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August 13, 2025

Peter Cook, Editor

Grab a cup of coffee and get dive into industry news and some great analysis.  For me, I found these particularly informative:

And all of those point to why BTM or off-grid power projects in the Permian will make their way to the top of developer’s wish lists.

Happy to welcome several new sponsors to the Permian Power Connection Conference!  Since our last issue, we have added Warren Cat (Gold Sponsor), C&G Energy Services (Gold Sponsor), Edge LNG (Gold Sponsor), Wagner Equipment / Wagner Cat (Silver Sponsor), GTUIT (Logo Sponsor), and Ironback Controls (Logo Sponsor).  And we have some really cool equipment that will be on display in the exhibit hall and in our outdoor equipment space!

And now, the news…

Permian Power Digest Issue #19

Riley Exploration Permian: Strategic Growth With Midstream And Power Expansion

Riley Permian's recent acquisitions and expansion into midstream and power projects strengthen its growth prospects and market access.

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Silver Lake Invests $400 Million to Tackle Data-Center Power Bottleneck

The private-equity firm is looking to bundle land parcels with power availability, which it said is now the biggest obstacle to data-center development.

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‘Permian Power Connection’: new energy event to address needed power demand

Widely recognized as the epicenter of America’s oil and natural gas output, the Permian Basin is now emerging as a major driver of electricity demand.

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Net Power outlines below $100/MWh LCOE for Project Permian amid new integrated gas turbine approach

CEO Daniel Joseph Rice stated the energy market is seeing "unprecedented demand, driven largely by the surge in artificial intelligence and data center growth," with rising grid load and capacity prices.

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Why cap table disputes are blocking America’s path to scalable off-grid AI power

AI data centers face power shortages, leading to a reliance on off-grid natural gas, but financial misalignment stalls projects. José Ortega identifies the financial architecture of partnerships as the main barrier to launching off-grid AI data centers.

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New Era Helium Rebrands as New Era Energy & Digital

Midland, Texas-based New Era Helium said the rebrand reflects the company’s shift as a supporter of digital infrastructure.

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Gridmatic partners with Vega Energy to roll out AI grid optimizer platform

Designed to help large loads reduce costs through automated participation in electricity markets.

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UH Researchers See Future Power Problems in Texas

Power demand is quickly increasing across Texas, and new University of Houston research suggests the state’s power grid, in its current form, is not up to the challenge.

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Satoshi Energy launches behind-the-meter data center at Texas wind farm

The company and energy firm Clearway this week announced the energization of a colocated high-performance computing data center at the Elbow Creek wind project in Howard County, Texas.

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Avoiding A Data Center Electricity Price Apocalypse

A big data center isn’t like a lamp that you can just plug in and turn on. If you want to bring a new data center online, in addition to generating more electricity to keep it running, you need to build new infrastructure just to be able to deliver the required power. And utility regulators are already wrestling with load growth…

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Data Center Growth in Texas May be Slower than Forecast

Power is the limiting factor, making the Permian even more attractive.

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Where Will Data Center Power Originate?

Non-consensus take from Lium data (note: Lium is the Data Sponsor for the Permian Power Connection Conference!): incoming power supply from big solar battery projects could satisfy future data center demand…

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State utility commission sues Texas attorney general to avoid releasing data on crypto companies’ power use

After The Texas Tribune and other news outlets requested the information, the Public Utility Commission argued that it could lead to acts of terrorism. When the AG’s office disagreed, the PUC sued.

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The Crypto Mining Shift to Wholesale Colocation in 2025

Driven by surging energy costs, heightened regulatory scrutiny, and the growing complexity of proof-of-work (PoW) networks, cryptocurrency miners are moving their operations into wholesale colocation facilities that were once the domain of cloud, AI, and SaaS workloads.

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Texas Matters: The future of AI and water in Texas

“Energy demand gets most of the attention, but water is the hidden constraint. In some regions, large data centers could compete directly with residents, agriculture, and industry for scarce supplies.”

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As electric bills rise, evidence mounts that data centers share blame. States feel pressure to act

Amid rising electric bills, states are under pressure to insulate regular household and business ratepayers from the costs of feeding Big Tech's energy-hungry data centers.

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Can the World’s Largest Data Center Redefine Clean Energy in the U.S.?

In Amarillo, Texas, a bold vision is underway that could redefine what “clean compute” means in the U.S.

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The Puzzle of Low Data Center Utilization Rates

Contrary to popular belief, data centers aren't maxed out around the clock - and this has real consequences for power system planning.

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What the New Trump AI Executive Order Really Means for Texas – A Quick Breakdown

The new Trump administration’s artificial intelligence (AI) infrastructure executive order is getting a lot of attention and for good reason. There is tremendous AI activity in Texas and any significant policy change from the federal government could affect how and where AI projects are built. But what does it actually mean for Texas?

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