July 6, 2026
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The April Deadline Beats the Rulebook by Three Years
El Paso Electric's proposed $500 million plant for Meta's 1 GW, 11-building complex faces objections at the PUCT from the City of El Paso, the Texas Office of Public Utility Counsel, and Texas Rio Grande Legal Aid.
July 5, 2026
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Self-Supply Is Now the Floor for Political Viability in Texas
Developers who've already secured unincorporated parcels with documented water offsets and dedicated generation hold an edge, but the retroactivity question hangs over projects like Meta's expanding El Paso complex, now 11 buildings and $10 billion, where El Paso Electric's $500 million plant faces PUCT intervention from the City of El Paso, the Office of Public Utility Counsel, and Texas Rio Grande Legal Aid.
June 10, 2026
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418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.
Meta's $10 billion El Paso campus is the template: closed-loop liquid cooling, a 200% restoration pledge funding 177 million gallons annually through farmer irrigation upgrades, pecan micro-irrigation, and DigDeep colonia partnerships, plus an El Paso Electric agreement absorbing all serving costs.
May 20, 2026
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Water Plan Skips the 400 GW Queue. Smart Developers Won't.
Meanwhile, El Paso Electric filed a "High Load Factor Large Power" tariff at the PUCT to keep residential and small-business customers from subsidizing 1-2 GW of incoming hyperscaler load.
May 8, 2026
IREN Stacks Power, GPUs, and Cloud Ops Before the Queue FillsAt Fort Bliss, Carlyle's proposed 3 GW campus hasn't yet decided between El Paso Electric capacity and behind-the-meter generation.
May 5, 2026
Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit PriceMeta is paying El Paso Electric $500 million to build a 366 MW gas plant adjacent to its Northeast El Paso campus.
May 2, 2026
Federal AI Build Picks Gas in Months While Ohio's 9.2 GW StallsThe Army's proposed 3-gigawatt Fort Bliss data center, with Carlyle Group as builder-operator, would draw more electricity than El Paso Electric's entire 460,000-customer base.
May 1, 2026
Fort Bliss Becomes the Borderland's Third Gigawatt Build in 18 MonthsThe Army hasn't formally requested service from El Paso Electric, hasn't decided whether to grid-connect at all, and El Paso Water has only "preliminary information" on sourcing.
April 21, 2026
Fermi's Anchor Tenant Walked in December. Everything Else Followed.CBRE's Chris Herrmann says gas pipeline proximity flipped from dealbreaker to prerequisite in Dallas site selection, and Meta's $10B El Paso campus is funding a $473 million, 366 MW El Paso Electric gas plant at McCloud to self-supply.
April 4, 2026
Developers Who Own Their Power Are Writing the New Site Selection RulesIn Texas, El Paso Electric abandoned solar plans and is building a natural gas plant within one year to serve Meta's $10 billion campus, compressing what normally takes years.
March 30, 2026
Texas Writes the Rules While Google Writes the CheckEl Paso Electric's PUC filings reveal a $473 million gas-fired power plant whose costs will eventually shift to all ratepayers after a one-to-five-year bridge period where Meta covers delivery costs.
March 27, 2026
El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the GasEl Paso Electric will construct a $500 million, 366-megawatt natural gas plant next door, paid entirely by Meta, to serve initial load.