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What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
While cities and counties across the state debate moratoriums on data center growth, Governor Abbott calls for more regulations on them as he directed the public utility commission and ERCOT to to require data centers to add power generation to the grid, to require them to pay their own infrastructure costs and to lower residential ratepayer costs, the shakeup continues in Texas education as public school enrollment is on the decline, and numbers showing that charter school enrollment is down too, while at the same time, the trend of home schooling is outpacing both, the prosecutor in the Karmelo Anthony murder trial is speaking out, saying this was one of the most unique cases he has ever worked on and says in all his years he has never seen as much mis information and intentional dis information put out into social media platforms… that's why he agreed with the decision not to allow cameras or audio into the courtroom.See omnystudio.com/listener for privacy information.
This week on The Green Insider Podcast, Mike Nemer sits down with Rob Cantrell, CEO of Atlantic Energy, to talk about branding, growth, and the future of energy in Texas. Rob shares why the Alamo remains a timeless branding lesson, reflects on Atlantic Energy's rapid expansion through acquisitions, and discusses how the industry is balancing traditional power, green products, and rising demand from AI data centers. In episode 329, we cover: Why the Alamo is a powerful case study in lasting brand identity Atlantic Energy's 2025 growth, including three acquisitions and major scale expansion How customer demand is shaping traditional and 100% green power offerings The evolving role of deregulated markets for commercial, industrial, and residential customers What AI data centers could mean for ERCOT, grid stability, and demand response in Texas How sustainable energy progress has shifted across political and market cycles Listen for insights on: branding that creates emotion and action, the realities of scaling an energy business through M&A, and where renewable and data center demand may take the Texas power market next. Connect with Green Insider Podcast Follow the show for more conversations on energy, sustainability, and the trends shaping the market. #GreenInsiderPodcast #EnergyPodcast #TexasEnergy #AtlanticEnergy #RobCantrell #MikeNemer #EnergyIndustry #RenewableEnergy #GreenEnergy #Sustainability #ERCOT #AIdatacenters #EnergyMarket #DeregulatedEnergy #PowerGrid #EnergyInnovation #BrandStrategy #BusinessGrowth #Acquisitions #TexasBusiness The post Energy Growth, Green Power, and AI Data Centers with Rob Cantrell appeared first on eRENEWABLE.
Solar & storage pioneers Solar Design Associates share 50 years of firsts on the Clean Power Hour. They put solar on the White House in 1979 and built the first community solar garden in America. Haskell Werlin and Steven Strong trace solar's fall from $16 to $1 per watt, explain why the battery cost curve is following the same path, and break down what the ITC-free era means for developers.Solar and storage pioneers Solar Design Associates have been designing solar energy systems since 1974, accumulating firsts from the Carter-era White House installation to the first true community solar garden in the United States. Haskell Werlin, Vice President of Business Development, and Steven Strong, Founder and President, join Tim Montague on the Clean Power Hour to trace 50 years of solar industry evolution. Solar pricing fell from $16 per watt for satellites to $1 per watt for ground mounts today, and Haskell confirms the battery cost curve is now following the same downward path, with Texas leading the country in solar and battery installations. This episode covers landmark projects, including the Bullit Center in Seattle and the Harvard community solar garden, alongside a direct assessment of what the residential ITC removal means for project economics through 2028 and beyond.Here is what you will learn from this conversation about 50 years of solar storage pioneers and the battery transition ahead:You will learn why Haskell argues Texas, not Hawaii, is now leading the country in solar and battery installations after transforming the ERCOT grid from fossil fuel dependency to firm base load power.Find out how the first true community solar garden in the US, a 542-kilowatt ground mount in Harvard, Massachusetts required a statewide home rule petition to resolve a property tax classification dispute with the local assessor.Understand how the Bullit Center in Seattle, described by the New York Times Architectural Review as the “Most sustainable commercial building in America,” achieved 100% energy offset in one of the least sunny major cities in the US.Find out how Solar Design Associates put solar on the White House under President Carter in 1979, with Steven Strong on the roof for the dedication ceremony, and were called back under President George W. Bush in 2006 to install solar on the pool and cabana, spanning two administrations and three decades. Find out how Solar Design Associates has never exceeded 20 employees in 50 years, why hiring graduates with no prior solar experience is a deliberate strategy, and what Haskell says about the companies growing fast and falling hard.Fifty years ago solar panels powered satellites because nothing else could reach them, and the technology now costs $1 per watt for ground mounts, a cost collapse driven by German feed-in tariffs, and Chinese manufacturing scale. The battery industry is now following the same path solar took from satellite technology to mass market infrastructure, with the same forces of policy, manufacturing scale, and early adopter projects already in motion. Professionals watching this episode are standing at the same inflection point the solar pioneers of 1974 stood at, with the advantage of knowing exactly how this story ends.Connect Steven Strong, Haskell Werlin Haskell Werlin: https://www.linkedin.com/in/haskell-werlin-1a21383/Steven Strong: https://www.linkedin.com/in/steven-strong-3309894/Solar Design Associates: https://solardesign.com/ Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
On Tuesday's show: Information from ERCOT shows there are some hot spots in Texas where more large data centers want to open and join the state's power grid. We take a closer look at Houston Chronicle reporting on that story and find out where many of these new data centers hope to be.Also this hour: We consider the factors that lead to youth homelessness in Greater Houston and how to address the problem.Then, we revisit a conversation about the challenges of teaching civics in schools amid our polarized political climate.And we chat with organizers of the Sin Muros festival, which features readings, workshops, and celebrations by and for Latino playwrights, poets, and performers.Watch
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like a generator tripping offline. At distribution level, millions of inverter-based resources create localised variability that overwhelms individual circuits even when aggregate models look healthy. The planning tools in use today were designed for neither problem.Host Bridget van Dorsten is joined by Kay Aikin, CEO and Founder of Dynamic Grid, energy engineer, grid architecture advisor to the DOE-supported GridWise Architecture Council, and contributor to the UN Environmental Program's building decarbonisation work. Kay unpacks what an AI training facility actually does to the grid with full GPU load for hours or days, then a drop to ten percent in seconds during checkpointing. She talks about how at the scale now planned, the Stargate project in Texas alone could represent ten percent of ERCOT disappearing in four seconds. The behaviour is stochastic and cannot be modelled with traditional statistical tools. At distribution level, virtual power plants responding to wholesale signals without circuit-level visibility can create competing oscillations, the kind of emergent dynamics that contributed to the Spanish grid failure.The proposed fix is an AI controller at the substation, sending price-based signals and flexible operating envelopes to large assets and VPP operators, giving them twenty-four-hour forecasts and real-time circuit visibility. Total cost: under a hundred thousand dollars installed. The reason it isn't everywhere is cost-of-service regulation. Utilities earn returns on deployed capital, so a million-dollar transformer replacement is more profitable than software that eliminates the need for it.Without new approaches, rebuilding the US distribution grid could cost up to ten trillion dollars by 2040. Kay is developing grid utilisation metrics with regulators in Maine, Virginia, and Maryland to incentivise extracting more from existing infrastructure. The episode closes on the need for distribution system operators and the affordability death spiral that looms if the structural incentives don't shift. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of Kilowatt, host Bodie clears out a massive news queue before heading into a well-deserved family break. We dive deep into Tesla's self-certification of Level 4 autonomous vehicles in Texas, its dedicated new Robotaxi hub, and the real data behind its actual fleet size. Meanwhile, BYD announces a groundbreaking policy to accept full crash liability when its "God's Eye" driver-assist system is active, and Waymo officially begins testing its next-gen, purpose-built Ojai robotaxis in the US. Support the Show Support Kilowatt Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: InsideEVs: Lucid Is Recalling Its Cheapest EV Because It May Lose Power While Driving Electrek: Texas adds another huge solar farm as ERCOT grid demand soars CleanTechnica: BYD Takes On Crash Liability When Its Driver-Assist System Is Active! Electrek: BYD will pay for crashes on its FSD competitor, something Tesla never has Not a Tesla App: Tesla Launches Official Retractable Sunshade for the Model Y Teslarati: Tesla teases going Plaid Mode with the Model 3 Teslarati: Tesla Full Self-Driving expansion in Europe continues with new addition Electrek: Tesla's ‘Full Self-Driving' fraud lawsuit gets first hearing in China — 10 owners seek $583K Electrek: This Tesla owner won $10k in court for Tesla's FSD lies CleanTechnica: Oracle Exec Sues Tesla Over Full Self Driving Promises And Wins $10,600 InsideEVs: Rivian Says Fight Over Apple CarPlay Is 'Completely Obsolete' Thanks To AI The Verge: Rivian's software chief thinks you don't need CarPlay or buttons Teslarati: Tesla's Robotaxi dreams just took a massive step toward reality Not a Tesla App: Tesla Self-Certifies Level 4 Autonomous Vehicles in Texas InsideEVs: Elon Musk Promised 1,000 Texas Robotaxis Last Year. It's Nowhere Near That Electrek: Tesla ‘Robotaxi' fleet is actually shrinking, not growing, new data shows Not a Tesla App: Tesla is Planning a Dedicated Robotaxi Hub in Texas Electrek: Rivian R2 matches Tesla Model Y efficiency despite bigger, heavier body Not a Tesla App: Tesla Model Y Competitor, the Rivian R2 Launches on June 9th InsideEVs: It's Official: Rivian Will Start Delivering R2s In Two Weeks Electrek: Rivian R2 officially launches June 9 – order invites, first deliveries, demo drives InsideEVs: Orders For Slate's Sub-$30K Bare-Bones EV Truck Finally Open On June 24—But There's A Catch Electrek: Revel and Voltera are building a big EV charging network for robotaxis InsideEVs: Waymo Says Its Next-Gen Ojai Robotaxis Are Ready For Prime Time The Verge: Waymo to begin passenger rides in its new Ojai robotaxi Electrek: Waymo starts offering rides in new Ojai robotaxi with 6th-gen Driver InsideEVs: Tesla Was Supposed To Be Losing Europe. The Data Says Otherwise Electrek: One of North America's largest solar farms just came online in Texas Ars Technica Cars: Volvo gets US government approval to bypass Chinese connected-car ban InsideEVs: Jeep's Parent Company Is Considering Building Chinese EVs In North America CleanTechnica: XPENG Starts Producing Robotaxis Not a Tesla App: Tesla Relaxes Driver Monitoring With FSD v14.3.3 Electrek: Tesla (TSLA) officially abandons India factory after years of broken promises *Show Art Created By Gemini and ChatGPT Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Chris sits down with John McQueeney, State Representative for House District 97 in Tarrant County, Texas and member of the State Affairs Committee covering power grid and electric policy. In the last six weeks alone, John's committee has run three interim data center hearings. He is also drafting the Data Center Responsibility Act for the January 2027 session - the bill that will set the framework for how Texas handles the data center build-out for a generation. Texas has 440 gigawatts of applications in the queue against roughly 110 gigawatts of current peak capacity. Someone has to sort out what's real, what's speculative, and who pays for the grid when it all comes online. John is one of the people doing that work. They discuss: Why the data center industry is losing a PR battle it should be winning The tax story hyperscalers haven't been telling How the large load approval process works in Texas, end to end - from TSP submission to ERCOT study to Approved to Energize What's real vs. speculative in the 440 GW pipeline Behind-the-meter data centers as grid stabilizers What the Data Center Responsibility Act will cover The railroad analogy: why communities that miss this build-out will fall behind for decades Timestamps:(00:00) Intro(02:27) Why Data Centers Are a "12 Out of 10" for Texas(08:17) A Day Without a Data Center(09:34) Inside Stargate: Lancium, Crusoe, Oracle & OpenAI(14:34) When One Data Center Funds 30% of a City's Budget(17:03) The Vicious Restudy Cycle & the Batch Zero Fix(28:55) 440 GW of Applications Chasing 105 GW of Capacity(35:53) The 75 MW Threshold & Going Behind the Meter(48:36) Drafting the Data Center Responsibility Act(54:19) North Texas's Hidden Risk in Batch Zero(01:08:35) Who Actually Pays for the Grid Buildout?(01:14:32) Data Centers Are a National Security Issue(01:18:12) Data Centers in Space & the Long Arc ----- Presented by Airshare: Trusted across the country for fractional ownership, jet cards, charter, and aircraft management, Airshare gives you a smarter way to fly private - over 25 years of experience, operating their own fleet, with the top safety ratings in the industry. Drive up to the FBO, walk on, and go. Go to flyairshare.com to learn more. ----- Sponsored by Collateral Partners: Collateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms - the kind of marketing collateral that helps you close capital. Learn more at collateral.com/fort. ----- Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO
Congresswoman Beth Van Duyne joins The Right Idea to discuss some of the biggest issues shaping Texas and America: border security, immigration enforcement, H1B visa fraud, AI-driven energy demand, data centers, and the rise of the creator economy.Hosts Brian Phillips and Derek Cohen also break down the latest Senate race developments, GOP turnout questions, and why Texas continues to lead the nation in economic growth and energy production.Congresswoman Van Duyne explains why Texas stepped in during the Biden-era border crisis, discusses the fight over SB 4 and state sovereignty, details allegations of H1B visa fraud in North Texas, and shares why she launched the Congressional Creators Caucus to support digital creators, podcasters, YouTubers, and independent media entrepreneurs.01:11 - Hot Take: Texas Primary Election turnout03:35 – Introducing Congresswoman Beth Van Duyne04:30 – SB 4, border security & states' rights08:48 – Immigration enforcement under Trump vs. Biden12:05 – How Congress can codify border security reforms15:00 – Investigating alleged H1B visa fraud in North Texas17:20 – Texas energy dominance & economic growth18:15 – AI, data centers & ERCOT's energy strategy21:50 – The Congressional Creators Caucus explained24:15 – AI content theft & protecting creators26:00 – The future of independent media & influencers
Kise Shannon is VP of Business Development at Gridmatic, an AI-first power company helping Bitcoin miners and other flexible loads turn energy market volatility into opportunity. Drawing on more than 20 years in the US energy industry – starting in Texas the moment the state deregulated – Kise has built her career across both global energy majors and startups, and now leads Gridmatic's push into the Bitcoin mining vertical from her base in Houston. Why you should listen Most retail electricity providers evolved out of legacy utilities, and it shows: slow innovation, rigid contracts, and pricing models that punish flexibility. Gridmatic was built differently. The company applies foundational AI models – the same forecasting and optimization engine that powers its wholesale trading desk and its battery storage business across ERCOT and CAISO – to the question every miner is trying to answer in real time: when do I run, when do I curtail, and what is my true effective rate? Kise walks Andy through how that AI layer ingests hundreds of thousands of data points to forecast prices down to specific nodal locations, automating the financial trading between day-ahead and real-time markets while the miner stays focused on operations. It's a clear-eyed look at what "AI-powered energy optimization" actually means once you strip away the buzzwords. The conversation then turns to one of the most underdiscussed problems in mining economics: collateral. New mining LLCs have no trade history, which means traditional retail suppliers demand large upfront deposits at exactly the moment a miner is bleeding cash on land, interconnect, containers, and ASICs. Gridmatic has solved this through partnerships with OBM, Synota, and Satoshi Energy's Bitcurrent platform, all of which enable daily settlement in place of monthly invoices. Layer in Strike for Bitcoin-to-USD conversion and miners can effectively pay their power bill in BTC each day without parking working capital as collateral. Kise also explains why contractual flexibility matters more than ever as miners blend ASIC and AI compute on the same site – two very different load profiles requiring very different energy strategies. Kise makes a strong case for why Texas remains the best home for flexible mining despite tightening competition for interconnects. Abundant land, a state government that has actively welcomed the industry, deep renewable penetration, and natural synergies with the oil and gas sector all combine to make ERCOT uniquely suited to flexible loads. More importantly, Bitcoin miners are not just consumers of Texas power – they are critical grid resources, capable of fully shutting down when supply tightens in a way AI data centers (which often demand five-nines uptime) simply cannot. On the AI-versus-Bitcoin debate, Kise sees coexistence rather than replacement: miners with land and interconnects are partnering with AI customers, and new flexible load is still arriving in Texas. The hot take round closes things out with thoughts on a 10-year vision of Gridmatic as "the power company of the future," why every professional should be using AI now rather than fearing it, and a fitting May the 4th nod to The Martian. Supporting links Stabull Finance Gridmatic Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.
A judge has ordered the release of a family held in a South Texas detention center for 10 months. We'll have a look at the case and what’s next.Texas Lt. Gov. Dan Patrick is leading a Religious Liberty Commission for President Trump. Patrick’s recent comments denying a separation between church and state could tell us […] The post ERCOT forecast raises new questions about Texas power demand appeared first on KUT & KUTX Studios -- Podcasts.
As part of the Future of Texas series in partnership with Texas 2036, this episode explores one of the most critical challenges facing the state's future: building an electric grid that can keep up with rapid growth while remaining reliable and affordable. Through the Future of Texas podcast series, Texas 2036 brings together diverse perspectives as we explore the opportunities and challenges facing our state over the next ten years. The views expressed in this program are those of the individual speakers and do not necessarily reflect the views of Texas 2036, its staff or its Board of Directors. Host Brad Swail is joined by Pablo Vegas, President and CEO of ERCOT, and Jeremy Mazur, Director of Infrastructure and Natural Resources Policy at Texas 2036, for a deep dive into how Texas is preparing its power grid for the next decade. The conversation examines how Texas operates one of the most unique deregulated electricity markets in the country — and why that system is being tested by population growth, extreme weather, and rising demand from data centers and new industries. Vegas explains how ERCOT manages supply and demand in real time while forecasting long-term growth, while Mazur breaks down the policy shifts that followed Winter Storm Uri and how lawmakers are approaching reliability and infrastructure. The discussion covers: • How Texas' deregulated electricity market works • Generation, transmission, and retail explained • Post-Uri reforms and reliability focus • Supply chain and permitting challenges • Growth of solar, wind, and battery storage • The need for a more balanced energy mix • Water's role in energy reliability • Data center-driven demand growth • Who pays for new infrastructure • What drives electricity prices • Limits of current market incentives • Distributed energy and future grid innovation The episode also highlights a key policy shift: large energy users like data centers may be required to reduce demand first during grid emergencies — protecting residential consumers and critical services. Looking ahead, the conversation underscores a central challenge: Texas must not only build more power, but build the right mix of power to ensure long-term reliability and affordability. 00:00 — Intro + Future of Texas series overview 00:21 — Meet Pablo Vegas (ERCOT) & Jeremy Mazur (Texas 2036) 01:21 — Why Texas' electric grid matters more than ever 02:02 — Winter Storm Uri: what changed since 2021 03:09 — How Texas' electricity market works (3-part system) 05:03 — Policy changes and focus on grid reliability 06:20 — Texas growth and rising electricity demand 07:22 — ERCOT's role: balancing supply and demand 08:09 — Forecasting future demand and infrastructure needs 08:56 — Why power plants take years to build 10:22 — Supply chain issues and energy development delays 11:18 — How incentives shaped solar, wind, and battery growth 13:10 — Water's critical role in energy reliability 14:10 — Drought risks and power generation challenges 15:31 — Are we building enough power for the future? 16:55 — The imbalance in today's energy mix 18:48 — Why Texas needs a balanced portfolio of energy sources 19:08 — Legislative efforts to expand nuclear & geothermal 20:14 — Why renewables helped during extreme heat events 21:00 — The future of nuclear, geothermal, and new tech 22:05 — Market design flaws: not all electricity is valued equally 24:02 — Why reliability isn't priced into the system 25:26 — Data centers: massive demand growth explained 29:18 — Will all proposed data centers actually get built? 31:09 — Who pays for grid expansion? 33:00 — Transmission costs and rate impacts 34:43 — Ensuring fair cost allocation for consumers 35:28 — Can Texas handle future demand growth? 36:13 — Data centers as part of the energy solution 38:23 — New rules: data centers shut off first in emergencies 40:19 — Behind-the-meter energy (self-powered facilities) 41:23 — What will happen to electricity prices? 43:50 — Why Texas still has relatively low power costs 46:05 — Post-Uri reforms and grid resilience improvements 48:20 — Preparing for extreme weather in the future 49:54 — The future: distributed energy and grid innovation 51:30 — Final thoughts + Texas 2036 outlook Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residential batteries — a vertical integration strategy that CEO Zach Dell says is the “magic” to beating utility-scale batteries on CapEx. The company also acts as an electricity retailer and sells generation capacity. So how does Base's business model work? And what will it do with its new fundraise? In this episode, Shayle talks to Zach about Base's business model, the vertical integration strategy, and the challenges ahead. They cover topics like: The customer value proposition: how customers pay for backup power and Base uses the batteries for grid services Bases's “gentailer” business model in ERCOT, earning revenue from monthly customer fees, retail electricity sales, and battery arbitrage The regulated market approach, where Base sells capacity directly to utilities Base's vertical integration strategy: from ground-mounted designs to decoupled installation processes Challenges like managing a fixed workforce amid fluctuating demand and the declining price volatility in ERCOT Resources: New York Times: Base Power, a Battery-Focused Power Company, Raises $1 Billion Open Circuit: Is this moment for distributed energy different? Catalyst: Is now the time for DERs to scale? Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
The City of Austin has fired multiple high-ranking I.T. employees after learning that they were working for the City of Dallas at the same time, Austin Police Chief Lisa Davis says she expects to have an update from the FBI on the mass shooting on Sixth Street and ERCOT is set to begin using artificial intelligence to track data points and find patterns that could warn of an outage as well as track weather and make recommendations about power generation. See omnystudio.com/listener for privacy information.
On this Salcedo Storm Podcast:Robert Montoya, investigative reporter Texas Scorecard.
West Dallas residents along Singleton Boulevard have long pushed to reduce industrial sites in their neighborhood. Now the city is working with them to rezone the area. In other news, If you're a single 20- or 30-something in Dallas County, you need about $48,500 a year before taxes to cover basic needs, MIT's Living Wage Institute estimates; American Airlines Center officials have opened an internal investigation after a video emerged on social media Tuesday of Dallas Stars fans doing what appears to be the Nazi salute at a game in December; the size of ERCOT's large load interconnection requests soared by nearly 150 gigawatts to 410 gigawatts in just two weeks, a symptom of Texas becoming a hub for data centers and other high-tech industries; and the mother of Dallas police Officer Darron Burks has sued the parents of the man accused of killing him in late August 2024, along with a north Oak Cliff pawn shop she alleges sold the handgun. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Industrial Talk is onsite at PowerGen and talking to Bridget Youngs, Founder at Terminus Industrials about "Disrupting the transformer manufacturing market". Bridget Youngs, founder of Terminus, discussed her company's innovative approach to transformer manufacturing. Terminus aims to reduce production time from months to under two weeks by automating processes and using AI and robotics. They focus on 138-34.5 kV transformers, a critical need in the ERCOT territory. Bridget highlighted the challenges of standardizing equipment across 1,700 utilities and the inefficiencies in current manufacturing. Terminus plans to launch products in Q3 2027, leveraging a team with expertise from companies like GE and Tesla to streamline design and manufacturing. Outline Introduction and Welcome to Industrial Talk Scott introduces the episode of Industrial Talk, sponsored by the Propane Education and Research Council, focusing on safety, training, and innovative propane power technology.Scott thanks listeners for joining the top industrial podcast, celebrating industry professionals who solve problems daily.The podcast is broadcasting live from Power Gen in San Antonio, focusing on asset management and power generation. Introduction of Bridget Youngs Scott introduces Bridget Youngs, who is in the "hot seat" to discuss transformers.Bridget thanks Scott for having her and mentions the presence of many interested buyers and sellers at the event.Bridget shares her background in power development, including 10 years in oil and gas, renewables, and working for the federal government.She explains her decision to start Terminus, a company manufacturing large power transformers. Challenges and Opportunities in Transformer Manufacturing Bridget discusses the long lead times for interconnection with utilities, which can take 2 to 5 years.She highlights the shift in the longest lead time item from bureaucratic processes to equipment availability, particularly power transformers.Bridget explains her work on automating shipbuilding and how similar principles can be applied to power transformers.Terminus is focused on retooling and engineering equipment to quickly manufacture dynamic assets, reducing labor costs and production time. Specifics of Terminus' Transformer Manufacturing Bridget details the size range of transformers Terminus is focusing on, starting with 138 to 34.5 KV.She explains the demand for these transformers in the ERCOT territory, which has the longest 138 KV line.Bridget discusses the challenges of standardizing transmission voltage and the variations among different utility territories.She emphasizes the need for engineering order due to the different standards and safety measures required for equipment. Manufacturing Process and Innovations Bridget outlines the five major steps in transformer manufacturing: cutting and stacking cores, winding coils, drying in an autoclave, assembling the tank, and testing.She describes Terminus' approach to setting up a manufacturing line that can handle different sizes of transformers efficiently.Bridget highlights the team's mix of experienced engineers and robotics experts from companies like Tesla and John Deere.She discusses the importance of iterating quickly and carefully to avoid catastrophic failures in the deployed assets. Future Plans and Market Impact Bridget mentions that Terminus plans to start rolling out products in Q3 2027, primarily focusing on 138 to 34.5 KV transformers.She explains the design process, which involves pairing experienced engineers with software engineers to streamline the design and manufacturing process.Bridget emphasizes the importance of automation in reducing downtime and costs, despite higher labor and material costs in the US.She highlights the potential for delivering cheaper, safer, and more reliable assets to users on the grid and developers. Conclusion and Call to Action Scott praises Bridget's innovative approach to transformer manufacturing and the potential impact on the market.Bridget provides contact information for Terminus, encouraging listeners to reach out on LinkedIn or through the company's website.Scott encourages listeners to connect with Bridget and other problem solvers at events like Power Gen.The podcast concludes with a call to be bold, brave, and disruptive in the industry, inspired by Bridget's story. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! BRIDGET YOUNGS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/bridget-youngs/ Company LinkedIn: https://www.linkedin.com/company/terminusindustrials/ Company Website: https://www.terminusindustrials.com/ PODCAST VIDEO: https://youtu.be/eMBfz5peKU0 THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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Discover why most damaging power surges come from inside your home, how Texas's unique ERCOT grid increases risk, and why whole-house surge protection is now legally required. Learn what really works—and what doesn't. Epic Electrical City: North Richland Hills Address: 7304 Hialeah Cir W Website: https://epicelectrical.com/
How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO.In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters:0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge4:01 Capital allocation and key technologies in focus5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO6:04 What makes each market unique 9:27 BESS + solar development: from site to FID11:00 Risk assessment and project showstoppers12:32 Network upgrades and interconnection queue dynamics14:49 Raising and lowering the investment bar across markets18:01 Where Engie captures the most value: development vs. construction vs. operations18:59 The capital recycling model — Engie's 2.7GW SES deal explained20:20 How grid-scale batteries operate day to day21:45 BESS revenue decline: ancillary services, cannibalisation, and energy arbitrage22:34 Investment stance23:27 In-house energy management vs. external optimisers24:07 Advantages of scale vs. smaller developers29:10 Career advice for those entering the energy investment sector30:20 The Broad Reach Power acquisition — lessons and integration32:05 Final plug and contrarian view on the energy industry
How does a major renewable operator decide what gets built, where, and with whose capital? Lolita Carry, Director of Portfolio Strategy at Engie North America, explains how Engie manages a 20GW BESS, wind, and solar pipeline across ERCOT, PJM, MISO, and CAISO.In this episode Alejandro de Diego speaks with Lolita Carry about how one of the US's largest battery storage operators structures its investment decisions across multiple ISO markets.They take a look at how Engie steers a 20GW development pipeline across ERCOT, PJM, MISO, and CAISO; the capital recycling model behind Engie's 2.7GW asset sale to SES; what the Broad Reach Power acquisition brought to Engie's battery portfolio; how ancillary service saturation and energy price cannibalisation are reshaping BESS investment cases; and why Engie remains bullish on batteries despite tightening revenues.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Alejandro De Diego - US Market AnalystModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatchChapters:0:00 Introduction — Engie's 20GW pipeline and the portfolio challenge4:01 Capital allocation and key technologies in focus5:17 Priority ISO markets: ERCOT, PJM, MISO, CAISO6:04 What makes each market unique 9:27 BESS + solar development: from site to FID11:00 Risk assessment and project showstoppers12:32 Network upgrades and interconnection queue dynamics14:49 Raising and lowering the investment bar across markets18:01 Where Engie captures the most value: development vs. construction vs. operations18:59 The capital recycling model — Engie's 2.7GW SES deal explained20:20 How grid-scale batteries operate day to day21:45 BESS revenue decline: ancillary services, cannibalisation, and energy arbitrage22:34 Investment stance23:27 In-house energy management vs. external optimisers24:07 Advantages of scale vs. smaller developers29:10 Career advice for those entering the energy investment sector30:20 The Broad Reach Power acquisition — lessons and integration32:05 Final plug and contrarian view on the energy industry
As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this episode, Shayle speaks with Jake Elder, senior vice president of research and innovation at Energy Impact Partners. The two colleagues dig into the four main generation solutions — on grid, off grid, on edge, and off planet – and consider the viability of each in the years to come. Shayle and Jake explore topics like: A ten year forecast: Jake's prediction for how the global "compute pie" will get split up between these four pathways Jake's skepticism around whether a shift towards on-device compute can scale effectively The worsening bottleneck facing on-grid connection Building “shock absorbers” into the infrastructure of off-grid data centers that enable them to maintain “five nines[a][b][c]” of reliability The feasibility of making orbital data centers affordable The logistics behind creating radiators “the size of a small town” to dissipate heat from orbital data centers Resources: Catalyst: PJM and ERCOT are navigating a capacity rollercoaster Catalyst: Will inference move to the edge? Catalyst: Who benefits from the AI power bottleneck? Open Circuit: Are investors losing faith in the AI infrastructure frenzy? Open Circuit: The White House AI power pledge: Political theater or policy? Latitude Media: The data center boom is a diesel generator boom Latitude Media: How Hitachi became a speed-to-power company Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson, Anne Bailey, and Sean Marquand. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Izzet Bensusan, CEO and founder, of Captona, a late-stage investor in utility-scale renewable energy and clean fuels projects, joins the podcast this week to discuss market conditions for its business model, his take on the continued growth of merchant storage in ERCOT and how renewable natural gas, as an industry, is evolving.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
We just had a historic 14% difficulty adjustment, weather-driven hash rate curtailments, and the groundbreaking Bitcoin-backed bond from Ledn. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Matt from CoinShares, Kaan from Luxor, and Jay from Lygos join us to talk about the massive 14.7% Bitcoin difficulty adjustment and the impact of the recent Arctic blast on North American miners. We dive deep into Luxor's 21-month mining analysis, showing why hedging has outperformed spot mining since the 2024 halving. Finally, we discuss Ledn's historic Triple B-rated Bitcoin-backed bond and how institutional investors are beginning to view Bitcoin as high-quality collateral compared to traditional assets. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin difficulty spikes +14.73 • Hashprice drops to all-time low of $30/PH/day. • ERCOT uneconomic hours rose over 900%. • Ledn bond rated Triple B- by S&P Global. • Hedging outperformed spot mining in 2025 Timestamps: 00:00 Start 02:56 Bombshell difficulty adjustment!!! 20:08 Ledn's $188M Bitcoin-Backed Bond Securitization 31:03 Nakamoto acquires Bitcoin Conference & UTXO Mgmt 38:24 Datacenter cry corner/culture corner
New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.
New York legally committed to generating 70% of its electricity from renewables by 2030, and 100% carbon-free power by 2040. Nearly a decade later, the state is way behind schedule.In the first episode of Modo Energy Presents, our new series of video documentaries, we examine why building renewable energy in New York is so difficult - despite strong political support and ambitious targets.We explore:Transmission bottlenecks between upstate and downstate.The NYISO interconnection queue, now holding ~27 GW of projects.Why 90% of proposed projects never reach commercial operations.Interconnection costs that can account for 60% of total project CapEx.Offshore wind policy uncertainty.Capacity market dynamics that favour dispatchable generation.And why battery energy storage economics differ from ERCOT and California.Featuring Peter Berini, Director of Industry at Modo Energy, this episode compares New York's “cluster study” interconnection model with ERCOT's faster “connect and manage” approach - and asks whether structural reform is necessary to hit renewable targets.A Modo Energy production.Music licensed via Artlist.Stock footage licensed via Pond5 (via Everly).This documentary is for informational purposes only and does not constitute investment advice.
AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast.Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.Chapters- 00:00 Clean Energy Timing Problem- 02:03 AES Company Overview- 04:45 Battery Storage California- 06:38 ERCOT Duck Curve- 08:15 Solar Trading Blocks- 09:45 Battery Revenue Streams- 12:21 CAISO vs ERCOT Batteries- 14:25 Market Volatility Dynamics- 15:30 Offtake Agreements Explained- 17:21 Belfield 500MW Battery- 18:45 Biggest Trade Ever- 21:00 Wind Solar Portfolio Management- 22:14 24/7 Clean Energy Matching- 25:11 Renewable Coverage Pricing- 26:07 Nuclear Energy Outlook- 28:21 SMR Timeline Concerns- 30:56 Nuclear Submarine Stories- 34:52 Transmission Constraint Challenges- 38:19 Data Center Generation Gap- 40:05 AI Growth Inflection Point- 42:00 Battery Market Opportunity- 44:39 AI Prompt Engineering Careers- 46:14 Trading Desk Culture Shift- 48:29 Managing Young Traders- 50:10 Head of Trading Daily Routine- 51:08 Worst Trading Day Story- 53:24 AES Future Announcements- 54:55 Contrarian Energy Market Views#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear
AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast.Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time.In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth.Chapters- 00:00 Clean Energy Timing Problem- 02:03 AES Company Overview- 04:45 Battery Storage California- 06:38 ERCOT Duck Curve- 08:15 Solar Trading Blocks- 09:45 Battery Revenue Streams- 12:21 CAISO vs ERCOT Batteries- 14:25 Market Volatility Dynamics- 15:30 Offtake Agreements Explained- 17:21 Belfield 500MW Battery- 18:45 Biggest Trade Ever- 21:00 Wind Solar Portfolio Management- 22:14 24/7 Clean Energy Matching- 25:11 Renewable Coverage Pricing- 26:07 Nuclear Energy Outlook- 28:21 SMR Timeline Concerns- 30:56 Nuclear Submarine Stories- 34:52 Transmission Constraint Challenges- 38:19 Data Center Generation Gap- 40:05 AI Growth Inflection Point- 42:00 Battery Market Opportunity- 44:39 AI Prompt Engineering Careers- 46:14 Trading Desk Culture Shift- 48:29 Managing Young Traders- 50:10 Head of Trading Daily Routine- 51:08 Worst Trading Day Story- 53:24 AES Future Announcements- 54:55 Contrarian Energy Market Views#AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear
Last year, the PJM capacity crunch became a focal point for an entire industry struggling to navigate the explosive growth of hyperscaler data centers. Yet even in the first two months of 2026, capacity prices have continued to skyrocket, and the economics of energy generation have only become more tenuous. In this episode, Shayle Kann talks to Paul Segal, the CEO of LS Power. A major player in the space, LS Power owns a diverse portfolio of generation, storage, and transmission assets across the U.S. Shayle and Paul dive into the volatility currently defining the two most talked-about power markets in the country: PJM and ERCOT. They cover topics like: How PJM flipped nearly overnight from a state of "stasis" to a capacity shortage The federal government's emergency order to make large data centers "pay their way" Why 10 gigawatts of expected load failed to show up during the recent Texas winter storm Why Paul sees ERCOT as a “cyclical” market that is currently difficult for new gas generation, despite massive load growth Paul's strategy for ensuring sufficient “bridge” generation before new large-scale projects come online Resources Catalyst: PJM and the capacity crunch Latitude Media: PJM's $178 billion fork in the road Catalyst: The potential for flexible data centers Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Ann talks with Bill Flores, Vice Chair of the Electric Reliability Council of Texas, and interim Chair of ERCOT. Then she visits with Doreen Ravenscroft, Founder and director of the Waco Cultural Arts Festival Learn more about your ad choices. Visit megaphone.fm/adchoices
Ann talks with Bill Flores, Vice Chair of the Electric Reliability Council of Texas, and interim Chair of ERCOT. Then she visits with Doreen Ravenscroft, Founder and Director of the Waco Cultural Arts Festival Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produces the greatest amount of energy in the US. Its mix of energy spans renewables, nuclear, natural gas, coal, and yet its citizens pay some of the highest prices in the Southern States. At the same time, it's ground zero for hyper-scalers and is the epicenter of fracking yielding epochal volumes of hydrocarbon. To discuss all this and more is one of the leading lights in the Texas energy sector, Mike Howard, Founder and CEO of Howard Energy Partners, the largest privately owned mid-streamer in the US. Beyond his business ventures, Mike is a key advocate for energy's role in society and the importance of getting it right, in technology, in physics, in legislation and in investment. www.hcgroup.globalwww.hyperionsearch.com
Today's live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the positioning side, we discuss whether metals look oversold, how to think about “rebound rallies,” and why investor discipline (process, rebalancing, and risk controls) beats chasing headlines. Finally, we shift to planning questions that come up constantly in the chat: Medicare timing (age 65 vs. later), enrolling in your 70s, key pitfalls with Medicare Advantage, and how COBRA fits into the transition. 0:00 - INTRO 0:19- Earnings Season Recap 4:05 - Markets Sell off to Rebound 9:05 - Tech Stocks & AI - Where are We? 10:17 - Is AI Destroying Software Profit Margins? 16:26 - Will ERCOT Pump the Brakes of Data Centers? 19:22 - Wind & Solar Are Not Consistent or Reliable 20:42 - The Critical Mineral Push 22:33 - Fundamentals Matter a Lot 24:19 - Are Metals Over Sold? 27:41 - Investor Discipline & Having a Plan 29:10 - This was Not a Forced Manipulation 30:45 - Leverage on Bitcoin 31:47 - Jumping on Medicare at age 65? 38:44 - Signing Up for Medicare in 70's 40:32 - Be Careful with Medicare Advantage 42:56 - The Thing About COBRA Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: ------- Watch our previous show, "The Trap of Chasing Returns," here: https://youtube.com/live/sKXpfWf8oRs?feature=share -------- The latest installment of our new feature, Before the Bell, "Dip Buyers Step In" is here: https://youtu.be/EY04EexrThs ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing #BuyTheDip #EarningsSeason #ArtificialIntelligence #BigTech #RiskManagement #Medicare
Today's live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the "real world" constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the positioning side, we discuss whether metals look oversold, how to think about "rebound rallies," and why investor discipline (process, rebalancing, and risk controls) beats chasing headlines. Finally, we shift to planning questions that come up constantly in the chat: Medicare timing (age 65 vs. later), enrolling in your 70s, key pitfalls with Medicare Advantage, and how COBRA fits into the transition. 0:00 - INTRO 0:19- Earnings Season Recap 4:05 - Markets Sell off to Rebound 9:05 - Tech Stocks & AI - Where are We? 10:17 - Is AI Destroying Software Profit Margins? 16:26 - Will ERCOT Pump the Brakes of Data Centers? 19:22 - Wind & Solar Are Not Consistent or Reliable 20:42 - The Critical Mineral Push 22:33 - Fundamentals Matter a Lot 24:19 - Are Metals Over Sold? 27:41 - Investor Discipline & Having a Plan 29:10 - This was Not a Forced Manipulation 30:45 - Leverage on Bitcoin 31:47 - Jumping on Medicare at age 65? 38:44 - Signing Up for Medicare in 70's 40:32 - Be Careful with Medicare Advantage 42:56 - The Thing About COBRA Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=dLVV-H-lG3A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "The Trap of Chasing Returns," here: https://youtube.com/live/sKXpfWf8oRs?feature=share -------- The latest installment of our new feature, Before the Bell, "Dip Buyers Step In" is here: https://youtu.be/EY04EexrThs ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing #BuyTheDip #EarningsSeason #ArtificialIntelligence #BigTech #RiskManagement #Medicare
Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comCan energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation?In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators.Chapters:00:00 ERCOT's role in Texas grid management01:09 Electricity market design and efficiency02:28 Winter Storm Uri and resource adequacy04:40 Texas data center boom explained06:39 Energy-only markets and price signals08:18 Grid resource adequacy challenges12:28 Dispatchable reliability reserve service ECRS18:45 Real-time energy and ancillary services22:15 765kV transmission expansion in Texas26:30 Residential demand response and virtual power plants31:45 Comparing ERCOT to other US markets36:27 Future grid technologies and storage growth40:05 Distributed battery systems and grid integration41:05 ERCOT market design frameworkYou can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comCan energy-only market design deliver both reliability and affordability as electricity grids face unprecedented transformation?In this episode, Alex speaks with Keith Collins, Vice President of Commercial Operations at ERCOT, about managing the unprecedented challenges facing Texas's electricity grid. As data centers and AI facilities flood into the state, ERCOT must balance explosive demand growth with affordability and reliability all within an energy-only market structure that's unique among major US grid operators.Chapters:00:00 ERCOT's role in Texas grid management01:09 Electricity market design and efficiency02:28 Winter Storm Uri and resource adequacy04:40 Texas data center boom explained06:39 Energy-only markets and price signals08:18 Grid resource adequacy challenges12:28 Dispatchable reliability reserve service ECRS18:45 Real-time energy and ancillary services22:15 765kV transmission expansion in Texas26:30 Residential demand response and virtual power plants31:45 Comparing ERCOT to other US markets36:27 Future grid technologies and storage growth40:05 Distributed battery systems and grid integration41:05 ERCOT market design frameworkYou can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter, our VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletter: https://bit.ly/TheWeeklyDispatch
L'oro ai massimi storici mentre bitcoin flette. Cosa sta succedendo?La situazione geopolitica internazionale dimostra una volta di più la fragilità del sistema fiat, mentre all'orizzonte spunta un nuovo contendente.Inoltre: il mining risponde perfettamente alla tempesta Fern in Texas, arriva il deep fishing e il target sono i bitcoiner, gli Stati Uniti derubati della riserva strategica, la crittografia di Whatsapp è sotto accusa, e tutti i dettagli sull'app distopoica ELITE usata dall'ICE per rastrellare gli illegal alien.It's showtime!
As Texas battles another bout of bitterly cold weather, Energy Gang looks at the lessons that one generation and transmission electric co-operative learned from Winter Storm Uri in 2021. The freeze and subsequent shock to energy prices showed providers how dangerous it can be to rely on the market alone.For Rayburn Electric, a not-for-profit, member-owned cooperative, incurring years of power costs in just days was a catalyst for a fundamental reset of its approach to risk and resilience.Host Ed Crooks is joined by Rayburn's President & CEO David Naylor, and General Counsel Chris Anderson, to hear the story of how they rethought how the co-op could best serve its members, and implemented its new strategy. The crucial steps included a first-of-its-kind securitization for a co-op, to spread costs over decades, and a strategic pivot toward owning generation as a natural hedge for its electricity sales. The co-op bought a power plant, now called the Rayburn Energy Station, and has RES 2 in the works, to meet reliability needs amid rapid load growth. David and Chris share what changedinside the organization too, driven by the principle that ‘status quo is not company policy.' Operating exclusively within ERCOT, Rayburn provides power to approximately 625,000 Texans across sixteen counties, working collaboratively with four local distribution co-ops. Its infrastructure includes more than 265 miles of transmission lines and more than 1,000 MW of owned generation capacity, including the Rayburn Energy Station, a combined-cycle natural gas plant added to strengthen reliability after Winter Storm Uri.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
ERCOT is overhauling how it processes and approves large load interconnections. Here are the changes that are under consideration. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Tom Kleckner, a veteran energy correspondent at RTO Insider, joins us to talk about how ERCOT is overhauling the Texas grid to handle the unprecedented AI boom. We dive into the massive 233GW interconnection queue, the impact of Senate Bill 6 on transmission costs, and new reliability measures like DRRS. Tom breaks down the "batch process" for large loads and whether Bitcoin miners or AI data centers are better at balancing the grid. We also touch on the future of Texas energy, from gas plants to small modular nuclear reactors. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * 70% demand jump to 145GW by 2031. * Interconnection queue reached 233GW. * SB6 shifts transmission costs to large loads. * Large loads defined as 75MW or greater. * Texas Energy Fund has $10 billion available. * 73% of queue requests from data centers. Timestamps: 00:00 Start 01:51 Interconnection queue changes 06:46 Kill switch 08:50 Batch system 11:22 What's DRRS? 13:39 Is DRRS an ancillary service? 16:13 Storage (battery) 18:22 4CP 22:00 Rate of change 24:18 Current state of changes 26:24 Timeline 27:33 Baseload & ghost loads
The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage
The power grid is getting harder to run. There's more wind and solar on the system, more sudden weather shocks, and less room for mistakes. How can the energy industry move past basic demand forecasts and focus on the tougher question: what's the grid really going to need once you account for renewables?In this conversation, Alex is joined by Sean Kelly, CEO of Amperon. They explore how new weather models are offering better visibility for renewables and how the growing impact of data centers on electricity demand and grid planning is affecting markets, from Texas to Europe.Key topics discussed:• How forecasting accuracy can make or break performance during grid stress events.• Why forecasting 'net demand' is changing how renewable generation and storage is operated and traded.• How better forecasting is changing who wins (and loses) in power markets.• How data access and quality varies across ERCOT, NYISO, and European TSOs.• What rapid data center growth means for load, reliability, and energy security.About our guestSean Kelly is the Co-founder and CEO of Amperon, an AI-powered forecasting company built for the energy transition. Former energy trader with 20+ years of experience, including managing power portfolios and nuclear integration at EDF. Sean started Amperon after seeing firsthand how messy and limiting energy data can be and how much better decisions could be with the right tools. Find Sean on LinkedIn here: https://www.linkedin.com/in/sean-kelly-0792626/For more information on Amperon, head to their website: https://www.amperon.co/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.#renewableenergy #AI #datacenter #EnergyStorage
We start off talking about a Fort Worth firefighter who had to fight to get his on-duty injuries covered by workers comp, a Florida boat captain who got a little greedy, and is ERCOT ready for the upcoming winter blast? LINKS:Florida Keys boat captain accused of selling kilos of cocaine found at seahttps://www.wfaa.com/article/news/local/fort-worth-severely-burned-firefighter-injured-workers-compensation/287-fdaea618-7b6c-4b0a-aacd-9184f99a67a3https://www.wfaa.com/article/news/local/ercot-winter-weather-advisory-texas-power-grid-updates-dfw-forecast-dallas/287-aec36113-1b6d-4076-a77e-c1d82ba9fdbc?tbref=hpThe Treehouse Show is a Dallas based comedy podcast. Leave your worries outside and join Dan O'Malley, Trey Trenholm, Raj Sharma, and their guests for laughs about funny news, viral stories, and hilarious commentary.The Treehouse WebsiteGet MORE from the Treehouse Show on PatreonGet a FREE roof inspection from the best company in DFW:Cook DFW Roofing & Restoration CLICK HERE TO DONATE:The RMS Treehouse Listeners Foundation
Information about ERCOT and the power grid. How do they determine and react to weather emergencies.
Jeffy is back … but how well is he? Very cold weather on the way for most of the nation. "Exploding" trees? Minnesota officials subpoenaed by the Trump Department of Justice. President Trump lays out his 365 wins in 365 days. MrBeast has no money? The future is here. The mayor of St. Paul, Minnesota, admits she's in the country illegally. The attorney general of Minnesota, Keith Ellison, doesn't know the law he talks about. Several pregnancies around the White House … where's Elon Musk? Jeffy tip: How to fly below the criminal radar. Pam Grier talks about witnessing a lynching during her childhood, but the timeline is suspect. Commerce Secretary Howard Lutnick lays out the truth in Davos. WEF describes the future of artificial intelligence and how it relates to humans. At least another month before the Supreme Court ruling on tariffs. Interesting candidate for U.S. Senate out of Minnesota. 00:00 Pat Gray UNLEASHED! 00:14 Jeff Fisher Returns...Again! 04:50 ERCOT is Ready for the Winter 05:07 Exploding Trees in North America? 06:51 Subpoenas for Minnesota 08:39 Is America Heading Towards a National Divorce? 13:32 President Trump Holds Up 365 Accomplishments 14:02 President Trump Discusses Who is being Arrested in Minnesota 18:25 President Trump on the Economy 20:16 President Trump Jobs In America 23:01 President Trump Calls Don Lemon a Loser 24:29 President Trump on Immigration in America 26:52 FLASHBACK: Presidents Discussing Illegal Immigration in America 31:07 Chewing the Fat 45:53 Discussing President Trump's Accomplishments 49:12 New Technology in China 56:20 Kaohly Her on St. Paul Church Protest 1:00:05 Keith Ellison & Don Lemon on the FACE Act & KKK Act 1:05:45 MAGA Baby Boom 1:08:20 Zohran Mamdani Continues to Lie about ICE 1:12:41 Sea Captain in Trouble 1:15:20 Pam Grier on 'Lynching in America' 1:23:37 Howard Lutnick on "America First" 1:26:46 Yuval Noah Harari on the Rise of AI Learn more about your ad choices. Visit megaphone.fm/adchoices
A winter storm is headed to North Texas, bringing with it the coldest temperatures of winter, following a month of record-setting heat. An intense cold front is expected to arrive early Friday morning, which should keep temperatures falling all day. ERCOT — which operates the power grid for most of Texas — is expected to have ample supply to meet the predicted demand on Friday. In other news, Dallas City Council members were split Tuesday on conceding power to try to save Dallas Area Rapid Transit; the Dallas Mavericks have narrowed their focus to two locations in the city of Dallas for their new arena, but a decision may not be made until July 1; and a new Tex-Mex restaurant called Loma is expected to open in the former Texas Rangers ballpark in Arlington in spring 2026. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Galaxy Digital landed a 830 MW approval from ERCOT, and MrBeast gets a $200M investment from BitMine. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Colin and Charlie dig into Galaxy's 830 MW ERCOT approval for its Helios site, CleanSpark's latest land acquisition in Texas, BitGo's $1.96B IPO prospectus, Semler shareholders voting yes on the merger with Strive, and the first change to Bitcoin's BIP process in 9 years. Finally, for this week's (truly odd) cry corner: BitMine is investing $200M into YouTuber MrBeast (yes, really). Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Galaxy Helios: 830MW approved * Clean Spark: 447 acres acquired * BitGo IPO: $1.96B valuation aim * BitMine: $200M to Beast Industries * Bitcoin Price: $97,000 recorded * Hash Price: Above $40/PH/Day Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 06:42 Galaxy 830 MW approval 10:30 CLSK land acquisition 15:37 BitGo IPO 19:00 ASST - SMLR deal approved 21:32 New BIP, who dis? 25:39 Cry corner: BMNR invests in MrBeast
Can the grid keep up with the future of energy?PWR-HR, a segment of the Energy Espresso Podcast, is back, this time live from Daniel Energy Partners BBQ in Midland, with hosts Dave Bosco and Travis Simmering setting the stage before diving into the future of the grid.Joining them are Paddy Finn, Co-founder, CEO & CTO of VIOTAS, and Del Hilber, Managing Director of VIOTAS Texas, as they break down as they break down key topics like demand-side solutions, flexible industrial loads, distributed generation, and data center growth—and what it all means for grid reliability in the ERCOT market.Tune in now!00:00 Introduction to Energy Espresso Podcast00:45 Live from the DEP BBQ in Midland, Texas01:43 Special Guests: Paddy Finn and Del Hilber02:16 Understanding TIS and Its Market Impact03:44 The Importance of Customer Relationships07:00 Technical Insights and Innovations17:31 Global Market Strategies and Expansion24:04 Building a Resilient Energy Portfolio24:18 The Role of Renewables in Texas24:47 Technological Advancements and Team Expertise25:59 Customer Trust and Flexibility26:28 The Future of Open-Source Data in Energy29:48 Challenges and Opportunities in Grid Management35:15 Regulatory Changes and Market Dynamics44:28 Concluding Thoughts and Future Discussions
Is Bitcoin mining getting squeezed out of North America or is it about to evolve into its next, off-grid chapter?In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) sit down with Matt Williams (Luxor) to unpack what's changing in the mining and power markets and why Luxor just launched an energy business inside ERCOT to become a true “one-stop shop” for miners.From netting mining rewards against power bills to using BTC as collateral, from AI/HPC demand pressuring grid capacity to the comeback of smaller 5–20 MW sites, this conversation connects the dots between power markets, miner survival, and the next wave of infrastructure.We explore: ⚡ Why Luxor launched an ERCOT retail power offering and how it integrates with pools, firmware, and hash-rate derivatives ⚡ The miner pain point nobody stops talking about: deposits, cash drag, and capital efficiency (BTC collateral, automated payments, reward netting) ⚡ What AI/HPC demand is doing to energy pricing, grid stability, and North American hashrate growth (plateau vs migration) ⚡ Why “mega-sites” may permanently shift to AI and where Bitcoin mining still wins (flexible load, grid services, speed-to-energize) ⚡ The market reality: 50+ MW sites are hard to energize fast, and 10–20 MW sites are back in play ⚡ Hash price cycles, breakevens, and why disciplined operators with low overhead can stack through the ugly periods ⚡ The on-grid vs off-grid tradeoff and why oil & gas companies with stranded gas may be the best-positioned to scale off-grid mining ⚡ A quick reality check on AI infrastructure economics: margin compression, monetization uncertainty, and why the “bubble” debate isn't going awayIt's Power x Bitcoin x AI and the operators who understand all three will have the edge.
This week in bitcoin mining news, ERCOT sees a 266 GW of interconnection requests in 2026, IREN closed a $2.3 billion convertible note offering, and GPUs are leaving ASICs in the dust. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Ethan Vera, COO of Luxor, joins us as we dive into MicroBT's Whatsminer M70 launching into a challenging ASIC market, IREN's $2.3 billion convertible note offering, the precarious state of hashprice, Luxor's new GPU hardware sales business, the staggering 270% leap in ERCOT interconnection requests, and the controversial Cat bitcoin fork proposal aimed at filtering ordinals / inscriptions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price is below $40 per second - Three negative difficulty adjustments - Ercot requests leaped 270% in 2025 - 73% of requests from data centers - IREN raised $2.3B in convertible notes - M70 efficiency: 12.5 J/TH 00:00 Start 02:35 Difficulty Report by Luxor 07:26 IREN note 10:44 M70 launch 20:02 Luxor launches GPU trading 27:12 ERCOT LL requests up 270% in 2025 34:10 Cry Corner: another filter fork proposal
The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?
After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO, PJM, and ERCOT. Despite the DOE canceling its loan guarantee, the Grain Belt Express is still moving forward. And regardless of court battles, so is the New England Clean Energy Connect. Are these signs that the U.S. could start building transmission at scale again? In this episode, Shayle talks to Rob Gramlich, founder and president of Grid Strategies. He and Shayle cover topics like: Why Rob says the DOE's efforts to fast-track large-load interconnection is a positive sign for transmission buildout The recent buildout of 880 miles of transmission and why it may look better than it is Why transmission hasn't benefited from data center investment Specific projects, including SPP's transmission backbone and the Grain Belt Express Rob's outlook on buildout over the coming year The uncertain future of permitting reform despite bipartisan support Resources: Catalyst: Unpacking DOE's proposal to transform data center interconnection Latitude Media: How the Grain Belt Express lost its LPO loan E&E News: Data center growth cited in defense of MISO transmission plan Fill out our short podcast listener survey for a chance to win a $100 Amazon gift card. Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Catalyst is brought to you by Bloom Energy. AI data centers can't wait years for grid power—and with Bloom Energy's fuel cells, they don't have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
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