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July 3, 2025

Peter Cook, Editor

I know, you are headed out for the holiday weekend.  But here is some light reading for your downtime between fireworks.  Have a great 4th!

We’re adding new speakers & sponsors to the Permian Power Connection Conference every week!  Check it out to see who else will be involved!

If you have any news, announcements, press releases, or in depth posts or analysis of your own to share, send it to power@powerpermian.com for us to consider including it!  And feel free to contact with us on LinkedIn here or here or here!

And now, the news…

Permian Power Digest Issue #13

The Off-Grid Opportunity in the Permian Is Real: So Why Aren’t More Deals Getting Done?

Great insights from Jose Ortega, who serves on the Advisory Board for the Permian Power Connection Conference and is working on deals in the Permian!

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New Era Helium, Sharon AI JV Enter Deal for Data Center in Permian

Under terms outlined in a letter of intent, the joint venture contemplates acquiring land and a 250-megawatt power purchase agreement for behind-the-meter electricity.

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Power On - West Texas Data Centers

This is the first installment in a comprehensive four-part series examining West Texas's emergence as America's next data center frontier.

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Trump executive order to boost AI could be a boon for the Permian Basin

There are those involved in establishing AI centers, data centers and bitcoin mining centers who believe that competition should come through the Permian Basin, with its abundant space, produced water and natural gas.

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Fermi America acquires 600MW of gas turbines for 11GW AI mega campus in Amarillo, Texas

Campus set to deploy gas, nuclear, solar, batteries, and utility grid power.

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Hut 8 launches cryptomine data center in Texas

Company serving Bitmain from new site in Texas Panhandle.

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Texas Senate Bill 6: A Bellwether On How States May Approach Data Center Energy Use

A new Texas law forces data centers to shoulder grid costs, disclose backup power, and prepare for emergency cutoffs.

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Think You Missed the AI Rally? These Grid-Backed Plays Are Just Getting Warmed Up

This article looks past the data center operators and focuses on the natural gas pipelines and the manufacturers of natural gas power plant equipment.

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Data Center Demand Fuels Unprecedented Utility Investment

There is a significant increase in planned gas generation projects within the utility sector to provide reliable baseload electricity for data center operators, with current plans at 17.5 GW.

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Nvidia stakes new startup that flips script on data center power

AI giant Nvidia and boldface names in tech and finance are backing a new startup that aims to transform data centers into flexible grid assets instead of liabilities.

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U.S. Utilities Face Peak Demand Uncertainty With Data Center Boom

U.S. power utilities are investing a record amount of money into transmission and grid connection, but current forecasts of AI-driven power demand vary so much that there is a massive margin of error, analysts and utility officials have said.

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Bitcoin Miners and AI Are the New Buyers of Lost Energy

Whether it’s excess wind power, curtailed solar, or stranded natural gas at the edge of oilfields, these new energy customers are uniquely positioned to monetize resources that were previously wasted—or worse, flared or curtailed without compensation.

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Caterpillar consolidates its move into the energy storage space

Power Technology caught up with design engineer Holly Gregory to discuss how the construction, mining and engineering giant is developing its power offerings through a move into the energy storage space.

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Delfin Midstream Enters into an Agreement with Siemens Energy to Reserve Gas Turbine Manufacturing Capacity

Enters into Early Works program with Samsung Heavy Industries and Black & Veatch in preparation for the EPCI contracting and execution of the project.

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Crusoe and Redwood launch microgrid using recycled EV batteries to power data centers

AI data center developer Crusoe has partnered with battery recycling firm Redwood Energy to develop a microgrid system powered through solar and repurposed electric vehicle (EV) batteries for modular AI data centers.

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Meta buys over 1 GW of renewables to power its data centers

Meta bolstered its already considerable renewable power portfolio this week with string of deals that added over 1 gigawatt of generating capacity, including in Texas.

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