Jonathan Scharff

Macrodata Refinement. Insights fueled comms for business, stakeholders, policy, economic development, energy, AI, & infrastructure. VP of Insights @teamavoq

[Jonathan Scharff @JScharff1]

At CERA Week earlier this year - this is exactly what companies said was needed to make Venezuela investable

[Energy Brief @EnergyBrief]

Mike Wirth, Chevron CEO on their $7 billion investment into Venezuela: "There have been significant changes in dispute resolution provisions and assurance of terms and economics in the contracts. They’ve got enforceable mechanisms that give us a different degree of confidence today to make these investments than there would have been a year ago."

CNBC's @SullyCNBC: "So things, fair to say, the operating environment here has evolved enough where you’re willing to commit the seven billion like that? If it wasn’t for that change, that seven billion of additional capital may not have occurred."

Wirth: "I think that’s fair to say. The Venezuelan government and the US government both see the opportunity to improve regional energy security, US energy security, improve reliable supply to US refineries, and bring investment and development to the Venezuelan economy. So both governments have been very supportive of this evolution of terms to encourage investment from companies like ours, and I expect there will be others."

[Jonathan Scharff @JScharff1]

Sounds like a pretty good deal

[Innovation Council @innovationcncl]

Frederick County, Maryland, just announced a $110 MILLION community benefits agreement tied to a data center development.

$30M for a local school.
$40M for a community center.
$14.5M for workforce training.
$5M to help lower residents’ energy bills.

[Elon Musk @elonmusk]

SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years.

The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.

[Emma Camp @emmma_camp_]

Can rent control fix the housing crisis? No. In fact, it could make things a whole lot worse.

Find out more in my latest for @WSJFreeEx

[Jonathan Scharff @JScharff1]

The collective market activity of aggressive energy power development supporting data centers at a rapid scale is unprecedented.

[Nat Bullard @NatBullard]

At the moment: 472 gas-fired power plants are under development in the US, with 270 gigawatts of combined generation capacity.

[Jonathan Scharff @JScharff1]

The political environment around data centers significantly deteriorated this week.

[Jonathan Scharff @JScharff1]

Everyone is discovering in this Q's earnings that basically all major companies throughout America are somehow involved with building Data Centers.

[Steve Everley @saeverley]

Data centers are boosting American manufacturing

[Steve Everley @saeverley]

How a massive data center could cut local tax bills

[Sara Eisen @SaraEisen]

In Loudoun Virginia home to more than 200 data centers, tax revenue from data centers has exploded. As a result, over the past 10years, they lowered the real property tax rate every year from $1.145 in tax year 2016 to $0.805 cents per $100 in assessed value for 2026.

[Logan Dobson @LoganDobson]

A Data Center Came to A Small Town. You’ll Never Guess What Happened Next*

*unless you guessed lots of jobs, lots of tax revenue, spillover benefits to local business like hotels and restaurants, discounts on electric bills, and grants for teachers.

[Jonathan Scharff @JScharff1]

Great job New Jersey

[Steve Everley @saeverley]

Electricity prices have risen dramatically in states with few data centers, while states with lots of data centers have not seen dramatic price increases.

Maybe it's not the data centers.

[Alan Armstrong @SenArmstrong]

America’s energy problem isn’t a lack of resources – it’s a failure of political will to build the infrastructure to move them. Permitting reform costs taxpayers zero dollars but will unlock massive economic growth & lower utility bills.

It’s time to get America building again! Watch my inaugural speech on the Senate floor ⤵️

[Jonathan Scharff @JScharff1]

Wise words from @NJChamber Bracken op-ed: Time for Action https://t.co/Xwebb6MAdb via @BINJE | New Jersey Business News

[Jonathan Scharff @JScharff1]

Similar trend of "Data Center" Social Mentions from State & Local Elected officials YTD = 9.67k mentions total.

[Kyle Tharp @kylewilsontharp]

NEW 📊 in @readchaoticera: Data centers are becoming a kitchen table issue poised to upend the midterms, and content opposing the construction boom is flooding Americans' feeds on social media.

[Steve Everley @saeverley]

AI and data centers are creating a blue collar jobs boom
https://t.co/JiXbPDWszV

[Jonathan Scharff @JScharff1]

These are the top 10 states in 2026 with the most mentions of "data centers" by state and local elected officials:

[Brian Armstrong @brian_armstrong]

The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote!

Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it.

Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.

[Natural Allies for a Clean Energy Future @Natural_Allies]

Amid rising energy costs and increasing demand in the Garden State, Senator John Burzichelli urges his colleagues in Trenton not to lose sight of the essential role played by natural gas in NJ’s energy mix to best serve residents and businesses.

Read: https://t.co/jFROVOjnD4

[Jonathan Scharff @JScharff1]

@toddsaunders Sounds like a great event!