Energy Capital Podcast

Josh Rhodes & Matt Boms

The Texas power grid is being rebuilt in real time. Energy Capital covers the policy fights, market mechanics, and technical decisions shaping what comes next. Hosted by Josh Rhodes (UT Austin) and Matt Boms (TAEBA), with the policymakers, regulators, and researchers at the center of it. Produced by ClarityForge Studios. Topics include ERCOT market operations, grid reliability, renewable integration, distributed energy resources, interconnection and transmission planning, regulatory economics, energy storage, demand response, and the Texas electricity market. New episodes weekly. on Texas energy and power grid issues, featuring interviews with energy professionals, academics, policymakers, and advocates. Produced by ClarityForge Studios. www.texasenergyandpower.com

  1. 3d ago

    Data centers have to earn rural Texas

    In August, Gov. Greg Abbott ordered ERCOT to audit the data centers seeking to connect to the grid, pausing ERCOT’s batch zero study of the first cohort for a new process to connect large loads as a group. In September he told the Texas Commission on Environmental Quality to halt data center permits. Rep. Drew Darby, the San Angelo Republican who chairs the House Energy Resources Committee, wants harder terms for those projects: data centers pay their own way, show they have tenants and financing, and earn support from the towns that host them. His 2025 bill, House Bill 3970, offered a faster path to the grid for large loads that bring their own generation or agree to cut use on ERCOT’s call. He faults the delay and says “the worst thing we could do is throw batch zero out.” On this week’s Energy Capital Podcast, Joshua Rhodes talks with Darby about large loads and the infrastructure rural Texas carries for the rest of the state. The rest of the conversation: * Dove Creek and speculative load: Darby says Beacon Data Centers left Dove Creek residents without answers on water, power and noise. One project shopped to five towns, he says, becomes 5 gigawatts of demand on paper. * The data center tax break: The 2013 sales tax exemption for data center equipment was pegged at $14.6 million for 2014-2015. The Senate Finance Committee projects $3.3 billion for 2028-2029. Darby would rework it rather than repeal it. * The 765-kilovolt review clock: Darby backs the new transmission lines but wants to add at least three more months to the Texas Public Utility Comission’s 180-day review. On one line, he says, 1,400-plus landowners were added to the review process late with no extra time. * Produced water: Oil wells bring up two to five barrels of brine per barrel of oil. Darby puts injection at 50 to 75 cents a barrel and treatment for reuse at about three times that. He counts three permits pending at TCEQ to discharge treated water into the Pecos River basin. * Rural representation: By Darby’s count, 17 House members represent the two-thirds of Texas west of Interstate 35. Harris County alone has 25. * After November: Darby credits the 76–74 House of 2009 with getting its work done because members worked together. * Plus: grid-enhancing technologies and HB 5200, which passed the House 128–0 and never got a Senate hearing, and how Tom Green County got its panhandle. Chapters * 00:00 - Welcome and Tom Green County’s panhandle * 03:10 - Why data centers lost public support * 05:12 - Making data centers pay their way * 08:04 - What cities miss about rural Texas * 12:24 - Keeping data center hookups moving * 15:40 - Dove Creek and projects on paper * 20:04 - What data centers owe host towns * 22:11 - More time for landowners on power lines * 29:34 - Getting more from existing power lines * 32:00 - Oilfield wastewater as new water * 38:27 - How much oilfield water Texas could use * 40:23 - The election and working across the aisle Resources People & Organizations * Joshua Rhodes * Webber Energy Group (Website - LinkedIn) * IdeaSmiths (Website - LinkedIn) * Energy Capital (Podcast - LinkedIn - YouTube) * Drew Darby Company & Industry News * KBTX - Abbott pauses data center permits pending water and power review * KERA - Texas lawmakers question billions in tax breaks for data centers * San Angelo LIVE! - Darby reacts to Dove Creek data center TCEQ permit application * Texas Tribune - Pressure mounts to allow treated oilfield waste in Texas rivers and on rangeland Books, Articles & Filings Discussed * Office of the Governor - Governor Abbott directs comprehensive data center audit * ERCOT - New batch connection process for large electricity users * Texas Legislature - HB 3970 (89R), expedited large-load interconnection * Texas Legislature - SB 6 (89R), bill analysis * Texas Legislature - HB 5200 (89R), grid-enhancing technologies * Texas Legislature - HB 49 (89R), produced water liability * Legislative Budget Board - HB 1223 (83R) data center sales tax exemption fiscal note * Rep. Drew Darby - Letter to TCEQ on Beacon Data Centers * Utility Dive - Texas regulators approve Permian Basin Reliability Plan Related Podcasts by Energy Capital * Solutions Over Theatrics with Texas House Energy Resources Chairman Drew Darby * Who Pays for the New Grid with Pablo Vegas * What the Sierra Club wants from the Texas grid * How Texas decides which data centers to connect * Why some large loads insist on paying their way T This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe

    Data centers have to earn rural Texas
  2. Oct 21

    Texas energy heads into the 2027 session

    House Bill 5200 would have had ERCOT evaluate grid-enhancing technologies (sensors, software and advanced conductors that raise an existing transmission line’s capacity). It passed the House 128-0 in 2025. The Senate never gave it a hearing. Its author, State Rep. Rafael Anchía (D-Dallas), says no senator would carry it, and he plans to refile it for the session that opens Jan. 12. Lawmakers return to a large-load queue topping 400 gigawatts, mostly data centers, and a data center freeze Gov. Greg Abbott ordered in August pending an audit. On this week’s Energy Capital Podcast, Joshua Rhodes talks with Anchía, who has represented House District 103 since 2005, about how a bill becomes Texas law and what the 2027 session holds for the grid. * How a Texas bill dies. About 1,200 of the 8,700 bills filed in 2025 reached the governor. Anchía calls the process “a mechanism designed to kill legislation” and tells advocates to build coalitions between sessions. * SB 6’s price of entry. The PUCT’s September rules under SB 6, the 2025 large-load interconnection law, requiring a $100,000 study fee and $50,000 per megawatt in security. * Predictable rules. Anchía, once skeptical of Texas’s competitive market, says it works when the rules stay predictable, and names what undercuts it: shifting tariffs, threats to re-regulate, and favoring one fuel over another. * Upgrades and new lines. He supports the 765-kilovolt lines the PUCT began approving in August. Utilities such as Oncor recover new-line costs more easily than upgrade costs, he says, so he wants grid-enhancing technologies made a condition of new builds. * Winter risk after Uri. Experts tell Anchía a severe winter storm worries them more than summer peaks. He wants proof the Railroad Commission’s 2022 gas weatherization rules hold through one. * The 2027 list. Anchía expects bills requiring data centers to disclose energy and water use and ending their taxpayer subsidies. He also wants a temporary fund, modeled on the old System Benefit Fund, for the Texans least able to absorb price shocks. * Plus: his two decades in the House, from deregulation through CREZ, his predictions for the Nov. 3 Texas House and statewide races, and what a change in control of Congress would mean for Texas energy. Abbott’s audit is still open, and its findings will reach a Legislature that Anchía expects to make targeted fixes to SB 6. Chapters * 00:00 – Meet Rep. Rafael Anchía * 00:58 – How a bill becomes law in Texas * 06:25 – When public input matters most * 08:33 – Why HB 5200 stalled in the Senate * 12:43 – 20 years of Texas energy policy * 16:46 – What still needs fixing after Winter Storm Uri * 19:18 – The data center rush and SB 6 * 22:27 – Why the governor paused data centers * 26:05 – Steady rules vs. picking winners * 30:29 – Bigger power lines and getting more from the grid * 35:01 – Rewarding utilities for doing more with less * 37:51 – Priorities for the 2027 session * 40:14 – Election predictions for Texas * 44:02 – If Congress flips: what it means for Texas energy This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe

    Texas energy heads into the 2027 session
  3. Sep 30

    How far can batteries stretch Texas transmission?

    In ERCOT’s new interconnection process for large loads, a data center can connect sooner as a provisional controllable load resource. That is, ERCOT can curtail power above an agreed firm level. A study from Base Power and Piq Energy shows batteries near the transmission lines to a data center could stand in for most of that curtailment. In the study, 80 megawatts of batteries would clear every transmission constraint created by a 100 MW data center near Burleson, Texas, on Oncor’s system. A battery beside a strained line relieves it about one-for-one, while curtailing a more distant data center may relieve half as much. Any battery near the line has that edge. On this week’s Energy Capital Podcast, Joshua Rhodes talks with Chase Dowling, head of market operations for Austin battery company Base Power. The business model is Base Power retains ownership of the batteries it installs for retail customers, and homeowners subscribe to the service.Dowling puts the batteries’ reach at “80 percent, 85 percent of all of the constraints.” The rare failures that sever part of the system, he says, still need new transmission or generation. * The limits: the battery fleet needed grows faster than the load, and West Texas lacks enough homes for large fleets. No market yet pays batteries to act as transmission. * Who pays: Dowling proposes that a data center facing curtailment fund a battery fleet near its constraints, and the host homes get outage protection. * Utility fleets: for El Paso Electric and CoServ, Base builds co-branded fleets and hands control to the utility. It now installs in Chicago, in PJM. * Backup: Dowling says a portable generator can stretch a Base battery through a multi-day outage like Winter Storm Uri. Dowling says the challenge now is getting ERCOT to model these fleets at the transmission substation, where planners can see them. Chapters 00:00 – Chase Dowling and the new Base Power study01:01 – What Base Power has built since 202302:22 – Manufacturing home batteries as a grid resource05:10 – The homeowner value proposition07:50 – Base Core's generator port and extended backup11:43 – Deployment speed and what limits it14:43 – Regulated utilities and who controls the batteries16:28 – Lessons from Texas for PJM18:23 – Flexibility Without Curtailment: the paper's premise22:32 – Why location matters: 100 MW at Burleson Switch26:52 – How 80 MW of batteries hosts 100 MW of load28:47 – Bigger loads, the long tail, and the 80/20 rule35:13 – Batch Zero, curtailment risk, and who pays38:17 – Data center PR and how big this can get Resources People & Organizations * Joshua Rhodes (LinkedIn) * Energy Capital (Podcast - LinkedIn - YouTube) * Chase Dowling (LinkedIn) * Base Power Company (Website - LinkedIn - Base Core) Company & Industry News * Base Power raises another US$1 billion in Series D financing for US residential BESS * Base Power brings cheap batteries to residents in power-starved PJM * Base Power to launch 100-MW home battery network for Texas utility Books, Articles & Filings Discussed * Piq Energy and Base Power - Flexibility Without Curtailment * ERCOT - Aggregate Distributed Energy Resource (ADER) pilot project * ERCOT - Trending topic: new batch connection process for large electricity users * Texas Legislature - SB 6, 89th Legislature, enrolled bill text * El Paso Electric - El Paso Electric and Base Power install first home battery in El Paso as part of new reliability pilot program * Farhad Billimoria and Conleigh Byers - The value of compute load: what cloud markets reveal about the potential for flexible data centers Related Podcasts by Energy Capital * Creating a Distributed Battery Network with Zach Dell * How Load Flexibility Could Unlock Energy Abundance with Tyler Norris * What batch zero settles and what it leaves open * How Texas plans to serve infinite demand * How Data Centers Can Strengthen the Texas Grid with Camus Energy CEO Astrid Atkinson Related Posts by Texas Energy & Power * $6.5 billion in transmission projects, batch zero closure, and the questions that follow: Texas Grid Roundup #93 * Flexibility and Speed to Power, Reading & Podcast Picks, December 7, 2025 Transcript Joshua Rhodes: Hey everyone, and welcome back to another episode of the Energy Capital Podcast. I’m really excited to have Chase Dowling here from Base Power Company to talk about what the company’s been doing, as well as a new study they’ve put out looking at the impact of distributed energy resources on the ability to unlock firm load for places like large loads, data centers. But yeah, really excited to have Chase here to talk about it. Chase has a PhD in electrical and computer engineering from UW, University of Washington. In and around there, he also worked 10 years at the Pacific Northwest National Lab, ending as a senior applied scientist before switching over to machine learning at Tesla. Very recently, actually, as of recording this podcast, he’s a founding power systems engineer at Base Power Company. Chase, welcome to the Energy Capital Podcast. Chase Dowling: Thanks, Josh. Sorry for the mouthful. Yeah. Ten years at DOE and then a couple years at Tesla working mainly in energy. Joshua Rhodes: Yeah. Yeah. Well, energy’s kind of the thread that brings us all together these days, right? It’s like energy is AI, is transportation— Chase Dowling: Is everything. Joshua Rhodes: —is now politics too, which we won’t get into. So it’s been a while since Doug originally interviewed Zach about Base Power, and so, you know, a lot has happened since the last time we checked in. You know, you started as a pretty novel combination of retail electricity and batteries in Texas, but now you’re manufacturing your own hardware, working directly with utilities. Kind of before we get into kind of the specific study, what’s going on at Base right now? Like, what are y’all working on? Chase Dowling: Yeah, no, it feels like a while, but it’s crazy to say founded at the end of 2023 that we’re scaling up. We’ve got 600 MWh of batteries in the ground, and we’re just now speeding up. We’re installing all over Texas, and we’re now entering our first new markets outside of Texas, installing in Chicago and trying to get at the capacity problems in PJM. But the biggest changes maybe since you talked to Doug or since Doug talked to Zach was we’re installing in deregulated territory as a retailer, but now we have a lot of regulated utility partnerships as well, where we come in and help facilitate the construction of a large distributed peaking resource for these regulated utilities. But that’s the story since then, is that we’ve been scaling, growing, and installing resources faster. Joshua Rhodes: I mean, you’re manufacturing these units in Austin. I know you’re looking— you’re also building a new facility out by the airport, but, you know, you’re currently in the old, you know, Austin American-Statesman building. I actually took a tour of the place, I wanna say, like 7 months ago, and you had, like, you know, half of a line going. But I was there last week. I mean, you had multiple lines going, robots following magnetic tape all around, and lots of folks putting stuff together. Tell me about the manufacturing process and kind of what you’re doing, you know, here in Austin. Chase Dowling: Yeah. So this is a big piece of being a vertically integrated designer, manufacturer, developer, and operator of an energy resource and how we build our kind of like technological advantage that we’re providing to the grid. And so manufacturing is like a key piece to the advantage here. If you look at distributed resources, and this is what we do as a company, we go and we install batteries on homes, residential batteries on homes, and we can talk more about like how this model works or what the value proposition to the homeowner is. But we’re manufacturing these home batteries to be a grid resource first. If you go out on the market today and you look at, like, what are your options, you could buy a battery from Enphase, you could buy a Powerwall. These are very modular, very flexible consumer products that carry a margin for that manufacturer. But we’re a grid resource first. And so to be a grid resource, you need to be robust, you need to be easy to install, you need to be capable of certain functionalities that you don’t necessarily need on, like, a consumer home battery. You need to be thinking about it here, like in Texas. You may have noticed it’s hot in Texas. Batteries don’t like super hot and super cold, and so we have designed a battery that is exceptionally good at rejecting heat, and is gonna be available when the grid needs support from that peaking resource when it’s super hot outside and load is super high. And so in order to build such an effective resource, you need to control the destiny of the hardware that you’re deploying with. And so by manufacturing, we’re able to assure that the batteries that we put out in the world are gonna be able to stand up to the Texas summers and the Texas winters, and now the Chicago winters. It’s like an important key piece of why manufacturing is so important. And what’s really cool about it being in the Austin American-Statesman building right across the street from the offices is that, for example, I work a lot on the software that does the grid coordination and the grid participation of the aggregate resource. But whenever we notice a problem of like, oh, an inverter maybe derates under certain conditions, we just walk across the street and say, “Hey guys, check this data streams that we’re seeing. What’s going on?” And we can fix that problem right then and there. It’s a super incredible advantage to building a really performant resource. Joshua Rhodes: Let’s talk about the value proposition to the customer, right? ‘Cause like you’re a grid asset, but y

    How far can batteries stretch Texas transmission?
  4. Sep 16

    Everything moving on the Texas grid

    The PUCT approved the southernmost of three 765 kV paths into the Permian on September 13. It has not approved the center path: administrative law judges recommended denying it in August, and chairman Thomas Gleeson sent it back asking what the lines are needed for and what they would save customers. Michael Webber’s answer is that Texas has run this experiment. CREZ, the Competitive Renewable Energy Zone program finished around 2014, was primarily 345 kV and lowered costs, cut emissions and improved reliability. His case for 765 kV is right of way: more capacity per corridor means fewer corridors, and corridors are what landowners object to. The same answer runs through most of what is moving on the grid. On this week’s Energy Capital Podcast, Joshua Rhodes talks with Webber, a professor at the University of Texas at Austin. * The case for AI: Anthropic, OpenAI and xAI leaders called for a global slowdown in September. Webber says nobody has explained what the technology is for. “The case has not been made strongly.” * Who is resisting, and why: degrowth politics on right and left, a youth movement against data centers, and law firms pushing associates toward AI while the partners who would have trained them work remote. Webber reads the water-and-noise objections as displaced anxiety about AI. * Where the gas goes: a bigger grid lets Texas sell gas at $8 to $15 rather than burn it at $3, and lets Houston draw West Texas solar instead of adding gas plants to its airshed. * Hormuz: about 20 percent of world oil moves through the strait, plus fertilizer and chip inputs. US diesel averaged $6.06 a gallon on September 11. Texas will be fine, Webber says; Bangladesh and Pakistan will not. * Affordability in November: electricity bills creep up through distribution costs, transformers and wildfire hardening, while fuel prices move by the day. Webber expects an anti-incumbent mood. * Scarcity and abundance: US electricity demand was flat for 20 years and is growing again. Webber wants data centers treated as a way through scarcity, not its cause. * Plus: why the headline numbers frightened everyone inside six months, what the next six months hold, and why the grid needs helicopter pilots. Chapters * 00:00 – Introduction * 01:03 – Where Texas is building fast, and where it is not * 02:19 – Why the data center mood flipped * 05:18 – The AI slowdown letter * 08:45 – Why younger workers are pushing back on AI * 12:32 – Junior lawyers, junior engineers, and mastering the fundamentals * 16:42 – Whether energy for AI is a social good * 19:26 – The case the hyperscalers have not made * 21:51 – The argument for 765 kV * 26:34 – West Texas solar and Houston's peak * 28:54 – Hormuz, molecules, and what Texas exports * 33:00 – Affordability heading into November * 39:05 – Scarcity, abundance, and a drama-free summer * 42:02 – What the next six months hold Resources People & Organizations * Joshua Rhodes (LinkedIn) * Webber Energy Group (Website - LinkedIn) * IdeaSmiths (Website - LinkedIn) * Energy Capital (LinkedIn - YouTube) * Michael Webber (Website - LinkedIn - X) * LBJ School of Public Affairs (Faculty page) * Walker Department of Mechanical Engineering (Faculty page) * Kay Bailey Hutchison Energy Center (Website) Company & Industry News * Regulators approve controversial southern 765-kV transmission line * Texas grid expansion splinters conservatives as data center backlash grows * Facing an estimated 474 GW of interconnection requests, Texas hits pause on data centers * The AI industry faces a bipartisan grassroots fight Books, Articles & Filings Discussed * Economic impacts of 765kV transmission development in support of Texas and Houston-area reliability * ERCOT - Trending topic: 345-kV and Texas 765-kV strategic transmission expansion * ERCOT - Reliability plan for the Permian Basin region * PUCT - Approval of the first extra high voltage transmission lines in the ERCOT region * Judges recommend regulators reject proposed 765-kV line * Top regulator recommends remanding transmission project to administrative law judges * Costs and emissions reductions from the Competitive Renewable Energy Zones wind transmission project in Texas * Anthropic, OpenAI CEOs call for slowdown in AI development * Using AI, mathematicians find hidden glitches in fluid equations * EIA - Strait of Hormuz is chokepoint for 20% of world’s oil Related Podcasts by Energy Capital * Build Fast or Fall Behind with Michael Webber * Texas competes on everything except transmission * Inside the PUC’s Cost-Allocation Overhaul with PUC Chairman Gleeson * What the Sierra Club wants from the Texas grid * Texas Got Tested, Grid Stayed Upright Related Posts by Texas Energy & Power * Data centers say they pay their way; Texas will hold them to it * More Generation, More Transmission, More Load, More Challenges: Texas Grid Roundup #90 * A Tale of Three Performance Reviews: Texas Grid Roundup #94 Transcript Joshua Rhodes: Hey everyone, and welcome back to another edition of the Energy Capital Podcast. I’m really excited to have Michael Webber back. I think we’re probably gonna get on some kinda six-month rotation with him just to kinda talk about all things energy in Texas, ‘cause there is never a shortage of things to talk about related to those. But for those who may have not seen the first episode that we’ve had about six months ago, we’ll put that in the show notes. But Michael’s a professor at the University of Texas at Austin, where he’s a Sid Richardson Chair at the LBJ School of Public Affairs, as well as the Cockrell Family’s Chair in Mechanical Engineering in the Engineering Department. He’s also the former CTO at Energy Impact Partners, a former Chief Science and Technology Officer at ENGIE in Paris, and the founding partner of IdeaSmiths. Since then, has been— is now running an energy opinion column regular every couple weeks for the Houston Chronicle. His work sits at the intersection of energy, engineering, policy, and commercialization. Michael Webber, welcome back to the Energy Capital Podcast. Michael Webber: Thank you. It’s always fun to have a chance for a conversation with you. Joshua Rhodes: For sure. So about six months ago, you know, one of the big themes in the podcast when we were talking was that Texas needed to build faster or kinda fall behind, or one of your big things was Texas needed to build fast or fall behind. So looking back since then, do you think we’re building fast enough? Or are we falling behind? Challenges changed? What’s really changed in the last six months? Michael Webber: We are building quickly on some things. We’re building new power plants, especially solar and some power capacity like batteries and a little bit of wind and gas. So we’re doing a good job building new sources of power. Doing a pretty good job building load, new factories, gigafactories, advanced factories or data centers. So that’s a good news story in terms of our ability to keep up with things. We are not as fast today at building transmission, although we have been fast in relatively recent history, so I’m optimistic we can do that again. And we’ve had issues building gas pipelines and sometimes water facilities we’ve been slow at. So there are places where we have a lot of success on the power side, some success on the gas infrastructure side, but also some shortages on transmission and other things. So it’s like we got a mixed record, but still pretty good. We’re better at it still than anywhere else in the United States and almost as good as anywhere in the world. Joshua Rhodes: Absolutely. Are there two or three developments in the past six months that have maybe has challenged your view the way Texas is headed? You have any idea what they’d be? Michael Webber: Yeah. The two big political things that have emerged that I see is sort of a anti-development or degrowth movement on the right and the left politically around data centers and transmission. So we’re seeing non-traditional political bedfellows in opposition to getting some things done, so that feels relatively new, especially the flipped opinion on data centers. That’s gone from very exciting to data centers are gonna pay all our property taxes and save the world, to now a lot of suspicion and concern around data centers and also the environmental impacts or anything else. So a lot of flipped mood on data centers, some of that’s rippled over to transmission lines. So that has changed. I haven’t really perceived that to happen as much for batteries and solar. We’ll see if that happens there as well. So some changes in the last six months since we’ve spoken before that I really didn’t see coming. Joshua Rhodes: The conversation really kind of went pretty quickly from how do we attract these projects? And so I’m talking about data centers, like, how do we attract these projects to, can the grid actually accommodate all of this stuff that’s gonna come to, wait, do we actually want all that? Do we need to slow this down? And that’s really kind of happened over the past kind of six months. What do you think is really happening there to really shift something so big, so fast? Michael Webber: I think there are so many things happening, it’s hard to fully digest in real time what’s going on. But part of it, the pace of construction and the pace of the headlines is really jaw-dropping. The headlines especially, and I don’t believe that we’ll build anywhere close to what the headlines say. So if we put numbers on it, data centers might require over 400 GW of new power. You’ve talked about that on your show several times already. I don’t believe we’ll build all that. We might only build 10 percent or 20 percent. Even 10 or 20 percent is still a lot, but it’s really just incredible headlines. And so that has freaked people out, like, whoa, that’s a lot. Can we really do tha

    Everything moving on the Texas grid
  5. Aug 26

    The Texas Energy Fund's first co-op loan

    Rayburn Electric Cooperative broke ground in June on a 570 MW gas plant in Sherman, backed by a $411 million Texas Energy Fund loan at 3 percent, the fund’s seventh generation loan and first to a cooperative. Rayburn is also putting batteries in members’ houses. Both run on the same logic: Rayburn generates the power and owns the transmission, so it earns on both. An independent power producer earns on energy alone. On this week’s Energy Capital Podcast, Matt Boms talks with Christian Nagel, senior director of power supply and production at Rayburn. * Home batteries as a transmission asset. Texas allocates transmission costs on four summer peaks, so discharging batteries then cuts Rayburn’s bill, worth more, Nagel says, than the energy. * Telling real load from speculative. Rayburn screened data centers with its own questionnaire before ERCOT standardized one. Abbott’s audit has since pushed ERCOT’s Batch Zero study past April 2027. * Plus: the 12CP fight and what comes after gas. Whether Rayburn is a model or a special case turns on rules the PUCT has not written. Chapters 00:00 – Introduction 01:36 – Wind development and the landowner conversation 06:02 – The video that went viral 08:17 – Using your service to open doors 10:23 – The Atlantic Council years 12:19 – Her graduate research on energy and national security 14:44 – From Annapolis to flying Growlers 19:54 – Grounded, and the move to cryptologic warfare 23:59 – Why veterans run down their own service 30:08 – Advice for veterans trying to get into energy 32:56 – How to plug into Project Vanguard 34:49 – Closing thoughts This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe

    The Texas Energy Fund's first co-op loan
  6. Aug 12

    What the Sierra Club wants from the Texas grid

    Last month the Public Utility Commission of Texas held public hearings on plans to build giant 765 kilovolt transmission lines. The controversial plan drew complaints from influential voices, including Senate Business and Commerce Chairman Charles Schwertner, who asked commissioners to deny the pending applications for the lines in a letter. Cyrus Reed sat through the roughly 15 hours of testimony, and we recorded with him the morning Schwertner’s thoughts came out. On this week’s Energy Capital Podcast, Joshua Rhodes talks with Reed, legislative and conservation director of the Sierra Club’s Lone Star Chapter, about what it means to run an environmental group in a state with no renewable mandate, and about nearly everything happening on the Texas grid this summer. Chapters: 00:00 – Introduction and guest background 00:46 – What it means to be an environmental group in Texas 02:50 – How property rights and an energy-only market built out renewables 06:54 – The Lone Star Chapter's platform for the 90th Legislature 08:48 – County authority, HB 40, and codes instead of bans 10:46 – How load growth, 765 kV, and data centers got tangled together 15:43 – ERCOT versus SPP, and who carries the risk 17:11 – Schwertner's letter and what the PUCT could actually do 20:47 – How a CCN works, and the 180-day clock 23:07 – A bigger grid and more oil and gas extraction 25:37 – What a fairer routing process would look like 29:18 – Batch Zero, the large load queue, and the disclosure problem 33:19 – Mitigation fees and community benefit agreements 36:02 – Behind-the-meter gas and the minor source permit threshold 38:33 – The Green Tea Coalition, unlikely allies, and the 2027 platform This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe

    What the Sierra Club wants from the Texas grid
  7. Aug 5

    How linear generators can fit into the Texas grid

    Wind, solar, and storage are the only new categories of generation to reach the US power system at scale in fifty years. Craig Gordon thinks his company is adding one. Mainspring Energy’s linear generator drives magnets through copper coils rather than burning fuel in a flame, switches between natural gas, biogas, propane, and hydrogen under load, and ramps from minimum to full output in 25 seconds. The same modular unit is going into a municipal utility’s fleet in Utah, an islanded truck depot in Los Angeles, dairy digesters in California, and data centers. It is still a gas-fired resource. The flameless reaction suppresses NOx rather than carbon, and the carbon case rests on burning less fuel per megawatt hour than the engines and turbines it displaces. In ERCOT it arrives at a useful moment. Large load requests run into the hundreds of gigawatts, most of them data centers, against a small fraction approved to energize. The Batch Zero process approved in June will sort which projects get firm grid capacity, and generation on a customer’s own site never enters it. Gordon does not treat that as a substitute for building the grid, and says the answer is both. On this week’s Energy Capital Podcast, Matt Boms talks with Craig Gordon, head of business development for Mainspring, who heads global policy and regulatory affairs at Mainspring after 12 years at Invenergy. The conversation covers: * How a linear generator works, magnets driven through copper coils 13 times a second, with no flame, water, or oil. * Where the units are going, a 48 MW project for a Utah municipal utility and a Los Angeles depot charging 96 electric trucks with no grid connection. * What it burns, natural gas today, with dairy and landfill biogas running in California at small scale and hydrogen far off at current production costs. * Running alongside solar and batteries, covering the hours renewables do not, and how it compares with engines, turbines, and fuel cells. How much of ERCOT’s queued load ends up served on site rather than through the grid will shape what Texas has to build. Chapters: 00:00 – Introduction and Guest Background 00:40 – From Ameren to Invenergy to Mainspring 03:43 – What Mainspring Builds and Why It Matters 06:19 – How a Linear Generator Works 08:39 – Why Customers Are Generating Power Locally 11:02 – Data Centers, DERs, and Grid Investment 12:16 – Ramping and Efficiency vs Engines, Turbines, and Fuel Cells 14:27 – UMPA's 48 MW Project and the Prologis Microgrid 17:28 – Maintenance, O&M Hubs, and Field Lessons 18:39 – Fuel Flexibility, Biogas, and Hydrogen 20:36 – Scaling to Hundreds of Megawatts, and Islanded vs Grid-Parallel 25:37 – ERCOT's Cluster Study and the Interconnection Queue 29:21 – Policy Barriers, Air Permits, and Behind-the-Meter Value 33:57 – Linear Generators in 10 Years This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.texasenergyandpower.com/subscribe

    How linear generators can fit into the Texas grid
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The Texas power grid is being rebuilt in real time. Energy Capital covers the policy fights, market mechanics, and technical decisions shaping what comes next. Hosted by Josh Rhodes (UT Austin) and Matt Boms (TAEBA), with the policymakers, regulators, and researchers at the center of it. Produced by ClarityForge Studios. Topics include ERCOT market operations, grid reliability, renewable integration, distributed energy resources, interconnection and transmission planning, regulatory economics, energy storage, demand response, and the Texas electricity market. New episodes weekly. on Texas energy and power grid issues, featuring interviews with energy professionals, academics, policymakers, and advocates. Produced by ClarityForge Studios. www.texasenergyandpower.com

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