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Gas-to-GPU: 90 GW Announced, 2 GW Running
Derrick and Packer put the behind-the-meter gas boom for data centers on one scale: Cleanview's tracker counts 59 projects and roughly 90 GW of announced on-site generation, but only about 2 GW (2.2%) is actually operating. Then they walk through why the gap matters in Texas right now.
In this episode:
* Paper next to steel: Cleanview's numbers — about 2 GW operating, 1.2% under construction, 36% permitted, 60% still announcements or early plans — and its 2.8–3.2 GW expectation for end-2026.
* The Texas permit freeze: on Sep 21 the governor directed TCEQ to halt permits sought by data centers…
The skinny
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