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July 31, 2025

Peter Cook, Editor

We’ve been quietly adding agenda items and speakers to the Permian Power Connection Conference website.  Check it out.  Lots more on the way!  Some big names coming!  Stayed tuned!

Let’s jump right into the news and analysis for the week.

And now, the news…

Permian Power Digest Issue #17

Upcoming conference to address soaring power demands in the Permian

Midland Reporter Telegram covers the Permian Power Connection Conference.

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Why Texas Is the Only Scalable Platform for Private Energy Megadeals in the U.S.

Over the past decade, Texas has quietly—and consistently—enabled the largest private-market energy deals in North American history. The state built the regulatory, transmission, and capital backbone to make multi-billion-dollar deployment possible.

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Texas’ Unique Position to Power AI

Doug Sheridan provides insights and analysis on Texas’ opportunity.

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Podcast: Mike Rowe Talks Power, Data Centers, Trades with former Governor Rick Perry

Listen to this interview with the former gov on, among other things, his Fermi project in Texas.

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New Era Helium’s JV Closes on 235-Acre AI Data Center Site in Permian Basin, With Option to Expand to 438 Acres in Total as Buildout Accelerates

New Era Helium, a next-gen exploration and production platform in the Permian Basin, announced that Texas Critical Data Centers, its 50/50 joint venture with Sharon AI, has closed on the acquisition of 235 acres from Grow Odessa.

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Oklo CEO on partnership with Liberty Energy: We’re bringing gas as a bridge to nuclear energy

Jacob Dewitte, Oklo founder and CEO, and Ron Gusek, Liberty Energy CEO, join CNBC’s ‘Squawk on the Street’ to discuss their new partnership to bring energy demand to large-scale customers as AI energy demand ramps up.

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esVolta brings 1 GWh of BESS online in Texas

Energy storage project developer esVolta has brought three Texas-based battery energy storage projects online, including the 200-MWh Burksol facility began commercial operations in West Texas.

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10 MW Bitcoin Mine Site Going Live in West Texas

Quick post and some images of Giga Air Boxes getting set up in Texas.

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Crypto’s Next Frontier: Policy, Power & M&A with Lee Bratcher

In this timely and wide-ranging episode of M&A+ The Art After the Deal, host Lisa Scott sits down with Lee Bratcher, Founder and President of the Texas Blockchain Council, during a historic week in U.S. crypto legislation.

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Chinese BTC Mining Firm Bitmain Mulls Building First US Facility

Bitmain will employ 250 U.S. workers initially, focusing on chip assembly and maintenance in either Florida or Texas.

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Haskell County to Host 30 Microreactors for Texas Data Centers

A micro-nuclear technology developer has announced plans to build 30 microreactors in Haskell County to support Texas’ growing data center demands.

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Podcast: From Electrons to Intelligence: How Crusoe Powers AI with Modular, 24/7 Energy

Forrest Carroll – Energy & Infrastructure Lead at Crusoe – joins a podcast to unpack how AI infrastructure is reshaping energy procurement.

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Meta’s $900M Texas Solar Bet: What It Means for Clean Energy and Data Centers

Meta’s approach also highlights a wider move among technology firms to diversify energy sources, including solar, geothermal, and nuclear, to support growing data needs while aiming for sustainability.

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Texas to lead US power growth for AI

Texas is poised to lead the US in connecting new power generating capacity to its electric grid in coming years, helping meet soaring demand fromnew data centers running artificial intelligence (AI) software.

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What’s Next for the Texas Power Grid

Article looks at how ERCOT’s unique grid structure, market design, and tools like the Natural Disaster Resilience Dashboard can help Texas meet rising demand while strengthening reliability.

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Armada raises $131M to deploy AI data centers anywhere

Armada announced a $131 million strategic funding round today, coinciding with the launch of Leviathan, a megawatt-scale modular data center designed for rapid deployment in remote and challenging environments.

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Tailwater Capital secures $250M investment for U.S. oil and gas fund

“We need molecules and barrels to power the economy. On the natural gas side, you’ve got data centers and artificial intelligence centers. This is a good time to invest against what the market sees as weakness. We think the market fundamentals are better than you think.”

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Beyond Co-Location: The Emerging Opportunity for Vertically Integrated Utilities in the Data Center Boom

The real question is not whether utilities can serve data centers, but how fast, flexibly, and intelligently they can adapt their operating models, regulatory processes, and customer engagement to remain relevant and attractive to these large-scale, technically sophisticated customers.

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Powering Data Centers: The State of the States

From tax incentives and permitting to cost recovery rules and clean energy mandates, state energy policy has become a critical filter in determining where hyperscale infrastructure can and cannot be built.

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WSJ: Who Pays? AI Boom Sparks Fight Over Soaring Power Costs

Utilities and technology companies are at odds over who should pay for electricity costs in unprecedented data-center build-out.

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Powin fueled the US grid storage boom. Then the company crashed.

The Oregon-based battery firm filed for bankruptcy this summer, jeopardizing its 11.3 gigawatt-hours of storage projects installed around the world.

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