Geopolitics Alpha

FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract

Published . Updated .

A 1.8-GW, $20-billion data center planned by PowerHouse Hillwood was underpinned by a $1 letter of credit — “less than the price of a cup of coffee” — that drew skepticism from FERC Commissioner David LaCerte.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ALLY ALLY FINANCIAL INC

    GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AQN Algonquin Power & Utilities Corp

    GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BAC BANK AMERICA CORP

    GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ABAT———————
ACM———————
ALLY———————
AOSL———————
AQN———————
BAC———————

A 1.8-GW, $20-billion data center planned by PowerHouse Hillwood was underpinned by a $1 letter of credit — “less than the price of a cup of coffee” — that drew skepticism from FERC Commissioner David LaCerte.

Source: Utility Dive

The price since 23 Sep 2026: American Battery Technology (ABAT) versus the S&P 500

Since the first closing price after “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract,” American Battery Technology (ABAT) is -36.14%. The S&P 500 fund (SPY) is -0.09% over the same days, a -36.05% difference versus the market.

ABAT
SPY

Filings that name American Battery Technology (ABAT) around 23 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How busy Taiwan Strait has been lately

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract.” The recent pace is rising.

Who gains and who loses around American Battery Technology (ABAT)

Companies mentioned with this story

  • ABAT American Battery Technology

    For “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ALLY Ally Financial

    For “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AQN Algonquin Power & Utilities

    Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract.” Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAC Bank Of America

    Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract.” Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

From Taiwan Strait to American Battery Technology (ABAT)

“FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract” (23 Sep 2026) reaches American Battery Technology (ABAT) through Taiwan Strait.

American Battery Technology (ABAT) is on the page because GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Aecom (ACM) is here too. Its reason reads: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for American Battery Technology (ABAT)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53.

How strong the case is around American Battery Technology (ABAT)

46 out of 100

“FERC rejects ComEd’s cancellation of PowerHouse Hillwood data center contract” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.