PUC

May 27, 2026

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The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.

Running parallel: PUC staff want to shift transmission cost allocation for large loads from four coincident peaks to contracted peak capacity, a change that would reshape which project economics actually pencil.

May 2, 2026

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Federal AI Build Picks Gas in Months While Ohio's 9.2 GW Stalls

Katie Coleman of O'Melveny & Myers laid out the structural divide on the Energy Capital Podcast: private capital builds generation at risk, but transmission requires PUC approval and decades of rate recovery.

April 30, 2026

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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029

In Texas, SB6 implementation rulemaking sits at the Public Utility Commission as Project No. 58317, and Energy Capital's roundtable with Matt Boms and Dr. Joshua Rhodes flagged that transformers and substations now cost multiples of prior prices, amplifying the risk that all ratepayers absorb upgrades sized for a handful of customers.

April 23, 2026

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Capital Front-Runs the Forecast: $2B Lands Before ERCOT Hits 367 GW

The resolutions went to Governor Abbott, Lt. Gov. Patrick, Sen. Perry, Rep. Darby, the PUC, TCEQ, ERCOT, and the Texas Water Development Board.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

PUC Chair Thomas Gleeson said generation-side price increases are unlikely given Texas's renewable and battery buildout, but flagged the state's multibillion-dollar transmission overhaul as a potential cost pressure.

April 10, 2026

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Caprock Broke Ground. Projects That Can't Match It Won't.

Aligned Data Centers broke ground on Project Caprock, a 540MW, $5 billion campus near Abernathy in Hale County, while at the Capitol, lawmakers grilled ERCOT and PUC officials on who pays for the state's data center surge, and Google confirmed a 933MW natural gas plant under construction in Armstrong County.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

The PUC is implementing non-refundable application fees for large load interconnection studies and shifting to batch processing.

April 7, 2026

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Medina County Told Microsoft No. Here's the Playbook It Used.

Gov. Abbott's press secretary stated facilities "are required to bring their own power and to disconnect if Texans don't have what they need," and regulators require large data centers to register with ERCOT and the PUC, provide backup power, and help fund grid upgrades.