July 1, 2026
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Batch Zero Sorts 445 GW of Load Into Winners and Waiters
Cummins will supply HSK78 and QSK60 natural gas gensets to Circe Energy's behind-the-meter microgrid for a West Texas HPC campus, deliveries running 2026 through 2030, phased energization starting 2027.
June 29, 2026
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Washington Set the Deadline. Texas Already Wrote the Playbook.
Circe Energy signed Cummins for behind-the-meter gas gensets (HSK78 and QSK60 platforms) at its West Texas campus, deliveries running 2026 through 2030, while ERCOT's queue sits past 300 GW.
June 18, 2026
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225 Interconnection Requests, One Filter: ERCOT Sorts Real From Paper
Circe Energy's West Texas campus locked long-term gas generation from Cummins, ordering HSK78 and QSK60 sets for 2026 through 2030 deliveries, with energization starting in 2027.
February 24, 2026
35 GW Pre-Leased, 107-Week Lead Times, Zero Margin for ErrorLead times from Caterpillar, Cummins, and Rolls-Royce stretch to 107 weeks.