October 29, 2025

Peter Cook, Editor

Is the Permian Basin making a huge comeback?  Or is the shale industry “broken”?  Some widely varying opinions are featured in this week’s Permian Power Digest.  And regardless of what the analysts say, there are a LOT of deals being done.  Check it out.

 

And now, the news…

The Power Connection Digest Issue #30

Secretary Wright directs FERC to fast track large load interconnection

In a notice of proposed rulemaking, the Energy Secretary endorsed accelerating interconnection for flexible loads like data centers.

Read More
 

'Go Where The Gas Is': Data Centers Follow Fracking In Search For Power

Data center developers and the world’s largest tech firms are increasingly looking to natural gas as the fastest way to access the massive quantities of electricity needed to build artificial intelligence megacampuses, and it’s turning the country's fracking hotbeds into digital infrastructure hubs.

Read More
 

Why the Permian is Facing a Power Crunch

Great read from the Financial Times.

Read More
 

Time is the New Energy

With Permian fuel, modular plants can deliver power quickly: what used to be “temporary” off-grid is now the strategic baseline for digital infrastructure.

Read More
 

AI Boom Sparks Natural Gas Revival in the Permian

Stuart Turley has a great article and interview with Kirk Edwards.

Read More
 

Why the Smartest Data Center Investors Are Buying Power Before Land

Across the U.S., from Northern Virginia to Phoenix, the defining constraint on digital infrastructure is no longer real estate it’s electricity.

Read More
 

Crypto Miner TeraWulf Aims for $500M Boost to Power Sustainable Texas Buildout

TeraWulf plans to raise $500M through convertible notes to fund its Abernathy, Texas data center.

Read More
 

Inside the Massive Comeback of the Permian Basin

Maria Bartiromo gives ‘Mornings with Maria’ viewers an inside look at the Permian Basin — the beating heart of America’s oil and gas revival — as President Donald Trump’s policies drive a powerful new era of U.S. energy independence.

Read More
 

ProPetro signs 60MW power supply contract with hyperscale data center in US Midwest

US natural gas and petrochemicals firm ProPetro has signed a power supply contract with an unnamed hyperscale data center operator to supply 60MW of hybridized power at a Midwest location in the US.

Read More
 

ENGIE, Meta announce power agreement from new West Texas Swenson Ranch Solar project

The announced PPAs include ENGIE's new 600 MW Swenson Ranch Solar project in Stonewall county, southeast of Lubbock, according to a news release.

Read More
 

Fermi America™ Inks Historic Nuclear Deals

Companies Unite to Deliver Nuclear Energy on Time and on Budget, Ensuring America's Premier Position in the Race to Power Tomorrow's Intelligence with the World's Leading Tech Companies

Read More
 

INNIO Secures Largest Order in Company History with VoltaGrid Delivering Power Generation for One of the World’s Largest Data Centers

INNIO to supply 2.3 gigawatts (GW) of power infrastructure, comprising 92 power packs of 25 megawatts (MW) each.

Read More
 

Oracle and OpenAI's second Stargate data center in Texas will be powered off the grid

Oracle and OpenAI's Stargate data center in Shackelford County, Texas, will be powered by an on-site natural gas plant.

Read More
 

The New Game is Natgas Turbines and Independent Power Producers

Adam Rossi on data centers and natgas investments.

Read More
 

Target Hospitality Announces Launch of New Sub-Brand, Target Hyper/Scale Supporting Data Center Development

Target Hyper/Scale builds and operates workforce hubs that help data center owners, developers, and constructors attract, house, and support the teams required to meet demanding project schedules.

Read More
 

Texas is facing a 'broken' shale industry. AI's power needs could be a lifeline.

The Texas shale boom is showing signs of cooling, but demand from the AI boom could help steady the state's flagging energy industry.

Read More
 

Chevron CEO applauds Trump administration's energy policy shift during Permian Basin tour

In an exclusive conversation with Fox Businesss' Maria Bartiromo during a tour of the Permian Basin, Chevron CEO Mike Wirth said America’s vast energy resources are not just an economic advantage – but also a matter of national defense – while praising President Donald Trump's energy initiatives.

Read More
 

Bitcoin Miners Sit on Prime Power Assets as AI Pivot Accelerates

The broker said bitcoin mining still drives nearly all sector revenue even as the narrative shifts toward AI.

Read More
 

Macquarie Lends $450 Million to Texas Power Plant Developer

Sandow Lakes Energy will use the loan to acquire custom gas-fired generating equipment from Siemens.

Read More
 

Parker Hannifin to supply more than 1GW of natural gas turbines to Stargate's Abilene campus in Texas

Supplying 29 GE Vernova LM2500XPRESS dual-fuel machines, each with a capacity of 35MW.

Read More
 

‘Rapid Explosion’ of Data Centers Causes Planning Struggles in Texas

As companies look to build projects that consume more power than cities, ERCOT is trying to plan transmission.

Read More
 

Expert says energy abundance will 'rebalance' America as demand hits record highs nationwide

New report calls for embracing all reliable baseload power sources including oil, gas, coal and nuclear.

Read More
 

AI, Data Centers, Rig Counts, and No Complaints

Jim Wicklund: "To say this is a growing business is an understatement....Welcome to the new world of power!"

Read More
 

Hitachi Energy and Blackstone Energy Transition Partners enter strategic partnership to create leading energy service provider in North America

Together, they will seek to expand service capacity and capabilities to deliver comprehensive lifecycle support for critical energy infrastructure, from power generation and transmission to data centers and industrial electrification.

Read More

Subscribe

Looking to stay connected in the rapidly evolving Permian Basin? Look no further than The Power Connection Digest.

Subscribe to get our carefully curated summary of relevant news and analysis delivered to your inbox each Wednesday.

* indicates required

Share Your News

Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to power@the-power-connection.com

Advertising

Do you provide technology or services that would be beneficial to our readers? Advertise in our newsletters!