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The Power Connection Digest Issue #69

We’re only a couple of months from the Marcellus Power Conference (Pittsburgh on October 21-22)!  Early registration expires in about 10 days.   And soon after that is the Data Center Energy Industry Update (November 2 in Houston).   If you are involved with power generation anywhere in Texas, Pennsylvania, Ohio,

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The Power Connection Digest Issue #68

After a pretty quiet week last week, we have some huge announcements from Texas and Pennsylvania this week.  I could try to tag all the companies involved, but there are too many.  Amazon/Pacifico, Nvidia/Lancium, Fermi/TensorWave, SpaceX, and NextEra all get special mention.   I really wanted to keep the number

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The Power Connection Digest Issue #67

Texas pauses data center approvals until the grid gets audited!  Wow.  And I fear the same thing is coming for other areas as well.  If you are developing data centers or partnering with a data center operator, you want to make sure they have a plan for power (and a

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The Power Connection Digest Issue #66

We’ve searched the news, LinkedIn, and Substack to bring you the biggest news and the best analysis related to power generation.   This newsletter goes to 14,000+ subscribers from energy companies, power providers, hyperscalers, oil & gas companies, midstream operators, data center developers & operators, large load power users, investors,

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The Power Connection Digest Issue #65

Power & data center news from Google, SpaceX, Chevron, Liberty, Meta, Pacifico Energy, Oracle, PowerPlay AI, Crusoe, BlackRock, Coravel, PJM, PUC, FERC, etc.   Did I miss the memo that everyone had to make big announcements this week?  It is all covered below.   Also, a quick shout-out to CompAp

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The Power Connection Digest Issue #64

Billions more in investment.  A statewide moratorium on hyperscale development.  New partnerships.  Inter and intra-party splits.   There is a lot going on in the industry.  Let’s try keep each other up to speed.   One way is to chat in-person at one of these upcoming events:   Marcellus Power

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The Power Connection Digest Issue #63

The content from this week’s Power Connection Digest makes clear that natural gas remains the default answer to AI’s power problem — from Kodiak’s 1.8 GW turbine order to Trump’s fast-tracked gas plant approvals to WoodMac’s warning that cheap Henry Hub gas may be ending just as hyperscalers lean on

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The Power Connection Digest Issue #62

Big week here in the good ole U.S.A.!  Happy 250th on the 4th to everyone!  And what a thrilling win for the U.S. Men’s World Cup Soccer team last night!  So exciting.   The team here at The Power Connection wishes you and yours a wonderful and a safe 4th

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The Power Connection Digest Issue #61

Sorry this Power Connection Digest is coming out a day late!  I’d explain why, but it would sound like I was back in high school trying to explain why my paper was late.  Perfectly reasonable explanations, but combined they sound like the outline for a B-movie from the 80’s.  

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The Power Connection Digest Issue #60

The 2nd Annual Permian Power Connection Conference is in the books, but that does not mean your work is done.  If you attended, there is still time to do warm follow ups with your new contacts.  Schedule calls, set up coffees, and keep the momentum going.  We want the conference

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