Doug Sheridan shares his insights on the recently completed legislative session.

Signed into law by Governor Greg Abbott on Saturday, this bill is an aggressive attempt to shore up reliability on the Texas grid while making large-load customers bear a fair share of the cost.

The new law pairs mandatory curtailment with a voluntary demand response procurement program.

Former U.S. Energy Secretary and Governor of Texas Rick Perry’s Fermi America announced a massive power and AI data campus integrating nuclear, natural gas, solar and energy storage capabilities.

The company's venture into distributed power looks well-timed...as is their sponsorship of the Permian Power Connection Conference!

Texas Capital on Thursday upgraded Texas Pacific Land to Buy and raised its price target to $1,280 saying it has a growing confidence in the landowner’s push into data centers, power projects, and water infrastructure in the Permian Basin.

US power demand is experiencing its highest growth rate in decades, driven by the electrification of oil and gas production and the expansion of data centers.

The facilities require an exceptional amount of electricity. West Texas has a lower overall demand for power than some of the state's largest cities.

Okay, not new to readers of this newsletter...but data centers in Texas are building their own gas power plants that bypass the electrical grid, representing a new trend in powering data centers.

These innovative assets compute, cool, store energy, and stabilize grids, all within a single integrated footprint.

GDA bought Auradine’s air-cooled Miners and plans to install all of them at its 40 MW data center in Glasscock County, Texas.

Batteries will likely factor more prominently in data center designs as microgrid deployments pick up in response to AI power demand.

Two of the top five private equity investment trends in U.S. energy, which we identified in interviews with leading market participants, pertain to a fast-moving renaissance of traditional fossil fuel opportunities.

NextEra CEO John Ketchum says America’s only option is to build wind, solar, and battery storage—which can serve as a bridge while we expand traditional power plant supply chains and workforces.