The Texas Energy and Power Newsletter

The Texas Energy and Power Newsletter

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Texas Large Load Queue Continues Phenomenal Growth, Texas Grid Roundup #83
Large load queue hits 225 gigawatts with no signs of slowing down; PUC staff files discussion draft on large load interconnection; ERCOT board to…
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Doug Lewin
56:10
Replay: Using Wasted Energy to Power AI with Crusoe's Cully Cavness
A Thanksgiving-week repost of one of our most hopeful conversations, revisited in light of Crusoe’s surge in growth, investment, and impact across…
 • 
Doug Lewin
 and 
Nathan Peavey
Texas Demand Growth Highest in the US, Reading & Podcast Picks, November 23, 2025
Texas demand expected to rise even more than PJM on data center and broader industrial demand; permitting reform bill advances; NERC issues winter…
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Doug Lewin
54:57
How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and…
 • 
Doug Lewin
 and 
Nathan Peavey
A Texas Flex, Reading & Podcast Picks, November 16, 2025
More AI data centers coming to Texas and it's only the beginning; distributed flexibility markets & DERs are a solution to multiple energy problems; gas…
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Doug Lewin
 and 
Emma Hamilton
An Expensive and Unnecessary Capacity Market
Tomorrow the PUC will discuss a new ERCOT proposal, called DRRS Plus, to establish a capacity market. There are far less expensive and more effective…
 • 
Doug Lewin
38:31
It's Going to Happen First in Texas with Nat Bullard (Part 2)
In Part 2 of my conversation with Nat Bullard, we talk about the rise of batteries in Texas, the Texas Energy Fund, the value of distributed energy…
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Doug Lewin
 and 
Nathan Peavey
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a…
 • 
Doug Lewin
 and 
Emma Hamilton
40:20
Information Is Infrastructure with Nat Bullard (Part 1)
Halcyon Co-Founder Nat Bullard on his annual presentation, his venture to bring order to the chaos of regulatory filings, the global EV market, gas…
 • 
Doug Lewin
 and 
Nathan Peavey
The Texas Energy and Power Newsletter
The Texas Energy and Power Newsletter
A newsletter, podcast, and community with clear analysis of Texas’s electric grid, clean energy transition, utility policy, and lessons that apply nationwide. New posts weekly.
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