Episode Mentions
Elon Musk Podcast · Mar 1, 2026
Elon Musk’s Secret Texas Company Town
“Texas grid operator facing frequency instability from erratic AI data center power demand swings.”
Company town governance and municipal incorporationShell LLC structures and real estate acquisition privacyTax incentive arbitrage (Chapter 313, Texas Enterprise Zones)
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Catalyst with Shayle Kann · Feb 12, 2026
PJM and ERCOT navigate a capacity rollercoaster
“Texas wholesale power market operator; energy-only market design discussed as case study for price-signal effectiveness”
PJM Capacity Market Design and Emergency ProcurementData Center Load Growth and Grid IntegrationERCOT Winter Storm Response and Demand Flexibility
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Energy Policy Now · Jan 27, 2026
Planning the Grid in an Age of Uncertain Demand Growth
“Texas grid operator pushing forward on non-firm service options and faster interconnection for data centers”
AI Data Center Electricity Demand ForecastingGrid Operator Capacity Planning Under UncertaintyLarge Load Addition (LLA) Integration Challenges
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