July 9, 2025

Peter Cook, Editor

We have a pretty full Digest this week.  Lots of interesting insights, deal announcements, and news.  Hopefully this helps you to identify opportunities to pursue.

We’re getting back into the swing of things after being out of the office for a week leading up to the 4th.  We’re building additional momentum for the Permian Power Connection Conference!  Keep an eye out for some new speakers and sponsors in the coming days!

If you have any news, announcements, press releases, or in depth posts or analysis of your own to share, send it to power@the-power-connection.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…

The Power Connection Digest Issue #14

Negative Prices, Rising Flaring Signal Pipeline Gridlock in Permian

Despite the launch of the Matterhorn Express pipeline, gas flaring has surged to nearly 500 million cubic feet per day. E&P’s should be looking at using flare gas for power generation for bitcoin, oilfield electrification, etc. Come to the Permian Power Connection Conference this September to learn more!

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Fermi America Files for Approvals for the Donald J. Trump Advanced Energy and Intelligence Campus Outside Amarillo

Dive into the details of their applications with the U.S. Nuclear Regulatory Commission.

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Texas prepares for world’s largest advanced energy and AI campus

Located in Amarillo, Texas, in partnership with the Texas Tech University System (TTU System), Fermi America is announcing a first-of-its-kind behind-the-meter HyperGrid™ campus that is expected to integrate the largest nuclear power complex in America, the nation’s biggest combined-cycle natural gas project, utility grid power, solar power, and battery energy storage to deliver next-generation artificial intelligence.

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America's largest power grid is struggling to meet demand from AI

PJM has lost more than 5.6 net gigawatts in the last decade as power plants shut faster than new ones enter service, according to a PJM presentation filed with regulators this year. PJM added about 5 gigawatts of power-generating capacity in 2024, fewer than smaller grids in California and Texas. Meanwhile, data center demand is surging.

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FrontierGen Debuts 1,000-Acre "Infrastructure Nexus" Campuses in South Texas

The company's initial projects comprise two large-scale infrastructure nexus-campuses in South Texas, where abundant electricity, high-capacity transmission, natural gas, water, and carrier-diverse fiber converge.

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Chevron to Focus on Permian Efficiency, LNG, Lithium, and Data Center Power

Quick summary of where Chevron is focusing the rest of 2025. Come meet with their team at the Permian Power Connection Conference!

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Podcast: From Energy Poverty to Progress with Dr. Scott Tinker

Hosts David de Roode and Victoria Beard for a thought-provoking episode of Oilfield 360 as they sit down with Dr. Scott Tinker, a globally recognized geologist, energy visionary, and advocate for energy education.

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Waste Energy Corp Announces Major Milestone: First Facility & Headquarters Secured in Texas Energy Capital

Company secures option to buy 3.7 acre industrial site in Midland for waste-to-energy operation.

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Behind The Meter Solutions Investment Guide- Part 2

A look at some of the companies leading the behind-the-meter trend.

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Bridging the 5-Year Gap: Off-Grid and Behind-the-Meter Gas Power Generation for Data Centers

With rapid deployment timelines and high uptime reliability, on-site gas power generation is the pragmatic choice to meet today’s digital power generation demands.

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Texas Weather Crises and Grid Strain Slam Bitcoin Mining in June

Latest heatwaves, power curtailments, and floods caused Texas bitcoin mining operations to take a hit, dropping the network's hashrate by 10%.

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CoreWeave Buys Bitcoin Giant Core Scientific to Supercharge AI Data Centers

The merger, expected to close in Q4 2024, gives CoreWeave access to over 1.2 GW of power capacity.

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Texas nears launch of first nuclear reactor in 30 years to boost clean water supply

Texas Tech University, Abilene Christian University (ACU), Natura Resources and the Texas Produced Water Consortium (TxPWC) are completing the construction of the molten salt research reactor in Abilene.

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Geothermal Energy and the AI Data Center Surge

Geothermal newsletters takes a look at two recent reports on the geothermal opportunity as it relates to data center power demand.

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NRG CEO Larry Coben plans for power generation growth in data center boom

The company intends to develop 5.4 GW of new power generation for data centers in addition to 1.5 GW of planned expansions and a $12 billion deal.

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US industrial companies move into the data center market

Firms like Gates Industrial and Generac are already expanding their sale of specialist equipment, offering backup power generators and cooling pumps for tech giants like Amazon, Alphabet, Meta, and Microsoft.

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“We’re Writing a New Chapter”: Mitsubishi Power CEO Bill Newsom on AI, Gas Turbines, and the Path to Decarbonization

Since taking the reins in December 2021, Newsom—a 30-year industry veteran—has guided the company to the top of the advanced gas turbine market in the Americas.

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Powering Intelligence: The Global Investment Opportunity Behind AI Infrastructure

Texas is planting a bold flag in this new territory. But it is not alone. From Abu Dhabi to Louisiana, Australia to Portugal, regions around the world are racing to secure the energy and infrastructure necessary to fuel the next generation of AI.

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Podcast: The Jay Young Show Talks about Natural Gas and Power.

U.S. utilities face record electricity demand driven by the booming data center industry—and what it means for natural gas markets.

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