Listed AI infrastructure companies announce megawatts. What matters to an investor is when those megawatts are actually powered. In France, the answer rarely sits in the earnings call. It sits in grid connection documents, permit filings, public consultations, local council votes and regional press, mostly in French.

WHAT WE TRACK

For each site, every quarter Grid: power available today, permanent connection date, works announced by RTE or Enedis
Temporary power: gas or battery bridge, its size and the authorisations it needs
Permits: building permit, environmental authorisation, public consultations, appeals
Local context: council decisions, land sales, opposition, regional politics
Gap analysis: what is announced versus what the documents support

HOW WE WORK

We use public and local sources only: grid operator documents, prefecture and council records, consultation files, regional press. Each source is cited. Our grid and permitting experts read them, so that a 45 MW figure is not confused with 240 MW, or a building delivery with a power delivery.

We separate what is reported from what remains unknown. We do not use insider information and we do not give investment advice.

AN EXAMPLE

Our Béthune case study shows the method: a 240 MW announcement, about 45 MW available from the grid at first, up to 110 MW of gas generation reported as a bridge, and a permanent connection reportedly around three years away. We will update it after the next quarterly results.

FORMATS

Quarterly brief on the sites you choose, delivered after each reporting season.

Alerts when a filing, a consultation or a council vote changes the picture.

One-off review of a site before an investment decision, with our grid connection expert.

FREQUENTLY ASKED QUESTIONS

Which sites can you track?

AI and cloud data center sites in France, whoever the developer. We start with the sites our clients follow.

Where does the information come from?

Public and local sources only: grid operator documents, prefecture and council records, public consultation files and regional press. Each point is sourced.

Is this investment advice?

No. We provide factual research on grid connection, permits and local context. Investment decisions remain yours.