Oracle Project Jupiter Faces 1-2 Year Delay Over Permitting and Pipeline Issues
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MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨 Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵
As we continue to monitor the status of datacenter delays, whether they are real, whether they are fake... some are out and out delayed because of -> building gas pipelines and receiving permits for power generation equipment. (2/8)
Oracle's proposed 2.45 GW Project Jupiter site in New Mexico can't run at any meaningful capacity until a 17 mile pipeline (the Green Chile Pipeline) connecting the El Paso Natural Gas (EPNG) system to a delivery meter station is constructed. Oracle switched from turbines to Bloom Energy fuel cells earlier this year — but fuel cells run on pipeline gas too. All details below👇️ (3/8)
🟠 Plan B #1 — the regulatory fast-track. Transwestern, the company behind the pipeline, filed under FERC's ~60-day blanket certificate process instead of full 18–24 month Section 7 review. FERC's own staff protested, the reconciliation window closed May 13, and the project auto-converted to full Section 7. 🟠 Plan B #2 — the jurisdictional exemption. FERC asked in June whether Green Chile could qualify for the Hinshaw exemption and skip federal certificate review entirely. But Transwestern ruled it out the following day. 🟠 Plan B #3 — reroute around state land. The preferred route is denied. Alternative 1 is not viable as the landowner won't grant access. Alternative 2 exists only on a map: no surveys, no cost estimate, and it can't enter environmental review until surveys are done. 🟠 Plan B #4 — truck the gas in. A virtual pipeline: CNG trailers rotating from a regional hub to feed the Bloom fleet while Green Chile grinds through permitting. This caps supply at a 100–200 MW pilot. 100 MW alone requires ~55 trailer deliveries per day, the largest confirmed datacenter CNG deployment anywhere is 135 MW, and there are no nearby CNG facilities in the County. Project Jupiter is 2,450 MW. (6/8)
However, the fuel cell Air Permit application is still pending as of mid-July. The New Mexico Environmental Department ordering a public hearing, but without a date set for it. Project Jupiter is the most delayed of the Stargate projects. Read more about the real delays to the US datacenter buildout here: (8/8) https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter
The receipt station at milepost 0.00, which is where the pipeline physically connects to the EPNG system, sits entirely on state trust land. The state has said no.. twice! The second denial landed July 14. (4/8)