May 29, 2025

Peter Cook, Editor

Some really good articles, posts, and analysis this week.  Before jumping into the Digest, check out the first glimpse at the sponsors, speakers, and advisory council of industry leaders who are gathering to support the Permian Power Connection Conference.

 

If you have not already done so, mark your calendars and your budgets for the Permian Power Connection Conference, being held in Midland on September 29 & 30.  You don’t want to miss this event.  Sign up early to lock in your spot.

 

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 #8

Map of Data Center Power Demand

Data center power demand growth mapped across the US - promising for bottlenecked gas in Appalachia and W Texas.

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Chevron exec says data center gas plans "moving very quickly"

Chevron's young business to build gas-fired plants that directly supply data centers is "moving very quickly," and final agreements with hyperscalers could come soon, Chevron New Energies president Jeff Gustavson tells Axios.

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Permian Power Connection Conference Preview

Take a look at this first glimpse of the industry leaders who are rallying behind this event focused on power generation in the Permian Basin. Check it out.

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STACK Infrastructure’s $6B Green Investment Milestone Drives Sustainable Data Center Growth

STACK Infrastructure’s $6 billion financing success in 2025 fuels a new phase of eco-conscious expansion across North America and beyond—showcasing a scalable, sustainable approach to meeting global data infrastructure demand.

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ProPWR wins first Permian power contract, eyes growth

The contract with a Permian-focused exploration and production company calls for ProPWR to commit 80 megawatts of power generation capacity for 10 years. Deployment is expected to begin in the third quarter and continue into 2026.

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For Texas to Remain a Leader in America’s Future, It Must Produce more Energy

With rapid expansion of artificial intelligence, cloud computing, and demand for data centers skyrocketing, and Texas energy must meet it.

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Texas House OKs bill to boost power grid protection, strengthen ERCOT's emergency authority

A proposal to grant regulators increased oversight of electric generation and transmission, along with equipping the state power grid's manager with tools to better forecast energy needs, passed the House on Tuesday. The legislation is now heading back to the Senate to review the lower chamber's changes to the bill.

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Texas House passes Bitcoin reserve, paving way for new setup

The Lone Star State has positioned itself as a leader in cryptocurrency.

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Electricity demand in the US is growing again after decades of stagnation.

And yet, we are doing all the wrong things to prepare for this "electricity supercycle."

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AI could consume more power than Bitcoin by the end of 2025

Researchers forecast rising electricity demand from AI despite efficiency gains.

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Powering Data Centers: President Issues Four Executive Orders to Expand and Accelerate the Development of US Nuclear Energy

On May 23, 2025, President Donald Trump signed four executive orders intended to accelerate the development of US nuclear energy, in part to provide reliable power for data centers.

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Bitcoin miner gets powerful perch at DOE loan office

He’s part of a wave of new Trump administration personnel intent on disrupting the status quo in Washington — and staffers say he’s already making big moves at the department.

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Grid Intelligence: The Unsung Role of Data Centers in Power Resilience

From wildfire mitigation to renewable balancing, today’s grid is only as smart and resilient as the digital infrastructure behind it. Here’s why the future of power runs through the data center.

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‘Once-in-a-generation opportunity’: business leaders plan for booming data center and AI industries

Energy leaders and state and federal representatives say they will unleash Northeast Pennsylvania’s natural gas reserves for the future of data centers and artificial intelligence.

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Jose Ortega LinkedIn Post Starts Good Discussion

When you compare the cost of power from gas gen PPAs, including capital recovery and pricing terms, against long-term grid power, is the solution viable for anyone other than hyperscalers? Check out the post and the comments.

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With soaring summer temps ahead, AI data centers could strain electricity supplies in Pa.

While FERC's annual assessment anticipates an adequate supply of electricity under normal conditions, Chairman Mark Christie said the loss of available electricity is happening "at a pace that is not sustainable and we are not adding sufficient equivalent generation capacity."

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Pakistan Taps Surplus Power Capacity to Fuel Bitcoin Mining, AI Data Centers

The country plans on utilizing surplus energy from coal-fired power plants that are currently operating at 15% capacity to mine bitcoin.

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