Utility tariff links 600 MWh Utah battery to Meta data center
Published . Updated .
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Lydian Energy says its 150 MW/600 MWh Faraday battery in Utah, contracted through PacifiCorp to support Meta’s Eagle Mountain data center, has been operating since September.
Directly affected
- No company is named in this report.
Indirectly affected
- LIT Global X Lithium & Battery Tech ETF
Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “battery” (lithium and batteries) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.
- XLU Utilities Select Sector SPDR+7.7% 18d
Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.
- GOOGL Alphabet-16.0% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- META Meta Platforms-13.3% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- MSFT Microsoft+1.6% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- AMZN Amazon.com+7.2% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- ALB Albemarle-13.3% 30d
Albemarle (plastic materials, synth resins and nonvulcan elastomers): battery-metal producers move with EV and battery demand. Linked by “battery” (lithium and batteries) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LIT | -1.55% | +0.18% | base | -2.65% | after close | after close | after close |
| QQQ | -6.13% | -1.68% | base | -0.32% | after close | after close | after close |
| XLU | -1.16% | -0.05% | base | -0.02% | after close | after close | after close |
| GOOGL | -3.71% | -1.84% | base | +1.75% | after close | after close | after close |
| META | -3.79% | +1.93% | base | -0.90% | after close | after close | after close |
| MSFT | +3.01% | +4.72% | base | +0.46% | after close | after close | after close |
| AMZN | -2.10% | +0.26% | base | +0.46% | after close | after close | after close |
| ALB | +2.37% | +3.22% | base | -1.15% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Utility tariff links 600 MWh Utah battery to Meta data center ESS News
Source: ESS News
Price since this story was published: Global X Fds (LIT)
| Company | When | Move | Status |
|---|---|---|---|
| Albemarle (ALB) | that day | -1.15% | final price |
| Albemarle (ALB) | three days earlier | +3.22% | final price |
| Albemarle (ALB) | five days earlier | +2.37% | final price |
| AMZN | that day | +0.46% | final price |
| AMZN | three days earlier | +0.26% | final price |
| AMZN | five days earlier | -2.10% | final price |
| GOOGL | that day | +1.75% | final price |
| GOOGL | three days earlier | -1.84% | final price |
| GOOGL | five days earlier | -3.71% | final price |
| Global X Fds (LIT) | that day | -2.65% | final price |
| Global X Fds (LIT) | three days earlier | +0.18% | final price |
| Global X Fds (LIT) | five days earlier | -1.55% | final price |
| META | that day | -0.90% | final price |
| META | three days earlier | +1.93% | final price |
| META | five days earlier | -3.79% | final price |
| MSFT | that day | +0.46% | final price |
| MSFT | three days earlier | +4.72% | final price |
| MSFT | five days earlier | +3.01% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | -0.32% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -1.68% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | -6.13% | final price |
| Select Sector Spdr Tr (XLU) | that day | -0.02% | final price |
| Select Sector Spdr Tr (XLU) | three days earlier | -0.05% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -1.16% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 15 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 59 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 69 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 15 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Meta Platforms (META) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 22 days before publication. Filed 4 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Meta Platforms (META) (held by a dependent child), worth $1,001 - $15,000 on 2 Oct 2026. That is 41 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 15 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 22 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 28 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 16 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 41 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 76 days before publication. Filed 14 Oct 2026. View the filing.
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).
Who gains and who loses around Global X Fds (LIT)
Companies tied to this story
- LIT Global X Fds
For “Utility tariff links 600 MWh Utah battery to Meta data center,” Global X Fds (LIT) is linked, with no stored direction, medium confidence. Reason on file: Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “battery” (lithium and batteries) in this story
- XLU Select Sector Spdr Tr
For “Utility tariff links 600 MWh Utah battery to Meta data center,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
- QQQ Invesco Qqq Trust, Series 1
In “Utility tariff links 600 MWh Utah battery to Meta data center,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story
- NEE Nextera Energy
For “Utility tariff links 600 MWh Utah battery to Meta data center,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- DUK Duke Energy
For “Utility tariff links 600 MWh Utah battery to Meta data center,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- ALB Albemarle
In “Utility tariff links 600 MWh Utah battery to Meta data center,” Albemarle (ALB) is linked, with no stored direction, medium confidence. Reason on file: Albemarle (plastic materials, synth resins and nonvulcan elastomers): battery-metal producers move with EV and battery demand. Linked by “battery” (lithium and batteries) in this story
- SO Southern
Southern (SO) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Utility tariff links 600 MWh Utah battery to Meta data center.” Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- SQM Chemical & Mining Co Of Chile
Chemical & Mining Co Of Chile (SQM) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Utility tariff links 600 MWh Utah battery to Meta data center.” Reason on file: Sociedad Química y Minera de Chile S.A (mining and quarrying of nonmetallic minerals (no fuels)): battery-metal producers move with EV and battery demand. Linked by “battery” (lithium and batteries) in this story
Global X Fds (LIT)
Global X Fds (LIT) is the company in “Utility tariff links 600 MWh Utah battery to Meta data center,” the 12 Nov 2026 this story story.
What ties Global X Fds (LIT) to the headline is this: Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “battery” (lithium and batteries) in this story
A second company, Select Sector Spdr Tr (XLU), is listed for a different reason: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
Price levels for Global X Fds (LIT)
LIT traded between 68.93 and 71.34 across 3 sessions. The latest close on file is 69.08. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. XLU traded between 39.05 and 42.88 across 16 sessions. The latest close on file is 42.56.
How strong the case is around Global X Fds (LIT)
46 out of 100
“Utility tariff links 600 MWh Utah battery to Meta data center” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.