Utility Tariff Analysis · Updated September 2026

Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP: What It Means for AI Data Center Siting in Michigan

September 18, 2026 6 min read Strategic Crypto Reserve Data Center Infrastructure

Data center and large power load addressed across three separate Michigan utility tariffs is covered by amendments to Consumers Energy's Rate GPD specifically to adjust for data center load, DTE's proposed revisions to Rate Schedule D11 adding conditions of service for large load customers, and Indiana Michigan Power's approved modifications to its Large Power Tariff (Tariff LP).

Michigan at a glance: industrial power about 8.9¢/kWh (EIA-based, indexed to April 2026) · grid queue about 32 months · data center equipment tax exemption: available. Indicative figures from the SCR AI Build Configurator v1.4.0.

The Tariff Explained Model a Michigan Build Free
Michigan AI data center power map: Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP large-load tariff

Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP

MI

Consumers Energy / DTE Energy / Indiana Michigan Power

U-21859; U-22061; U-21986

Regulatory docket / filing reference

Data center and large power load addressed across three separate Michigan utility tariffs

Who the tariff applies to

Data center and large power load addressed across three separate Michigan utility tariffs is covered by amendments to Consumers Energy's Rate GPD specifically to adjust for data center load, DTE's proposed revisions to Rate Schedule D11 adding conditions of service for large load customers, and Indiana Michigan Power's approved modifications to its Large Power Tariff (Tariff LP).

Also active in Michigan: Michigan's live projects include a $7 billion, 1,400 MW OpenAI/Oracle/Related Digital campus in Saline Township — expected to generate $300 million a year in affordability benefits for existing customers once fully ramped — and a Google campus in Van Buren Township projected to contribute $1.7 billion in affordability benefits over the life of its contract.

Michigan at a glance: large-load tariff threshold, docket and who it applies to

Named Projects Already Underway

CustomerLocationDetails
OpenAI, Oracle, Related DigitalSaline Township, MI$7 billion data center campus with 1,400 MW of capacity, projected to deliver $300 million/year in affordability benefits once fully ramped
GoogleVan Buren Township, MI1,000 MW data center campus, projected to contribute $1.7 billion in affordability benefits over the contract's life

Figures compiled from the Edison Electric Institute's "Large Load Projects and Tariffs" (September 2026) member-company summary and public regulatory filings. Confirm current tariff terms directly with Consumers Energy / DTE Energy / Indiana Michigan Power and the relevant state public utility commission before relying on any figure for a capital decision.

Weighing Michigan against another state or a Canadian province with a different rate and interconnection picture entirely? Run both sides of the comparison through our licensed AI data center cost configurator — it applies each jurisdiction's actual power rate, tax treatment and large-load tariff rules to the same seven build configurations.

Named data center projects underway in Michigan Named Projects Already Underway: Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP: What It Means for AI Data Center Siting in Michigan

Model This State on Your Own Site

Every figure above comes from the same power-cost and tariff dataset behind the SCR AI Build Configurator — a licensed, embeddable widget that models seven data center build configurations against all nine Canadian provinces and all 50 US states plus DC, returning capital expenditure by line item, energy cost, revenue by commercial structure, EBITDA and payback.

LicencePrice (CAD)Who it suits
Standard$4,000 / domain / yearAdvisors who need three lease-model configurations and a clipboard summary
Pro$10,000 / domain / yearConsultants who send CSV deliverables to clients and want all seven configurations
EnterpriseFrom $25,000 / year, up to 3 domainsDevelopers and EPC firms who want the model on their own cost basis with attribution removed

Not ready for an annual licence? A one-time Site Screening Report ($950, one site) runs the same model for a single build without embedding anything.

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Model a Michigan data center build in the SCR AI Build Configurator: CapEx, power cost, EBITDA and payback Model This State on Your Own Site: Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP: What It Means for AI Data Center Siting in Michigan

Compare Michigan With Nearby States

Large-load rules change sharply at state lines. See how the neighbouring utilities handle data center and high-density loads before you shortlist a site.

Ohio

AEP Ohio 25 MW / 85%
Indiana

I&M Tariff I.P. / NIPSCO GenCo
Wisconsin

We Energies VLC tariff
Illinois

ComEd Rider DE
All 50 State Tariffs Data Center Cost Calculator AI Build Configurations

Frequently Asked Questions

What is Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP?

Data center and large power load addressed across three separate Michigan utility tariffs is covered by amendments to Consumers Energy's Rate GPD specifically to adjust for data center load, DTE's proposed revisions to Rate Schedule D11 adding conditions of service for large load customers, and Indiana Michigan Power's approved modifications to its Large Power Tariff (Tariff LP).

Why did Consumers Energy / DTE Energy / Indiana Michigan Power introduce this large-load structure?

To ensure the cost of new generation, transmission and distribution infrastructure built to serve very large customers, chiefly hyperscale data centers, is paid for by those customers rather than spread across the general rate base of residential and small commercial ratepayers.

What large data center projects are already active in Michigan?

Michigan's live projects include a $7 billion, 1,400 MW OpenAI/Oracle/Related Digital campus in Saline Township — expected to generate $300 million a year in affordability benefits for existing customers once fully ramped — and a Google campus in Van Buren Township projected to contribute $1.7 billion in affordability benefits over the life of its contract.

Does this tariff replace Michigan's standard commercial and industrial rates?

No. Consumers Energy's Rate GPD, DTE's Rate D11 and I&M's Tariff LP sits above Consumers Energy / DTE Energy / Indiana Michigan Power's standard commercial and industrial rate schedules and applies specifically to customers that meet or exceed the large-load threshold described above. Smaller commercial and industrial loads continue to be billed under existing rate schedules.

How can I model a Michigan data center build against this tariff and other states?

The SCR AI Build Configurator applies Michigan's power cost, tax treatment and large-load tariff rules alongside all other US states and Canadian provinces, so a Michigan scenario can be compared line-by-line against any alternative site.