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August 20, 2026

Peter Cook, Editor

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, West Virginia, New Mexico, Louisiana, or Oklahoma, you should give serious consideration to attending both of these!

 

And now, the news…

The Power Connection Digest Issue #69

Nvidia to Back Ohio Data Center With as Much as $105 Billion

The data center, one of the world’s largest, could cost as much as $500 billion and will be leased by OpenAI.

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Pennsylvania Becomes Latest State to Restrict Data-Center Construction

Developers will need a plan for energy finances and local buy-in, Gov. Josh Shapiro says.

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PJM’s New Data Center Power Equation

PJM Interconnection has filed a broad new framework for managing the growing impact of data centers and other large loads on the regional grid, while also moving ahead with an approved expedited generation interconnection process aimed at bringing new capacity online faster.

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Pennsylvania’s new data-center rules aren’t all bad for power companies

States are stalling efforts by data centers to connect to the electric grid, which could delay—though probably not derail—power companies’ efforts to profit from the artificial-intelligence boom. In fact, for some companies that provide electricity, it could turn out to be a benefit.

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Pennsylvania’s New Data Center Executive Order: Two Tracks, One Choice

Babst Calland, who is sponsoring the Marcellus Power Conference, reviews the GRID Requirements (the Administration’s standards for data center development in four areas: energy affordability (projects bring their own new power supply and bear their own infrastructure costs), transparency and community engagement, workforce and economic development, and environmental protection). Two choices are available to any developer seeking DEP permits for a covered project.

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Behind-the-Meter Power Agreements: What Ohio Real Estate Developers Need to Know

To ensure day-one operational power, developers are re-examining how they source energy. At the center of this shift is a complex legal frontier: Behind-the-Meter (BTM) power solutions.

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Like a Good Neighbor: Meta commits $10 million to AEP’s Neighbor to Neighbor Program in Ohio

“We appreciate Meta’s leadership in supporting Ohioans and showing up for our communities. This is a meaningful and significant contribution that will help customers who are struggling to pay their electric bills,” said AEP Ohio President Marc Reitter.

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ERCOT says governor’s data center audit could take months to complete

Abbot has ordered a pause of new data center approvals until regulators can evaluate these projects.

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Texas House committee holds hearing on data center growth and power grid

The committee took testimony on data center development in Texas. Lawmakers are studying the industry's role in global competitiveness and national security, along with the direct and indirect economic growth it could generate, including job creation and economic diversification.

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Data center pause shouldn’t impact Texas gas producers

East Daley Analytics studied the impact of the review and concluded that the pause should not change the long-term opportunity for Texas gas producers.

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InfraTech to invest $2.7bn to develop data center campus in Carson County, Texas

The investment will be structured alongside a consortium of leading institutional investors, with a major hyperscaler expected to serve as an anchor tenant. The counterparty, anchor tenant, and co-investors remain undisclosed prior to completion.

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NET Power outlines 1-1.5 GW Project Permian redesign toward 2028 behind-the-meter gas power

“We spent the last 4 months in an intensive customer engagement and marketing process... what we heard was unambiguous. The market needs speed, scale and reliability.”

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Galaxy Bets Its Data Center Edge on Power, Not ‘Bragawatts’

The company’s strategy emphasizes that “bragawatts” aren’t all equal: a megawatt at the end of a weak radial line has far less value than one supported by redundant, resilient transmission systems.

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US to announce steps to help refiners produce more fuel, energy chief Wright says

U.S. Energy Secretary Chris Wright said on Monday that Washington will announce steps within days to help refiners boost fuel output, as President Donald Trump seeks to rein in stubbornly high gasoline prices that spiked during the U.S.-Israeli war on Iran.

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Power crunch puts West Texas at risk of rolling blackouts, says grid official

One of Texas’ top grid officials warned Friday that the western part of the state could see rolling blackouts within five years if more transmission lines aren’t built.

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Bitcoin mining helps operators monetize their gas

Bitcoin miners already active in the Permian Basin are paving the way for artificial intelligence data centers drawn by the region’s natural gas and water resources.

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