALGARYHQRED DEERLETHBRIDGEKEVIN400MW · APPROVEDWONDER VALLEY7,500MW · FILEDGENESEE II800MW · ENERGIZEDSTRATHMORE250MW · QUEUEDDRUMHELLER120MW · APPROVEDBROOKS600MW · QUEUED
Legend · Project states
ENERGIZEDSynchronized, drawing from grid
APPROVEDAUC + AESO green-lit, construction begun
FILEDApplication submitted, under review
QUEUEDIn the AESO Phase 2 study queue
Tracked sitesSort · Capacity
Wonder Valley
MEG + partners
7,500 MW
FILED
Genesee II
Capital Power
800 MW
ENERGIZED
Brooks
Undisclosed
600 MW
QUEUED
Kevin
Kevin Energy
400 MW
APPROVED
Strathmore
CDPQ (rumoured)
250 MW
QUEUED
Drumheller
Rupert Labs
120 MW
APPROVED
§ 03 · Live · AESO pool price

The input to everything downstream.

48h rolling · 15-min resolution
Source · AESO public reports
Now · $ / MWh
$47.22
▲ $1.43 (3.1%) · vs. 24h ago
24h HIGH
$72.14
24h LOW
$28.03
AVG
$44.88
Σ LOAD
9.8 GW
Price spiked on wind dropout across the south. Merit order filled by Sheerness + Shepard gas. Expect mean-reversion overnight.
Pool price · Hover to inspect
$72$61$50$39$28−48h−36h−24h−12hNOW
Intake · last 24h8 new
14:02 · AUCREG
Wonder Valley Phase 1 — supplemental info request issued, response due May 12.
11:48 · SEDAR+MNY
Tidewater Midstream — Q1 offtake pricing disclosed at $68/MWh fixed.
09:15 · AESOPWR
Connection queue — 3 new entries, 1.2 GW added. One withdrawal (Bruderheim).
07:30 · COUNCILMUN
Strathcona County — public hearing on the Sherwood Park BTM project scheduled May 4.
06:55 · GOVREG
Bill 8 levy — draft regulations posted for 30-day comment. Numbers are in.
Y 22:40 · OPSPWR
Genesee II — cold commissioning started, synchronization targeted for May 19.
Y 18:12 · COURTREG
Heartland water license appeal — dismissed by Environmental Appeals Board.
Y 15:04 · PRESSMNY
CDPQ signals lead anchor role on the Strathmore DC financing. No confirmation.
AESO POOL$47.22/MWh▲ 3.1%·QUEUE12,847 MW·AECO GAS$2.14/GJ▼ 0.8%·KEVIN DCPhase 2 approvedAUC-28714·TIDEWATERQ3 offtake signed·RUPERT400MW · Genesee II·BILL 8Levy consultation open·WONDER VALLEYEIA filedREGDOCS·CDPQLead anchor · Strathmore·HEARTLANDWater license appeal dismissed·AESO POOL$47.22/MWh▲ 3.1%·QUEUE12,847 MW·AECO GAS$2.14/GJ▼ 0.8%·KEVIN DCPhase 2 approvedAUC-28714·TIDEWATERQ3 offtake signed·RUPERT400MW · Genesee II·BILL 8Levy consultation open·WONDER VALLEYEIA filedREGDOCS·CDPQLead anchor · Strathmore·HEARTLANDWater license appeal dismissed·
§ 04 · What we cover

Gas, Grids & GPUs — the full stack, every weekday.

01
Regulatory
AESO Phase 2 queue, AUC proceedings, municipal approvals, Bill 8 levy, interconnection scoring. We read every proceeding so you don't have to.
02
Projects & Power
Data centre site approvals, gas-to-power offtakes, behind-the-meter generation, transmission buildouts. Tracked weekly.
03
Companies & Money
SEDAR+ and SEC filings, earnings calls, private rounds, M&A, lender moves. Full watchlist tracked daily.
04
Community & Consultation
Indigenous partnerships, municipal sentiment, water use, workforce. Reported without editorialising.