What if 9 Substations were Targeted on the US Grid? Would Jon Wellinghoff’s Prediction of an 18-Month US Grid Blackout Happen?

The U.S. power grid faces a long-standing vulnerability that has resurfaced in recent discussions: a coordinated attack on a small number of critical substations could trigger a cascading nationwide blackout lasting months—or longer. This warning, originally highlighted by former Federal Energy Regulatory Commission (FERC) Chairman Jon Wellinghoff, stems from analysis following the 2013 Metcalf substation […]

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Texas ERCOT looks to complete Texas data center audit by December

The Electric Reliability Council of Texas (ERCOT) aims to finish Governor Greg Abbott’s comprehensive verification and audit of data center and large-load projects by December 2026. The review, ordered on August 3, pauses advancement of new data center interconnections until projects demonstrate compliance with state law, Public Utility Commission of Texas (PUCT) rules, and ERCOT […]

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West Texas Oil Producers Pushing Power Demand ‘To the Moon’

Oil and gas producers in the Permian Basin are driving electricity demand skyward in West Texas, even as technology companies race to site data centers in the world’s most prolific shale play. The dual surge—from electrifying drilling, fracturing, and production operations, plus hyperscale computing loads—is straining the regional grid and prompting warnings of potential reliability […]

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Texas data center pause puts 20% of US pipeline at risk of delay: BNEF

Texas Governor Greg Abbott’s directive pausing new data center interconnections to the ERCOT grid has placed nearly one-fifth of the entire U.S. data center development pipeline at risk of delays, according to analysis from BloombergNEF (BNEF). The move, announced August 3, 2026, requires a comprehensive audit of energy use, water consumption, financing, ownership, and community […]

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Texas Governor Greg Abbott has directed a halt on new data center connections to the ERCOT grid pending a comprehensive audit of their energy use, water consumption, financing, ownership, and community impacts.

This action, announced August 3, 2026, comes roughly three weeks after New York became the first state to impose a temporary statewide moratorium on new hyperscale data centers. It applies to projects seeking to interconnect with the Electric Reliability Council of Texas (ERCOT) system and pauses related transmission planning work, including the “Batch Zero” study. […]

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Texas Holding Consumers Hostage for $33 B in a High-Voltage Heist

Texas ratepayers are on the hook for a $33 billion high-voltage transmission expansion that critics call a classic power grab—funneling guaranteed returns to transmission monopolies, condemning thousands of acres of private land, and primarily enabling more intermittent wind and solar that many of today’s assets won’t economically or physically outlast another decade. The Electric Reliability […]

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Texas ERCOT Grid Holds Beyond 91 Gigawatts in Heat Wave – At What Cost?

On Wednesday, July 22, 2026, extreme Texas heat drove air-conditioning demand that pushed the Electric Reliability Council of Texas (ERCOT) grid past 91 gigawatts for the first time. Unofficial real-time figures from ERCOT’s website showed a peak around 91,300 megawatts near 5 p.m. CT, with system-wide demand data indicating highs near 91,089 MW. This shattered […]

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Energy Stocks Worth Looking Into for the Data Center Power Boom

The AI-driven data center boom is reshaping U.S. energy demand, with hyperscalers (Microsoft, Meta, Google, Amazon, Oracle, and others) pouring hundreds of billions into new facilities that require massive, reliable, 24/7 power. Natural gas—via pipelines, turbines, onsite generation, and supporting equipment—is emerging as a critical bridge fuel due to its dispatchability, speed of deployment, and […]

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