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July 24, 2025

Peter Cook, Editor

If knowledge is power, then this is a pretty powerful newsletter.  Some great insights and analysis, big announcements, and a networking opportunity!

First, congratulations to Liberty Energy (Title Sponsor for the Permian Power Connection Conference) on their partnership with Oklo!  More info in the newsletter below.

And welcome to our newest sponsors:  Chevron (Platinum Sponsor), Atlas Energy Solutions (Platinum Sponsor), HiVolt Energy (Gold Sponsor), Signal Power Group (Gold Sponsor), Baseline Energy Services, VIOTAS, and Revolution Power Solutions!  Some of those are so recent that we have not had a chance to add them to the conference website, and we have several more in the works.  Take a look at the sponsorship information to grab your spot today!

And please connect with us on LinkedIn here or here or here!

Finally, let us know if you would be interested in advertising in the Permian Power Digest!

And now, the news…

Permian Power Digest Issue #16

Great Analysis on PJM Capacity, Reliability, and Investment

Thomas Marcetti provides insights from PJM’s latest capacity auction. Worth your time!

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The Permian Basin is Going Electric

Daniel Barcelo explains the strategic shift that will keep U.S. oil and gas production growing while driving down costs to stay globally competitive.

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Liberty Energy Announces Strategic Alliance with Oklo

Liberty Energy, Title Sponsor for the Permian Power Connection Conference, announced a strategic alliance with Oklo Inc to accelerate integrated power solutions for large-load customers like data centers.

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Secretary Wright's Interview with Fox News' Bret Baier at the Department of Energy

Interview takes a look at his remarkable first 6 months in office.

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How Entrepreneurs Are Powering Texas’s New Boom

Across the Lone Star State, America’s brashest founders are spending billions in a blitz to displace Silicon Valley, Hollywood, Wall Street, and just about every other established power center.

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Building Your Connections in Texas

Interested in building your oil & gas network in Houston? Join some of our team for a friendly pickleball tournament in Spring, TX on August 14!

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GE Vernova and Crusoe announce major 29-unit aeroderivative gas turbine deal to deliver power to AI data centers

Units can work in concert or independently, providing massive flexibility to provide needed power quickly.

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Podcast: Stranded No More – Permian Basin Data Centers Tapping Associated Natural Gas for On-Site Power

Bracewell’s Bryan Clark and Jared Berg joined the Hub & Flow podcast to discuss how companies can tap associated gas supply in the Permian Basin to fuel innovative co-located power arrangements and potentially receive higher pricing.

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Grid Revolt: How AI’s Power Hunger Is Blowing Up Old Rules—and Forcing Data Centers Off the Grid

What began as a technical challenge—how to connect a few very large loads—has detonated into a historic revolt against “the way we’ve always done it.”

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Understanding Behind-the-Meter Energy for Data Centers

If you want total control over how your data center is powered, and you have the budget, available space, and the right local conditions, behind-the-meter energy can make sense.

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Power Purchase and Interconnection Agreements for Data Centers

When structuring these agreements, it is important to consider how siting decisions, load characteristics and regulatory constraints shape risk allocation and commercial strategy.

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Check Out the Natural Gas Power Plant at Stargate I.

Richard Meyer shares a picture of the natural gas plant in Abilene.

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LQR House Announces Intent to Invest in Bitmain Mining Equipment for Potential Deployment at Polaris Capital’s U.S. Bitcoin Mining Farms

LQR House said that it is in advanced discussions with and intends to invest in Bitmain mining machines, which are expected to be deployed at mining farms operated by Polaris Capital in Texas.

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OpenAI and Oracle band together for new 4.5GW of AI capacity

OpenAI is working with Oracle Corp. to roll out 4.5 gigawatts of new data center power across the U.S.

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SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground

A $500 billion effort unveiled at the White House to supercharge the U.S.’s artificial-intelligence ambitions has struggled to get off the ground and has sharply scaled back its near-term plans.

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Kinder Morgan kicks off oil and gas earnings season with a bullish outlook, in part thanks to thirsty data centers

Kinder Morgan is leading the charge with a handful of other developers to rapidly build the needed natural gas pipelines throughout the country to supply both the surging LNG and data center sectors and to avoid having pipelines create a bottleneck for growth.

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US Nuclear Industry Revival on the Horizon

Growing electricity demand from electrification lay the groundwork for a nuclear resurgence, especially for small modular reactors (SMRs). The path forward may rely on non-utility buyers such as manufacturers, data centers, and island grids.

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Texas Is Absolutely Rolling In New Solar Power Plants

Utility-scale solar power projects continue to stream into Texas, at least for the time being.

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