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September 25, 2025

Peter Cook, Editor

The Permian Power Connection Conference is happening on Monday and Tuesday!  If you have not checked out the speaker lineup, the agenda, and the sponsor list, you can do so here.  We have 550+ attendees, 80+ sponsors, 70+ speakers, a silent auction, and some fun activities.  You are not going to want to miss this one.   There is still time to register.

 

We’ll see you in Midland!

 

And now, the news…

Permian Power Digest Issue #25

New Era Energy & Digital Advances Development of Flagship AI Data Center Campus with Completion of Phase One Engineering

The company announced the successful completion of Phase One engineering for Texas Critical Data Centers, its flagship data center and power development project in the West Texas and southeastern New Mexico Permian basin (the "Permian Basin"). TCDC is New Era’s 50/50 joint venture with Sharon AI, Inc.

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Prep & Arrival Details for #PPC25 Attendees

Attending the conference? Check this link for everything you need to make it a great one!

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Micro data centers are coming to North Dakota’s oil patch. What are they?

Bakken Energy partnered with Armada, a company building small scale and off-grid data centers, to bring A.I. to the oilfield. And Armada is also sponsoring at the Permian Power Connection Conference!

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LandBridge, NRG Energy partner to power data center

Under the strategic agreement, LandBridge would provide Reeves County acreage and access to natural gas and transmission infrastructure. NRG would construct the natural gas power generation facility once an appropriate power purchase agreement for a data center is secured.

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Midland to Host First Permian Power Conference this September

Additional local coverage for the Permian Power Connection Conference.

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Mapped: The Massive Network Powering U.S. Data Centers

The map, produced by the National Renewable Energy Laboratory (NREL) on behalf of the U.S. Department of Energy’s Grid Deployment Office, shows the sprawling and powerful infrastructure behind America’s data center boom.

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Natural Gas is America's Secret Weapon in the AI Power Race

“Natural gas will benefit significantly from the rising electricity demand and the requirement for 24/7 uninterrupted supply. It is most flexible among all energy sources and an abundant domestic resource,” Goldman Sachs said.

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The Largest Planned IPO on the London Stock Exchange is a West Texas Data Center

Fermi America announced plans today to dual list on London Stock Exchange and Nasdaq in an IPO raising up to $550m targeting a valuation of c. $13bn.

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US virtual power plant capacity reaches 37.5GWh over last year says Wood Mackenzie

The report, 2025 North America virtual power plant market, finds that the VPP market broadened more than it deepened, with the number of company deployments, unique offtakers, and market and utility programs monetized each growing more than 33%, while total capacity grew a more modest 13.7%.

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OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio

“We’re just getting going here in Abilene, Texas, but you’ll see this all around the United States and beyond,” OpenAI CFO Sarah Friar told CNBC.

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Curtailment Risk in Texas: Why Data Centers Need Behind-the-Meter Power Solutions

Data Power Supply explains why they think grid power is no longer guaranteed, diesel is unsustainable, and behind-the-meter (BTM) solutions are mission-critical.

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Why Data Centers Are Breaking Up with Traditional Power Utilities

The traditional grid-connected model for data centers is crumbling under the weight of regulatory inertia and physics. Smart operators are going around the system entirely, and the economics are forcing everyone's hand.

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Keeping America’s Lights On: A Pragmatic Path Forward

Policymakers have a vital role in ensuring that a lack of energy does not become America’s Achilles’ heel.

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Texas Projected for Nation's Largest Manufacturing Job Surge

Article takes a look at growth in manufacturing (with Texas leading the way) and skilled worker shortages, the re-shoring of manufacturing also increases power demands.

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West Texas wants to sell its natural gas to AI data centers, but has few options for transporting it

“Meeting this unprecedented demand takes more than production alone,” said Ed Longanecker, president of the Texas Independent Producers and Royalty Owners Association, a trade group. “It requires a strong network of pipelines and infrastructure to move natural gas efficiently and ensure reliable power for end users. In Texas, expanding this network has never been more important to keep pace with growth.”

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UT launches consortium to research Texas' data center industry

Group will research how data centers use energy, other resources.

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Texas Is the New Frontline in the AI Race, And Japan Just Secured a Seat at the Table

With billions being poured into these facilities, the question is not only about who owns the servers but also who shapes the future of economies and alliances in the AI era.

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