July 7, 2026
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The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the Playbook
Companies
NRG
NRG Energy is a Texas-based power generation and retail electricity company that operates significant generation capacity and serves customers across competitive electricity markets including Texas.
Referenced in 5 briefingsLast referenced: July 7, 2026
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July 6, 2026
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The April Deadline Beats the Rulebook by Three Years
June 29, 2026
Washington Set the Deadline. Texas Already Wrote the Playbook.Amazon, Microsoft, and OpenAI back similar models, and NRG proposes competitive "open seasons" that force developers to commit or forfeit priority.
April 30, 2026
Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029NRG has sourced 5.4 GW of gas turbines and locked Kiewit for construction because planning horizons collapsed from a decade to 12-18 months, while GE Vernova's 80 GW gas turbine backlog stretches into 2029 and combined-cycle capacity costs jumped 66% to $2,157/kW since 2023.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealityNRG ordering 5.5 GW of gas turbines and transmission constraints still unresolved.
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