The Power Connection Digest logo in full color
May 6, 2026

Peter Cook, Editor

Before we jump into the newsletter, please know that the Advance Registration rate for the 2nd Annual Permian Power Connection Conference expires tomorrow, Friday, May 8th!  Sign up by close-of-business Friday to save $200!  Register now!

 

Related to the conference, we’re thrilled to announce that Vinson & Elkins and Lonestar Electric Supply have both signed up as Platinum Sponsors!  In addition, we have new Gold Sponsors in Pacifico Energy, AB Energy USA, Pureline, and Enerflex (upgraded from a Logo Sponsor to Gold!).  And we also have added Oxford Flow, Reagan Power & Compression, TorcSill as Silver Sponsors and Zachry Construction as a Logo Sponsor.  What a week!

 

Among others, we have also added the following speakers:  Richard Wakefield (Tyton Power), Anthony Orso (Newmark Capital Markets), Prashant Khorana (Wood Mackenzie), Keri Hatley (ConocoPhillips), Max Harris (EIV Capital), Srimonto Ghosh (Chevron), Charlie Beecherl (WTG Energy), and Mark Alvarez (Newmark).  Thrilled to have so many thought-leaders willing to share their insights with our attendees.  We really appreciate it.

 

Again, register now to save some money and to save your seat!  I don’t think we’ll sell out, but you never know!  We’re very close to selling out our sponsorships.

 

Lots of new this week.  I tried to keep this shorter, but there was a lot of great analysis (especially focused on West Texas!) and some big news.  Check it out.

 

And now, the news…

The Power Connection Digest Issue #54

IMasons Releases their “State of the Digital Infrastructure Industry” Annual Report

Global capacity tripled in three years. New opportunities. New challenges. Check it out.

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Trump admin renews focus on US energy independence as investments pour into Permian Basin

News segment features discussions on the Trump administration's commitment to energy independence, emphasizing the Permian Basin's significant role in boosting U.S. oil and gas production.

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Aligned Data Centers Discusses Hale County Project

Latest newsletter says Northwest Texas is a key market for large-scale digital infrastructure.

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Texas off-grid power build soars as data centers bridge grid delays

Surging AI demand has created major opportunities for behind-the-meter power developers in Texas but hyperscalers still prioritize future grid access.

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The West Texas Data Center Boom with Ryan Gibson

Ryan Gibson examines why West Texas is experiencing such rapid expansion, the operational challenges unique to the region, and the strategic considerations required for successful project execution.

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Permian Basin: From Molecules to Electrons

A gigawatt announcement is not the same thing as energized capacity. A hyperscaler campus plan is not the same thing as a transformer showing up on time. A power purchase agreement is not the same thing as firm electrons flowing into critical load.

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The New Energy Frontier: Can the US deliver?

Ed Conway travels to the Permian Basin, the most productive oil field in the United States, where the fracking boom has helped transform the country into an energy superpower. Despite vast reserves beneath the ground, he finds the industry facing a different challenge above it as pipelines and infrastructure struggle to keep pace with demand.

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Sundt Construction and TxDOT Expand I-20 to Power Permian Basin Growth

Once complete, the projects will provide the infrastructure needed to support regional growth, increase roadway capacity, and bring the interstate up to current safety standards.

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US utility threatens to quit power grids on data center rift

American Electric Power Co., one of the largest US utilities, is threatening to remove itself from two of the country’s biggest electricity grids over the length of time it takes to connect new AI data centers.

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PJM, Texas advance new strategies to handle data center power strain

PJM Interconnection and Texas policymakers are advancing major changes to manage surging electricity demand from data centers, which is straining grids and raising costs.

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Iren energizes first phase of 2GW Sweetwater data center campus in Texas

The firm’s two Sweetwater sites – located outside Sweetwater in Fisher County, West Texas – are set to total 2GW across 2,200 acres at full build-out. A direct fiber loop between Sweetwater 1 & 2 is also planned.

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Meta Plans $13B AI Data Center Financing in Texas Amid Surging Big Tech Investment

Meta Platforms is reportedly partnering with Morgan Stanley and JPMorgan Chase to secure a massive $13 billion financing package for its planned data center in El Paso, Texas.

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Proposed Fort Bliss data center could use more power than all of El Paso

The far East El Paso complex, which the U.S. Army wants to be operational by 2027, is one of several the Department of Defense plans to support artificial intelligence in the military.

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2.5 GW 'gas-plus-nuclear' plant in Texas aims to fast-track power for AI demand

Blue Energy and GE Vernova have unveiled plans for a combined nuclear and natural gas power plant designed to deliver electricity faster than conventional nuclear projects.

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Oncor moving quickly to expand West Texas power supplies

Long before Permian Basin energy companies began electrifying their operations, and long before data centers and bitcoin miners began eyeing the area, Oncor, the state’s largest energy delivery company, was aware of surging demand in West Texas.

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Permian power, gas, and water projects signal long-term buildout

Multiple infrastructure announcements in West Texas highlight a long-term buildout across electricity, natural gas, and water systems to meet surging industrial, energy, and community demand.

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Dispute grows between Fermi and co-founder Neugebauer

Toby Neugebauer, former CEO of Fermi and a co-founder of the company, has filed a lawsuit against the Fermi board after his removal and is calling for a public meeting of shareholders later this month.

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Power, Policy, and Scale: Inside the State Regulatory Response to Data Center Expansion

State legislatures across the country are considering, and several have enacted, new authority for PUCs to shift more costs to data centers.

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AEP raises capital plan to $78 billion as data center power demand skyrockets

American Electric Power raised its five-year capital investment plan to $78 billion, an 8% increase from a plan released three months earlier, as surging data center growth spurs the U.S. electric utility ‌to build out its system.

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EPA Flare Clarification: A Sigh of Relief for Shale Producers

The landscape of American energy production witnessed a significant pivot on May 1, 2026, as the Environmental Protection Agency issued a technical clarification regarding the management of associated gas at oil wells.

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Its Not a Real Project Until it has an Air Permit

Kat Galloway gives a little preview of her presentation at the Permian Power Connection Conference.

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The Energy Information Administration Launches Pilot Surveys on Data Center Usage

The EIA is developing a survey to assess data center energy use in response to public and congressional concerns about its impact on electricity prices.

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Mara acquires 505MW gas plant in Ohio, intends to construct 200MW data center at site

Cryptocurrency and HPC data center developer Mara Holdings has signed a deal to acquire a 505MW combined-cycle gas turbine (CCGT) power plant in Hannibal, Ohio, which includes more than 1,600 acres of land capable of hosting a large-scale data center campus.

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UGI Energy Services and Prime Data Centers Forge Strategic Partnership to Power Data Center Campus

UGI to build dedicated natural gas pipeline and infrastructure; Prime Data Centers to develop one of Pennsylvania’s largest AI and high-performance computing facilities.

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Tiger Team Tactics: How Burgum and Wright are Streamlining Energy Dominance

Interior Secretary Doug Burgum and Energy Secretary Chris Wright have been tasked with leading a “Tiger Team” designed to dismantle the procedural hurdles that have historically delayed domestic energy production.

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