West Texas

July 12, 2026

Subscribe for full access

North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

The flagship is Project Kilby, a 2.67 GW gas facility in West Texas through a 50-50 joint venture with Chevron, with Microsoft signing a 20-year PPA to buy its output for a co-located data center.

June 30, 2026

Subscribe for full access

Home-Rule Authority Faces Its First Real Test in San Marcos

Microsoft secured Chevron gas for a 2.67 GW West Texas site without touching ERCOT's queue; Google signed a 1 GW TotalEnergies solar PPA for Texas.

June 29, 2026

Subscribe for full access

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 27, 2026

Subscribe for full access

Anchors Are Building Their Own Power to Skip the Texas Queue

Chevron's Energy Forge One locked Microsoft into a 20-year PPA for Project Kilby, a 2.67 GW co-located gas-plus-compute facility in West Texas, targeting Final Investment Decision by end-2026 and first power in 2028.

June 26, 2026

Subscribe for full access

Five Tests Now Separate Real Load From Speculation in Texas

Chevron and Microsoft signed a 20-year PPA for Project Kilby, a 2.67 GW co-located facility in West Texas running primarily on GE Vernova turbines, with FID targeted by end of 2026 and first power in 2028.

June 23, 2026

Subscribe for full access

The Deliverable Megawatt Wins: Microsoft Locks 20 Years of Pecos Gas

Greenfield builds architected for liquid cooling from day one in the Permian Basin or West Texas now have a credible near-zero-water path; late movers retrofit at a premium and face stricter water scrutiny.

June 22, 2026

Subscribe for full access

ERCOT Studies Big Loads in Batches Now. The Queue Math Just Changed.

xAI runs turbines at Colossus, OpenAI's Stargate in West Texas targets over 1GW, and Meta keeps cutting generation deals with Williams.

June 3, 2026

Subscribe for full access

Sequencing Beats Ambition: Power, Water, and Politics Each Bind Separately

Risk: developers who specify cooling vendor before land acquisition compress permitting timelines. The ones who treat water as a downstream problem in West Texas, El Paso, or the Permian will find their applications stuck while the engineering-first projects move dirt.

May 22, 2026

Subscribe for full access

Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

Dallas just claimed the No. 1 global data center market ranking in Cushman & Wakefield's 2026 report, with West Texas hosting 2.9 GW under construction, more than all of EMEA combined.

April 25, 2026

Pacifico Energy's GW Ranch in West Texas is building 7.65 GW of gas with 1.8 GW of storage.

April 23, 2026

A potential Microsoft-Chevron project in West Texas carries an 11.5 million-ton permit by itself.

April 9, 2026

Microsoft, Chevron, and Engine No. 1 are in exclusive talks over a $7 billion, 2,500 MW gas plant in West Texas.

March 27, 2026

In water-scarce regions like West Texas and Southern Nevada, that swap may be worth it, but developers must model both sides.

March 21, 2026

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 13, 2026

West Texas transmission capacity has direct datacenter implications.

March 3, 2026

The GW Ranch project in West Texas takes this to its logical extreme: an 8,000-acre facility generating its own electricity from on-site gas and solar, consuming more power than all of Chicago while avoiding ERCOT interconnection queues altogether.

February 21, 2026

The GW Ranch project in West Texas will generate its own power via natural gas and solar across 8,000 acres, consuming more electricity than Chicago.

February 12, 2026

Operators relying on behind-the-meter wells or private water contracts face new disclosure obligations that could complicate site selection in drought-prone West Texas, the Permian Basin, and Central Texas.