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October 2, 2025

Peter Cook, Editor

Thank you to all 625+ of you who made it out to Midland to participate in The Permian Power Connection Conference!  It was great.  Some many great connections.  Plenty of news and posts about it, so let’s jump right in.

 

And now, the news…

Permian Power Digest Issue #26

Permian Power Connection Conference Raises $20K+ for the Bettering Human Lives Foundation!

Thank you to the donors and winners of our silent auction items, which raised over $20,000 for the Bettering Human Lives Foundation.

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Under Secretary of Energy Wells Griffith Addresses the Permian Power Connection Conference

Honored to have the Under Secretary of Energy Wells Griffith address the conference. Watch the 3-minute recording here.

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Don't Take Our Word for It

Summary (and links) to LinkedIn posts from conference participants.

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Diamondback CEO: Permian continues to impress

The drive to use natural gas production from Permian wells, to provide power not just to oilfield equipment but to manufacturing, artificial intelligence and data centers, offers opportunities, said Kaes Van’t Hof, chief executive officer of Diamondback Energy.

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Permian Power Connection kicks off in Midland

First Alert 7 did a nice job covering the Permian Power Connection Conference on the evening news.

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Devon CEO: We’re looking at building ‘essentially our own utilities’ to help solve Delaware electricity supply issues

Clay Gaspar told a recent conference the company is studying greater infrastructure investments in New Mexico “in a defensive mechanism.”

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Permian Power Connection Conference draws more than 600

Good coverage of the Permian Power Connection Conference by the Odessa American.

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TCDC signs LOI to acquire an additional 203 acres for offgrid data center campus in Ector County, Texas

Texas Critical Data Centers (TCDC) has signed a non-binding Letter of Intent (LOI) with Roth CH Acquisition to acquire an additional 203 acres for its planned AI data center development in Ector County, Texas.

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Permian Basin has fundamentals to host in-demand data centers, panel says

Opening the second day of the Permian Power Connection conference, Jose Ortega of FO Permian told his audience that demand from artificial intelligence centers will reach 5 to 6 gigawatts in the next five years.

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Vistra to build two gas units, tripling Permian plant capacity by 2028

The two units will be built next to Vistra’s 325-megawatt gas-fired plant near Monahans.

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Despite changes, ERCOT 'behind the curve by a long shot,' experts say

At the Permian Power Connection Conference, Lawrence Downing said ERCOT got “a warning shot” a decade ahead of Winter Storm Uri when a major winter storm caused power outages across the state, affecting 3.2 million customers and freezing generating assets because there had not been an emphasis on weatherization.

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Xcel Plans New Gas-Fired Plants as Part of 5-GW Expansion in Texas, New Mexico

Xcel Energy is adding more natural gas-fired power generation in Texas, with plans to convert a retiring coal-fired plant to natural gas, along with building a new peaker plant to provide electricity at times of high demand.

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Permian Power Connection Conference at the Midland County Horseshoe

NewsWest 9 covers the Permian Power Connection Conference.

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NRG Energy signs West Texas land deal for potential 1.1-GW power plant to serve data center

The Permian Basin land has the ability to house a 1.1-gigawatt natural gas power generation facility.

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‘Permian Power Connection’: new energy conference 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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Google backs $3 billion deal with Bitcoin miner as Big Tech looks to crypto for compute

Under the deal, Cipher Mining will repurpose its Bitcoin mining data center in West Texas for AI services—and potentially expand its existing campus to accommodate increased demand.

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ICE raids a Bitcoin Mine in West Texas

Law enforcement officials took 12 or 13 individuals–about half of the repair company’s staff–from the site after they failed to demonstrate proper credentials. ICE took all Chinese nationals, many of whom had expired visas, the source claimed.

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Rick Perry-backed power and data center firm makes a splash in public trading

Fermi America’s IPO rode a wave of AI enthusiasm, despite questions about the viability of the planned “HyperGrid” megasite in Texas.

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The AI Boom is Confronting an Inconvenient Truth About Energy Needs

Data centers need power and lots of it, and there may not be enough to go around.

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Abbott opens arms to data centers, teases big AI investment

Governor said project in works to eclipse Oracle, Open AI’s $400 billion investment in “Project Stargate”.

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Crusoe’s Velocity Play: 'Speed is the Only Moat'

How Vertical Integration Delivered the Stargate Abilene AI Hub in Record Time.

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Amarillo residents press council for clarity on Fermi water, power plan

Amarillo residents urged city leaders at the Sept. 23 meeting to slow down and speak more openly about any potential water agreement tied to Fermi America’s proposed AI data and energy campus, warning it could reshape regional water supplies, power costs, and agriculture for decades.

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I met Sam Altman in Texas. He’s turning the race for AI into a gigawatt arms race

In Abilene alone, a crew of 6,400 workers has already flattened hills by moving mountains of soil and laid enough fiber optic cable to wrap the Earth 16 times.

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Miss Kitty: A Western Gas Power Answer to Texas Grid Bottlenecks

Like its Gunsmoke namesake, Miss Kitty—a Plains, Texas behind-the-meter microgrid project—is tough, pragmatic, and distinctly Western.

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Soluna and Canaan Inc. Partner to Deploy 20 MW of Next-Gen Bitcoin Miners at Wind-Powered Data Center in West Texas

The 20 MW, ~1 EH/s deployment in Briscoe County, in West Texas is part of a broader roadmap for both companies.

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Electric grids under pressure from energy-hungry data centers are changing strategy

With the explosive growth of Big Tech’s data centers threatening to overload U.S. electricity grids, policymakers are taking a hard look at a tough-love solution: bumping the energy-hungry data centers off grids during power emergencies.

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