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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?
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.
In this episode of Climate Positive, Gil Jenkins speaks with Bill McKibben: author, educator, and one of the most acclaimed environmental voices of our time. His latest book, Here Comes the Sun, traces the rise of abundant, inexpensive solar power and argues that if we keep accelerating, we have a real chance not only to limit climate damage, but also to reorder the world on saner and more humane grounds. We dig into the data, the politics, and the people driving the global shift to solar, and Bill also opens up about the role of faith in his work and how he views the environmental movement's trajectory today.Links:Bill McKibben WebsitePurchase Bill's Book - Here Comes the Sun: A Last Chance for the Climate and a Fresh Chance for CivilizationBook Excerpt: 4.6 Billion Years On, the Sun Is Having a Moment – The New Yorker, July 9, 2025Substack: The Crucial Years - Bill's ongoing essays on climate, energy, and activismSun Day WebsiteThird Act WebsiteArticle: Sunday Was Also Sun Day - The New York Times, Sept. 20, 2025Episode recorded on October 20, 2025 About Bill:Bill McKibben is founder of Third Act, which organizes people over the age of 60 for action on climate and justice. His 1989 book The End of Nature is regarded as the first book for a general audience about climate change, and has appeared in 24 languages. He's gone on to write 20 books, and his work appears regularly in periodicals from the New Yorker to Rolling Stone. He serves as the Schumann Distinguished Scholar in Environmental Studies at Middlebury College, as a fellow of the American Academy of Arts and Sciences, and he has won the Gandhi Peace Prize as well as honorary degrees from 20 colleges and universities. He was awarded the Right Livelihood Award, sometimes called the alternative Nobel, in the Swedish Parliament. Foreign Policy named him to its inaugural list of the world's 100 most important global thinkers. McKibben helped found 350.org, the first global grassroots climate campaign, which has organized protests on every continent, including Antarctica, for climate action. He played a leading role in launching the opposition to big oil pipeline projects like Keystone XL, and the fossil fuel divestment campaign, which has become the biggest anti-corporate campaign in history, with endowments worth more than $40 trillion stepping back from oil, gas and coal. He stepped down as board chair of 350 in 2015, and left the board and stepped down from his volunteer role as senior adviser in 2020, accepting emeritus status. He lives in the mountains above Lake Champlain with his wife, the writer Sue Halpern, where he spends as much time as possible outdoors. In 2014, biologists credited his career by naming a new species of woodland gnat—Megophthalmidia mckibbeni–in his honor.Book Blurb:From the acclaimed environmentalist, a call to harness the power of the sun and rewrite our scientific, economic, and political future. Our climate, and our democracy, are melting down. But Bill McKibben, one of the first to sound the alarm about the climate crisis, insists the moment is also full of possibility. Energy from the sun and wind is suddenly the cheapest power on the planet and growing faster than any energy source in history—if we can keep accelerating the pace, we have a chance. Here Comes the Sun tells the story of the sudden spike in power from the sun and wind—and the desperate fight of the fossil fuel industry and their politicians to hold this new power at bay. From the everyday citizens who installed solar panels equal to a third of Pakistan's electric grid in a year to the world's sixth-largest economy—California—nearly halving its use of natural gas in the last two years, Bill McKibben traces the arrival of plentiful, inexpensive solar energy. And he shows how solar power is more than just a path out of the climate crisis: it is a chance to reorder the world on saner and more humane grounds. You can't hoard solar energy or hold it in reserves—it's available to all.There's no guarantee we can make this change in time, but there is a hope—in McKibben's eyes, our best hope for a new civilization: one that looks up to the sun, every day, as the star that fuels our world. Email your feedback to Chad, Gil, Hilary, and Guy at climatepositive@hasi.com.
In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Dr. Lars Schernikau, author of The Unpopular Truth About Electricity and the Future of Energy, to unpack why reliability and affordability must lead energy policy. They dive into the real costs of large-scale wind and solar—intermittency, low energy density, short lifetimes, grid stability (AC vs. DC/inertia), and hidden disposal/subsidy issues—contrast ERCOT nameplate vs. actual load, and spotlight energy poverty from Pakistan to Africa. Schernikau argues that “energy security starts at home,” calling for honest accounting and smarter investment in modern thermal, nuclear (incl. SMRs), geothermal, and long-horizon fusion—while noting AI/data centers make power resilience more critical than ever. Along the way: Bill Gates' recent climate-risk comments, COP priorities, NJ Ayuk and Chris Wright's energy-access push, and why financing institutions are beginning to rethink greenwashed narratives. Learn more at unpopular-truth.com.Dr. Schernikau, Thank You for your wonderful leadership in the world of Energy markets, and I look forward to more discussions. - Stu Highlights of the Podcast 00:00 - Intro01:27 – Net Zero and Bill Gates' Shift02:01 – Why Energy Reliability Matters03:13 – Ending Energy Poverty03:58 – Energy Efficiency Through History05:57 – Book Mention: Unpopular Truth06:12 – COP and Climate Priorities07:08 – Reliability Before Affordability09:04 – ERCOT Grid Costs & Overbuild10:39 – The 3 Problems: Intermittency, Density, Lifetime14:36 – Solar Durability Issues15:30 – Overbuilding and Storage Costs17:24 – Subsidies & Disposal Costs18:49 – Recycling and Greenwashing19:43 – Grid Stability: AC vs. DC23:16 – Energy Security Risks24:25 – Complex Grids & Vulnerability26:50 – Africa's Energy Development27:55 – Global Fuel Dependence32:26 – Politics, IEA, and Funding33:42 – Real Cost of Wind & Solar35:39 – Geothermal Laser Breakthrough36:10 – Future of Energy: Nuclear to Fusion38:38 – Germany's Nuclear Irony39:11 – European Politics & Hope40:10 – Financing & Greenwashing Shift42:33 – Wrap Up & Final ThoughtsFull transcript on https://theenergynewsbeat.substack.com/
Batteries aren't just supporting the grid anymore, they are defending the grid.Chris Finley, CCO of TruGrid, joins Nico on stage at PowerUp Live to explain how battery storage has shifted from a “nice-to-have” to a mission-critical asset class. Whether it's enabling arbitrage in ERCOT or powering hyperscale data centers, battery systems are now leading the charge, literally.From the complexities of supply chains to the myths about lithium tech, Chris shares a practical, from-the-field perspective on what it takes to deliver large-scale battery projects in today's challenging market. He also breaks down how policy shifts and interconnection delays are forcing EPCs to rethink how they plan and execute storage projects.Expect to learn:
#319 The modern power grid faces an existential challenge: integrating massive amounts of renewable energy while keeping the lights on. Sean Kelly, CEO and Founder of Amperon, explains how artificial intelligence and machine learning are replacing outdated forecasting methods to predict energy supply and demand with precision. This conversation explores battery optimization, demand response programs, and why traditional grid models no longer work in a world of extreme weather and distributed generation.Sean Kelly leads Amperon, a company providing AI-driven energy forecasting platforms for grid operators, battery owners, and energy traders. With nearly 20 years of experience in energy trading and risk management, Kelly has worked for major energy firms such as Tenaska, Lehman, EDF, and E.ON, where he led significant trading desk developments and transitions, including bringing nuclear power plants into new markets. Key Discussion Points:Traditional forecasting models look backward. AI models look forward and learn in real time, adapting to grid changes as they happen.Battery storage is exploding. ERCOT expects 40% more storage in the next 5 years. Texas batteries run 1-2 hours, California runs 4-hour batteries, and companies like Form Energy are developing 100+ hour systems.The critical hours are 6pm to 9pm. When solar goes down at sunset and wind drops simultaneously, batteries become essential. Amperon's platform tells operators exactly when to charge and discharge for maximum profit.The grid needs 6 terawatt hours of energy storage but we're only one-tenth of the way there. Developers should build all projects battery-ready or include storage today.Demand response works like insurance. Grid operators pay large customers to reduce load during peak times. Penalties are severe for non-compliance, ensuring the system works when needed.Forecasting is no longer optional. Sean calls it "the operating system of the modern grid." Historical averages won't keep the lights on anymore.Data centers and large industrial loads play a critical role in grid flexibility, backing down from 20 megawatts to 10 megawatts when grid operators need relief.Connect with Sean Kelly LinkedIn: https://www.linkedin.com/in/sean-kelly-0792626/ 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.com Corporate 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
This week on Texas Matters: The demands of massive AI data centers are growing every day.ERCOT projects the state's grid will need to double in the next five years to meet the demands of AI.AI also uses a lot of water. It's projected AI will consume nearly 7% of the state's water supply by the year 2030, a significant drain on a state already dealing with water scarcity.
The news of Texas covered today includes:Our Lone Star story of the day: A so-called fix for electric reliability for the Texas grid in the Permian Basin has now morphed into a very expensive case of government mission creep. It could actually worsen the fundamental problem we have with non-dispatchable electric power generation.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas Comptroller to Freeze New ‘Historically Underutilized Business' Certifications. Good, it's all reverse discrimination B.S. to begin with.A sane, sound decision out of the Texas Supreme Court on an old case out of Waco over so-called marriages of homosexuals.Local government good (DeSoto,) bad (Lubbock,) and the ugly (Odessa & Elgin.)They got this editorial right: NBA scandal was predictable. I just wish they would apply their sound reasoning to most everything else!Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
Tell us what you think of the show! In this episode of the Factor This podcast, Content Director Jeremiah Karpowicz interviews Eric Meier, Planning Modeling Supervisor at ERCOT. The two discuss Meier's thoughts around how ERCOT is pioneering methods to integrate rapid load growth while maintaining system reliability as well as...why timing is everythingthe nature of new large loadsmarket-based solutions and the role of flexibilityWant to make a suggestion for an upcoming Factor This episode? Get in touch to let us know what people, projects and technology you'd like us to further explore: https://www.renewableenergyworld.com/contribute-content/Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discussed Governor Gavin Newsom's controversial new bill allowing California utility companies—such as Southern California Edison—to tap into the state's $21 billion Wildfire Fund, half of which is funded by taxpayers. The legislation permits utilities to use the fund to cover wildfire-related expenses and even fines from their own negligence. Turley blasted the move as a “corruption-laden bailout,” arguing it protects utilities at the expense of taxpayers, while comparing it to California's manipulation of federal health funds. Both hosts warned that under Newsom's leadership, California has become a growing national security risk. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:17 - Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What's the Real Story?07:51 - Wind Turbines are Made by Coal and Are Not Sustainable12:26 - Europe is the Biggest Loser in US-China Rare Earth Wars18:38 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats20:43 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region24:31 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund26:40 - Outro Links to articles discussed:Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil's Surplus Is Here—But What's the Real Story?Wind Turbines are Made by Coal and Are Not SustainableEurope is the Biggest Loser in US-China Rare Earth WarsEU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsThe Permian Basin Reliability Plan will cost every customer in the ERCOT region.Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund
At the Gulf Coast Industry Forum, Bill Flores, chairman of the board for ERCOT, joins Jeremy Osterberger to discuss how Texas is strengthening its grid while balancing reliability, affordability and clean energy growth. Flores explains how legislative action and industry collaboration are helping ERCOT meet rising demand driven by rapid population growth, data centers, and new industry investment. He also shares insights on battery storage, nuclear power, and why Texas' independent grid remains key to the state's resilience and agility.
Texas Talks host Brad Swail sits down with Reed Clay, President of the Texas Nuclear Alliance, to discuss how nuclear energy could reshape Texas' power future. Clay explains why the state hasn't built a new plant in over 30 years, the myths and politics that sidelined nuclear in the 1990s, and how AI data centers and small modular reactors (SMRs) are driving a modern nuclear renaissance. From Winter Storm Uri to House Bill 14 and the creation of the Texas Nuclear Energy Office, this episode explores how Texas can stay competitive, reliable, and carbon-free through a smart mix of nuclear and natural gas. Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks
In this episode of Energy Newsbeat Daily Standup, Stuart Turley covers escalating global energy tensions as the EU's climate directives trigger backlash from major LNG suppliers like the U.S. and Qatar, warning of trade disruptions. He discusses possible sabotage at refineries in Hungary and Romania, critiques the costly ERCOT grid expansion in Texas, slams Gavin Newsom's wildfire fund access law as corruption, and highlights how sanctions on Russian oil are backfiring. Turley also praises U.S. Energy Secretary Chris Wright for refilling the Strategic Petroleum Reserve and previews rising LNG trading volumes via aBAX Technologies. A jam-packed episode linking policy, energy, and geopolitics. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:16 - EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats02:23 - U.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate Regulations04:17 - Recent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge question06:35 - The Permian Basin Reliability Plan will cost every customer in the ERCOT region.10:22 - Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire Fund12:40 - Russian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina Slav17:19 - The US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.19:09 - Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures20:47 - Outro Links to articles discussed: EU's Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade ThreatsU.S. Energy Secretary and Qatari Energy Minister Send Letter to EU Regarding Proposed Corporate Climate RegulationsRecent Attacks on Energy Infrastructure in Hungary and Romania – Who did it is a huge questionThe Permian Basin Reliability Plan will cost every customer in the ERCOT region.Gavin Newsom Signs Bill Allowing California Utility Companies to Draw Funding from State Wildfire FundRussian Oil Keeps Flowing: “Sanctions Don't Work as Intended”- Irina SlavThe US Needs to Restock the Strategic Oil Reserve – This would save money and jobs in the long run.Abaxx Confirms Growing Trading Activity in its North Pacific-Asia and US Gulf of Mexico LNG Futures
AI and Bitcoin mining's gotten a bad rap when it comes to power use, but what if it's actually helping reshape the grid? We sat down with Haley Juarez from Pioneer Miner to unpack how mining, AI, and high-performance computing are shaking up energy demand and what that means for grids like ERCOT and MISO. From nuclear to hydrogen, vertical farming to smart thermostats, this conversation connects all the dots between tech, energy, and the way we power our lives. It's a laid-back, surprisingly fun chat that makes sense of one of the most misunderstood corners of the energy world.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:32 - What is the grid02:42 - How the grid operates06:51 - Bitcoin mining vs AI11:32 - Winter Storm Uri impact on ERCOT15:12 - Bitcoin mining energy consumption18:35 - High performance computing energy use19:44 - Quantum computing energy impact23:13 - Electricity and weather forecasting25:43 - Griddy energy pricing27:11 - Motion sensors in energy efficiency28:39 - Turning devices off and on29:11 - Japan's nuclear reactor shutdown30:24 - Need for more nuclear energy33:20 - Next generation nuclear technology37:40 - Data centers energy controversy43:50 - Future energy consumption trends46:09 - Fixing the grid issues47:15 - We're all screwedhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters
IREN continues its hot streak with a big raise, and crypto ETFs saw a record week last week. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ethan Vera from Luxor joins us live from NABs in Dallas to talk about IREN's $875 million convertible note following their AI cloud deal announcement, Luxor's launch of an ERCOT-certified retail electric provider enabling Bitcoin-native power payments, last week's record-breaking $5.95 billion in crypto ETF inflows, and a word on Bitcoin mining in China. **Notes:** • Hash rate exceeds 1000 exahashes per second • Hash price at $50.81 per petahash per day • IREN raised $875M via 0% convertible note • $5.95 billion in crypto inflows last week • China represents estimated 14.05% of Bitcoin hash rate • Iron secured $225M revenue over two years Timestamps: 00:00 Start 02:13 Difficulty Report by Luxor 04:23 IREN 09:43 Cleanspark Ad 10:12 Luxor Energy announcement 16:40 Bull market doing it's thing 20:22 China hashrate research
IREN continues its hot streak with a big raise, and crypto ETFs saw a record week last week. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ethan Vera from Luxor joins us live from NABs in Dallas to talk about IREN's $875 million convertible note following their AI cloud deal announcement, Luxor's launch of an ERCOT-certified retail electric provider enabling Bitcoin-native power payments, last week's record-breaking $5.95 billion in crypto ETF inflows, and a word on Bitcoin mining in China. Notes: • Hash rate exceeds 1000 exahashes per second • Hash price at $50.81 per petahash per day • IREN raised $875M via 0% convertible note • $5.95 billion in crypto inflows last week • China represents estimated 14.05% of Bitcoin hash rate • Iron secured $225M revenue over two years Timestamps: 00:00 Start 02:13 Difficulty Report by Luxor 04:23 IREN 09:43 Cleanspark Ad 10:12 Luxor Energy announcement 16:40 Bull market doing it's thing 20:22 China hashrate research
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 Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is supported 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 Antenna Group, the public relations and strategic marketing agency of choice for climate and energy 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.
In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America's energy dominance.Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers:Why data centers consume power equal to tens of thousands of homesThe two biggest hurdles: financing and grid powerHow microgrids, nuclear, and behind-the-meter solutions can reshape the industryInvestment opportunities with 15–20% returnsStrain from EV adoption and natural gas demandAmerica's aging grid as a national security riskThe urgent need for skilled laborA mix of big-picture strategy and real-world solutions, this episode explores where AI, energy, and investment collide—and why skilled trades may fuel America's next boom.I am looking forward to more podcasts with Mikey as I learned a lot from our discussion, and loved his get-the-job-done attitude. Connect with Mikey on his LinkedIn here:https://www.linkedin.com/in/mikey-lucas/Book an Appointment with Mikey here:https://site.msbglobalservices.com/mikey-consultation-call-30minHighlights of the Podcast 00:00 - Intro00:52 – AI as a Force for Good02:23 – AI, Energy, and U.S. Dominance03:02 – What Are Data Centers?05:30 – Power & Financing: The Big Hurdles08:56 – ERCOT, Texas, and Nuclear Prospects10:33 – Investment Opportunities12:04 – Returns & Infrastructure Funds14:05 – Public Perception & Rising Bills15:08 – The Real Problem: Utilities18:44 – Businesses Must Rethink Energy19:35 – The EV Strain on the Grid21:16 – America's Clean Advantage23:46 – Solving Problems vs. Talking About Them25:07 – How to Connect with Mikey26:01 – Natural Gas Shortages Ahead?28:43 – The Energy Supercycle30:46 – The Skilled Labor Crisis32:37 – Stu's DIY Microgrid34:32 – Hard Truths for the Next Generation35:05 – Closing ThoughtsCheck out the Substack here:https://theenergynewsbeat.substack.com/
In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down China's exploding debt crisis and what it means for the yuan, global markets, and energy. They explore ExxonMobil's push for repayment in Sakhalin, hinting at possible steps toward ending the Ukraine war, and react to Trump's fiery UN energy speech. Plus, they cover ERCOT's winter readiness, Russia's surging oil exports despite sanctions, and Exxon's massive $6.8B Guyana project—all while highlighting key market movements and energy investment insights.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?03:43 - ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?05:50 - Oil Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases09:05 - Texas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?10:36 - Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks15:03 - Market Update16:08 - Exxon Expands Guyana Output17:54 - OutroLinks to articles discussed:Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?ExxonMobil Seeks to Recover Billions Lost in Sakhalin Exit: Is This the First Step Toward Ending the Ukraine War?Oil Jumps as Trump Pushes Europe to Stop All Russian Energy PurchasesTexas ERCOT was ok this summer, but are we ready for winter? Are we wrong to ask if we are ok?Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks
#EP306Texas has quietly become America's renewable energy powerhouse, with solar and wind now generating over 70 gigawatts of capacity. Raina Hornaday, founder and CEO of Caprock Renewables, reveals how this transformation happened and why rural communities are driving the next wave of clean energy growth.In this episode of the Clean Power Hour, we explore the explosive growth of Texas renewables, where solar and wind now exceed 70 gigawatts of capacity. Raina takes us through her family's history with the first utility-scale wind project in New Mexico and reveals how Texas has become America's renewable energy powerhouse.Key topics covered includeThe fascinating ERCOT dashboard showing real-time energy generationThe Texas Renewable Energy Industries Alliance (TREIA) is celebrating its 40th anniversaryThe emerging agrivoltaics revolution that is helping farmers add revenue streams while maintaining agricultural productivity.The recent legislative battles, where over 100 renewable advocates testified against anti-renewable billsThe growing role of battery storage in grid stabilityHow oil and gas companies are increasingly turning to renewables for their operations.Raina also discusses her work with American Farmland Trust on educating farmers about agrivoltaics, the importance of responsible development in rural communities, and why microgrids are becoming essential for energy independence.Whether you're interested in renewable energy development, agricultural innovation, or Texas energy policy, this episode offers valuable insights from someone who's been at the forefront of the industry for over a decade.Connect with Raina Tillman Hornaday Raina Tillman LinkedInCaprock Renewables 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.com Corporate 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
Brad Cuddy from Cholla Inc. breaks down how Bitcoin mining operations in Texas have evolved into critical grid infrastructure, using real ERCOT data to demonstrate how 4 gigawatts of mining load responds to price signals during scarcity events while competing with AI data centers for limited power capacity.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark
In this episode of Energy Newsbeat Daily Standup Stuart Turley breaks down the hidden costs of renewable energy and its real impact on consumer electricity bills, using EU, UK, and ERCOT examples. He highlights Doug Sheridan's call for more baseload gas and nuclear, critiques flawed oil demand forecasts from the IEA, and reviews Irina Slav's takedown of politicized modeling. Plus, he spotlights record U.S. natural gas consumption projected for 2025 and analyzes how BlackRock's gas deal boosts Aramco's financial strength.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:17 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills03:11 - Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan04:58 - Why Model-Based Oil Forecasts Keep Missing the Mark09:39 - EIA expects record U.S. natural gas consumption in 202511:26 - BlackRock Gas Deal Shores Up Aramco's Financial Firepower13:02 - OutroLinks to articles discussed:The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsClimate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug SheridanWhy Model-Based Oil Forecasts Keep Missing the MarkEIA expects record U.S. natural gas consumption in 2025BlackRock Gas Deal Shores Up Aramco's Financial Firepower
In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stu Turley break down Jerome Powell's latest Fed comments and what they mean for oil and gas investors. They explore the continued surge in U.S. LNG exports, shifting gas dynamics in the Permian, and how natural gas is reshaping investment strategies. The team also discusses the ripple effects of Trump's sanctions on India and the potential threat to the U.S. dollar. Plus, they cover ERCOT's record-breaking project cancellations, a major federal halt to Ørsted's Rhode Island wind farm, and a closer look at the rumored Crescent-Vital Energy merger.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:51 - Surging US LNG Exports Fuel Growth in US Shale08:23 - President Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a Boomerang10:59 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?13:31 - US Orders Ørsted to Halt Rhode Island Wind Farm Construction19:16 - Markets Update20:53 - US Rig Count Falls as Drillers Play it Safe21:11 - Frac Count Update21:27 - Crescent Energy nears deal for US shale peer Vital Energy, sources say25:04 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShalePresident Trump's Tariffs and Sanctions on India Will Do More Damage to the U.S. Dollar in a BoomerangERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?US Orders Ørsted to Halt Rhode Island Wind Farm ConstructionUS Rig Count Falls as Drillers Play it SafeCrescent Energy nears deal for US shale peer Vital Energy, sources say
Industrial Talk is onsite at DistribuTech 2025 and talking to Ben Lanz, Sr. Director, Industry & External Affairs at Osmose about "Power reliability and resiliency". Scott Mackenzie interviews Ben Lanz from Osmose, discussing the challenges and innovations in the utility industry. They highlight the aging infrastructure in Texas, with ERCOT needing gigawatts for data centers. Osmose has expanded from wood pole diagnostics to underground assessments, including vaults, transformers, and cables. Ben explains the use of AI and machine learning to improve efficiency, particularly in detecting defects in underground cables. They also discuss the importance of human intervention alongside AI for accurate assessments. Ben provides his contact information for further inquiries. Action Items [ ] @Scott MacKenzie - Investigate Osmose's use of AI and machine learning in their diagnostic processes. [ ] Connect with Ben Lanz on LinkedIn or at ben.lanz@osmose.com to discuss potential collaboration opportunities. [ ] Explore Osmose's capabilities in assessing and upgrading aging utility infrastructure. Outline Introduction and Welcome Scott MacKenzie introduces the Industrial Talk Podcast, highlighting its focus on industry professionals and innovations. Scott welcomes listeners and thanks them for their support, emphasizing the platform's celebration of bold and innovative professionals. The podcast is broadcasting live from Distribute Tech in Dallas, Texas, with Scott expressing excitement about the event and the guests. Scott introduces Ben Lanz from Osmose, hinting at a deep dive into industry topics and challenges. Discussion on Texas Infrastructure and ERCOT Ben Lanz discusses the significant challenges faced by Texas, particularly in the utility business, with ERCOT looking for gigawatts of power for data centers. Scott and Ben talk about the aging infrastructure in Texas, with Scott sharing his experience of working with transmission lines built in 1916. Ben mentions the challenges of upgrading aging infrastructure and the need for innovative solutions to meet the growing demand. The conversation touches on the importance of collaboration and innovation in addressing these infrastructure issues. Osmose's Role in Infrastructure Diagnostics and Upgrades Ben explains Osmose's long-standing presence in the industry, focusing on diagnostics and upgrades for wood poles and other infrastructure. Osmose has expanded its portfolio to include underground assessments, covering vaults, transformers, cables, and low-voltage wiring. Ben shares his background in dielectrics and how Osmose is leveraging expertise in various areas to help utilities maintain and upgrade their assets. The discussion highlights the importance of having a deep understanding of deterioration mechanisms and effective upgrade strategies. Challenges and Solutions in Underground Cable Testing Scott and Ben delve into the challenges of testing underground cables, particularly in detecting deterioration mechanisms. Ben explains the limitations of past testing methods and the advancements in technology that allow for more accurate assessments. The conversation covers the use of partial discharge tests and the importance of digitally filtering background noise to detect microarching. Ben describes the process of locating defects in cables and the significance of meeting industry standards for quality control. AI and Machine Learning in Utility Grid Inspections
The founder of Tech Buzz China, Rui Ma, posted on X after a recent trip to China about her observations on energy there. “Energy is considered a solved problem. The Chinese government's investment in sustainable energy – from advanced hydropower to next-generation nuclear – means that, relative to many other markets, electricity supply is secure and inexpensive. Everywhere we went, people treated energy availability as a given. This is a stark contrast to the U.S., where AI growth is increasingly tied to debates over data center power consumption and grid limitations.” reads part of Ma's tweet thread. In fact, in Texas, the anarchy of capitalism has let the state position itself as a haven for energy-sucking datacenters and cryptominers, but a new law in Texas gives utility company ERCOT the ability to cut power to datacenters in times of drastic shortages - which could impact other important or crucial services.A recent Fortune article also quotes Chinese electricity expert David Fishman as saying, “They're set up to hit grand slams… The U.S., at best, can get on base.” This disparity between the U.S. and China has AI and tech experts in the U.S. worried about the country falling behind in AI and other key areas, because they see China as a competitor and adversary that has to be beaten. Fishman goes on to explain that “Capital is really biased toward shorter-term returns,” while in China the state is able to set priorities for national investment.Rachel was recently in China, and this is part 1 of our discussion about the differences between the Chinese planned system and the US for-profit mess. Support the show
This week on Texas Matters: The demands of massive AI data centers are growing every day.ERCOT projects the state's grid will need to double in the next five years to meet the demands of AI.AI also uses a lot of water. It's projected AI will consume nearly 7% of the state's water supply by the year 2030, a significant drain on a state already dealing with water scarcity.
Host Sean Grady interviews Dr. Surinder Singh, CEO and co-founder of Relyion Energy Inc. Dr. Singh explains how his company is reshaping energy management through AI-driven forecasting, energy management systems (EMS), and battery management systems (BMS). He shares the story behind Relyion's technology, how it extends battery life up to 20 years, and why utility-scale clients, data centers, and commercial operators are turning to their solutions for smarter, more efficient energy usage. Learn how Relyion outperformed traditional forecasting tools by 13x in ERCOT and why now is the right time to adopt these game-changing innovations.Chapters:00:00 – Introduction to Dr. Surinder Singh and Relyion Energy02:13 – The Three Pillars: Forecasting, EMS, and BMS07:25 – Extending Battery Life Beyond 20 Years12:40 – Relyion's Early Use of Recycled EV Batteries16:50 – Transitioning from Product Demonstration to Platform Innovation21:30 – Minimal-Invasive Technology and Deployment Flexibility24:42 – Beating Traditional Forecasting Models: PG&E and ERCOT Case Studies29:58 – The Power of Forecasting + EMS for Grid Efficiency34:22 – Grocery Store Case Study: ROI in Under 3 Years38:09 – EV Charging, Microgrids, and Peak Shaving Optimization41:32 – Battery Agnosticism and Real-Time Adaptation48:40 – Implementation Timeline and Customer Onboarding53:01 – Cloud-Based Forecasting and Edge AI Hardware56:11 – Commercial Growth and Market Expansion59:55 – Relyion's Holistic Approach vs. Siloed Competition1:03:05 – Utility Design and Grid Planning Applications1:05:28 – Gen AI and New Demands on the Grid1:07:20 – How to Connect with Relyion Energy
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent attacks from the fossil fuel lobby.To make sense of the current situation in Texas, and also talk about the future, with unbelievable projections, full of AI and Datacentres, we have the pleasure of welcoming Arusha Sharma Frank.Arushi Sharma Frank is an energy policy expert with deep expertise in distributed energy resources (DERs) and virtual power plants (VPPs). She pioneered ERCOT frameworks for grid-integrated VPPs and the integration of batteries on the Grid, while at Tesla where she worked between 2020 and 2024. Arushi was a key architect of the Texas Public Utility Commission's Aggregated DER pilot, enhancing grid resilience post-Winter Storm Uri. The Lone Star State is at the crossroads: will the additional load arrive? Are the renewables in danger? Can fossil fuels make a come-back, or are we seeing this wrongly, as the new model suggest that it is all about flexibility.Finally, the best source for information on renewable energy in Texas is Doug Lewin: www.douglewin.com
A report from the Texas Reliability Entity shows that the ERCOT grid is increasingly reliable. And that's mostly because of solar and battery storage additions to the state's energy portfolio. That directly contradicts President Trump's Department of Energy. Also, at the summer heat comes back, ERCOT expects to approach record peak demand this week. And the state's booming solar and storage will keep the power on—just as GOP politics takes aim at renewables.
The recently passed SB 6 in Texas will shake up how large loads connect to and manage power in Texas' ERCOT system. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Lee Bratcher, President of the Texas Blockchain Council, joins us to talk about the newly signed Senate Bill 6 that completely overhauls interconnection and curtailment rules for large loads over 75MW on the Texas grid. We cover the four primary pillars of this legislation, why the 4CP program changes could be more consequential than other provisions, and how this affects Bitcoin miners versus AI data centers.Subscribe to our newsletter! **Notes:**• ERCOT expects 150GW growth by 2030 vs 120GW realistic• 4CP minimum transmission charge could add 1¢/kWh• 25,000MW of solar now on Texas grid vs near zero 5 years ago• Large loads over 75MW subject to remote disconnect• Bitcoin miners typically curtail at $100/MWh range• Phantom load applications clog interconnection queueTimestamps:00:00 Start02:45 What is SB6?03:54 Clarification05:23 Behind the meter06:49 Remote disconnect09:09 Changes to 4CP program14:28 Minimal transmission charge18:32 NatGas behind the meter20:05 Load redundancy22:43 Phantom load24:33 Loads covering infra cost28:31 Rollout timeline30:56 Voltage requirements37:23 Is this a good bill?40:56 Batteries42:56 Wrap up
For a time that isn't typical, we're not bringing you the typical talking points. Herman Ibanez has 40 plus years of experience in clean energy. From developing green solutions for municipalities to multinational companies, we like to list him as a consultant on the good side of the revolving door. Either way you look at it, he has boundless knowledge surrounding ERCOT, energy regulation and investments, nuclear research, and federal spending.This week, we chatted about Trump's big horrid spending bill, wrongfully budgeted priorities expected to add trillions to our national debt. This bill definitely won't help you. Your electric bill is going to keep going up, jobs will be lost, and we will further fall into the Trump Recession.Thanks for listening! Learn more about Progress Texas and how you can support our ongoing work at https://progresstexas.org/.
Brian Wright from Galaxy Digital joins the pod to talk about Galaxy's CoreWeave deal, Galaxy Mining's HPC pivot, the Texas Grid, and more!FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Brian Wright, co-head of mining data centers at Galaxy Digital joins us to talk about their massive pivot from bitcoin mining to HPC at the Helios facility. We dive into the company's CoreWeave partnership, scaling from 200MW to a potential 2.5GW, Texas grid dynamics, and transforming rural Dickens County's economy through data center development.Subscribe to our newsletter! **Notes:**• 393MW Core Weave deal worth $300M annually• $11-13M per MW retrofit costs vs bitcoin mining• 2.5GW potential campus capacity planned• 800MW currently approved by Ercot• 80% loan-to-cost financing structure• 15-year guaranteed lease agreement signedTimestamps:00:00 Start01:48 Core Scientific & Coreweave03:45 Potential Coreweave acquisitions05:29 Helios pivot to AI11:52 Site conversion plans13:29 What's unique about Helios?15:51 Fractal Bitcoin17:35 AI accelerating building?18:39 Financing20:26 AI vs mining22:26 Who pays for retrofit?25:57 Transition28:04 Tenants29:25 Dickens County31:55 Employee incomes & training35:01 Politics36:19 Texas bill SB637:15 Interconnect queue38:26 Fiber line infrastructure40:02 Can other miners pivot to AI?41:52 Ending curtailment due to AI
FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Brian Wright, co-head of mining data centers at Galaxy Digital joins us to talk about their massive pivot from bitcoin mining to HPC at the Helios facility. We dive into the company's CoreWeave partnership, scaling from 200MW to a potential 2.5GW, Texas grid dynamics, and transforming rural Dickens County's economy through data center development. Subscribe to our newsletter! **Notes:** • 393MW Core Weave deal worth $900M annually • $11-13M per MW retrofit costs vs bitcoin mining • 2.5GW potential campus capacity planned • 800MW currently approved by Ercot • 80% loan-to-cost financing structure • 15-year guaranteed lease agreement signed Timestamps: 00:00 Start 01:48 Core Scientific & Coreweave 03:45 Potential Coreweave acquisitions 05:29 Helios pivot to AI 11:52 Site conversion plans 13:29 What's unique about Helios? 15:51 Fractal Bitcoin 17:35 AI accelerating building? 18:39 Financing 20:26 AI vs mining 22:26 Who pays for retrofit? 25:57 Transition 28:04 Tenants 29:25 Dickens County 31:55 Employee incomes & training 35:01 Politics 36:19 Texas bill SB6 37:15 Interconnect queue 38:26 Fiber line infrastructure 40:02 Can other miners pivot to AI? 41:52 Ending curtailment due to AI
As demand for electricity skyrockets, large flexible loads like data centers and Bitcoin miners are reshaping how – and where – energy infrastructure is built. But integrating these loads into a grid already under pressure requires a rethink of both project development and power market participation. In this episode of Transmission, Quentin is joined by Brock Petersen, COO at Satoshi Energy, to unpack how digital infrastructure is co-locating with renewables – and why that could unlock new opportunities for grid flexibility and clean energy investment. From the load profiles of AI data centers to the geographic arbitrage of Bitcoin mining, this episode explores what these emerging industries mean for grid planning, transmission bottlenecks, and the economics of new build generation. In this episode, you'll learn:How co-location unlocks stranded renewables: Why pairing flexible data center load with renewable assets helps monetize energy that would otherwise go unused.Bitcoin vs. AI load profiles: The key differences in cooling needs, flexibility, and infrastructure requirements.ERCOT's load boom: What 135 GW of new load requests means for one of the world's most dynamic power markets.The role of transmission and interconnection queues: How load-following strategies could help relieve pressure on grid infrastructure.What utilities and developers should know: Insights for navigating site selection, market design, and emerging opportunities in flexible load integration.About our guestBrock Petersen is the Chief Operating Officer of Satoshi Energy, a Houston-based energy technology company pioneering the integration of renewable energy with data center operations. Brock leads the company's strategy and execution, focusing on co-locating flexible data center loads with renewable energy assets. Satoshi Energy has secured over 467 MW in contracted projects and is developing an additional 2,000 MW pipeline, aiming to enhance grid reliability and support sustainable energy investments. For more information, check out their website.https://satoshienergy.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
As demand for electricity skyrockets, large flexible loads like data centers and Bitcoin miners are reshaping how – and where – energy infrastructure is built. But integrating these loads into a grid already under pressure requires a rethink of both project development and power market participation. In this episode of Transmission, Quentin is joined by Brock Petersen, COO at Satoshi Energy, to unpack how digital infrastructure is co-locating with renewables – and why that could unlock new opportunities for grid flexibility and clean energy investment. From the load profiles of AI data centers to the geographic arbitrage of Bitcoin mining, this episode explores what these emerging industries mean for grid planning, transmission bottlenecks, and the economics of new build generation. In this episode, you'll learn:How co-location unlocks stranded renewables: Why pairing flexible data center load with renewable assets helps monetize energy that would otherwise go unused.Bitcoin vs. AI load profiles: The key differences in cooling needs, flexibility, and infrastructure requirements.ERCOT's load boom: What 135 GW of new load requests means for one of the world's most dynamic power markets.The role of transmission and interconnection queues: How load-following strategies could help relieve pressure on grid infrastructure.What utilities and developers should know: Insights for navigating site selection, market design, and emerging opportunities in flexible load integration.About our guestBrock Petersen is the Chief Operating Officer of Satoshi Energy, a Houston-based energy technology company pioneering the integration of renewable energy with data center operations. Brock leads the company's strategy and execution, focusing on co-locating flexible data center loads with renewable energy assets. Satoshi Energy has secured over 467 MW in contracted projects and is developing an additional 2,000 MW pipeline, aiming to enhance grid reliability and support sustainable energy investments. For more information, check out their website.https://satoshienergy.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on LinkedIn or Twitter. Check out The Energy Academy, our bite-sized video series breaking down how power markets work.
Summer is coming, and that means mining curtailment in Texas. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble.Subscribe to our newsletter! **Notes:**• US miners hit 31.6% network hash rate record• Antalpha's loan book grew to $1.77B in Q1• Texas miners represent 15-20% global hash rate• Hash prices just above $50 per petahash/day• 3.5% of Texas peak load is flexible miningTimestamps:00:00 Start02:05 Difficulty Report by Luxor06:09 Antalpha lending book & Tether11:47 Fractal Bitcoin12:24 ERCOT electricity market26:07 JP Morgan report35:39 Corporate crypto treasury bubble44:08 Cry Corner: Semler Scientific Warning Sign
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble. Subscribe to our newsletter! **Notes:** • US miners hit 31.6% network hash rate record • Antalpha's loan book grew to $1.77B in Q1 • Texas miners represent 15-20% global hash rate • Hash prices just above $50 per petahash/day • 3.5% of Texas peak load is flexible mining Timestamps: 00:00 Start 02:05 Difficulty Report by Luxor 06:09 Antalpha lending book & Tether 11:47 Fractal Bitcoin 12:24 ERCOT electricity market 26:07 JP Morgan report 35:39 Corporate crypto treasury bubble 44:08 Cry Corner: Semler Scientific Warning Sign
KeywordsBitcoin mining, ERCOT, energy innovation, load flexibility, demand response, energy market, Bitcoin miners, energy providers, financial transactions, energy contractsSummaryThe conversation explores how Bitcoin mining is influencing innovation within ERCOT, particularly in terms of load flexibility and energy market dynamics. The panel discusses the challenges and opportunities presented by Bitcoin miners, the role of ERCOT in managing energy demand, and the evolving relationship between Bitcoin miners and energy providers. Key themes include the need for improved understanding of Bitcoin's value in the energy sector, the importance of financial innovations, and the potential risks associated with regulatory changes.TakeawaysERCOT Innovation Day highlighted key themes around load growth.Bitcoin miners are pioneers in load flexibility.ERCOT aims for 20 gigawatts of demand response.The energy market has a capacity problem, not an energy problem.AI is being integrated into energy solutions despite its high energy consumption.Bitcoin miners can provide valuable insights into energy consumption.The relationship between Bitcoin miners and REPs is evolving.Frequent payments from Bitcoin miners can reduce financial risks for energy providers.Innovation in the energy sector is driven by smaller, agile companies.Critical thought is needed regarding regulatory changes affecting Bitcoin mining.Chapters00:00 ERCOT Innovation Day: Key Takeaways03:42 Understanding Bitcoin Mining's Role in ERCOT08:56 Panelist Introductions and Business Context10:49 ERCOT's Perspective on Bitcoin Mining15:44 Market Participants' Understanding of Bitcoin20:10 The Integration of Bitcoin Mining and Energy Providers26:55 Financial Innovations in Bitcoin Mining32:14 Critical Thoughts on Controllable Load Resources
KeywordsERCOT, Bitcoin mining, energy strategy, load growth, operational risk, power pricing, energy market, risk management, software solutions, energy transformationSummaryThe conversation delves into the evolving landscape of ERCOT's energy market, focusing on the impact of load growth from various sectors, including Bitcoin mining. Experts discuss energy strategies across different load zones, operational risks, and the role of software in managing these risks. The discussion also highlights the transformation of the energy market with the integration of renewable sources and the maturing of Bitcoin mining as a business, emphasizing the importance of risk management and strategic decision-making in energy consumption and pricing.TakeawaysERCOT's energy market is influenced by significant load growth.Bitcoin mining is highly sensitive to energy pricing and strategies.Different load zones require tailored energy strategies.Operational risks in Bitcoin mining can be mitigated with software solutions.The energy market is transforming with more renewable sources.Bitcoin miners can provide flexible load to the energy grid.The hash rate market is maturing, allowing for better risk management.Forward selling of power can lock in margins for miners.Risk appetite varies among miners based on their business models.Seasonality affects energy pricing and strategy decisions.Chapters00:00 Introduction to Mining and Community Engagement00:25 Energy Market Dynamics in Texas03:35 Strategies for Energy Pricing and Load Zones06:21 Operational Risks and Software Solutions09:36 The Role of Bitcoin Miners in Energy Flexibility12:28 Market Trends and Future Predictions15:36 Hedging Strategies and Risk Management18:21 Seasonality and Ancillary Services in Energy Markets21:33 Final Thoughts and Audience Engagement
The largest grid operator in the U.S., PJM, has more than 3,000 active projects in its interconnection queue, more than four other ISOs combined. And it used to be easy to build in Texas, but ERCOT is facing the same challenges as other regions. Spearmint Energy's Andrew Waranch and Gina Wolf examine the nuances of building ISO supply in this episode of Power Plays.
The news of Texas covered today includes:Our Lone Star story of the day: It's the final days of the 89th Texas Legislature. Here are some of the late breaking items covered today: Texas Poised to Enforce Age Verification on Apple, Google App Stores House Approves Legislation to Protect Students From Sexual Content – or how the Leftist media characterizes it: Texas Legislature poised to implement sweeping restrictions on school libraries. $2.5 Billion Water Infrastructure Deal, Additional 20-Year Annual $1 Billion Struck Texas Legislature moves to observe daylight saving time year-round – federal law would have to change first Tort reform: New limits for personal injury and wrongful death lawsuits may become a reality in Texas. ERCOT would get a ‘kill switch' for large consumers under bill passed in House Democrats kill bill to stop bum encampments in Texas cities Dems run down the clock to defeat Texas ‘SAVE' act and Lege's most-restrictive abortion bill. – two important bills and who controls “the clock?” House leadership does. Leftist press pretends that “transgender” folk have special “rights” that Republicans are “targeting.“ Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas manufacturing production steady – Dallas Fed report.Texas Lottery scandal now includes guilty pleas in federal investigation. But lawmakers didn't have the guts to shut it all down.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
Senate Bill 6's so-called “kill switch” provision, which would give the Electric Reliability Council of Texas the power to shut off power to large consumers during power grid emergencies, has faced the most attention in a substantial legislative proposal designed to address issues facing the ERCOT power grid. The bill passed 117-24. In other news, Texas public schools are on the verge of garnering a record-breaking increase in state funding after the Senate approved a wide-ranging finance bill on Friday; the city of Dallas is hosting an Expedited Passport Day for residents who need to obtain or renew their passports. The event will take place on Thursday, May 29, in the Flag Room on the sixth floor of Dallas City Hall from 9 a.m. to noon. Residents must register in advance and choose a 15-minute time slot. It takes two to three weeks to get the passport through the expedited process. The cost for adults seeking their passports for the first time is $225. It's $190 to renew and $195 for minors. These prices already include the $60 fee for expedited processing. Payments will only be accepted via credit or debit card or money order. Cash is not accepted. All passport applicants, including minors, must be present; and an effort that would force some of Texas' most iconic foods and drinks — including Dr Pepper, Blue Bell Ice Cream and Buc-ee's Famous Beaver Nuggets — to change recipes or label their products as “not recommended for human consumption” was decisively rejected by the Texas House on Sunday. Learn more about your ad choices. Visit podcastchoices.com/adchoices
KeywordsBitcoin mining, energy grid, ERCOT, legislation, grid reliability, energy abundance, flexible load, Texas energy, legislative advocacy, energy innovationSummaryThis conversation explores the intersection of Bitcoin mining and energy legislation in Texas, focusing on the roles of key figures in the industry and the legislative challenges they face. The discussion highlights the potential of Bitcoin mining to enhance grid reliability and the importance of advocacy in shaping favorable legislation. Key bills, SB6 and HB3970, are examined for their implications on the energy market and Bitcoin's role within it.TakeawaysBitcoin mining can significantly enhance grid reliability.Legislative action is crucial for the growth of Bitcoin mining.The relationship between ERCOT, PUC, and the legislature is complex.SB6 may impose restrictions that hinder Bitcoin mining's potential.HB3970 offers a more flexible and innovative approach to energy management.Advocacy is essential for ensuring Bitcoin's role in energy discussions.The energy market is evolving with the introduction of flexible loads.Bitcoin miners are uniquely positioned to respond to energy demands.Collaboration between various stakeholders is key to legislative success.Understanding the intricacies of energy legislation is vital for industry players.Chapters00:00 Introduction to Energy and Bitcoin Mining02:56 The Role of Bitcoin in Grid Reliability05:46 Understanding Legislative Frameworks09:02 Bitcoin Mining's Impact on Energy Markets11:57 Legislative Challenges and Opportunities15:03 Advocacy for Bitcoin in Energy Legislation17:57 Comparing SB6 and HB397021:05 The Future of Bitcoin Mining and Energy Innovation
KeywordsTexas, Bitcoin, energy, ERCOT, mining, culture, private property rights, innovation, economic freedom, legislationSummaryThe conversation explores the unique position of Texas as a hub for Bitcoin mining and energy innovation. The speakers discuss the state's abundant natural resources, deregulated energy market, and cultural attitudes that foster entrepreneurship and innovation. They highlight the role of ERCOT in stabilizing the grid and the importance of private property rights in promoting economic freedom. The discussion also touches on the potential future of Bitcoin and energy legislation in Texas, emphasizing the state's significance in the global Bitcoin landscape.TakeawaysTexas is seen as the center of Bitcoin activity.Stranded energy presents unique opportunities for Bitcoin mining.ERCOT's improvements have enhanced grid stability.Texas has a unique energy culture that supports innovation.Private property rights are crucial for economic freedom.The future of Bitcoin in Texas looks promising.Austin is emerging as a cultural hub for Bitcoin.The Bitcoin industry is largely self-funded and innovative.Texas culture fosters an infectious entrepreneurial spirit.Legislation around Bitcoin and energy is evolving in Texas.Chapters00:00 The Role of Texas in Bitcoin Mining01:27 Stranded Energy and Bitcoin Mining Opportunities04:47 The Evolution of ERCOT and Bitcoin Miners07:45 Cultural and Economic Factors in Texas10:23 Private Property Rights and Bitcoin13:37 The Future of Bitcoin and Energy in Texas16:29 Challenges and Opportunities for Big Energy Companies19:39 The Importance of Community and Collaboration22:27 The Future of Bitcoin Legislation in Texas
Why is the electricity market so broken—and what can we do to fix it?In this episode of the Let People Prosper Show, I interview Glen Lyons, a Texas-based energy expert and advocate for Consumer Regulated Electricity (CRE). Glen shares his journey from advertising to energy policy, offering unique insights on ERCOT's dysfunction, the original sin of electricity monopolies, and how free markets—not central planning—can finally unleash innovation, reliability, and cost savings for consumers.We also explore the growing demands of data centers, the role of AI in energy usage, and why Texas has a golden opportunity to lead the way with CRE.For more insights, visit vanceginn.com. You can also get even greater value by subscribing to my Substack newsletter at vanceginn.substack.com.
Stories we're following this morning at Progress Texas:All-time temperature records look likely to fall for both San Antonio and Austin as a dangerous and alarmingly early heat wave arrives: https://www.mysanantonio.com/news/weather/article/dangerous-extreme-heat-texas-20323488.php...Even those who are bullish about ERCOT's prospects with this heat wave are concerned about the many fossil fuel-powered plants that are offline for "normal" May maintenance: https://www.expressnews.com/business/article/texas-grid-ercot-spring-heat-wave-thermal-outages-20323306.php...This kind of heat is no joke - it's important to take extra care and to check in on the elderly or otherwise vulnerable: https://www.statesman.com/story/weather/severe/2025/05/12/texas-heat-wave-extreme-temperatures-texas-weather-austin-san-antonio-houston-dallas/83578591007/Crunch time arrives for bills in the 89th Legislature, as the drop dead moment arrives this week: https://www.houstonpublicmedia.org/articles/news/politics/2025/05/12/520648/its-crunch-time-for-texas-house-bills-as-three-key-deadlines-hit-this-week/The National Council of Nonprofits has issued a warning that draft tax legislation released by the U.S. House Ways and Means Committee contains provisions that would allow Donald Trump to arbitrarily shut down non-profit media orgs including NPR, PBS...and Progress Texas: https://www.councilofnonprofits.org/articles/nonprofits-under-threat-whats-house-tax-bill-and-how-you-can-helpWe look forward to celebrating our 15th anniversary this summer! Join us for a celebratory gathering in Dallas on Monday June 9: https://act.progresstexas.org/a/2025anniversaryThe merch to match your progressive values awaits at our web store! Goodies at https://store.progresstexas.org/.We're loving the troll-free environment at BlueSky! Follow us there at https://bsky.app/profile/progresstexas.bsky.social.Thanks for listening! Find our web store and other ways to support our important work at https://progresstexas.org.
Stories we're following this morning at Progress Texas:This week's mid-May heat wave is expected to shatter daily high temperature records - parts of Texas will be hotter than parts of the Sahara Desert between Tuesday and Thursday: https://www.expressnews.com/san-antonio-weather/forecast/article/heat-wave-south-texas-historic-temperatures-20320730.php...ERCOT expects to keep up with power demand, which experts credit to expanded solar generation and battery storage capacity: https://www.khou.com/article/news/local/texas-power-grid-demand-heat-wave-may-2025/285-c06738f9-374d-4b31-9416-4286467c0bceTexas Republicans continue to up their game when it comes to hating on transgender Texans - a new bill will, in effect, erase them when it comes to state documents: https://www.texastribune.org/2025/05/10/texas-house-trans-bills-advance/That bill outlawing the distribution of abortion drugs in Texas includes unprecedented legal language that would protect itself from being challenged in state courts: https://www.texastribune.org/2025/05/12/texas-abortion-pill-bill-state-court/House Republicans' solution to threats of violence against election workers in Texas? Add more guns to the mix: https://www.statesman.com/story/news/politics/state/2025/05/09/texas-house-votes-to-allow-election-judges-armed-voting-sites/83501483007/Democrats, once again, in disarry as the SDEC is set to vote on whether to remove Fort Bend County's party chair over allegations of irregular spending - as he himself investigates similar allegations against the prior chair: https://www.houstonpublicmedia.org/articles/news/fort-bend/2025/05/09/520985/texas-democrats-to-consider-removal-of-fort-bend-county-party-chair-precinct-chairs-say/We look forward to celebrating our 15th anniversary this summer! Join us for a celebratory gathering in Dallas on Monday June 9: https://act.progresstexas.org/a/2025anniversaryThe merch to match your progressive values awaits at our web store! Goodies at https://store.progresstexas.org/.We're loving the troll-free environment at BlueSky! Follow us there at https://bsky.app/profile/progresstexas.bsky.social.Thanks for listening! Find our web store and other ways to support our important work at https://progresstexas.org.
The news of Texas covered today includes:Our Lone Star story of the day: A nail-spittingly angry Texas Railroad Commissioner, Wayne Christian, tells how big oil has switched sides at the 11th our of the legislative session and joined with the enviro-left to undermine a major bill to firm up the Texas ERCOT electric grid. Click here to see Commissioner Christian's full email and op-ed on the issue.Commissioner Christian also points out how AEP has choked off a rebirth of Texas coal power made possible by the Trump Administration.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Oil and gas drilling rig count down; Texas sales tax collections up.We've seen this movie before – every two years!: Far too many Texas Republican priority bills are being held up in the Texas House. Members are rightly concerned and many fingers are accurately pointing at Rep. Ken King. But remember, the Speaker can fix all of this in a brief moment. House leadership is blocking a vote on banning Taxpayer-Funded Lobbying, says Rep. Money. Again, the Speaker can fix this in a heartbeat if he desires.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
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