Crusoe

July 12, 2026

Subscribe for full access

North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

Reporting on Crusoe's Stargate campus in Abilene documents at least 38 Texas data centers securing minor air permits since 2024 for onsite generation, a mechanism former TCEQ staffer Kathryn Guerra says gets granted quickly without public awareness.

July 11, 2026

Subscribe for full access

"Prove It" Is Now the Price of Admission at the Texas Water District

Crusoe, meanwhile, is expanding its Abilene, Texas campus with a new 900 MW AI Factory for Microsoft and moving beyond raw GPU supply into managed fine-t

July 9, 2026

Subscribe for full access

89% of New Power Requests Are Datacenters. Abbott Wants Guardrails.

OpenAI's Stargate site in Abilene, developed by Crusoe, runs 10 gas turbines and 62 backup diesel generators today, with plans for 41 more turbines and 18 additional generators, pushing combined capacity past 1,000 MW.

July 1, 2026

Subscribe for full access

Batch Zero Sorts 445 GW of Load Into Winners and Waiters

Blue Energy and GE Vernova's 2.5 GW Port of Victoria project pairs two 7HA.02 turbines (roughly 1 GW by 2030) with up to five BWRX-300 SMRs (1.5 GW by 2032), FID targeted for 2027, anchored by Crusoe's 4.9 GW of contracted capacity.

June 22, 2026

Subscribe for full access

ERCOT Studies Big Loads in Batches Now. The Queue Math Just Changed.

Vantage's 1.4GW Shackelford County campus, Crusoe's Abilene build, QTS in Dallas, and Microsoft's San Antonio development all sit in that 75MW+ bracket.

June 21, 2026

Subscribe for full access

Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

Risk: developers betting on ERCOT interconnection alone now carry transmission-cost exposure they didn't price, and Crusoe's paused 1.8 GW Cheyenne project shows even pre-solved power deals can stall.

June 19, 2026

Subscribe for full access

Site Control Now Beats a Press Release in ERCOT's Queue

Meta signed a reported 1.6 GW capacity agreement with Crusoe across Childress, Texas (tied to Lancium's ERCOT-approved 1 GW interconnect) and Warrenton, Missouri.

June 18, 2026

Subscribe for full access

225 Interconnection Requests, One Filter: ERCOT Sorts Real From Paper

Crusoe won a 360 MW gas permit in six days, then ordered 29 GE Vernova aeroderivative turbines toward 1 GW, choosing jet-engine units because combined-cycle turbines now carry seven-year lead times.

June 16, 2026

Subscribe for full access

Developers Foot 100% of the Wire. Ratepayers Get the Discount.

In Callaway County, Missouri, Crusoe's closed-loop design pegs annual use at 1.4 million gallons, less than a local golf course.

June 10, 2026

Subscribe for full access

418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.

Crusoe holds nearly 5 GW under contract and paused Project Jade's 1.8 GW in Wyoming at a customer's request, anchoring instead at Stargate in Abilene.

June 5, 2026

Subscribe for full access

Meitner Sets the Panhandle Playbook: Own the Generation, Fund the Watershed

Crusoe reinforced the thesis with a ~750 MW Bergen Engines deal (438 MW firm, 310 MW LOI) deploying through 2027.

May 30, 2026

Subscribe for full access

Reclaimed Water Cleared QTS's $10B Campus. Texas Developers Should Take Notes.

Tallgrass Energy's $7 billion Cheyenne Power Hub anchors Crusoe's 1.8 GW Project Jade (10 GW potential) with two Mitsubishi M501JAC units fed off the Rockies Express Pipeline.

May 12, 2026

Chevron and Engine No. 1 brought Microsoft into their gas partnership for a West Texas campus; Google's working with Crusoe on gas at the Goodnight campus in the Panhandle.

April 24, 2026

Oracle, OpenAI, and now Microsoft are building behind-the-meter gas generation in Abilene, with Crusoe's new 900 MW plant joining the existing 350 MW on what's becoming a 10-building, 2.1 GW campus.

April 20, 2026

Crusoe's 29-unit GE Vernova aeroderivative order (nearly 1 GW), Meta's 366 MW behind-the-meter build at El Paso, and xAI's 1.2 GW Mississippi turbine approval show hyperscalers are no longer waiting on interconnection queues.

April 4, 2026

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.