Energy Transfer

May 5, 2026

Subscribe for full access

Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

Oracle's Project Jupiter pivot to a 2.45 GW Bloom Energy fuel cell microgrid (up from 1 GW) shows how design flexibility neutralizes opposition, though it ties the project to Energy Transfer's pending 18-mile pipeline tie-in.

April 20, 2026

Subscribe for full access

Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

Energy Transfer's $60 million Green Chile Project pipeline, 17 miles and 400,000 dekatherms/day from El Paso to Project Jupiter, drew a formal FERC staff protest April 13 over missing New Mexico State Historic Preservation Office documentation.

April 1, 2026

Google's Anthropic deal puts 7.7 GW of behind-the-meter gas generation near Enterprise and Energy Transfer pipelines, bypassing ERCOT entirely.

March 30, 2026

The 2,800-acre site plans 500 megawatts online by late 2026, with expansion potential to 7.7 gigawatts, powered by dedicated gas-fired generation near Energy Transfer and Atmos Energy pipelines.

March 5, 2026

Houston-based Energy Transfer filed with FERC to build a 17-mile, $60 million natural gas pipeline in Doña Ana County, New Mexico, to supply Project Jupiter, a contested datacenter development.

February 17, 2026

Separately, CloudBurst Data Centers near San Marcos pivoted from renewable energy to natural gas via Energy Transfer, drawing additional scrutiny.