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June 4, 2025

Peter Cook, Editor

Big announcements this week related to power in the Permian and beyond!

 

If you have not already done so, mark your calendars and your budgets for the Permian Power Connection Conference, being held in Midland on September 29 & 30.  You don’t want to miss this event.  Sign up early to lock-in your spot.

 

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!

 

Okay, grab a shovel and let’s dig in!

 

And now, the news…

Permian Power Digest Issue #9

Podcast: An Honest Take on the Looming Energy Crisis

It is not really focused on Permian power, but, c'mon...it's a discussion between Jordan Peterson and Scott Tinker! Two great minds talking energy!

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Natural Gas: More Than a Bridge Solution to the AI Future

Another great mind, David Blackmon, takes on Ai and natural gas.

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It Feels Like the First Time

Oh, wait, it is the first time that a conference has brought together top industry leaders to talk about power generation for data centers, oilfield electrification, crypto mining, remote midstream assets, and other industries in the Permian Basin! Check out who has already committed to being there!

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New Era Helium Advances Permian Basin AI Data Center Strategy with Power MOU

Texas Critical Data Centers joint venture has entered into a non-binding agreement with PowerForward Energy Solutions to provide 250MW of on-site generation capacity.

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Natural Gas, Energy Storage at Heart of New Group's Data Center Power Concept

A startup company led by former CEO of Talen Energy and former head of Microsoft’s data center efforts is betting on the use of natural gas and battery energy storage to provide data centers with on-site power.

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Eaton and Siemens Energy to develop off-grid power for AI

Eaton and Siemens Energy leaders have signed an agreement aimed at accelerating data center development with grid-independent power systems.

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Constellation, Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in Illinois

The Clinton Clean Energy Center to support Meta’s clean energy goals and operations in the region with 1,121 megawatts of emissions-free nuclear energy.

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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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Hundreds attend second of three Oncor community input events on proposed large transmission line

The purpose of these events is to address questions and assess community concerns regarding a proposed large-scale transmission line that is planned for construction across an eight-county area of the state.

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The 'Associated' Power Play: Monetizing Undervalued Natural Gas Resources to Fuel Hyperscale Data Centers

AI data center developers are turning to behind-the-meter solutions to sidestep grid bottlenecks and meet growing energy demand. Natural gas-rich regions like the Permian Basin are being leveraged for on-site generation, creating new revenue streams.

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Maximizing Grid Independence: Microgrids and Demand Optimization for Remote Oilfield Operations

Oil and gas operators are turning to resilient, low-emission microgrids that integrate renewables, energy storage, and smart load controls to reduce dependency on fossil fuels and central grids.

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TSPs, G&Ts, and DSPs in Texas: Understanding the Roles for Large Data Centers

Andrew Schaper does a great job explaining the split responsibilities of Transmission System Providers (TSPs), Generation and Transmission cooperatives (G&Ts), and Distribution System Providers (DSPs) in Texas ERCOT. Great information.

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AI's Power Consumption Will Dwarf Bitcoin by Year's End, Says Study

Researchers forecast rising electricity demand from AI despite efficiency gains. What actually surprised me is that AI has not already surpassed bitcoin!

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Bitcoin miners could play key role in supporting AI data centers amid power crunch – report

In a research note, Greg Miller stated that with a “critical power shortage on the horizon, blockchain-focused companies are uniquely positioned.”

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