Building out U.S. manufacturing capacity across industries will likely create significant opportunities for U.S. infrastructure developers, as the construction and operation of large-scale manufacturing facilities requires significant materials, labor, and power.

Bypassing the grid, at least temporarily, tech companies are creating an energy Wild West; ‘grab yourself a couple of turbines’.

Data centers to power the AI boom are being built all over Texas. This week, one stood out above the rest.

The huge demand for energy to power data centers will be a key focus for antitrust regulators in the future, a former top official at the U.S. Justice Department’s trustbusting division said.

With its new business courts, the state is positioning itself as a rival to Delaware, offering specialized judges and jurisdiction over high-value corporate and commercial disputes.

Multiple AI–ready data centers are expected to be built in primarily west Texas and the panhandle as global companies like Damac, Google, Nvidia, OpenAI and others have announced they are pouring a record amount of capital investment into the region.

Utilities on the frontline of the AI boom are struggling to figure out how much of the demand will actually turn into projects that get built in their regions.

Jose Ortega’s has an insightful post on the risks and alternatives.

Pacifico Energy Founder and Chairman Nate Franklin joins author and energy analyst Mark P. Mills for a keynote discussion explores how the AI revolution is transforming power demand, national energy strategy, and U.S. competitiveness. Great insights. Worth your time!

Williams Companies is investing over $5 billion to build fast-deploying, behind-the-meter gas turbine plants that supply power directly to data centers.

Nice visual by Gabe Collins.

Surging power demand from data centers and manufacturing is reshaping the funding plans of transmission operators as the outlook for solar and wind softens on Trump policies.

Infill Thinking covers read-through and takeaways from the first earnings release of 3Q25 OFS earnings season…

The stock surge appears driven by management’s optimistic outlook for the company’s power generation business, according to Stifel.

The collaboration aims to meet the growing demand for reliable, lower-emission energy infrastructure in a rapidly expanding digital and industrial landscape.

HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here…

Check out this big statement from a business titan who has seen many demand cycles across a broad array of verticals.

Arroyo Investors announced the sale of Life Cycle Power a leading provider of mobile generation solutions in the U.S., to Partners Group, one of the largest firms in the global private markets industry. It includes an 897 MW fleet of mobile power generation units currently in operation and 228 MW of mobile power generation units currently on order.

Congratulations to Amanda and to the Solaris team!

The arrival of global tech giants — Meta, OpenAI, and Oracle — in the Borderland has sparked concerns and skepticism by some in the community.

With electricity prices climbing nationwide and state regulators warning of “lower system stability,” Texas is confronted with the high costs of serving data centers while protecting local communities and resources.

The message: Texas intends to lead America’s next chapter in energy security, industrial competitiveness, and decarbonization. And it’s not waiting for Washington to move first.

But despite our unmatched energy potential, a major obstacle threatens our ability to meet growing national and global demand: the federal permitting process.

Revenue from all three of the company’s business segments beat expectations, amid particularly strong demand for electric-grid equipment.

Texas is by far the top oil-and-gas producing and energy-consuming state in the United States. Its political leadership closely aligns with the Donald Trump administration’s pro-fossil fuel hostility to renewables. And yet, the Lone Star state produces more renewable energy and battery capacity than any other state—nearly 80% more.

Midland has been known for oil & gas since the 30’s, but there’s a new kind of energy popping up in town that has some folks upset about the changing times.

These days the cross-town rivalry with Midland has bled over into a competition for emerging industry, a developing workforce, and a boat load of tax dollars. But because we’re going to need a lot more energy than we’re currently producing, we're not in the position to pick winners and losers in the energy industry. We need it all.

Now that the Federal Energy Regulatory Commission is once again returned to full strength, the panel will navigate how it approaches climbing electricity demand under a Trump administration with an aggressive—and sometimes conflicting—energy agenda.

US energy solutions provider ProEnergy is repurposing jet engines to power data centers.