Episode Details

EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are here for it.

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00:00 Catching up
01:12 EOG's UAE wells
03:04 Chuck's theory on the rock
04:43 Who captures the value
10:07 The copycats are coming
11:52 Amazon's West Texas gas plant
14:14 Behind the meter is the grid now
17:45 A prediction about Ercot
19:38 Gas leaving the pipelines
21:13 Eminent domain and interconnects
24:40 Ferc and crossing state lines
26:13 Ramaswamy's Ohio data center plan
29:25 The rancher pushback
31:16 Costs, jobs, and tax abatements
35:14 Fermi America and the nuclear question
39:20 Wrapping up 

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