The Texas Energy and Power Newsletter

Solar and wind outpace demand growth; a great overview of data center rules in Texas; a Texas Energy Fund update; podcasts on electrotech and the need for transmission; and more

A Thanksgiving-week repost of one of our most hopeful conversations, revisited in light of Crusoe’s surge in growth, investment, and impact across Texas.

Texas demand expected to rise even more than PJM on data center and broader industrial demand; permitting reform bill advances; NERC issues winter reliability assessment; and much more

Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and catalyzing additional flexibility.

More AI data centers coming to Texas and it's only the beginning; distributed flexibility markets & DERs are a solution to multiple energy problems; gas prices rise as winter approaches; and more

Tomorrow the PUC will discuss a new ERCOT proposal, called DRRS Plus, to establish a capacity market. There are far less expensive and more effective solutions available to the PUC and ERCOT.

In Part 2 of my conversation with Nat Bullard, we talk about the rise of batteries in Texas, the Texas Energy Fund, the value of distributed energy, demand flexibility & more

Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a counterweight to China

Halcyon Co-Founder Nat Bullard on his annual presentation, his venture to bring order to the chaos of regulatory filings, the global EV market, gas turbine costs, data centers in Texas, and more

PUC staff recommends lower profits than Oncor requested but higher than they currently receive; another 1.3 gigawatts of solar + storage online in October; DR workshop at ERCOT's WMS tomorrow

Human-centered AI; Hayek's knowledge problem applied to electricity; Oncor's massive rate increase proposal; Bill Gates' note; why Texas keeps building wind and solar; and much more

Solar accounts for 75% of new power globally and China makes almost all of it. Can entrepreneurs tip the scales in America's favor? T1 is working on it — in Texas

WaPo on rising electricity costs; Bordoff & O'Sullivan on "the energy weapon"; critical minerals mining in Texas; EIA on demand growth in Texas; backup power for nursing homes; and much more

ERCOT will provide updates on the large load interconnection process and the PUC will consider Industrial Consumers' request for rehearing; batteries stretch out as thermal outage season picks up

Listen now (41 mins) | Recorded at Gulf Coast Power Association's Fall Conference, this conversation with four Texas technology innovators explored load growth, new technologies, and the future of the ERCOT grid

I'll be at the Texas Energy Summit in Austin and Intersolar & Energy Storage North America Texas in DFW, both in November; make plans to join me and register today

Batteries are booming in Texas; LBL/Brattle study shines light on factors driving power prices; reckoning with China's growth; Corpus Christi is running out of water; and much more

As data centers push Texas power demand to new highs, Astrid Atkinson of Camus Energy says a big part of the solution is building smarter flexibility into every layer of the grid.

Houston area suffers frequent "blue sky" outages; buyers' remorse from the Permian; data shows Administration's claims on renewables are wrong; renewables pass coal globally

Also, utilities took home nearly $100 million in bonuses despite lower achievement; ERCOT's Monthly Outlook doesn't consider drops in gas output; minimum demand was up sharply this summer