A program in Texas shows how political enthusiasm can’t escape the limits of the supply chain.

From their earnings report: "Growing power demand from data centers, manufacturing, mining, and industrial electrification is enabling us to expand our power services beyond the oilfield.”

9-slide deck is titled “resource development in an era of unprecedented demand growth and shares alot about how Liberty sees the power world as they diversify from frac services.

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

Electricity demand across the Texan market is set to rise to up to 218GW by 2031, according to the latest estimate from the Electric Reliability Council of Texas (ERCOT), the state's grid operator.

The PUC could vote this week to build first higher-voltage transmission lines across the state. First stop: Permian Basin.

An Enhanced Reliability Interconnection framework would prioritize connections to the grid for large loads that improve reliability through flexibility and behind-the-meter generation.

Kodiak Gas Services, a provider of contract gas compression and related services, began construction on two new cutting-edge facilities in Midland and Pecos, Texas.

The project expanded from 200 acres to 235 acres.

Kings Ranch Data, out of Fort Worth, will build the data centers on around 33 acres of land. A gas power plant will also be built to supply power to the centers.

ElectriGen looking to bring on a senior data center sales person...

The departures come approximately a month after the energy company once again pushed back the launch date for its first commercial-scale power plant and reupped cost estimates for the project in West Texas.

As Texas producers continue to break oil and natural gas production records, they also continue to reduce methane emissions, according to a new report published by Texans for Natural Gas.

The world’s biggest economy will need all energy sources to ensure power demand is met. Natural gas is the biggest near-term winner of AI advancements, but renewables will also play a key role in powering the data centers of next-generation computing, analysts say.

Even as the HPC-AI sector cheers on more powerful chips, denser servers, faster fabrics, bigger memory and mammoth, multi-hundreds of billion-dollar AI data centers, a voice is whispering in the industry’s ear: “Where’s the electricity for all this?”

Hessen will be responsible for leading the transformation of the former Homer City (PA) coal power plant into a more than 3,200-acre natural gas-powered data center campus.

I know this is not focused on the Permian, but what is said about the Marcellus applies even more so to the Permian.

Mitsubishi's Peter Sawicki speaks candidly about market timelines, customer pain points, and the balancing act between near-term power delivery and long-term climate goals.