April 4, 2026
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Developers Who Own Their Power Are Writing the New Site Selection Rules
The Crusoe-Google Goodnight campus in the Panhandle is the first operational test case under PUCT's new co-location net metering rules, and the outcome will set the baseline for every behind-the-meter deal that follows.
April 2, 2026
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West Texas Becomes the AI Corridor While the Rest of America Waits
Gas solves the speed problem, but developers face carbon-footprint scrutiny and potential regulatory tightening. West Virginia's permissive model will attract imitators; whether ERCOT's framework stays competitive depends on how the PUCT implements its new large-load rules.
March 31, 2026
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Texas's $25M Queue Fee Separates Serious Developers From Everyone Else
The Public Utility Commission of Texas is implementing five parallel rulemakings under SB6, with proposed interconnection standards demanding $50,000-per-megawatt deposits and 80% forfeiture penalties for withdrawal, costs that Monarch Energy calculates could mean $25 million upfront for a single 500 MW project just to discover grid feasibility.
March 28, 2026
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Texas Built the Datacenter Boom. Now It's Auditing the Deal.
Risk: behind-the-meter generation sidesteps interconnection queues but concentrates gigawatt-scale off-grid loads in ways ERCOT and the PUC of Texas haven't yet addressed.
March 27, 2026
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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas
the PUC of Texas filing stipulates the gas plant serves only Meta for its first five years, a structure that insulates ratepayers but invites scrutiny on the renewable transition path.
March 25, 2026
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Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.
Watch for the site announcement and any engagement with the Public Utility Commission of Texas.
March 18, 2026
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50 GW of AI Capacity Is About to Face Generator-Level Oversight
Kerwin called for mandatory public notice through TCEQ and PUC, plus an executive working group on water standards and ERCOT interconnection impacts.
March 14, 2026
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Texas Captures 30% of AI Power Demand Before the Rules Are Written
That question will land at the PUCT before long.
March 13, 2026
Virginia's Tax Crack-Up Hands Texas a $73 Billion Recruiting PitchThe PUC's $13-14 billion Permian Basin Reliability Plan calls for 260 transmission lines by 2038, anchored by three 765 kV lines, the highest-capacity in the state.
March 12, 2026
Google's $12B Power Platform Hits the Queue It Was Built to SkipThe grid operator presented its batch study framework to the Public Utility Commission on February 20, replacing serial project reviews with simultaneous cluster evaluations across a six-year reliability window.
March 11, 2026
Texas Developers Need No Permission. Rural Counties Are Changing That.The resolution, sent to Governor Abbott, Lt. Gov. Patrick, the PUCT, ERCOT, and the Texas Water Development Board, follows a public hearing that drew roughly 90 residents and reflects a pattern now visible across Hood County, Somervell County, and Jack County simultaneously.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsThe PUCT plans to launch a survey this spring to collect actual datacenter water usage data, a move HARC's Margaret Cook called essential for informed planning.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationBottom line: treat the pledge as a political signal, not a binding framework, and watch for whether the PUCT moves to codify any of it.
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Watch whether ERCOT or the PUCT begins pricing the grid-planning externalities of wholesale off-grid disconnection.
February 18, 2026
Texas Attracts Megawatts Faster Than It Can Write the Rules to Manage Themwith the PUC and ERCOT still working through how the "kill switch" (remote disconnection of loads ≥75 MW during grid emergencies) and transmission cost-shifting will function in practice.
February 14, 2026
Texas Becomes the World's Gas-to-AI Factory FloorERCOT scrapped its two-phase Batch Zero approach after the PUCT directed a pivot at its February 9 open meeting.
February 13, 2026
Capital Keeps Pouring In. Communities Are Closing the Gate.The Houston Advanced Research Center (HARC) published a report estimating Texas data centers consumed roughly 25 billion gallons of water in 2025, a figure that could balloon to as high as 161 billion gallons annually by 2030, while the Public Utility Commission of Texas (PUC) agreed on Feb. 6 to distribute the state's first water-use survey for data centers and crypto mining facilities this spring.
February 11, 2026
1.5 GW in a Day: Three Power Models Converge on One GridERCOT is responding by updating its planning process for large-load interconnections, a move driven by a queue exceeding 150 GW and direct pressure from the PUCT.
February 10, 2026
Behind the Fence: Texas Gigawatts Stack Up Faster Than Rules Can FollowIt lands as ERCOT and the PUC are actively scrutinizing BTM arrangements over concerns that removing dispatchable gas capacity from the grid stack tightens reserve margins and shifts costs to ratepayers, making this deal a likely regulatory flashpoint.