July 12, 2026
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North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.
New Mexico Democrats plan moratorium language for the 2027 session, with gubernatorial nominee Deb Haaland backing a regulatory pause over Project Jupiter.
July 5, 2026
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Self-Supply Is Now the Floor for Political Viability in Texas
New Mexico Democrats plan a 2027 statewide moratorium bill, modeled on a vetoed Maine measure.
June 16, 2026
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Developers Foot 100% of the Wire. Ratepayers Get the Discount.
That's a dramatic reduction from initial million-gallons-daily projections, driven by 71% of New Mexico now sitting in moderate drought.
June 10, 2026
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418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.
Oracle's 2.45 GW fuel-cell campus in New Mexico and CyrusOne's 380 MW colocation behind Calpine's Freestone gas plant tell the same story from opposite ends of the queue.
May 22, 2026
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Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint
XGS and Baker Hughes are building 150 MW of closed-loop geothermal for Meta in New Mexico.
April 20, 2026
Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GWEnergy 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 9, 2026
Nine Months to Shape the Rules Texas Is About to WriteOracle is powering Project Jupiter in New Mexico with gas turbines.
March 21, 2026
Illinois and New York Are Closing. Texas Has a Window.The company's ExoRise unit is already selling "powered land" in West Texas, New Mexico, Arizona, and Nevada, compressing deployment timelines by bundling energy and site development.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationIn New Mexico, Project Jupiter's permitting hinges on air quality reviews for two on-site gas plants and a $60 million natural gas pipeline seeking federal approval, with the developer requesting construction authority just two days after the public comment period closes.