ERCOT

AI Energy

Texas Grid Buckles Under AI Data Center Surge as Power Prices Jump 9x

ERCOT faces 226 GW in pending interconnection requests—mostly from data centers—while capacity auction prices hit federal limits and wholesale rates climb 45% year-over-year.

8 min read ·
Energy Markets

Texas Natural Gas Trades at -$7 While Europe Pays $17: The Infrastructure Paradox Threatening AI’s Power Strategy

Record Permian production meets pipeline gridlock, forcing producers to curtail output while global markets pay premiums—and data centers betting on stable gas face a reckoning.

9 min read ·