The Power Connection Digest Issue #77 - The Power Connection

October 15, 2026

Peter Cook, Editor

This is the last Power Connection Digest before the Marcellus Power Conference, happening in Pittsburgh next week! Be sure to join us for a great discussion, networking with industry leaders, and a behind-the-scenes tour of the off-grid power plant at Pittsburgh International Airport! Learn more and register here.

Super excited about the Data Center Energy Industry Update change to an invitation-only executive “conversation” happening at The Houstonian on November 2! Pivoting away from the traditional conference, this private event will have limited attendance to ensure in-depth conversations and building the relationships that helps projects happen. Confirmed attendance includes executives from Caterpillar, Pacifico Energy, Liberty Energy, Evolve Data Center Solutions, Prometheus Hyperscale, Big Digital Energy, Power-Bridge, Baker Botts, Shell, Emerson, Eradeh Power Consulting, NOV, Hilcorp, INTERA, MorpheusOS, datacenterHawk, Gulf Gen AI, FrontierGen, FO Permian, and many more! You can request an invitation or you can guarantee yourself a seat by signing up as a sponsor before the seats fill up! Check it out here.

And now, the news…

Preview of Marcellus Power Challenges & Opportunities

Leading up to the Marcellus Power Conference, the team at Veranthium put together this research brief on the challenges & opportunities related to power in Appalachia. Looking forward to talking about this in Pittsburgh next week!

Good things are happening in PJM lately

Glen Thomas shares some thoughts on positive recent moves by PJM.

FERC rejects most of PJM’s large load interconnection plan

Another perspective: FERC said PJM Interconnection’s plan for curtailing large loads that don’t have matching new generation intrudes on state jurisdiction and may be discriminatory.

AWS plans 36-building data center campus in Indiana County, Pennsylvania

The company first shared an interest in developing in the area in early August, noting that it was in discussions with Homer City Redevelopment, about 50 miles east of Pittsburgh.

LS Power Raises $6B To Capitalize On Data Center Power Demand

Fueled by skyrocketing electricity demand from the artificial intelligence data center boom, energy infrastructure developer LS Power has raised its largest-ever fund to acquire power infrastructure across the U.S.

Enerflex Continues Win Streak

Enerflex has been awarded another major Engineered Systems project to design, engineer, fabricate, and assemble over one gigawatt of low-emission behind-the-meter natural gas-fired power generation for a large-scale North American data center development.

BKV Corp secures supply contract for 1,200MW Texas project

BKV said a wholly owned subsidiary signed an equipment supply contract for about 1,200 megawatts of natural gas-fired power generation equipment for a prospective Texas project, with deliveries set to begin in September 2028.

Riverway and Offshore Data Center partner to build on offshore data centers

Another example of developing close to the power source, but there is no mention in the article of converting existing offshore rigs to accommodate data centers, which could eliminate or reduce pending decommissioning costs for rig owners.

Vantage Has 10 Buildings Under Construction at the Same Time in Shackleford County, Texas

Sureel Choksi, President & CEO of Vantage, provides interesting post about his recent visit to the site.

Los Angeles-based firm breaks ground on $15B data center in Hudspeth County

A Los Angeles-based firm and several other companies are behind the construction of a new $15 billion data center facility in Hudspeth County, just east of El Paso.

Oracle asks FERC to fast-track gas pipeline for New Mexico AI data center

The request lands at the Federal Energy Regulatory Commission (FERC). It concerns the proposed Green Chile pipeline, which would carry fuel to the power source of Project Jupiter, Oracle’s data center campus in Doña Ana County near Santa Teresa.

Oracle moves gas by trucks to avoid data center power delays

Oracle Corp. is using a novel power strategy to keep several data centers on track: trucking natural gas directly to the server farms.

Texas data center boom collides with soaring construction costs

Building the physical backbone of artificial intelligence in Texas has become a very expensive hobby. According to a Bloomberg analysis, a single data center project in the state can now carry development costs in the tens of billions of dollars.

WSJ: ‘Phantom’ data centers are demanding more from the power grid than they need

Data-center developers are turning to utilities and grid operators for unprecedented amounts of electricity. The power industry is countering with a perhaps surprising question of its own: Are you for real?

Podcast: Why Power Timing Is Harder Than Power Availability

The utility, the developer, and the customer can all say they're on schedule and still miss each other completely.

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