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May 7, 2025

Peter Cook, Editor

Another busy week about data center power.  We’re trying to keep this newsletter focused on the Permian Basin in particular, but there are so many articles which would be of interest to those working in the Permian that we feel like we have to include them!

 

We have so much to cover at the Permian Power Connection Conference this September 29 & 30 in Midland, we’re working on an agenda which relies heavily on smaller-group breakout sessions.  That format will enable us to cover more topics and go deeper in each one.  We’re excited.  We hope you plan on joining us there.  Learn more and register here.

If you have any news, announcements, press releases, or in depth posts or analysis of your own to share, send it to power@powerpermian.com for us to consider including it!  And feel free to contact with us on LinkedIn here or here or here!

And now, the news…

Permian Power Digest Issue #5

EPA Issues Clarification to Help Power Data Centers, Ensure U.S. Is the AI Capital of the World

Reliable, affordable power is vital to powering data centers as any loss of power can result in devastating impacts. To ensure there is reliability of the electricity grid, EPA is providing a regulatory interpretation of the National Emission Standards for Hazardous Air Pollutants (NESHAP) for Reciprocating Internal Combustion Engines (RICE) while evaluating more substantive changes.

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Texas' Load Growth Challenges – And Opportunities, with Arushi Sharma Frank

The boom in data centers and industrial load could strain Texas’s grid or make it stronger; Arushi Sharma Frank and I break down how flexibility, smarter planning, and better incentives can help.

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Liberty Energy on the Lookout for ‘Transformative Opportunities,’ CEO Says

Gusek is also directing the company’s expansion beyond completion services and technologies and into power and energy storage solutions. He answered questions from Senior Technology Editor Richard F. Stubbe in early May.

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Texas may put restraints on new big businesses hoping to tap into the energy grid

Driven largely by demand from businesses such as data centers and the oil and gas industry, the Electric Reliability Council of Texas, the state’s grid operator, predicts the state’s energy needs will nearly double in six years. State Sen. Phil King, R-Weatherford, worries ERCOT is not working with a full picture.

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Simplifying Frac Operations with Natural Gas

Caterpillar’s Gas Mechanical System runs on 100% natural gas and combines two components that have logged millions of hours in the field.

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Small Modular Reactors for Nuclear Desalination and Cogeneration in the Permian Basin

Nuclear energy can potentially supply baseload, carbon-free electricity and process heat to repurpose and utilize some of the Permian Basin’s roughly 25 million barrels per day of oilfield produced water. Doing so would free up local natural gas supplies for other uses, create a new water resource, and potentially, help address increasingly significant challenges with induced seismicity related to injection disposal of produced water.

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Sunraycer, Meta Have Deal for Two Texas Solar Projects

Sunraycer Renewables LLC, a developer, owner and operator of clean energy power sites, on May 1 announced the execution of two Environmental Attribute Purchase Agreements with Meta Platforms for Sunraycer’s Midpoint and Gaia projects in Texas.

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Google Partners With Elementl Power To Develop 3 Advanced Nuclear Projects For Data Center Energy

The tech giant will provide early-stage capital to support the development of three U.S.-based nuclear projects, each targeting a minimum of 600 megawatts (MW) of power capacity.

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Welcome to Gas Land - how natural gas is powering the US AI boom

As AI drives increasing energy consumption in the US, natural gas looks set to fill the gap.

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How Distributed Generation Is Helping Data Centers Overcome Energy Challenges in the AI Era

Natalie Sunderland, CMO of Bloom Energy, explains how partnerships are emerging as a pivotal factor to resolve the data center power dilemma.

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Data Centers Bypassing the Grid to Obtain the Power They Need

As AI drives unprecedented data center growth, operators bypass traditional power grids, turning to on-site generation to meet urgent energy demands.

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Podcast: Are We Coming Up Short? Navigating the Global Data Center Power Deficit

In this episode, Matt Vincent speaks with Kathleen Margolis, Client Account Director, Black & Veatch and Nic Bustamante, Chief Technology Officer at Corscale Data Centers.

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TC Energy approves $900m pipeline expansion in US Midwest to serve data center market

TC Energy, a Calgary based natural gas and energy company, has approved a $900 million natural gas pipeline project in the Midwest of the US to serve gas-fired power plants which intend to power the region's growing data center market.

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Pennsylvania weighs how to manage power-hungry data centers

Utility regulators are bracing for a surge in electricity demand driven in large part by the opening of new, power-intensive data centers in Pennsylvania.

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Turning Mountains into Microgrids: West Virginia Passes Bills Streamlining Projects, Permitting

The new microgrid and data center energy law was passed in tandem with House Bill 2002, which is intended to simplify and speed up the project permitting process. The Power Generation and Consumption Act creates a certified microgrid program statewide to support new on-site power.

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