April 8, 2025

Peter Cook, Editor

Welcome to the inaugural issue of The Power Connection Digest, where we’ll share with you the leading news and analysis of power in the Permian (primarily off grid and distributed power). Just to help keep you up to speed, we’ll also include several articles focused beyond the Permian as well. There is a lot of content here. Normally, we’ll try to keep the number of articles to between 10 and 15. That said, feel free to send us your press releases, white papers, and announcements for us to consider including.

Grab a cup of coffee, turn off notifications, and spend the next 30 minutes getting up to speed on the latest Permian Power news!

The Power Connection Digest Issue #1

Data Center Power Shortage: A Golden Investment Opportunity

The United States is facing an unprecedented electric power shortage just as data centers—the backbone of our digital economy—are multiplying at breakneck speed. This convergence has created what many industry analysts are calling a once-in-a-generation investment opportunity in the power market specifically targeting the data center space.

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LandBridge Invites Tech Investors To Unlock The Permian Basin

The Permian Basin, the premier U.S. shale-oil production region, is rapidly developing into much more complex territory. Already a stronghold for wind and solar power, it has recently become home to a rising number of high tech "computer ranches," dedicated to bitcoin mining.

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AI, Power, and Gas Industry Giants

A look at the explosive growth in power demands for data centers and AI, and Texas’ unique position.

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Texas lawmakers try to balance protecting the power grid with data center growth

Texas lawmakers are trying to figure out how the state’s already-strained power grid can possibly keep up, when Stargate and some of the other data centers that want to come to the state consume enough electricity to power hundreds of thousands of homes.

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West Texas cryptocurrency facility to become data center with AI company lease

A major shift is beginning in Dickens County, with a highly touted cryptocurrency mining operation taking steps to become a more expansive data center.

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Company using renewable energy to power bitcoin operations hits major milestone: 'A critical achievement'

Soluna, a developer of sustainable data centers that convert excess renewable energy into computing power — such as bitcoin mining and artificial intelligence — announced that it secured 60 acres of land to build a new 187-megawatt data center in Texas, an important milestone in its expansion efforts.

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We Should Be Friends - Tech Giants' Big-Money Plans for Data Centers Hinge on Gas-Fired Power

RBN blog explores recent announcements from the major data center firms on investments to boost AI.

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The Majors Move Forward to Fuel the Growing Demand of AI Data Centers

A quick look at Chevron and Exxon’s investment in powering data centers.

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Crusoe Adds 4.5 GW Natural Gas to Fuel AI, Expands Abilene Data Center to 1.2 GW

Crusoe, an AI infrastructure company backed by NVIDIA and Founders Fund, has embarked on a transformative journey to expand its data center capabilities, securing 4.5 gigawatts (GW) of natural gas power through a strategic joint venture with Engine No. 1, a San Francisco-based investment firm.

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Congressman calls for national data center strategic plan

As the development of data centers shows no signs of slowing, a Virginia congressman is calling for a national strategic plan to address their impacts on communities.

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LNG Takes Control in Meeting Data Center Reliability, Capacity Needs

William Sellers, solutions architect at DartPoints, shares insight on the impact that data center power demand will have on the natural gas industry.

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Texas to become hub for world's largest green-powered data center

A Houston-based company announced plans to build the world's largest data center hub powered by 100 percent 24/7 green energy.

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Volatility Of AI Usage Poses Challenge For Data Centers

Artificial intelligence is making data center electricity consumption more volatile and harder to predict. Industry executives say that will create problems for the growing number of data centers that produce some or all of their own power.

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Chris Wright elaborates on DOE data center build-out, job cuts

The Energy secretary said a plan to build data centers could help national labs and that his agency is “midstream” in assessing potential job cuts.

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Private AI center on ORNL land? The Department of Energy is looking for partners – fast

The U.S. Department of Energy is asking tech companies to propose artificial intelligence data centers that could be located at 16 of its federal sites, including Oak Ridge National Laboratory.

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Nation’s Power Operators Warn Congress of a Coming Reliability Shortfall

Seven major U.S. grid operators have raised a unified alarm about an impending capacity crunch, warning that the pace and scale of explosive demand—including from data centers, manufacturing, and electrification—pose a precarious misalignment with accelerating generator retirements and transmission constraints.

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How Tariffs Could Impact Data Centers, AI, and Energy Amid Supply Chain Shifts

New tariffs on steel, semiconductors, and critical components stand to alter the cost structure of data center operations. With supply chains in flux and expenses climbing, how will the industry adapt to sustain growth, efficiency, and technological innovation?

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Report: Powering the future of US data centers

Accenture report discusses how power providers can overcome bottlenecks and supercharge growth.

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Data Center Power Resilience; AI Cooling; Location Constraints; Evolving Development Economics

A panel of experts touch on how power, land availability and other topics are reshaping site selection and business strategies.

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Old coal-fired power plant to become gas-powered campus for AI, data centers

The owners of what was once Pennsylvania’s biggest coal-fired power plant said that they will turn it into a $10 billion natural gas-powered data center campus designed to capitalize on the fast-growing energy demands of Big Tech companies to power artificial intelligence and cloud computing applications.

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Reversal of Fortune in Homer City: New Manufacturing Project a 'Game Changer'

Eleven days after the massive smokestacks and cooling towers of Pennsylvania's largest coal-fired power plant came down in a dramatic fashion, Homer City Redevelopment announced that an even bigger natural gas power center would be built in its place. The Homer City Energy Campus will be a series of natural gas plants that will power a massive data center campus.

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Trump to endorse coal for data center power in the face of grim market realities

The President is set to sign an executive order directing the federal government to list coal as a critical mineral and force some coal-fired power plants that had faced closure to keep generating electricity. The Trump administration is expected to couch the directive as part of an effort to ramp up electricity production as demand from data centers surges.

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US utilities grapple with Big Tech's massive power demands for data centers

A Reuters survey of 13 major U.S. electric utility earnings transcripts found nearly half have received inquiries from data center companies for volumes of power that would exceed their peak demand or existing generation capacity - that's everything they supply to homes and businesses – a metric that reflects the sheer size of oncoming data center needs.

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Podcast: How Soon Will Nuclear Data Centers Become A Reality?

Host Rich Miller speaks with Apolo CEO Bill Kleyman about his mantra of "power and bravery" as the key to innovation and building the data center industry of the future.

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