April 30, 2026
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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029
Temple's Davis is running the playbook well: separate what cities control from what ERCOT and Oncor control, quantify revenue ($7M annually rising to $12M after abatement), and refuse the zero-sum frame.
April 12, 2026
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400 Projects, Two Unanswered Questions, One Legislative Clock
Vistra EVP Stacey Dore and Oncor VP Brian Lloyd argued data centers will optimize existing transmission and spread fixed costs, with heavy infrastructure expense falling on operators who can absorb it.
April 8, 2026
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Texas Built Its Tax Break for Yesterday's Data Center Market
Samsung's $17 billion Taylor fab pulled Oncor transmission assets into eastern WilCo, directly enabling the buildout.
February 25, 2026
Co-Located Power Is the New Default. Texas Counties Can't Stop It.Near Lufkin, Amp Z is pursuing a 2.1 GW hybrid campus on a former paper mill site, combining utility service from Oncor with on-site generation.