The Texas Energy and Power Newsletter

ERCOT's changing resource mix; large load queue forecasting; data center energy use during emergencies; and power trends to watch in 2026.

AI-driven load growth is forcing Texas to rethink transmission, distributed flexibility, and what “reliability” means in an energy-only market.

New report shows the power of efficiency upgrades; why expiring tax credits make efficiency more expensive for consumers; what a new ERCOT rule means for batteries; and a Texas Energy Year-in-Review.

PUC advanced multiple Texas Energy Fund projects; commissioners adopt refined energy efficiency rules; PUCT staff publish proposal to implement the Texas Backup Power Package Program.

Cancelled power generation projects are adding up; ERCOT's new 'superhighway'; power market diversification; what's behind rising utility bills; geothermal power in Texas; and more.

Matt Boms from Texas Advanced Energy Business Alliance asks Doug Lewin questions and answers some, too, on DERs, transmission, affordability, and the future of the pod

“It’s a transition and an expansion.”

Everyone's talking about energy affordability these days. But few are more knowledgeable about it than Margo Weisz who joined me to talk about the scale of the problem — and what we can do about it.

Over 11 gigawatts of total generation were added over the last 8 months; ERCOT forward prices are trending higher; Board grants urgent status to the Dispatchable Reliability Reserve Service (DRRS).

A new study on data center flexibility; Odd Lots on rising energy costs; Rewiring America on jobs from DERs; and much more.

Large load queue hits 225 gigawatts with no signs of slowing down; PUC staff files discussion draft on large load interconnection; ERCOT board to consider more extra high voltage transmission.

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